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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CITIGROUP INC

C|172967424

Shares:8.0K

Value:$566.9K

% of Portfolio:0.0% ($566.9K/$4.0B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:2.1K

Value:$566.4K

% of Portfolio:0.0% ($566.4K/$4.0B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.3K

Value:$564.2K

% of Portfolio:0.0% ($564.2K/$4.0B)

464285204

Shares:9.5K

Value:$561.1K

% of Portfolio:0.0% ($561.1K/$4.0B)

922908595

VBK|922908595

Shares:2.2K

Value:$559.9K

% of Portfolio:0.0% ($559.9K/$4.0B)

Mondelez International, Inc.

MDLZ|609207105

Shares:8.0K

Value:$540.9K

% of Portfolio:0.0% ($540.9K/$4.0B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:14.3K

Value:$540.0K

% of Portfolio:0.0% ($540.0K/$4.0B)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:23.8K

Value:$536.7K

% of Portfolio:0.0% ($536.7K/$4.0B)

46641Q332

Shares:9.3K

Value:$531.0K

% of Portfolio:0.0% ($531.0K/$4.0B)

Duke Energy CORP

DUK|26441C204

Shares:4.3K

Value:$526.2K

% of Portfolio:0.0% ($526.2K/$4.0B)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:6.0K

Value:$520.9K

% of Portfolio:0.0% ($520.9K/$4.0B)

SAP SE

SAP|803054204

Shares:1.9K

Value:$513.5K

% of Portfolio:0.0% ($513.5K/$4.0B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:1.5K

Value:$506.7K

% of Portfolio:0.0% ($506.7K/$4.0B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:8.4K

Value:$503.7K

% of Portfolio:0.0% ($503.7K/$4.0B)

922042858

VWO|922042858

Shares:11.1K

Value:$502.0K

% of Portfolio:0.0% ($502.0K/$4.0B)

81369Y852

Shares:5.2K

Value:$499.3K

% of Portfolio:0.0% ($499.3K/$4.0B)

33733E302

Shares:2.2K

Value:$492.1K

% of Portfolio:0.0% ($492.1K/$4.0B)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:9.5K

Value:$492.0K

% of Portfolio:0.0% ($492.0K/$4.0B)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:2.3K

Value:$491.0K

% of Portfolio:0.0% ($491.0K/$4.0B)

