Choate Investment Advisors Reduced Holdings in Q4 2024

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EQAL
Invesco ETF

ETFs
-3.12K
- 30.04%
$48.01 - $51.95 $150K - $162K
7.27K $350K
VIG
Vanguard Dividend Appreciation

ETFs
-751
- 1.46%
N/A
50.8K $9.25M
VDC
Vanguard Consumer Staples ETF

ETFs
-479
- 10.64%
$210.96 - $223.62 $101K - $107K
4.02K $849K
SWKS
Skyworks Solutions, Inc.

Technology
-133
- 1.21%
$83.18 - $99.15 $11.1K - $13.2K
10.8K $960K
ITW
Illinois Tool Works Inc

Industrials
-114
- 1.21%
$253.56 - $278.5 $28.9K - $31.7K
9.33K $2.37M
VPU
Vanguard Utilities ETF

ETFs
-357
- 7.53%
$160.52 - $179.11 $57.3K - $63.9K
4.38K $716K
ALL
Allstate Corp

Financial Services
-929
- 3.98%
$181.25 - $208.2 $168K - $193K
22.4K $4.32M
ROL
Rollins Inc

Consumer Cyclical
-66
- 0.31%
$46.35 - $51.59 $3.06K - $3.4K
21.5K $994K
EXR
Extra Space Storage Inc.

Real Estate
-123
- 5.23%
$142.35 - $178.32 $17.5K - $21.9K
2.23K $333K
GD
General Dynamics Corp

Industrials
-8
- 0.42%
$260.28 - $314.03 $2.08K - $2.51K
1.92K $505K
XLK
Technology Sector Spdr

ETFs
-360
- 6.84%
$220.26 - $241.44 $79.3K - $86.9K
4.91K $1.14M
APD
Air Products & Chemicals, Inc.

Basic Materials
-10
- 0.17%
$285.5 - $335.62 $2.86K - $3.36K
5.84K $1.69M
KRON
Kronos Bio, Inc.

Healthcare
-33.9K
- 10.98%
$0.82 - $1.07 $27.8K - $36.3K
275K $261K
CTSH
Cognizant Technology Solutions Corp

Technology
-411
- 0.85%
$74.37 - $82.32 $30.6K - $33.8K
47.8K $3.67M
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-20
- 0.27%
$39.65 - $43.4 $793 - $868
7.51K $299K
COF
Capital One Financial Corp

Financial Services
-631
- 21.7%
$145.19 - $192.01 $91.6K - $121K
2.28K $406K
EIX
Edison International

Utilities
-100
- 3.59%
$77.93 - $88.36 $7.79K - $8.84K
2.68K $214K
SOXX
Ishares Semiconductor ETF

ETFs
-30
- 2.53%
$211.27 - $239.8 $6.34K - $7.19K
1.16K $248K
LBRDA
Liberty Broadband Corp

Communication Services
-110
- 2.07%
$74.24 - $100.25 $8.17K - $11K
5.2K $386K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.56K
- 13.48%
$8.24 - $11.07 $12.9K - $17.3K
10K $93K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-110
- 4.0%
$111.85 - $120.71 $12.3K - $13.3K
2.64K $304K
VXF
Vanguard Extended Market ETF

ETFs
-126
- 4.71%
$179.17 - $207.15 $22.6K - $26.1K
2.55K $484K
Siriusxm Holdings Inc
-2
- 0.01%
N/A
23.6K $0
ABNB
Airbnb, Inc.

Consumer Cyclical
-24
- 1.31%
$125.36 - $147.37 $3.01K - $3.54K
1.81K $237K
EBC
Eastern Bankshares, Inc.

Financial Services
-17
- 0.16%
$15.83 - $19.03 $269 - $324
10.6K $182K
BR
Broadridge Financial Solutions, Inc.

Technology
-24
- 1.82%
$209.64 - $236.44 $5.03K - $5.67K
1.3K $293K
T
At&T Inc.

Communication Services
-375
- 1.43%
$21.22 - $23.88 $7.96K - $8.96K
25.8K $587K
XLF
Financial Sector Spdr

ETFs
-300
- 2.48%
$44.89 - $51.34 $13.5K - $15.4K
11.8K $570K
GL
Globe Life Inc.

Financial Services
-10
- 0.19%
$103.49 - $116.02 $1.03K - $1.16K
5.14K $573K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2
- 0.05%
$311.11 - $335.64 $622 - $671
3.75K $1.21M
DRI
Darden Restaurants Inc

Consumer Cyclical
-114
- 4.91%
$155.96 - $188.66 $17.8K - $21.5K
2.21K $412K
LNG
Cheniere Energy, Inc.

Energy
-7
- 0.52%
$181.07 - $225.92 $1.27K - $1.58K
1.33K $285K
PWR
Quanta Services, Inc.

Industrials
-3
- 0.08%
$296.05 - $346.6 $888 - $1.04K
3.89K $1.23M
PAR
Par Technology Corp

Technology
-9.46K
- 24.07%
$49.67 - $81.14 $470K - $767K
29.8K $2.17M
VNT
Vontier Corp

Technology
-1.79K
- 1.88%
$33.03 - $40.45 $59.1K - $72.4K
93.7K $3.42M
BMY
Bristol Myers Squibb CO

Healthcare
-474
- 1.01%
$51.92 - $59.94 $24.6K - $28.4K
46.6K $2.63M
SCHW
Schwab Charles Corp

Financial Services
-1.54K
- 4.1%
$63.31 - $82.85 $97.8K - $128K
36.1K $2.67M
VUG
Vanguard Growth ETF

ETFs
-112
- 0.84%
$378.79 - $428.11 $42.4K - $47.9K
13.3K $5.45M
EPD
Enterprise Products Partners L.P.

Energy
-6.34K
- 2.04%
$28.66 - $34.43 $182K - $218K
305K $9.55M
HON
Honeywell International Inc

Industrials
-1.5K
- 3.11%
$202.84 - $236.0 $304K - $354K
46.8K $10.6M
EMR
Emerson Electric CO

Industrials
-6.35K
- 6.5%
$108.13 - $134.33 $686K - $853K
91.3K $11.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-264
- 0.71%
$370.24 - $418.94 $97.7K - $111K
36.7K $14.7M
NVDA
Nvidia Corp

Technology
-57K
- 7.32%
$117.0 - $148.88 $6.67M - $8.48M
721K $96.8M
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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