Choate Investment Advisors Incresed Positions in Q1 2025

Choate Investment Advisors

  • $3.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DD
Du Pont De Nemours, Inc.

Basic Materials
1.29K
+ 14.19%
$72.7 - $84.32 $93.6K - $109K
10.4K $774K
ED
Consolidated Edison Inc

Utilities
277
+ 11.53%
$88.0 - $110.59 $24.4K - $30.6K
2.68K $296K
SAP
Sap Se

Technology
150
+ 8.51%
$241.4 - $293.69 $36.2K - $44.1K
1.91K $513K
MPC
Marathon Petroleum Corp

Energy
20
+ 0.17%
$134.72 - $159.03 $2.69K - $3.18K
11.7K $1.7M
MLM
Martin Marietta Materials Inc

Basic Materials
202
+ 33.95%
$460.39 - $552.64 $93K - $112K
797 $381K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.88K
+ 35.89%
$14.13 - $16.72 $54.8K - $64.8K
14.7K $226K
VEU
Vanguard Ftse All World Ex Us

ETFs
800
+ 16.88%
$56.51 - $62.98 $45.2K - $50.4K
5.54K $336K
WEC
Wec Energy Group, Inc.

Utilities
200
+ 7.28%
$92.12 - $108.98 $18.4K - $21.8K
2.95K $321K
GD
General Dynamics Corp

Industrials
160
+ 8.34%
$241.94 - $272.58 $38.7K - $43.6K
2.08K $566K
HSBC
Hsbc Holdings PLC

Financial Services
243
+ 4.1%
$48.68 - $61.58 $11.8K - $15K
6.17K $354K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.04K
+ 9.56%
$9.49 - $14.83 $9.82K - $15.3K
11.9K $161K
ELV
Elevance Health, Inc.

Healthcare
11
+ 1.46%
$365.9 - $436.25 $4.02K - $4.8K
764 $332K
KLAC
Kla Corp

Technology
1
+ 0.1%
$636.62 - $777.63 $637 - $778
1.05K $715K
DRI
Darden Restaurants Inc

Consumer Cyclical
24
+ 1.09%
$180.02 - $208.56 $4.32K - $5.01K
2.23K $463K
AON
Aon PLC

Financial Services
30
+ 3.28%
$348.44 - $409.32 $10.5K - $12.3K
945 $377K
SAN
Banco Santander, S.A.

Financial Services
2.91K
+ 23.08%
$4.46 - $7.14 $13K - $20.7K
15.5K $103K
XLI
Industrial Sector Spdr

ETFs
420
+ 1.73%
$128.78 - $141.67 $54.1K - $59.5K
24.6K $3.23M
SBUX
Starbucks Corp

Consumer Cyclical
140
+ 3.9%
$91.75 - $115.81 $12.8K - $16.2K
3.73K $365K
SO
Southern CO

Utilities
52
+ 1.64%
$80.96 - $92.96 $4.21K - $4.83K
3.22K $295K
NUE
Nucor Corp

Basic Materials
43
+ 0.67%
$114.48 - $142.52 $4.92K - $6.13K
6.49K $781K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
16
+ 0.49%
$98.98 - $113.18 $1.58K - $1.81K
3.29K $371K
ADSK
Autodesk, Inc.

Technology
91
+ 3.49%
N/A
2.7K $663K
BDX
Becton Dickinson & CO

Healthcare
76
+ 3.99%
$222.79 - $249.08 $16.9K - $18.9K
1.98K $453K
CHTR
Charter Communications, Inc.

Communication Services
16
+ 2.5%
$334.89 - $384.77 $5.36K - $6.16K
655 $241K
CMCSA
Comcast Corp

Communication Services
1.06K
+ 2.86%
$33.19 - $38.23 $35.3K - $40.7K
38.2K $1.41M
HSY
Hershey CO

Consumer Defensive
60
+ 2.89%
$144.74 - $186.36 $8.68K - $11.2K
2.14K $365K
MU
Micron Technology Inc

Technology
50
+ 1.83%
$86.89 - $109.38 $4.34K - $5.47K
2.78K $241K
BHP
Bhp Group LTD

Basic Materials
135
+ 2.17%
$48.18 - $52.11 $6.5K - $7.03K
6.37K $309K
VBR
Vanguard Small Cap Value ETF

ETFs
1.67K
+ 6.47%
$183.02 - $207.75 $306K - $348K
27.5K $5.13M
Canadian Pacific Kansas City
10.5K
+ 13.3%
N/A
89.2K $0
Linde PLC
4.28K
+ 14.51%
N/A
33.8K $0
Siriusxm Holdings Inc
190
+ 0.8%
N/A
23.8K $0
Bitwise Bitcoin ETF Tr
260
+ 2.85%
N/A
9.37K $0
EXR
Extra Space Storage Inc.

Real Estate
1
+ 0.04%
$143.8 - $161.28 $144 - $161
2.23K $331K
FCX
Freeport Mcmoran Inc

Basic Materials
27
+ 0.19%
$34.5 - $43.01 $932 - $1.16K
14.3K $539K
SYY
Sysco Corp

Consumer Defensive
3
+ 0.06%
$70.0 - $77.13 $210 - $231
4.95K $371K
SWK
Stanley Black & Decker, Inc.

Industrials
126
+ 2.36%
$76.43 - $90.41 $9.63K - $11.4K
5.47K $420K
MUSA
Murphy Usa Inc.

Consumer Cyclical
14
+ 2.7%
$435.02 - $515.95 $6.09K - $7.22K
533 $250K
MCO
Moodys Corp

Financial Services
5
+ 0.25%
$437.8 - $527.48 $2.19K - $2.64K
2K $929K
PKG
Packaging Corp Of America

Consumer Cyclical
100
+ 7.92%
$192.03 - $242.13 $19.2K - $24.2K
1.36K $269K
TM
Toyota Motor Corp

Consumer Cyclical
66
+ 4.0%
$176.53 - $195.35 $11.7K - $12.9K
1.72K $302K
NEE
Nextera Energy Inc

Utilities
215
+ 0.4%
$66.96 - $76.16 $14.4K - $16.4K
53.5K $3.79M
USB
Us Bancorp \De\

Financial Services
279
+ 3.54%
$40.92 - $50.9 $11.4K - $14.2K
8.16K $344K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
+ 1.81%
$634.14 - $744.83 $6.34K - $7.45K
561 $355K
CATH
Global X Fds Global X S&P 500

ETFs
340
+ 1.82%
$66.14 - $74.2 $22.5K - $25.2K
19.1K $1.29M
PYPL
Pay Pal Holdings, Inc.

Financial Services
826
+ 15.98%
$65.15 - $91.81 $53.8K - $75.8K
6K $391K
ROK
Rockwell Automation, Inc

Industrials
25
+ 1.07%
$255.29 - $303.75 $6.38K - $7.59K
2.37K $612K
TT
Trane Technologies PLC

Industrials
1
+ 0.05%
$332.0 - $400.86 $332 - $401
1.83K $617K
UPS
United Parcel Service Inc

Industrials
202
+ 3.9%
$109.66 - $136.26 $22.2K - $27.5K
5.38K $591K
Activity Summary
Buys All Purchases 140 New Holdings 20 Increased Positions 120 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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