Choate Investment Advisors Portfolio Holdings by Sector
Choate Investment Advisors
- $4.32 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV SGOV MUB SPYX VO VOO SPY VEA 170 stocks |
$2.57 Million
59.36% of portfolio
|
97
|
24
|
73
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE ORCL PANW IOT FTNT AFRM PLTR 11 stocks |
$194,195
4.49% of portfolio
|
8
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO ADI QCOM INTC TXN SWKS 10 stocks |
$147,602
3.41% of portfolio
|
3
|
7
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$129,033
2.98% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$119,906
2.77% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY BABA 3 stocks |
$103,051
2.38% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ ABBV MRK AMGN PFE NVS BMY 10 stocks |
$94,655
2.19% of portfolio
|
8
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF PYPL 5 stocks |
$82,456
1.91% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$58,740
1.36% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT EW SYK BSX ZBH MDT 6 stocks |
$49,908
1.15% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C HSBC MUFG RY SMFG 10 stocks |
$45,404
1.05% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A AIG 3 stocks |
$45,348
1.05% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$44,832
1.04% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CL KMB CLX 5 stocks |
$41,830
0.97% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV ACN IBM CTSH BR 5 stocks |
$37,263
0.86% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$30,790
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$29,955
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR ALL TRV CB MKL 5 stocks |
$28,499
0.66% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG AON 3 stocks |
$27,717
0.64% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATR ALC ISRG HOLX LMAT BDX 6 stocks |
$26,497
0.61% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR GE ITW DOV ETN ROP PH ROK 10 stocks |
$26,397
0.61% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI SPGI MCO ICE CME 5 stocks |
$25,687
0.59% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO KDP 3 stocks |
$22,450
0.52% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN WM RSG 3 stocks |
$22,412
0.52% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI UNP NSC CSX WAB 5 stocks |
$21,051
0.49% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
TYL PRGS INTU CRM PAR NOW ADSK SAP 11 stocks |
$19,134
0.44% of portfolio
|
2
|
7
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO MTD IDXX 4 stocks |
$18,780
0.43% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP TTE 5 stocks |
$18,296
0.42% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$17,795
0.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP TPL CTRA DMLP HES 6 stocks |
$16,850
0.39% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX KALV 3 stocks |
$16,783
0.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$13,641
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL APD DD SHW RPM 5 stocks |
$13,112
0.3% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP BX KKR STT TY NAC VKI 7 stocks |
$12,088
0.28% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM CMG SBUX DRI YUMC 6 stocks |
$11,018
0.25% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$10,375
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA NOC TDG LMT GD LHX HWM 8 stocks |
$9,611
0.22% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD OKE 2 stocks |
$9,392
0.22% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW MS GS EVR 4 stocks |
$8,307
0.19% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$8,004
0.19% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS ELV 4 stocks |
$7,578
0.18% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM SEB 3 stocks |
$7,416
0.17% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$7,265
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML TER 4 stocks |
$6,624
0.15% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK AEP WEC SO ED EXC 7 stocks |
$5,299
0.12% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM 2 stocks |
$5,180
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL GL MET UNM 4 stocks |
$4,921
0.11% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$4,720
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA T VZ LBRDA TMUS CHTR 6 stocks |
$4,393
0.1% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT MAR 2 stocks |
$4,097
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
VNT 1 stocks |
$3,384
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO GPC MUSA TSCO 5 stocks |
$3,198
0.07% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC USB IBN EBC LYG 5 stocks |
$2,872
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$2,170
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$2,054
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$1,934
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX 2 stocks |
$1,917
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR TT ASPN 3 stocks |
$1,843
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$1,716
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,697
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$1,566
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,458
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$1,381
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD EXR 2 stocks |
$992
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$962
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$938
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN VTRS 3 stocks |
$874
0.02% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$845
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX DELL 2 stocks |
$801
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$799
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$781
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$763
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Tools & Accessories | Industrials
SWK SNA 2 stocks |
$744
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$663
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$460
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$440
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP 1 stocks |
$438
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM CRH.L 2 stocks |
$436
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG AMCR 2 stocks |
$432
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$370
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$361
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$305
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP 1 stocks |
$283
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MCRI 1 stocks |
$259
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CF 1 stocks |
$257
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$241
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$231
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$163
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
MBI 1 stocks |
$49
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|