LEMAITRE VASCULAR INC

LMAT|525558201

Shares:5.8K

Value:$489.3K

% of Portfolio:0.0% ($489.3K/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CITIGROUP INC(Ccusip172967424)	8.0K	QoQ 0.00% (+0) YoY NEW(+8.0K)	All Managers (Combined)	$566.9K	0.0% ($566.9K/$4.0B)	QoQ +0.85% (+$4.8K) YoY NEW(+$566.9K)
GENERAL DYNAMICS CORP(GDcusip369550108)	2.1K	QoQ +8.34% (+160) YoY -19.33% (-498)	All Managers (Combined)	$566.4K	0.0% ($566.4K/$4.0B)	QoQ +12.07% (+$61.0K) YoY -22.16% (-$161.3K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.3K	QoQ -0.39% (-5) YoY -11.49% (-164)	All Managers (Combined)	$564.2K	0.0% ($564.2K/$4.0B)	QoQ -8.43% (-$52.0K) YoY -13.08% (-$84.9K)
(cusip464285204)✕	9.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$561.1K	0.0% ($561.1K/$4.0B)	QoQ +19.08% (+$89.9K) YoY +40.34% (+$161.3K)
(VBKcusip922908595)	2.2K	QoQ +50.88% (+750) YoY NEW(+2.2K)	All Managers (Combined)	$559.9K	0.0% ($559.9K/$4.0B)	QoQ +35.64% (+$147.1K) YoY NEW(+$559.9K)
Mondelez International, Inc.(MDLZcusip609207105)	8.0K	QoQ -29.83% (-3.4K) YoY -19.97% (-2.0K)	All Managers (Combined)	$540.9K	0.0% ($540.9K/$4.0B)	QoQ -20.26% (-$137.4K) YoY -22.26% (-$154.9K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	14.3K	QoQ +0.18% (-27) YoY +10.92% (-1.4K)	All Managers (Combined)	$540.0K	0.0% ($540.0K/$4.0B)	QoQ -0.38% (-$2.1K) YoY -10.68% (-$64.6K)
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	23.8K	QoQ +0.80% (-190) YoY NEW(+23.8K)	All Managers (Combined)	$536.7K	0.0% ($536.7K/$4.0B)	QoQ -0.32% (-$1.7K) YoY NEW(+$536.7K)
(cusip46641Q332)✕	9.3K	QoQ +159.94% (+5.7K) YoY +159.94% (+5.7K)	All Managers (Combined)	$531.0K	0.0% ($531.0K/$4.0B)	QoQ +158.18% (+$325.3K) YoY +156.70% (+$324.2K)
Duke Energy CORP(DUKcusip26441C204)	4.3K	QoQ -13.51% (-674) YoY NEW(+4.3K)	All Managers (Combined)	$526.2K	0.0% ($526.2K/$4.0B)	QoQ -2.08% (-$11.2K) YoY NEW(+$526.2K)
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	6.0K	QoQ +1.40% (+83) YoY +19.26% (+968)	All Managers (Combined)	$520.9K	0.0% ($520.9K/$4.0B)	QoQ +21.10% (+$90.8K) YoY +32.64% (+$128.2K)
SAP SE(SAPcusip803054204)	1.9K	QoQ +8.50% (+150) YoY NEW(+1.9K)	All Managers (Combined)	$513.5K	0.0% ($513.5K/$4.0B)	QoQ +18.30% (+$79.5K) YoY NEW(+$513.5K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	1.5K	QoQ +30.48% (+339) YoY +62.66% (+559)	All Managers (Combined)	$506.7K	0.0% ($506.7K/$4.0B)	QoQ +34.04% (+$128.7K) YoY +63.53% (+$196.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	8.4K	QoQ -32.25% (-4.0K) YoY -12.98% (-1.3K)	All Managers (Combined)	$503.7K	0.0% ($503.7K/$4.0B)	QoQ -22.24% (-$144.1K) YoY +19.72% (-$83.0K)
(VWOcusip922042858)	11.1K	QoQ +62.50% (+4.3K) YoY -69.71% (-25.5K)	All Managers (Combined)	$502.0K	0.0% ($502.0K/$4.0B)	QoQ +67.00% (+$201.4K) YoY -67.18% (-$1.0M)
(cusip81369Y852)✕	5.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$499.3K	0.0% ($499.3K/$4.0B)	QoQ -0.37% (-$1.9K) YoY +18.11% (+$76.6K)
(cusip33733E302)✕	2.2K	QoQ -10.32% (-255) YoY -10.32% (-255)	All Managers (Combined)	$492.1K	0.0% ($492.1K/$4.0B)	QoQ -18.07% (-$108.6K) YoY -2.86% (-$14.5K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	9.5K	QoQ -0.68% (-65) YoY -2.23% (-216)	All Managers (Combined)	$492.0K	0.0% ($492.0K/$4.0B)	QoQ +7.33% (-$33.6K) YoY +27.90% (-$107.3K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	2.3K	QoQ -12.23% (-327) YoY -33.37% (-1.2K)	All Managers (Combined)	$491.0K	0.0% ($491.0K/$4.0B)	QoQ -12.63% (-$71.0K) YoY -34.55% (-$259.3K)
LEMAITRE VASCULAR INC(LMATcusip525558201)	5.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$489.3K	0.0% ($489.3K/$4.0B)	QoQ -8.94% (-$48.1K) YoY +26.43% (+$102.3K)