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
IEFA
Ishares Tr

ETFs
2.65K
+ 10.9%
$67.83 - $84.09 $180K - $223K
27K $2.25M
RTX
Raytheon Technologies Corp

Industrials
113
+ 0.39%
$113.75 - $148.48 $12.9K - $16.8K
28.9K $4.22M
IOT
Samsara Inc.

Technology
9.51K
+ 80.73%
$33.46 - $47.74 $318K - $454K
21.3K $846K
WFC
Wells Fargo & Company

Financial Services
503
+ 1.23%
$60.98 - $80.12 $30.7K - $40.3K
41.5K $3.33M
TRV
Travelers Companies, Inc.

Financial Services
1.33K
+ 16.81%
$233.83 - $276.34 $311K - $368K
9.24K $2.47M
CEG
Constellation Energy Corp

Utilities
430
+ 21.6%
$170.96 - $322.76 $73.5K - $139K
2.42K $781K
PFE
Pfizer Inc

Healthcare
19.7K
+ 16.41%
$21.59 - $24.84 $426K - $490K
140K $3.39M
ETN
Eaton Corp PLC

Industrials
50
+ 1.34%
$246.52 - $356.99 $12.3K - $17.8K
3.78K $1.35M
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 5.38%
$4164.15 - $5789.24 $50K - $69.5K
235 $1.36M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.41K
+ 24.18%
$248.61 - $294.96 $350K - $416K
7.24K $2.04M
C
Citigroup Inc

Financial Services
1.9K
+ 23.74%
$58.13 - $85.12 $110K - $161K
9.88K $841K
SPGI
S&P Global Inc.

Financial Services
24
+ 0.18%
$438.31 - $527.29 $10.5K - $12.7K
13.2K $6.95M
T
At&T Inc.

Communication Services
8.31K
+ 29.63%
$26.33 - $28.94 $219K - $240K
36.4K $1.05M
ACWI
Ishares Msci Acwi ETF

ETFs
924
+ 8.17%
$103.59 - $128.6 $95.7K - $119K
12.2K $1.57M
KKR
Kkr & Co. Inc.

Financial Services
5
+ 0.04%
$92.79 - $134.29 $464 - $671
14K $1.86M
PM
Philip Morris International Inc.

Consumer Defensive
746
+ 17.42%
$149.23 - $184.95 $111K - $138K
5.03K $915K
VIG
Vanguard Dividend Appreciation

ETFs
1.13K
+ 2.29%
N/A
50.6K $9.21M
UBER
Uber Technologies, Inc

Technology
1.22K
+ 34.42%
$64.62 - $93.3 $78.5K - $113K
4.75K $442K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
182
+ 8.33%
$468.22 - $566.51 $85.2K - $103K
2.37K $1.34M
GLDM
World Gold Trust

ETFs
1.17K
+ 4.71%
$58.96 - $67.97 $68.9K - $79.5K
26K $1.7M
SBUX
Starbucks Corp

Consumer Cyclical
1.93K
+ 51.68%
$79.69 - $99.41 $154K - $192K
5.66K $518K
MRK
Merck & Co., Inc.

Healthcare
11.5K
+ 15.9%
$73.47 - $87.12 $842K - $999K
83.6K $6.62M
WCN
Waste Connections, Inc.

Industrials
5.54K
+ 5.26%
$183.26 - $199.95 $1.02M - $1.11M
111K $20.7M
BHP
Bhp Group LTD

Basic Materials
2.75K
+ 43.18%
$40.22 - $50.88 $111K - $140K
9.12K $438K
PYPL
Pay Pal Holdings, Inc.

Financial Services
904
+ 15.08%
$57.41 - $74.81 $51.9K - $67.6K
6.9K $512K
CVS
Cvs Health Corp

Healthcare
1.4K
+ 8.97%
$60.04 - $70.18 $84.2K - $98.4K
17K $1.17M
IWD
Ishares Russell 1000 Val ETF

ETFs
400
+ 7.16%
$166.82 - $194.23 $66.7K - $77.7K
5.99K $1.16M
CRM
Salesforce, Inc.

Technology
293
+ 5.41%
$236.26 - $291.15 $69.2K - $85.3K
5.71K $1.56M
LMT
Lockheed Martin Corp

Industrials
179
+ 14.17%
$430.82 - $486.45 $77.1K - $87.1K
1.44K $667K
HWM
Howmet Aerospace Inc.

Industrials
23
+ 1.4%
$112.33 - $186.13 $2.58K - $4.28K
1.67K $310K
GD
General Dynamics Corp

Industrials
176
+ 8.47%
$247.68 - $291.66 $43.6K - $51.3K
2.25K $657K
SOXX
Ishares Semiconductor ETF

ETFs
28
+ 2.49%
$154.86 - $239.07 $4.34K - $6.69K
1.15K $275K
VNQ
Vanguard Specialized Funds Van

ETFs
867
+ 5.84%
$79.79 - $91.42 $69.2K - $79.3K
15.7K $1.4M
MKL
Markel Corp

Financial Services
14
+ 7.25%
$1678.5 - $1997.36 $23.5K - $28K
207 $413K
CL
Colgate Palmolive CO

Consumer Defensive
791
+ 8.8%
$87.57 - $96.0 $69.3K - $75.9K
9.78K $889K
VEU
Vanguard Ftse All World Ex Us

ETFs
107
+ 1.93%
$54.19 - $67.22 $5.8K - $7.19K
5.65K $379K
FTNT
Fortinet, Inc.

Technology
17
+ 0.41%
$84.71 - $108.69 $1.44K - $1.85K
4.14K $437K
MO
Altria Group, Inc.

Consumer Defensive
869
+ 10.35%
$55.56 - $60.91 $48.3K - $52.9K
9.26K $543K
CHTR
Charter Communications, Inc.

Communication Services
29
+ 4.43%
$321.68 - $427.25 $9.33K - $12.4K
684 $279K
SAN
Banco Santander, S.A.

Financial Services
814
+ 5.25%
$5.72 - $8.32 $4.66K - $6.77K
16.3K $135K
AMCR
Amcor PLC

Consumer Cyclical
3.58K
+ 22.82%
$8.57 - $9.81 $30.7K - $35.1K
19.3K $176K
DRI
Darden Restaurants Inc

Consumer Cyclical
4
+ 0.18%
$186.58 - $225.78 $746 - $903
2.24K $487K
WEC
Wec Energy Group, Inc.

Utilities
335
+ 11.37%
$102.24 - $109.76 $34.3K - $36.8K
3.28K $341K
MDT
Medtronic PLC

Healthcare
286
+ 12.32%
$80.68 - $88.86 $23.1K - $25.4K
2.61K $227K
CME
Cme Group Inc.

Financial Services
5
+ 0.36%
$252.37 - $290.71 $1.26K - $1.45K
1.38K $380K
INTC
Intel Corp

Technology
1.87K
+ 2.2%
$18.13 - $22.69 $33.8K - $42.3K
86.8K $1.94M
SWK
Stanley Black & Decker, Inc.

Industrials
829
+ 15.15%
$55.86 - $76.98 $46.3K - $63.8K
6.3K $426K
Linde PLC
2.94K
+ 8.7%
N/A
36.7K $0
MET
Metlife Inc

Financial Services
1
+ 0.02%
$68.42 - $82.49 $68.4 - $82.5
4.73K $379K
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
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