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  Name: CHOATE INVESTMENT ADVISORS
  City: BOSTON
  State: MA
  Zip: 02110
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $4,024,168,000
  Total Value Change : $-135,600,000
  Securities Held Change : -7
   
All Securities Held : 395
  New Positions : 17
  Closed Positions : 27
  Increased Positions : 123
  Unchanged Positions : 67
  Decreased Positions : 188

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 1 - $628.85 $1,552,186,000 2,762,389 38.57% -107,022,000 -56,133 0.043    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 2 - $104.26 $136,471,000 1,294,303 3.39% 921,000 22,128 0.08    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 3 - $212.41 $132,009,000 594,286 3.28% -17,369,000 -2,278 0.003    Personal Computers
   (SPYX)1 Year Chart         SPYX Spdr S 4 - $51.45 $116,711,000 2,551,059 2.9% -8,686,000 -53,239 12.563    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 5 - $501.48 $115,955,000 308,893 2.88% -12,646,000 3,835 0.004    Application Software
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 6 - $284.11 $107,231,000 414,627 2.66% -5,894,000 -13,667 0.209    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 7 - $222.26 $85,837,000 451,155 2.13% -12,735,000 1,963 0.004    Internet Software & S...
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 8 - $0.00 $78,890,000 783,648 1.96% 77,836,000 773,141 0.871    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 9 - $164.10 $73,684,000 679,864 1.83% -23,108,000 -41,197 0.003    Semiconductor - Speci...
   (HD)1 Year Chart         HD Home Depot Inc 10 - $373.30 $52,704,000 143,808 1.31% -1,111,000 5,496 0.013    Home Improvement Stores
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 11 - $575.29 $49,713,000 96,735 1.24% -2,065,000 639 0.011    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 12 - $625.82 $49,651,000 88,759 1.23% -4,443,000 -3,538 0.001    Closed - End Fund - E...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 13 - $177.62 $47,564,000 307,579 1.18% -13,128,000 -13,010 0.005    Search Engines & Info...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 14 - $114.07 $47,515,000 454,381 1.18% -3,326,000 13,126 0.077    Closed - End Fund - E...
   (FISV)1 Year Chart         FISV Fiserv Inc 15 - $169.70 $40,857,000 185,015 1.02% 5,382,000 12,360 0.028    Business Software & S...
   (PG)1 Year Chart         PG Procter & Gamble Co 16 - $158.49 $40,414,000 237,141 1% 420,000 -1,427 0.01    Cleaning Products
   (V)1 Year Chart         V Visa Inc 17 - $355.88 $36,379,000 103,803 0.9% 3,561,000 33 0.006    Business Services
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 18 - $478.27 $36,341,000 68,235 0.9% 6,750,000 -1,446 0.005    Property & Casualty I...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 19 - $178.70 $34,620,000 221,598 0.86% -8,010,000 -2,215 0.004    Search Engines & Info...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 20 - $157.69 $31,468,000 189,749 0.78% 3,348,000 -4,647 0.007    Drug Manufacturers - ...
   (ABT)1 Year Chart         ABT Abbott Laboratories 21 - $133.60 $30,773,000 231,989 0.76% 7,399,000 25,339 0.013    Drug Manufacturers - ...
   (TJX)1 Year Chart         TJX TJX Companies Inc 22 - $124.16 $30,077,000 246,940 0.75% 2,405,000 17,933 0.021    Discount, Variety Stores
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 23 - $288.19 $30,000,000 122,301 0.75% -134,000 -3,411 0.004    Domestic Money Center...
