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
CTSH
Cognizant Technology Solutions Corp

Technology
-3.89K
- 8.15%
$75.32 - $90.7 $293K - $353K
43.9K $3.36M
TGT
Target Corp

Consumer Defensive
-1.44K
- 27.4%
$103.65 - $142.5 $149K - $205K
3.8K $396K
WFC
Wells Fargo & Company

Financial Services
-5.33K
- 11.51%
$66.78 - $81.42 $356K - $434K
41K $2.94M
PM
Philip Morris International Inc.

Consumer Defensive
-3.93K
- 47.86%
$117.15 - $158.79 $461K - $624K
4.28K $679K
ETN
Eaton Corp PLC

Industrials
-243
- 6.11%
$271.83 - $371.23 $66.1K - $90.2K
3.73K $1.01M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.28K
- 31.74%
$95.85 - $99.25 $314K - $326K
7.06K $697K
MAR
Marriott International Inc

Consumer Cyclical
-660
- 18.46%
$237.01 - $304.45 $156K - $201K
2.92K $694K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-303
- 12.18%
$522.96 - $601.18 $158K - $182K
2.18K $1.17M
UL
Unilever PLC

Consumer Defensive
-5.67K
- 17.31%
$54.72 - $60.29 $310K - $342K
27.1K $1.61M
VIG
Vanguard Dividend Appreciation

ETFs
-1.34K
- 2.63%
N/A
49.5K $9.01M
OTIS
Otis Worldwide Corp

Industrials
-3.08K
- 41.66%
$90.77 - $104.01 $279K - $320K
4.31K $444K
RTX
Raytheon Technologies Corp

Industrials
-6.1K
- 17.48%
$114.1 - $135.66 $696K - $828K
28.8K $3.82M
TILT
Flexshares Tr

ETFs
-974
- 46.07%
$202.06 - $225.8 $197K - $220K
1.14K $234K
VB
Vanguard Small Cap ETF

ETFs
-574
- 11.21%
$217.89 - $252.64 $125K - $145K
4.55K $1.01M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-370
- 1.44%
$120.29 - $134.6 $44.5K - $49.8K
25.2K $3.08M
STZ
Constellation Brands, Inc.

Consumer Defensive
-43
- 0.84%
$161.05 - $222.93 $6.93K - $9.59K
5.1K $935K
HOLX
Hologic Inc

Healthcare
-613
- 4.01%
$60.7 - $73.77 $37.2K - $45.2K
14.7K $907K
GGG
Graco Inc

Industrials
-2.27K
- 33.64%
$80.53 - $87.54 $183K - $199K
4.49K $374K
XLK
Technology Sector Spdr

ETFs
-311
- 6.34%
$206.38 - $242.18 $64.2K - $75.3K
4.59K $948K
ASML
Asml Holding Nv

Technology
-219
- 16.08%
$662.63 - $776.99 $145K - $170K
1.14K $757K
TYL
Tyler Technologies Inc

Technology
-413
- 3.01%
$553.41 - $646.74 $229K - $267K
13.3K $7.74M
CEG
Constellation Energy Corp

Utilities
-566
- 22.14%
$201.63 - $347.44 $114K - $197K
1.99K $401K
MTD
Mettler Toledo International Inc

Healthcare
-67
- 3.05%
$1177.09 - $1390.0 $78.9K - $93.1K
2.13K $2.52M
SHOP
Shopify Inc.

Technology
-1.1K
- 19.78%
$90.59 - $129.31 $99.9K - $143K
4.47K $427K
ADI
Analog Devices Inc

Technology
-84
- 0.62%
$201.56 - $243.82 $16.9K - $20.5K
13.4K $2.71M
BAC
Bank Of America Corp

Financial Services
-344
- 0.54%
$39.61 - $47.74 $13.6K - $16.4K
63.4K $2.65M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-26
- 0.29%
$168.84 - $202.89 $4.39K - $5.28K
8.82K $1.55M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-13
- 5.51%
$4295.4 - $5141.88 $55.8K - $66.8K
223 $1.03M
TXN
Texas Instruments Inc

Technology
-744
- 6.3%
N/A
11.1K $2.15M
MO
Altria Group, Inc.

Consumer Defensive
-4K
- 32.25%
$50.81 - $60.02 $203K - $240K
8.39K $503K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.38K
- 29.83%
$56.12 - $68.15 $190K - $230K
7.95K $539K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-5.99K
- 10.34%
$74.85 - $84.89 $449K - $509K
52K $4.25M
JPM
Jpmorgan Chase & CO

Financial Services
-3.41K
- 2.71%
$225.19 - $279.95 $768K - $955K
122K $30M
INTU
Intuit Inc

Technology
-150
- 5.81%
$555.63 - $630.23 $83.3K - $94.5K
2.43K $1.49M
VST
Vistra Corp.

Utilities
-23
- 0.38%
$108.49 - $191.89 $2.5K - $4.41K
5.98K $702K
CSCO
Cisco Systems, Inc.

Technology
-7.04K
- 5.69%
$58.74 - $64.87 $413K - $456K
117K $7.19M
ZTS
Zoetis Inc.

Healthcare
-799
- 15.64%
$156.48 - $175.67 $125K - $140K
4.31K $709K
BA
Boeing CO

Industrials
-343
- 3.61%
$148.15 - $186.25 $50.8K - $63.9K
9.16K $1.56M
ISRG
Intuitive Surgical Inc

Healthcare
-102
- 4.3%
$476.63 - $610.45 $48.6K - $62.3K
2.27K $1.12M
GS
Goldman Sachs Group Inc

Financial Services
-26
- 0.73%
$524.81 - $672.19 $13.6K - $17.5K
3.53K $1.93M
FDN
First Tr Fd Dow Jones

ETFs
-255
- 10.32%
$221.38 - $266.86 $56.5K - $68K
2.22K $492K
MS
Morgan Stanley

Financial Services
-34
- 0.31%
$111.68 - $141.08 $3.8K - $4.8K
11K $1.28M
PH
Parker Hannifin Corp

Industrials
-57
- 3.01%
$591.65 - $707.05 $33.7K - $40.3K
1.84K $1.12M
CSX
Csx Corp

Industrials
-924
- 4.35%
$29.11 - $33.67 $26.9K - $31.1K
20.3K $598K
VDC
Vanguard Consumer Staples ETF

ETFs
-521
- 12.96%
$206.54 - $226.16 $108K - $118K
3.5K $765K
VTRS
Viatris Inc

Healthcare
-2.38K
- 14.42%
$8.68 - $12.42 $20.6K - $29.5K
14.1K $123K
VXF
Vanguard Extended Market ETF

ETFs
-194
- 7.61%
$170.36 - $201.04 $33K - $39K
2.36K $405K
ITW
Illinois Tool Works Inc

Industrials
-103
- 1.1%
$244.9 - $274.48 $25.2K - $28.3K
9.23K $2.29M
LHX
L3 Harris Technologies, Inc.

Industrials
-327
- 12.23%
$194.65 - $222.86 $63.7K - $72.9K
2.35K $491K
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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