Choate Investment Advisors Reduced Holdings in Q1 2025

Choate Investment Advisors

  • $3.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-56.1K
- 1.99%
$554.06 - $615.85 $31.1M - $34.6M
2.76M $1.55B
NVDA
Nvidia Corp

Technology
-41.2K
- 5.71%
$106.98 - $149.43 $4.41M - $6.16M
680K $73.7M
AAPL
Apple Inc.

Technology
-2.28K
- 0.38%
$209.68 - $247.1 $478K - $563K
594K $132M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-88.4K
- 52.67%
$169.43 - $182.84 $15M - $16.2M
79.5K $13.8M
GOOGL
Alphabet Inc.

Communication Services
-13K
- 4.06%
$154.33 - $206.19 $2.01M - $2.68M
308K $47.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-16K
- 37.09%
$497.6 - $606.74 $7.97M - $9.72M
27.2K $13.5M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-53.2K
- 2.04%
$45.21 - $50.33 $2.41M - $2.68M
2.55M $117M
GOOG
Alphabet Inc.

Communication Services
-2.22K
- 0.99%
$156.06 - $207.71 $346K - $460K
222K $34.6M
HON
Honeywell International Inc

Industrials
-25.9K
- 55.45%
$202.75 - $226.52 $5.26M - $5.88M
20.8K $4.41M
VO
Vanguard Mid Cap ETF

ETFs
-13.7K
- 3.19%
$251.87 - $277.95 $3.44M - $3.8M
415K $107M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-138K
- 48.92%
$30.38 - $34.94 $4.2M - $4.83M
144K $4.94M
NKE
Nike, Inc.

Consumer Cyclical
-32.1K
- 40.08%
$63.29 - $81.72 $2.03M - $2.62M
47.9K $3.04M
UNP
Union Pacific Corp

Industrials
-10.1K
- 32.74%
$225.21 - $254.42 $2.26M - $2.56M
20.7K $4.88M
ORCL
Oracle Corp

Technology
-7.63K
- 19.93%
$139.81 - $186.47 $1.07M - $1.42M
30.7K $4.29M
AMT
American Tower Corp

Real Estate
-13.5K
- 47.88%
$173.46 - $217.6 $2.33M - $2.93M
14.6K $3.19M
ATR
Aptargroup, Inc.

Healthcare
-7.14K
- 7.04%
$141.7 - $159.83 $1.01M - $1.14M
94.4K $14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-20K
- 30.71%
$91.45 - $91.75 $1.82M - $1.83M
45K $4.13M
VTI
Vanguard Total Stock Market Et

ETFs
-1.18K
- 1.21%
$271.18 - $303.12 $321K - $359K
96.7K $26.6M
EMR
Emerson Electric CO

Industrials
-1.77K
- 1.94%
$108.64 - $131.17 $192K - $232K
89.5K $9.81M
PEP
Pepsico Inc

Consumer Defensive
-7.66K
- 5.39%
$142.64 - $156.42 $1.09M - $1.2M
135K $20.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-904
- 3.75%
$468.34 - $539.52 $423K - $488K
23.2K $10.9M
XLY
Select Sector Spdr Consumer Di

ETFs
-5.47K
- 72.41%
$192.6 - $233.2 $1.05M - $1.28M
2.09K $411K
U
Unity Software Inc.

Technology
-53.8K
- 77.76%
$19.44 - $28.34 $1.05M - $1.53M
15.4K $301K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-6.37K
- 3.45%
$57.21 - $65.8 $364K - $419K
178K $10.4M
MRK
Merck & Co., Inc.

Healthcare
-2.94K
- 3.92%
$83.01 - $101.02 $244K - $297K
72.1K $6.47M
NVS
Novartis Ag

Healthcare
-13.6K
- 37.0%
$97.14 - $115.57 $1.32M - $1.57M
23.1K $2.58M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-9.41K
- 42.94%
$81.1 - $94.7 $763K - $891K
12.5K $1.01M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-2.42K
- 16.82%
$221.78 - $273.45 $537K - $662K
12K $2.73M
BX
Blackstone Inc.

Financial Services
-1.75K
- 10.41%
$136.53 - $186.74 $239K - $327K
15.1K $2.11M
CNI
Canadian National Railway CO

Industrials
-1.75K
- 1.18%
$95.46 - $106.79 $167K - $187K
147K $14.3M
MCD
Mcdonalds Corp

Consumer Cyclical
-4.48K
- 16.0%
$279.74 - $321.29 $1.25M - $1.44M
23.5K $7.34M
AMAT
Applied Materials Inc

Technology
-2K
- 7.33%
$145.06 - $195.51 $291K - $392K
25.3K $3.68M
AMP
Ameriprise Financial Inc

Financial Services
-64
- 0.45%
$472.29 - $575.13 $30.2K - $36.8K
14K $6.78M
PANW
Palo Alto Networks Inc

Technology
-3.14K
- 25.14%
$167.82 - $208.28 $528K - $655K
9.36K $1.6M
PFE
Pfizer Inc

Healthcare
-19.7K
- 14.07%
$25.01 - $27.13 $492K - $534K
120K $3.05M
ACN
Accenture PLC

Technology
-350
- 2.6%
$300.91 - $398.25 $105K - $139K
13.1K $4.09M
EW
Edwards Lifesciences Corp

Healthcare
-5.32K
- 4.11%
$67.95 - $76.19 $362K - $405K
124K $8.99M
VUG
Vanguard Growth ETF

ETFs
-145
- 1.09%
$369.1 - $427.61 $53.5K - $62K
13.1K $4.87M
PAR
Par Technology Corp

Technology
-3.93K
- 13.16%
$58.73 - $76.0 $231K - $298K
25.9K $1.59M
ROL
Rollins Inc

Consumer Cyclical
-13.6K
- 63.58%
$45.65 - $54.03 $623K - $737K
7.81K $422K
WM
Waste Management Inc

Industrials
-2.94K
- 42.2%
$200.54 - $233.78 $589K - $686K
4.02K $930K
VGT
Vanguard Information Technolog

ETFs
-474
- 18.47%
$542.38 - $646.34 $257K - $306K
2.09K $1.13M
QCOM
Qualcomm Inc

Technology
-2.92K
- 16.0%
$151.94 - $175.86 $444K - $514K
15.3K $2.36M
KMB
Kimberly Clark Corp

Consumer Defensive
-3.56K
- 66.42%
$124.46 - $147.4 $443K - $525K
1.8K $255K
META
Meta Platforms, Inc.

Communication Services
-49
- 0.17%
$576.36 - $736.67 $28.2K - $36.1K
28.4K $16.4M
GIS
General Mills Inc

Consumer Defensive
-165
- 0.18%
$57.56 - $65.3 $9.5K - $10.8K
90.9K $5.43M
CARR
Carrier Global Corp

Industrials
-4.23K
- 22.67%
$62.07 - $70.55 $263K - $298K
14.4K $914K
DOV
Dover Corp

Industrials
-1.33K
- 13.54%
$174.65 - $206.43 $232K - $275K
8.5K $1.49M
VNT
Vontier Corp

Technology
-325
- 0.35%
$32.1 - $40.32 $10.4K - $13.1K
93.3K $3.07M
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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