   (MMC)1 Year Chart         MMC Marsh & McLennan Companies Inc 24 - $214.71 $29,733,000 121,840 0.74% 3,871,000 84 0.024    Insurance Brokers
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 25 - $60.24 $29,142,000 331,947 0.72% 1,892,000 30,470 0.012    Discount, Variety Stores
   (MA)1 Year Chart         MA MasterCard Inc A 26 - $563.52 $27,435,000 50,053 0.68% 2,665,000 3,013 0.005    Business Services
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 27 - $299.51 $26,704,000 50,987 0.66% 2,954,000 4,043 0.005    Health Care Plans
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 28 - $308.32 $26,577,000 96,701 0.66% -1,791,000 -1,184 0.01    Closed - End Fund - E...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 29 - $790.65 $25,846,000 31,294 0.64% 11,572,000 12,804 0.003    Drug Manufacturers - ...
   (BIN)1 Year Chart         BIN Waste Connections, Inc 30 - $182.01 $20,580,000 105,437 0.51% 3,779,000 7,575 0.04    Waste Management
   (PEP)1 Year Chart         PEP Pepsico Inc 31 - $136.08 $20,170,000 134,518 0.5% -1,447,000 -7,658 0.01    Beverage Soft Drinks...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 32 - $229.76 $18,805,000 113,285 0.47% -1,611,000 9,909 0.002    Semiconductor - Integ...
   (PGR)1 Year Chart         PGR Progressive Corp 33 - $249.38 $18,779,000 66,353 0.47% 5,680,000 11,684 0.011    Property & Casualty I...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 34 - $49.56 $18,307,000 360,164 0.45% 797,000 -6,006 0.016    Closed - End Fund - F...
   (META)1 Year Chart         META Meta Platforms Inc 35 - $727.24 $16,359,000 28,384 0.41% -289,000 -49 0.001    Internet Service Prov...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 36 - $371.43 $16,114,000 42,016 0.4% 562,000 7,042 0.009    Application Software
   (LIN)1 Year Chart         LIN Linde Plc 37 - $470.34 $15,735,000 33,793 0.39% 3,377,000 4,283 0.007    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 38 - $195.00 $14,395,000 68,703 0.36% 1,638,000 -3,089 0.004    Drug Manufacturers - ...
   (CNI)1 Year Chart         CNI Canadian National Railway (... 39 - $106.03 $14,329,000 147,022 0.36% -779,000 -1,749 0.021    Railroads
   (MSCI)1 Year Chart         MSCI Msci Inc 40 - $580.66 $14,131,000 24,988 0.35% 3,272,000 6,890 0.03    Business Services
   (ATR)1 Year Chart         ATR AptarGroup Inc 41 - $158.33 $14,003,000 94,372 0.35% -1,945,000 -7,142 0.146    Rubber & Plastics
   (DIS)1 Year Chart         DIS Walt Disney Co 42 - $121.56 $13,975,000 141,591 0.35% -1,238,000 4,969 0.008    Entertainment - Diver...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 43 - $185.78 $13,767,000 79,470 0.34% -15,657,000 -88,444 0.026    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 44 - $114.93 $13,629,000 114,595 0.34% 785,000 -4,802 0.003    Integrated Oil & Gas
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 45 - $430.73 $13,527,000 27,185 0.34% -8,967,000 -16,026 0.007    Medical Laboratories ...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 46 - $428.72 $13,300,000 36,833 0.33% -1,422,000 173 0.014    Closed - End Fund - E...
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 47 - $305.82 $12,938,000 42,344 0.32% 193,000 -1,192 0.01    Business Software & S...
   (AXP)1 Year Chart         AXP American Express Co 48 - $325.24 $12,857,000 47,785 0.32% -1,271,000 181 0.006    Credit Services
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 49 - $717,180.00 $12,775,000 16 0.32% 1,880,000 0 0    Property & Casualty I...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 50 - $71.01 $12,575,000 181,059 0.31% 8,544,000 134,196 0.01    Drug Manufacturers - ...
