Choate Investment Advisors

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 395
Total Value: 4024174273
Accession Number: 0001398344-25-009417
Form Type: 13F-HR
CIK: 0001399794
Manager Name: Choate Investment Advisors

Data Enrichment

90% identified

354 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

395 positions • $4,024,174.273K total value

395 positions

Manager:

SEC FilingSEC DataHachi Filing

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464287200

IVV|464287200

2762389(-2.0%)

Value:

$1.6T(-6.5%)

464288414

MUB|464288414

1294303(+1.7%)

Value:

$136.5B(+0.7%)

Apple Inc.

AAPL|037833100

594286(-0.4%)

Value:

$132.0B(-11.6%)

78468R796

2551059(-2.0%)

Value:

$116.7B(-6.9%)

MICROSOFT CORP

MSFT|594918104

308893(+1.3%)

Value:

$116.0B(-9.8%)

922908629

VO|922908629

414627(-3.2%)

Value:

$107.2B(-5.2%)

AMAZON COM INC

AMZN|023135106

451155(+0.4%)

Value:

$85.8B(-12.9%)

46436E718

783648(+7358.3%)

Value:

$78.9B(+7384.4%)

NVIDIA CORP

NVDA|67066G104

679864(-5.7%)

Value:

$73.7B(-23.9%)

HOME DEPOT, INC.

HD|437076102

143808(+4.0%)

Value:

$52.7B(-2.1%)

922908363

VOO|922908363

96735(+0.7%)

Value:

$49.7B(-4.0%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

88759(-3.8%)

Value:

$49.7B(-8.2%)

Alphabet Inc.

GOOGL|02079K305

307579(-4.0%)

Value:

$47.6B(-21.6%)

464287804

IJR|464287804

454381(+3.0%)

Value:

$47.5B(-6.5%)

FISERV INC

FI|337738108

185015(+7.2%)

Value:

$40.9B(+15.2%)

PROCTER & GAMBLE Co

PG|742718109

237141(-0.6%)

Value:

$40.4B(+1.0%)

VISA INC.

V|92826C839

103803(+0.0%)

Value:

$36.4B(+10.8%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

68235(-2.1%)

Value:

$36.3B(+22.8%)

Alphabet Inc.

GOOG|02079K107

221598(-1.0%)

Value:

$34.6B(-18.8%)

JOHNSON & JOHNSON

JNJ|478160104

189749(-2.4%)

Value:

$31.5B(+11.9%)

Instrument	Shares		Other Manager	Value
(IVVcusip464287200)	2.8M	QoQ -1.99% (-56.1K) YoY +3.64% (+97.1K)	All Managers (Combined)	$1.6B	QoQ -6.45% (-$107.0M) YoY +10.77% (+$151.0M)
(MUBcusip464288414)	1.3M	QoQ +1.73% (+22.1K) YoY -9.44% (-135.0K)	All Managers (Combined)	$136.5M	QoQ +0.67% (+$921.1K) YoY -11.26% (-$17.3M)
Apple Inc.(AAPLcusip037833100)	594.3K	QoQ -0.38% (-2.3K) YoY +1.03% (+6.1K)	All Managers (Combined)	$132.0M	QoQ -11.62% (-$17.4M) YoY +30.87% (+$31.1M)
(cusip78468R796)✕	2.6M	QoQ -2.04% (-53.2K) YoY -7.22% (-198.7K)	All Managers (Combined)	$116.7M	QoQ -6.92% (-$8.7M) YoY -0.83% (-$978.7K)
Microsoft Corp(MSFTcusip594918104)	308.9K	QoQ +1.25% (-3.8K) YoY -0.42% (-1.3K)	All Managers (Combined)	$116.0M	QoQ -9.83% (-$12.6M) YoY -11.15% (-$14.6M)
(VOcusip922908629)	414.6K	QoQ -3.19% (-13.7K) YoY +6810.45% (+408.6K)	All Managers (Combined)	$107.2M	QoQ -5.21% (-$5.9M) YoY +7052.72% (+$105.7M)
Amazon Com Inc(AMZNcusip023135106)	451.2K	QoQ +0.43% (-2.0K) YoY +16.17% (+62.8K)	All Managers (Combined)	$85.8M	QoQ -12.91% (-$12.7M) YoY +22.54% (+$15.8M)
(cusip46436E718)✕	783.6K	QoQ +7358.34% (+773.1K) YoY +7639.73% (+773.5K)	All Managers (Combined)	$78.9M	QoQ +7384.36% (+$77.8M) YoY +7636.65% (+$77.9M)
Nvidia Corp(NVDAcusip67066G104)	679.9K	QoQ -5.71% (-41.2K) YoY +660.59% (-590.5K)	All Managers (Combined)	$73.7M	QoQ -23.87% (-$23.1M) YoY -8.76% (-$7.1M)
Home Depot, Inc.(HDcusip437076102)	143.8K	QoQ +3.97% (-5.5K) YoY +15.90% (+19.7K)	All Managers (Combined)	$52.7M	QoQ -2.06% (-$1.1M) YoY +10.73% (+$5.1M)
(VOOcusip922908363)	96.7K	QoQ +0.66% (-639) YoY +340.68% (+74.8K)	All Managers (Combined)	$49.7M	QoQ -3.98% (-$2.1M) YoY +371.12% (+$39.2M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	88.8K	QoQ -3.83% (-3.5K) YoY -7.89% (-7.6K)	All Managers (Combined)	$49.7M	QoQ -8.21% (-$4.4M) YoY -1.50% (-$758.4K)
Alphabet Inc.(GOOGLcusip02079K305)	307.6K	QoQ -4.05% (-13.0K) YoY -4.20% (-13.5K)	All Managers (Combined)	$47.6M	QoQ -21.63% (-$13.1M) YoY -1.85% (-$897.3K)
(IJRcusip464287804)	454.4K	QoQ +2.97% (-13.1K) YoY +32.67% (+111.9K)	All Managers (Combined)	$47.5M	QoQ -6.54% (-$3.3M) YoY +25.53% (+$9.7M)
Fiserv Inc(FIcusip337738108)	185.0K	QoQ +7.15% (+12.4K) YoY +127.17% (+103.6K)	All Managers (Combined)	$40.9M	QoQ +15.16% (+$5.4M) YoY +213.89% (+$27.8M)
Procter & Gamble Co(PGcusip742718109)	237.1K	QoQ -0.59% (-1.4K) YoY -26.50% (-85.5K)	All Managers (Combined)	$40.4M	QoQ +1.04% (-$419.3K) YoY -22.80% (-$11.9M)
Visa Inc.(Vcusip92826C839)	103.8K	QoQ +0.03% (+33) YoY +0.12% (+132)	All Managers (Combined)	$36.4M	QoQ +10.85% (+$3.6M) YoY +25.73% (+$7.4M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	68.2K	QoQ -2.07% (-1.4K) YoY +0.48% (+328)	All Managers (Combined)	$36.3M	QoQ +22.80% (-$6.7M) YoY +27.25% (+$7.8M)
Alphabet Inc.(GOOGcusip02079K107)	221.6K	QoQ -0.98% (-2.2K) YoY +8.87% (+18.1K)	All Managers (Combined)	$34.6M	QoQ -18.78% (-$8.0M) YoY +11.71% (+$3.6M)
Johnson & Johnson(JNJcusip478160104)	189.7K	QoQ -2.39% (-4.6K) YoY +1.68% (+3.1K)	All Managers (Combined)	$31.5M	QoQ +11.90% (-$3.3M) YoY +6.59% (+$1.9M)