Choate Investment Advisors Incresed Positions in Q4 2024

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
928
+ 9.44%
$345.14 - $392.15 $320K - $364K
10.8K $3.88M
VT
Vanguard Total World Stk Index

ETFs
4.15K
+ 5.42%
$117.09 - $123.07 $486K - $510K
80.7K $9.48M
XLY
Select Sector Spdr Consumer Di

ETFs
601
+ 8.64%
$194.8 - $239.43 $117K - $144K
7.56K $1.7M
BA
Boeing CO

Industrials
335
+ 3.65%
$138.14 - $180.72 $46.3K - $60.5K
9.51K $1.68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.47K
+ 2.48%
$61.68 - $67.87 $275K - $303K
185K $11.5M
KKR
Kkr & Co. Inc.

Financial Services
233
+ 1.7%
$129.87 - $162.87 $30.3K - $37.9K
14K $2.06M
AJG
Arthur J. Gallagher & Co.

Financial Services
920
+ 62.33%
$278.49 - $315.16 $256K - $290K
2.4K $680K
MO
Altria Group, Inc.

Consumer Defensive
4.87K
+ 64.75%
$49.06 - $57.74 $239K - $281K
12.4K $647K
WM
Waste Management Inc

Industrials
1.42K
+ 25.65%
$201.79 - $228.46 $287K - $324K
6.96K $1.4M
DOV
Dover Corp

Industrials
1.5K
+ 17.96%
$184.72 - $206.51 $277K - $309K
9.83K $1.84M
MCK
Mckesson Corp

Healthcare
123
+ 5.5%
$482.27 - $628.5 $59.3K - $77.3K
2.36K $1.35M
HD
Home Depot, Inc.

Consumer Cyclical
6.12K
+ 4.63%
$385.02 - $431.37 $2.36M - $2.64M
138K $53.8M
NOW
Service Now, Inc.

Technology
108
+ 15.02%
$867.18 - $1148.42 $93.7K - $124K
827 $876K
ASML
Asml Holding Nv

Technology
502
+ 58.37%
$658.43 - $872.27 $331K - $438K
1.36K $943K
CEG
Constellation Energy Corp

Utilities
1.18K
+ 86.1%
$224.28 - $285.52 $265K - $338K
2.56K $575K
DFS
Discover Financial Services

Financial Services
231
+ 4.27%
$136.3 - $182.67 $31.5K - $42.2K
5.64K $977K
TXN
Texas Instruments Inc

Technology
1.1K
+ 10.25%
N/A
11.8K $2.3M
OTIS
Otis Worldwide Corp

Industrials
2.82K
+ 61.59%
$92.57 - $106.01 $261K - $299K
7.39K $684K
MMM
3 M CO

Industrials
2.67K
+ 14.66%
$124.74 - $137.12 $333K - $366K
20.9K $2.7M
AZN
Astrazeneca PLC

Healthcare
4.05K
+ 69.64%
$63.2 - $79.58 $256K - $323K
9.87K $646K
KLAC
Kla Corp

Technology
430
+ 69.24%
$614.46 - $829.55 $264K - $357K
1.05K $662K
IOT
Samsara Inc.

Technology
4.76K
+ 67.76%
$42.67 - $56.35 $203K - $268K
11.8K $514K
IBM
International Business Machines Corp

Technology
854
+ 8.29%
$204.9 - $238.04 $175K - $203K
11.2K $2.45M
TGT
Target Corp

Consumer Defensive
1.81K
+ 52.95%
$121.59 - $160.69 $221K - $291K
5.24K $708K
CARR
Carrier Global Corp

Industrials
4.91K
+ 35.67%
$66.69 - $82.65 $327K - $405K
18.7K $1.27M
RTX
Raytheon Technologies Corp

Industrials
2.87K
+ 8.95%
$114.45 - $127.21 $328K - $365K
34.9K $4.04M
C
Citigroup Inc

Financial Services
1.42K
+ 21.63%
$61.31 - $72.5 $87.1K - $103K
7.99K $562K
VST
Vistra Corp.

Utilities
236
+ 4.09%
$115.74 - $166.61 $27.3K - $39.3K
6K $827K
VBR
Vanguard Small Cap Value ETF

ETFs
990
+ 3.98%
$197.36 - $217.3 $195K - $215K
25.9K $5.12M
MAR
Marriott International Inc

Consumer Cyclical
84
+ 2.41%
$246.06 - $292.59 $20.7K - $24.6K
3.58K $997K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.85K
+ 51.49%
$59.25 - $72.99 $228K - $281K
11.3K $677K
INTU
Intuit Inc

Technology
158
+ 6.52%
$602.01 - $706.25 $95.1K - $112K
2.58K $1.62M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1K
+ 4.95%
$55.73 - $66.16 $55.8K - $66.3K
21.2K $1.28M
KR
Kroger CO

Consumer Defensive
20
+ 0.07%
$55.21 - $63.3 $1.1K - $1.27K
29.1K $1.78M
GILD
Gilead Sciences, Inc.

Healthcare
353
+ 3.77%
$83.95 - $97.9 $29.6K - $34.6K
9.72K $898K
ADSK
Autodesk, Inc.

Technology
446
+ 20.64%
N/A
2.61K $640K
PNC
Pnc Financial Services Group, Inc.

Financial Services
207
+ 2.4%
$178.39 - $215.0 $36.9K - $44.5K
8.85K $1.71M
APH
Amphenol Corp

Technology
1.22K
+ 22.97%
$62.07 - $75.35 $75.8K - $92.1K
6.54K $454K
ZTS
Zoetis Inc.

Healthcare
1.4K
+ 37.56%
$162.24 - $194.42 $226K - $271K
5.11K $832K
ETN
Eaton Corp PLC

Industrials
305
+ 8.31%
$326.96 - $377.52 $99.7K - $115K
3.98K $1.32M
BHP
Bhp Group LTD

Basic Materials
2.94K
+ 89.4%
$48.78 - $62.43 $144K - $184K
6.23K $304K
FTNT
Fortinet, Inc.

Technology
349
+ 9.24%
$76.49 - $99.21 $26.7K - $34.6K
4.13K $389K
TRV
Travelers Companies, Inc.

Financial Services
177
+ 2.29%
$225.97 - $266.66 $40K - $47.2K
7.89K $1.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
55
+ 7.45%
$1146.59 - $1270.6 $63.1K - $69.9K
793 $940K
PH
Parker Hannifin Corp

Industrials
121
+ 6.83%
$621.74 - $709.46 $75.2K - $85.8K
1.89K $1.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
569
+ 12.37%
$77.25 - $91.3 $44K - $51.9K
5.17K $441K
CB
Chubb LTD

Financial Services
438
+ 13.02%
$271.57 - $301.89 $119K - $132K
3.8K $1.05M
DELL
Dell Technologies Inc.

Technology
742
+ 43.16%
$111.96 - $144.21 $83.1K - $107K
2.46K $283K
BSX
Boston Scientific Corp

Healthcare
680
+ 19.98%
$83.62 - $91.5 $56.9K - $62.2K
4.08K $364K
Activity Summary
Buys All Purchases 254 New Holdings 39 Increased Positions 215 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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