   (BILS)1 Year Chart         BILS Spdr Bloomberg Barclays 312... 51 - $0.00 $12,433,000 124,968 0.31% 3,289,000 32,746 0.103    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 52 - $306.20 $11,229,000 38,971 0.28% 1,793,000 0 0.009    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 53 - $555.45 $10,894,000 23,233 0.27% -1,446,000 -904 0.005    Closed - End Fund - Debt
   (ALC)1 Year Chart         ALC Alcon Inc 54 - $88.70 $10,831,000 114,109 0.27% 806,000 -3,843 0.023    Medical Instruments &...
   (DHR)1 Year Chart         DHR Danaher Corp 55 - $205.51 $10,749,000 52,432 0.27% -761,000 2,289 0.007    General Building Mate...
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index 56 - $63.99 $10,407,000 178,360 0.26% -1,103,000 -6,365 0.008    Closed - End Fund - E...
   (EOG)1 Year Chart         EOG EOG Resources Inc 57 - $121.73 $10,184,000 79,415 0.25% 1,569,000 9,132 0.014    Independent Oil & Gas
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 58 - $32.05 $10,166,000 297,772 0.25% 609,000 -6,849 0.014    Independent Oil & Gas
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 59 - $129.89 $9,954,000 85,844 0.25% 479,000 5,188 0.048    Closed - End Fund - E...
   (EMR)1 Year Chart         EMR Emerson Electric Co 60 - $140.67 $9,812,000 89,496 0.24% -1,498,000 -1,766 0.015    Industrial Electrical...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 61 - $207.25 $9,593,000 49,452 0.24% -353,000 -1,337 0.013    Closed - End Fund - Debt
   (EW)1 Year Chart         EW Edwards Lifesciences Corp 62 - $28.11 $8,990,000 124,036 0.22% -579,000 -5,321 0.02    Medical Appliances & ...
   (COST)1 Year Chart         COST Costco Wholesale Corp 63 - $970.17 $8,975,000 9,489 0.22% 402,000 133 0.002    Discount, Variety Stores
   (ECL)1 Year Chart         ECL Ecolab Inc 64 - $266.79 $8,937,000 35,249 0.22% 503,000 -721 0.012    Cleaning Products
   (SGOL)1 Year Chart         SGOL Aberdeen Standard Physical ... 65 - $31.71 $8,122,000 272,356 0.2% 1,422,000 4,874 0.184    Closed - End Fund - Debt
   (TYL)1 Year Chart         TYL Tyler Technologies Inc 66 - $559.90 $7,745,000 13,321 0.19% -183,000 -413 0.033    Information Technolog...
   (MCD)1 Year Chart         MCD McDonalds Corp 67 - $298.39 $7,341,000 23,501 0.18% -770,000 -4,477 0.003    Restaurants
   (COP)1 Year Chart         COP ConocoPhillips 68 - $95.37 $7,197,000 68,527 0.18% 430,000 316 0.006    Integrated Oil & Gas
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 69 - $68.76 $7,192,000 116,553 0.18% -125,000 -7,037 0.003    Networking & Communic...
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 70 - $542.51 $6,781,000 14,008 0.17% -711,000 -64 0.012    Asset Management
   (SPGI)1 Year Chart         SPGI S&P Global Inc 71 - $529.83 $6,688,000 13,162 0.17% 82,000 -96 0.004    Publishing
   (MRK)1 Year Chart         MRK Merck & Co Inc 72 - $84.02 $6,473,000 72,106 0.16% -993,000 -2,940 0.003    Drug Manufacturers - ...
   (CP)1 Year Chart         CP Canadian Pacific Railway Li... 73 - $82.41 $6,264,000 89,220 0.16% 565,000 10,471 0.01    Railroads
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 74 - $0.00 $5,711,000 60,973 0.14% 297,000 0 0.001    N/A
   (GIS)1 Year Chart         GIS General Mills Inc 75 - $51.36 $5,432,000 90,851 0.13% -372,000 -165 0.015    Food - Major Diversified
   (CVX)1 Year Chart         CVX Chevron Corp 76 - $154.17 $5,347,000 31,962 0.13% 402,000 -2,183 0.002    Integrated Oil & Gas
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 77 - $202.97 $5,128,000 27,525 0.13% 5,000 1,673 0.023    Closed - End Fund - E...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 78 - $136.32 $5,062,000 34,668 0.13% 516,000 1,624 0.002    Closed - End Fund - E...
