Choate-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AX",
  null,
  "PRGS",
  "ATR",
  "ASPN",
  "MU",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "FLG",
  "APD",
  "BABA",
  "ALL",
  "GOOGL",
  null,
  "AXP",
  null,
  "AFRM",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "SAN",
  "BSX",
  "COF",
  "CMI",
  "MBI",
  "DUK",
  "MCRI",
  "EBAY",
  "EOG",
  "U",
  null,
  "FCX",
  "DMLP",
  "GD",
  "GILD",
  "GIS",
  "HLT",
  "HON",
  "BITB",
  "HD",
  "IBN",
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  null,
  null,
  "UNP",
  "QCOM",
  "ISRG",
  "HSBC",
  "HWM",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "KALV",
  "VKI",
  "HEFA",
  "IVW",
  "IJH",
  "SEB",
  null,
  "SWK",
  null,
  "NAC",
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "EQIX",
  "FTV",
  "GE",
  "GPC",
  "HOLX",
  "NVS",
  null,
  "ODFL",
  "ORLY",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  "PAYX",
  "VHT",
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "PKG",
  "REGN",
  "IOT",
  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "STX",
  "SAP",
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  "RSG",
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "SMFG",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UL",
  "UNM",
  "UPS",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  "EBC",
  "ALC",
  null,
  null,
  "VWO",
  null,
  "PRF",
  "LBRDA",
  "TY",
  "CNTM",
  "VIG",
  "LYG",
  "TRGP",
  "TSCO",
  "XLB",
  "MTD",
  "GL",
  "GGG",
  null,
  "TSM",
  "GSK",
  null,
  null,
  "VYM",
  "DD",
  "VRTX",
  "EW",
  "TT",
  "MUSA",
  "ADSK",
  "AON",
  "VNT",
  "AMCR",
  "AFL",
  "APH",
  "AMD",
  "SONY",
  "FI",
  "DRI",
  "DOV",
  "WEC",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "GSLC",
  "AEP",
  "SGOL",
  "IDXX",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  "SIRI",
  "LMAT",
  null,
  "TPL",
  null,
  null,
  null,
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "MGK",
  "VBK",
  "VBR",
  "VT",
  "VB",
  "VOO",
  null,
  "VTV",
  "VRSN",
  "VTRS",
  "V",
  "VST",
  "WMT",
  "WFC",
  "YUMC",
  "YUM",
  "SOLV",
  "PAR",
  "SCHD",
  "DVY",
  "MSCI",
  "NSC",
  "LLYVK",
  "LH",
  "KDP",
  "MKL",
  "SO",
  null,
  "OTIS",
  "ROL",
  "CRM",
  "SWKS",
  "SYY",
  "DIA",
  null,
  "IUSV",
  "GEV",
  "ZBH",
  "MCK",
  "SPYV",
  "EXR",
  "NUE",
  null,
  null,
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BHP",
  "BA",
  "BMY",
  "BIP",
  "BR",
  "CNI",
  "CARR",
  "CF",
  "CVX",
  "LNG",
  "CHTR",
  "CIEN",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CRH",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

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: choate-investment-advisors
Manager Name: Choate-Investment-Advisors

Data Enrichment

90% identified

354 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

395 positions • $4.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:2.8M

Value:$1.6B

% of Portfolio:38.6% ($1.6B/$4.0B)

464288414

MUB|464288414

Shares:1.3M

Value:$136.5M

% of Portfolio:3.4% ($136.5M/$4.0B)

Apple Inc.

AAPL|037833100

Shares:594.3K

Value:$132.0M

% of Portfolio:3.3% ($132.0M/$4.0B)

78468R796

Shares:2.6M

Value:$116.7M

% of Portfolio:2.9% ($116.7M/$4.0B)

MICROSOFT CORP

MSFT|594918104

Shares:308.9K

Value:$116.0M

% of Portfolio:2.9% ($116.0M/$4.0B)

922908629

VO|922908629

Shares:414.6K

Value:$107.2M

% of Portfolio:2.7% ($107.2M/$4.0B)

AMAZON COM INC

AMZN|023135106

Shares:451.2K

Value:$85.8M

% of Portfolio:2.1% ($85.8M/$4.0B)

46436E718

Shares:783.6K

Value:$78.9M

% of Portfolio:2.0% ($78.9M/$4.0B)

NVIDIA CORP

NVDA|67066G104

Shares:679.9K

Value:$73.7M

% of Portfolio:1.8% ($73.7M/$4.0B)

HOME DEPOT, INC.

HD|437076102

Shares:143.8K

Value:$52.7M

% of Portfolio:1.3% ($52.7M/$4.0B)

922908363

VOO|922908363

Shares:96.7K

Value:$49.7M

% of Portfolio:1.2% ($49.7M/$4.0B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:88.8K

Value:$49.7M

% of Portfolio:1.2% ($49.7M/$4.0B)

Alphabet Inc.

GOOGL|02079K305

Shares:307.6K

Value:$47.6M

% of Portfolio:1.2% ($47.6M/$4.0B)

464287804

IJR|464287804

Shares:454.4K

Value:$47.5M

% of Portfolio:1.2% ($47.5M/$4.0B)

FISERV INC

FI|337738108

Shares:185.0K

Value:$40.9M

% of Portfolio:1.0% ($40.9M/$4.0B)

PROCTER & GAMBLE Co

PG|742718109

Shares:237.1K

Value:$40.4M

% of Portfolio:1.0% ($40.4M/$4.0B)

VISA INC.

V|92826C839

Shares:103.8K

Value:$36.4M

% of Portfolio:0.9% ($36.4M/$4.0B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:68.2K

Value:$36.3M

% of Portfolio:0.9% ($36.3M/$4.0B)

Alphabet Inc.

GOOG|02079K107

Shares:221.6K

Value:$34.6M

% of Portfolio:0.9% ($34.6M/$4.0B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:189.7K

Value:$31.5M

% of Portfolio:0.8% ($31.5M/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	2.8M	QoQ -1.99% (-56.1K) YoY +3.64% (+97.1K)	All Managers (Combined)	$1.6B	38.6% ($1.6B/$4.0B)	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	3.4% ($136.5M/$4.0B)	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	3.3% ($132.0M/$4.0B)	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	2.9% ($116.7M/$4.0B)	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	2.9% ($116.0M/$4.0B)	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	2.7% ($107.2M/$4.0B)	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	2.1% ($85.8M/$4.0B)	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	2.0% ($78.9M/$4.0B)	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	1.8% ($73.7M/$4.0B)	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	1.3% ($52.7M/$4.0B)	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	1.2% ($49.7M/$4.0B)	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	1.2% ($49.7M/$4.0B)	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	1.2% ($47.6M/$4.0B)	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	1.2% ($47.5M/$4.0B)	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	1.0% ($40.9M/$4.0B)	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	1.0% ($40.4M/$4.0B)	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	0.9% ($36.4M/$4.0B)	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	0.9% ($36.3M/$4.0B)	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	0.9% ($34.6M/$4.0B)	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	0.8% ($31.5M/$4.0B)	QoQ +11.90% (-$3.3M) YoY +6.59% (+$1.9M)