Choate Investment Advisors Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$4.0B
Holdings
395
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (395 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 2,762,389 | $1.6B | 38.57% | |
| 2 | MUBISHARES TR | 1,294,303 | $136.5M | 3.39% | |
| 3 | AAPLAPPLE INC | 594,286 | $132.0M | 3.28% | |
| 4 | SPYXSPDR SER TR | 2,551,059 | $116.7M | 2.90% | |
| 5 | MSFTMICROSOFT CORP | 308,893 | $116.0M | 2.88% | |
| 6 | VOVANGUARD INDEX FDS | 414,627 | $107.2M | 2.66% | |
| 7 | AMZNAMAZON COM INC | 451,155 | $85.8M | 2.13% | |
| 8 | SGOVISHARES TR | 783,648 | $78.9M | 1.96% | |
| 9 | NVDANVIDIA CORPORATION | 679,864 | $73.7M | 1.83% | |
| 10 | HDHOME DEPOT INC | 143,808 | $52.7M | 1.31% | |
| 11 | VOOVANGUARD INDEX FDS | 96,735 | $49.7M | 1.24% | |
| 12 | SPYSPDR S&P 500 ETF TR | 88,759 | $49.6M | 1.23% | |
| 13 | GOOGLALPHABET INC | 307,579 | $47.6M | 1.18% | |
| 14 | IJRISHARES TR | 454,381 | $47.5M | 1.18% | |
| 15 | FISVFISERV INC | 185,015 | $40.9M | 1.02% | |
| 16 | PGPROCTER AND GAMBLE CO | 237,141 | $40.4M | 1.00% | |
| 17 | VVISA INC | 103,803 | $36.4M | 0.90% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 68,235 | $36.3M | 0.90% | |
| 19 | GOOGALPHABET INC | 221,598 | $34.6M | 0.86% | |
| 20 | JNJJOHNSON & JOHNSON | 189,749 | $31.5M | 0.78% | |
| 21 | ABTABBOTT LABS | 231,989 | $30.8M | 0.76% | |
| 22 | TJXTJX COS INC NEW | 246,940 | $30.1M | 0.75% | |
| 23 | JPMJPMORGAN CHASE & CO. | 122,301 | $30.0M | 0.75% | |
| 24 | MRSHMARSH & MCLENNAN COS INC | 121,840 | $29.7M | 0.74% | |
| 25 | WMTWALMART INC | 331,947 | $29.1M | 0.72% | |
| 26 | MAMASTERCARD INCORPORATED | 50,053 | $27.4M | 0.68% | |
| 27 | UNHUNITEDHEALTH GROUP INC | 50,987 | $26.7M | 0.66% | |
| 28 | VTIVANGUARD INDEX FDS | 96,701 | $26.6M | 0.66% | |
| 29 | LLYELI LILLY & CO | 31,294 | $25.8M | 0.64% | |
| 30 | WCNWASTE CONNECTIONS INC | 105,437 | $20.6M | 0.51% | |
| 31 | PEPPEPSICO INC | 134,518 | $20.2M | 0.50% | |
| 32 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 113,285 | $18.8M | 0.47% | |
| 33 | PGRPROGRESSIVE CORP | 66,353 | $18.8M | 0.47% | |
| 34 | VEAVANGUARD TAX-MANAGED FDS | 360,164 | $18.3M | 0.45% | |
| 35 | METAMETA PLATFORMS INC | 28,384 | $16.4M | 0.41% | |
| 36 | ADBEADOBE INC | 42,016 | $16.1M | 0.40% | |
| 37 | LINLINDE PLC | 33,793 | $15.7M | 0.39% | |
| 38 | ABBVABBVIE INC | 68,703 | $14.4M | 0.36% | |
| 39 | CNRCANADIAN NATL RY CO | 147,022 | $14.3M | 0.36% | |
| 40 | MSCIMSCI INC | 24,988 | $14.1M | 0.35% | |
| 41 | ATRAPTARGROUP INC | 94,372 | $14.0M | 0.35% | |
| 42 | DISDISNEY WALT CO | 141,591 | $14.0M | 0.35% | |
| 43 | RSPINVESCO EXCHANGE TRADED FD T | 79,470 | $13.8M | 0.34% | |
| 44 | XOMEXXON MOBIL CORP | 114,595 | $13.6M | 0.34% | |
| 45 | TMOTHERMO FISHER SCIENTIFIC INC | 27,185 | $13.5M | 0.34% | |
| 46 | IWFISHARES TR | 36,833 | $13.3M | 0.33% | |
| 47 | ADPAUTOMATIC DATA PROCESSING IN | 42,344 | $12.9M | 0.32% | |
| 48 | AXPAMERICAN EXPRESS CO | 47,785 | $12.9M | 0.32% | |