   (KDP)1 Year Chart         KDP Keurig Dr Pepper Inc 79 - $33.65 $4,943,000 144,442 0.12% -4,139,000 -138,346 0.01    Beverage Soft Drinks...
   (UNP)1 Year Chart         UNP Union Pacific Corp 80 - $237.00 $4,880,000 20,656 0.12% -2,131,000 -10,056 0.003    Railroads
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 81 - $442.38 $4,871,000 13,136 0.12% -580,000 -145 0.005    Closed - End Fund - E...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 82 - $275.40 $4,840,000 28,909 0.12% -1,767,000 412 0.001    Semiconductor- Broad...
   (AMGN)1 Year Chart         AMGN Amgen Inc 83 - $300.37 $4,713,000 15,127 0.12% 545,000 -863 0.003    Biotechnology
   (ALL)1 Year Chart         ALL Allstate Corp 84 - $194.68 $4,623,000 22,326 0.11% 306,000 -65 0.007    Property & Casualty I...
   (HON)1 Year Chart         HON Honeywell International Inc 85 - $236.77 $4,413,000 20,838 0.11% -6,152,000 -25,938 0.003    Conglomerates
   (KO)1 Year Chart         KO Coca-Cola Co 86 - $69.77 $4,344,000 60,653 0.11% 527,000 -650 0.001    Beverage Soft Drinks...
   (ORCL)1 Year Chart         ORCL Oracle Corp 87 - $235.00 $4,286,000 30,653 0.11% -2,093,000 -7,629 0.001    Application Software
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 88 - $89.81 $4,248,000 51,975 0.11% -135,000 -5,993 0.007    Closed - End Fund - E...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 89 - $0.00 $4,129,000 45,010 0.1% -1,810,000 -19,952 0.005    Closed - End Fund - E...
   (ACN)1 Year Chart         ACN Accenture Plc 90 - $288.36 $4,086,000 13,094 0.1% -643,000 -350 0.002    Management Services
   (AFL)1 Year Chart         AFL AFLAC Inc 91 - $102.28 $4,017,000 36,124 0.1% 244,000 -350 0.005    Life & Health Insurance
   (SYK)1 Year Chart         SYK Stryker Corp 92 - $394.77 $3,904,000 10,488 0.1% 29,000 -275 0.003    Medical Instruments &...
   (RTX)1 Year Chart         RTX RTX Corp 93 - $101.02 $3,817,000 28,816 0.09% -224,000 -6,104 0.002    Conglomerates
   (NEE)1 Year Chart         NEE NextEra Energy 95 - $74.64 $3,792,000 53,485 0.09% -27,000 215 0    Electric Utilities
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 94 - $177.81 $3,792,000 14,631 0.09% -1,201,000 2,268 0.003    Auto Manufacturers
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 96 - $198.03 $3,676,000 25,333 0.09% -770,000 -2,004 0.003    Semiconductor Equipme...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 97 - $227.91 $3,632,000 15,573 0.09% -243,000 -127 0.002    Home Improvement Stores
   (CTSH)1 Year Chart         CTSH Cognizant Technology Soluti... 98 - $76.73 $3,356,000 43,870 0.08% -317,000 -3,892 0.008    Business Software & S...
   (PWR)1 Year Chart         PWR Quanta Services Inc 99 - $380.09 $3,336,000 13,125 0.08% 2,108,000 9,238 0.009    General Contractors
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 100 - $135.71 $3,306,000 25,640 0.08% 9,000 -200 0.008    Closed - End Fund - Debt

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