Choate Investment Advisors Incresed Positions in Q2 2025

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
956K
+ 121.97%
$100.35 - $100.71 $95.9M - $96.3M
1.74M $175M
MSFT
Microsoft Corp

Technology
10.6K
+ 3.43%
$354.56 - $497.45 $3.76M - $5.28M
320K $159M
AMZN
Amazon Com Inc

Consumer Cyclical
13.1K
+ 2.9%
$167.32 - $223.3 $2.19M - $2.92M
464K $102M
GOOGL
Alphabet Inc.

Communication Services
11.2K
+ 3.63%
$144.7 - $178.6 $1.62M - $2M
319K $56.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.1K
+ 4.5%
$141.37 - $228.57 $721K - $1.17M
118K $26.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.08K
+ 4.22%
$456.74 - $568.03 $1.86M - $2.32M
101K $57.3M
VEA
Vanguard Ftse Developed Market

ETFs
86.2K
+ 23.94%
$45.65 - $57.01 $3.94M - $4.92M
446K $25.4M
PWR
Quanta Services, Inc.

Industrials
14.3K
+ 109.09%
$239.47 - $381.26 $3.43M - $5.46M
27.4K $10.4M
GOOG
Alphabet Inc.

Communication Services
12.9K
+ 5.81%
$146.58 - $180.01 $1.89M - $2.32M
234K $41.6M
JPM
Jpmorgan Chase & CO

Financial Services
5.03K
+ 4.12%
$210.28 - $289.91 $1.06M - $1.46M
127K $36.9M
WMT
Walmart Inc.

Consumer Defensive
26.1K
+ 7.85%
$81.79 - $99.98 $2.13M - $2.61M
358K $35M
META
Meta Platforms, Inc.

Communication Services
1.62K
+ 5.69%
$484.66 - $738.09 $783K - $1.19M
30K $22.1M
ABT
Abbott Laboratories

Healthcare
31.1K
+ 13.42%
$123.95 - $138.08 $3.86M - $4.3M
263K $35.8M
AVGO
Broadcom Inc.

Technology
4.18K
+ 14.46%
$146.29 - $275.65 $612K - $1.15M
33.1K $9.12M
LLY
Eli Lilly & CO

Healthcare
7.16K
+ 22.89%
$713.71 - $898.95 $5.11M - $6.44M
38.5K $30M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.55K
+ 6.91%
$320.42 - $424.58 $816K - $1.08M
39.4K $16.7M
VTI
Vanguard Total Stock Market Et

ETFs
1.86K
+ 1.92%
$243.75 - $303.93 $453K - $565K
98.6K $30M
FISV
Fiserv Inc

Technology
25.8K
+ 13.93%
N/A
211K $26.4M
ORCL
Oracle Corp

Technology
1.2K
+ 3.92%
$122.82 - $218.63 $148K - $263K
31.9K $6.96M
HD
Home Depot, Inc.

Consumer Cyclical
7.17K
+ 4.99%
$335.24 - $380.78 $2.4M - $2.73M
151K $55.4M
MSCI
Msci Inc.

Financial Services
3.88K
+ 15.53%
$506.56 - $576.74 $1.97M - $2.24M
28.9K $16.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1K
+ 4.31%
$416.06 - $551.64 $417K - $553K
24.2K $13.4M
GE
General Electric CO

Industrials
6.34K
+ 46.32%
$166.81 - $257.39 $1.06M - $1.63M
20K $5.16M
NVO
Novo Nordisk A S

Healthcare
32.7K
+ 18.08%
$58.08 - $81.05 $1.9M - $2.65M
214K $14.8M
CAT
Caterpillar Inc

Industrials
2.65K
+ 34.47%
$273.94 - $388.21 $725K - $1.03M
10.3K $4.01M
SGOL
Abrdn Gold ETF Trust

ETFs
27.5K
+ 10.09%
$28.39 - $32.75 $780K - $900K
300K $9.46M
MS
Morgan Stanley

Financial Services
7.52K
+ 68.41%
$99.83 - $140.86 $751K - $1.06M
18.5K $2.61M
COF
Capital One Financial Corp

Financial Services
5.51K
+ 243.08%
$150.57 - $212.76 $830K - $1.17M
7.78K $1.66M
VT
Vanguard Total World Stk Index

ETFs
1.03K
+ 1.2%
$103.16 - $128.52 $106K - $132K
86.9K $11.2M
IBM
International Business Machines Corp

Technology
2.32K
+ 23.78%
$221.03 - $294.78 $513K - $684K
12.1K $3.56M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.83K
+ 3.83%
$51.16 - $62.02 $349K - $423K
185K $11.5M
PANW
Palo Alto Networks Inc

Technology
3.59K
+ 38.36%
$152.44 - $204.64 $547K - $735K
13K $2.65M
VXF
Vanguard Extended Market ETF

ETFs
4.74K
+ 201.27%
$150.43 - $192.71 $713K - $914K
7.1K $1.37M
PGR
Progressive Corp

Financial Services
7.4K
+ 11.14%
$255.27 - $288.74 $1.89M - $2.14M
73.7K $19.7M
CB
Chubb LTD

Financial Services
3.22K
+ 88.7%
$274.32 - $302.46 $882K - $973K
6.84K $1.98M
MA
Mastercard Inc

Financial Services
268
+ 0.54%
$479.92 - $590.74 $129K - $158K
50.3K $28.3M
GLD
Spdr Gold Trust

ETFs
300
+ 0.77%
$273.71 - $316.29 $82.1K - $94.9K
39.3K $12M
TJX
Tjx Companies Inc

Consumer Cyclical
2.4K
+ 0.97%
$119.13 - $135.03 $286K - $324K
249K $30.8M
ECL
Ecolab Inc.

Basic Materials
525
+ 1.49%
$225.65 - $270.95 $118K - $142K
35.8K $9.64M
ITW
Illinois Tool Works Inc

Industrials
2.79K
+ 30.19%
$218.41 - $252.43 $608K - $703K
12K $2.97M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
464
+ 3.87%
$201.28 - $266.34 $93.4K - $124K
12.4K $3.31M
MMM
3 M CO

Industrials
3.2K
+ 17.71%
$126.09 - $154.15 $404K - $494K
21.3K $3.24M
V
Visa Inc.

Financial Services
199
+ 0.19%
$308.27 - $373.31 $61.3K - $74.3K
104K $36.9M
COST
Costco Wholesale Corp

Consumer Defensive
114
+ 1.2%
$908.13 - $1056.85 $104K - $120K
9.6K $9.51M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.38K
+ 30.71%
$104.34 - $138.68 $249K - $330K
10.1K $1.41M
XLI
Industrial Sector Spdr

ETFs
445
+ 1.81%
$116.42 - $147.52 $51.8K - $65.6K
25.1K $3.7M
TM
Toyota Motor Corp

Consumer Cyclical
2.75K
+ 160.35%
$158.63 - $195.39 $436K - $537K
4.47K $769K
VST
Vistra Corp.

Utilities
41
+ 0.69%
$98.07 - $195.04 $4.02K - $8K
6.02K $1.17M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.85K
+ 20.92%
$149.76 - $186.42 $276K - $344K
10.7K $1.99M
Activity Summary
Buys All Purchases 224 New Holdings 94 Increased Positions 130 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Choate Investment Advisors Portfolio

Follow Choate Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email