| 49 | BRK-BBERKSHIRE HATHAWAY INC DEL | 16 | $12.8M | 0.32% | |
| 50 | NVONOVO-NORDISK A S | 181,059 | $12.6M | 0.31% | |
| 51 | BILSSPDR SER TR | 124,968 | $12.4M | 0.31% | |
| 52 | GQ9SPDR GOLD TR | 38,971 | $11.2M | 0.28% | |
| 53 | NDQINVESCO QQQ TR | 23,233 | $10.9M | 0.27% | |
| 54 | ALCALCON AG | 114,109 | $10.8M | 0.27% | |
| 55 | DHRDANAHER CORPORATION | 52,432 | $10.7M | 0.27% | |
| 56 | IJHISHARES TR | 178,360 | $10.4M | 0.26% | |
| 57 | EOGEOG RES INC | 79,415 | $10.2M | 0.25% | |
| 58 | EPDENTERPRISE PRODS PARTNERS L | 297,772 | $10.2M | 0.25% | |
| 59 | VTVANGUARD INTL EQUITY INDEX F | 85,844 | $10.0M | 0.25% | |
| 60 | EMREMERSON ELEC CO | 89,496 | $9.8M | 0.24% | |
| 61 | VIGVANGUARD SPECIALIZED FUNDS | 49,452 | $9.6M | 0.24% | |
| 62 | EWEDWARDS LIFESCIENCES CORP | 124,036 | $9.0M | 0.22% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 9,489 | $9.0M | 0.22% | |
| 64 | ECLECOLAB INC | 35,249 | $8.9M | 0.22% | |
| 65 | SGOLETFS GOLD TR | 272,356 | $8.1M | 0.20% | |
| 66 | TYLTYLER TECHNOLOGIES INC | 13,321 | $7.7M | 0.19% | |
| 67 | MCDMCDONALDS CORP | 23,501 | $7.3M | 0.18% | |
| 68 | COPCONOCOPHILLIPS | 68,527 | $7.2M | 0.18% | |
| 69 | CSCOCISCO SYS INC | 116,553 | $7.2M | 0.18% | |
| 70 | A4SAMERIPRISE FINL INC | 14,008 | $6.8M | 0.17% | |
| 71 | SPGIS&P GLOBAL INC | 13,162 | $6.7M | 0.17% | |
| 72 | MRKMERCK & CO INC | 72,106 | $6.5M | 0.16% | |
| 73 | CPCANADIAN PACIFIC KANSAS CITY | 89,220 | $6.3M | 0.16% | |
| 74 | USMVISHARES TR | 60,973 | $5.7M | 0.14% | |
| 75 | GISGENERAL MLS INC | 90,851 | $5.4M | 0.13% | |
| 76 | CVXCHEVRON CORP NEW | 31,962 | $5.3M | 0.13% | |
| 77 | VBRVANGUARD INDEX FDS | 27,525 | $5.1M | 0.13% | |
| 78 | XLVSELECT SECTOR SPDR TR | 34,668 | $5.1M | 0.13% | |
| 79 | KDPKEURIG DR PEPPER INC | 144,442 | $4.9M | 0.12% | |
| 80 | UNPUNION PAC CORP | 20,656 | $4.9M | 0.12% | |
| 81 | VUGVANGUARD INDEX FDS | 13,136 | $4.9M | 0.12% | |
| 82 | AVGOBROADCOM INC | 28,909 | $4.8M | 0.12% | |
| 83 | AMGNAMGEN INC | 15,127 | $4.7M | 0.12% | |
| 84 | ALSALLSTATE CORP | 22,326 | $4.6M | 0.11% | |
| 85 | HONHONEYWELL INTL INC | 20,838 | $4.4M | 0.11% | |
| 86 | KOCOCA COLA CO | 60,653 | $4.3M | 0.11% | |
| 87 | ORCLORACLE CORP | 30,653 | $4.3M | 0.11% | |
| 88 | EFAISHARES TR | 51,975 | $4.2M | 0.11% | |
| 89 | BILSPDR SER TR | 45,010 | $4.1M | 0.10% | |
| 90 | ACNACCENTURE PLC IRELAND | 13,094 | $4.1M | 0.10% | |
| 91 | AFLAFLAC INC | 36,124 | $4.0M | 0.10% | |
| 92 | SYKSTRYKER CORPORATION | 10,488 | $3.9M | 0.10% | |
| 93 | RTXRTX CORPORATION | 28,816 | $3.8M | 0.09% | |
| 94 | TSLATESLA INC | 14,631 | $3.8M | 0.09% | |
| 95 | NEENEXTERA ENERGY INC | 53,485 | $3.8M | 0.09% | |
| 96 | AMATAPPLIED MATLS INC | 25,333 | $3.7M | 0.09% | |
| 97 | LOWLOWES COS INC | 15,573 | $3.6M | 0.09% | |
| 98 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 43,870 | $3.4M | 0.08% | |
| 99 | PWRQUANTA SVCS INC | 13,125 | $3.3M | 0.08% | |
| 100 | VYMVANGUARD WHITEHALL FDS | 25,640 | $3.3M | 0.08% |
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