Choate Investment Advisors New Holdings in Q2 2025

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
28.8K
New
$104.77 - $106.34 $3.02M - $3.07M
28.8K $3.07M
IQLT
Ishares Msci Intl Quality Fact

ETFs
24.5K
New
$35.9 - $43.76 $880K - $1.07M
24.5K $1.06M
IAUM
I Shares Gold Trust Micro

ETFs
30.9K
New
$29.65 - $34.24 $917K - $1.06M
30.9K $1.02M
RNR
Renaissancere Holdings LTD

Financial Services
3.96K
New
$220.37 - $253.95 $873K - $1.01M
3.96K $962K
PCAR
Paccar Inc

Industrials
6.35K
New
$86.4 - $99.09 $549K - $629K
6.35K $603K
FXE
Invesco Currency Shares Euro Trust

ETFs
5.52K
New
$99.56 - $108.79 $550K - $601K
5.52K $600K
TTE
Total Energies Se

Energy
5.86K
New
N/A
5.86K $401K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
7.02K
New
$51.68 - $52.76 $363K - $370K
7.02K $370K
PLTR
Palantir Technologies Inc.

Technology
2.49K
New
$74.01 - $144.25 $185K - $360K
2.49K $339K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.05K
New
$62.73 - $78.42 $254K - $318K
4.05K $314K
VOT
Vanguard Mid Cap Growth Index

ETFs
870
New
$216.28 - $284.39 $188K - $247K
870 $247K
DELL
Dell Technologies Inc.

Technology
1.97K
New
$71.63 - $125.98 $141K - $248K
1.97K $241K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.12K
New
$144.94 - $210.94 $162K - $235K
1.12K $235K
NTES
Net Ease, Inc.

Communication Services
1.72K
New
$91.37 - $134.58 $157K - $231K
1.72K $231K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.08K
New
$160.22 - $209.35 $172K - $225K
1.08K $225K
EXC
Exelon Corp

Utilities
5.12K
New
$42.2 - $47.37 $216K - $242K
5.12K $222K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.93K
New
$57.46 - $75.58 $169K - $222K
2.93K $221K
SNPS
Synopsys Inc

Technology
431
New
$380.9 - $517.66 $164K - $223K
431 $220K
EVR
Evercore Inc.

Financial Services
800
New
$163.77 - $271.5 $131K - $217K
800 $216K
NRG
Nrg Energy, Inc.

Utilities
1.34K
New
$83.61 - $162.67 $112K - $218K
1.34K $215K
HES
Hess Corp

Energy
1.55K
New
$126.32 - $161.29 $196K - $250K
1.55K $214K
TER
Teradyne, Inc

Technology
2.3K
New
$67.96 - $91.05 $156K - $209K
2.3K $206K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.56K
New
$105.69 - $140.64 $165K - $220K
1.56K $206K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
2.51K
New
$65.42 - $80.7 $164K - $202K
2.51K $202K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
2.91K
New
$48.48 - $67.3 $141K - $196K
2.91K $195K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.5K
New
$75.05 - $77.34 $188K - $193K
2.5K $193K
URA
Global X Uranium ETF

ETFs
4.75K
New
$20.26 - $38.81 $96.3K - $185K
4.75K $184K
EFV
Msci Eafe Value ETF

ETFs
2.84K
New
$52.4 - $64.65 $149K - $184K
2.84K $180K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.29K
New
$121.58 - $136.74 $156K - $176K
1.29K $174K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.82K
New
$70.44 - $86.87 $128K - $158K
1.82K $157K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
735
New
$170.2 - $211.82 $125K - $156K
735 $155K
PFF
Ishares Trust Ishares Pfd And

ETFs
4.57K
New
$29.0 - $30.68 $133K - $140K
4.57K $140K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1.92K
New
$58.13 - $69.92 $112K - $134K
1.92K $134K
INDA
Ishares Msci India Index Fund

ETFs
2.3K
New
$49.13 - $55.86 $113K - $128K
2.3K $128K
SHV
Ishares Tr

ETFs
1.13K
New
$110.06 - $110.46 $124K - $125K
1.13K $124K
PIO
Invesco Exchange Traded Fd Tr

ETFs
2.63K
New
$35.79 - $44.67 $93.9K - $117K
2.63K $117K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
900
New
$103.88 - $123.68 $93.5K - $111K
900 $111K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.18K
New
$72.61 - $88.75 $85.9K - $105K
1.18K $104K
GBIL
Goldman Sachs Access Treasury

ETFs
1.04K
New
$99.83 - $100.19 $104K - $104K
1.04K $104K
EEM
Ishares Msci Emerging Markets

ETFs
2.15K
New
$38.52 - $48.28 $82.7K - $104K
2.15K $103K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.18K
New
$82.21 - $83.12 $97.3K - $98.3K
1.18K $98K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.24K
New
$67.03 - $80.35 $83K - $99.5K
1.24K $98K
QDF
Flexshares Quality Dividend In

ETFs
1.25K
New
$59.99 - $73.18 $75K - $91.5K
1.25K $91K
PICK
Ishares Inc Msci Global Select

ETFs
2.38K
New
$30.23 - $38.24 $71.9K - $90.9K
2.38K $89K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
1.35K
New
$51.36 - $62.5 $69.1K - $84.1K
1.35K $84K
SCHV
Schwab Strategic Tr Us Large C

ETFs
3.04K
New
$23.55 - $27.67 $71.6K - $84.1K
3.04K $84K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
958
New
$66.87 - $79.47 $64.1K - $76.1K
958 $76K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
2.23K
New
$28.17 - $33.34 $62.7K - $74.2K
2.23K $73K
IDU
Ishares Tr U S Utils ETF

ETFs
670
New
$93.98 - $106.11 $63K - $71.1K
670 $70K
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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