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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Medtronic plc

MDT|G5960L103

Shares:2.3K

Value:$208.6K

% of Portfolio:0.0% ($208.6K/$4.0B)

464288760

Shares:1.3K

Value:$203.6K

% of Portfolio:0.0% ($203.6K/$4.0B)

464287176

Shares:1.8K

Value:$203.3K

% of Portfolio:0.0% ($203.3K/$4.0B)

Eastern Bankshares, Inc.

EBC|27627N105

Shares:10.6K

Value:$173.5K

% of Portfolio:0.0% ($173.5K/$4.0B)

Invesco Advantage Municipal Income Trust II

VKI|46132E103

Shares:19.8K

Value:$169.2K

% of Portfolio:0.0% ($169.2K/$4.0B)

Nuveen California Quality Municipal Income Fund

NAC|67066Y105

Shares:15.0K

Value:$168.6K

% of Portfolio:0.0% ($168.6K/$4.0B)

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

BBVA|05946K101

Shares:11.9K

Value:$161.5K

% of Portfolio:0.0% ($161.5K/$4.0B)

Amcor plc

AMCR|G0250X107

Shares:15.7K

Value:$152.1K

% of Portfolio:0.0% ($152.1K/$4.0B)

Viatris Inc

VTRS|92556V106

Shares:14.1K

Value:$123.0K

% of Portfolio:0.0% ($123.0K/$4.0B)

KalVista Pharmaceuticals, Inc.

KALV|483497103

Shares:10.0K

Value:$115.4K

% of Portfolio:0.0% ($115.4K/$4.0B)

Banco Santander, S.A.

SAN|05964H105

Shares:15.5K

Value:$103.8K

% of Portfolio:0.0% ($103.8K/$4.0B)

Lloyds Banking Group plc

LYG|539439109

Shares:23.2K

Value:$88.5K

% of Portfolio:0.0% ($88.5K/$4.0B)

ASPEN AEROGELS INC

ASPN|04523Y105

Shares:10.0K

Value:$63.9K

% of Portfolio:0.0% ($63.9K/$4.0B)

MBIA INC

MBI|55262C100

Shares:11.4K

Value:$56.8K

% of Portfolio:0.0% ($56.8K/$4.0B)

ConnectM Technology Solutions, Inc.

CNTM|207944109

Shares:98.8K

Value:$53.8K

% of Portfolio:0.0% ($53.8K/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Medtronic plc(MDTcusipG5960L103)	2.3K	QoQ NEW(+2.3K) YoY -11.47% (-301)	All Managers (Combined)	$208.6K	0.0% ($208.6K/$4.0B)	QoQ NEW(+$208.6K) YoY -8.72% (-$19.9K)
(cusip464288760)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$203.6K	0.0% ($203.6K/$4.0B)	QoQ NEW(+$203.6K) YoY NEW(+$203.6K)
(cusip464287176)✕	1.8K	QoQ NEW(+1.8K) YoY -16.05% (-350)	All Managers (Combined)	$203.3K	0.0% ($203.3K/$4.0B)	QoQ NEW(+$203.3K) YoY -13.17% (-$30.9K)
Eastern Bankshares, Inc.(EBCcusip27627N105)	10.6K	QoQ -0.11% (-12) YoY NEW(+10.6K)	All Managers (Combined)	$173.5K	0.0% ($173.5K/$4.0B)	QoQ -5.03% (-$9.2K) YoY NEW(+$173.5K)
Invesco Advantage Municipal Income Trust II(VKIcusip46132E103)	19.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$169.2K	0.0% ($169.2K/$4.0B)	QoQ -2.28% (-$4.0K) YoY +0.47% (+$793)
Nuveen California Quality Municipal Income Fund(NACcusip67066Y105)	15.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$168.6K	0.0% ($168.6K/$4.0B)	QoQ -0.44% (-$750) YoY +1.99% (+$3.3K)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.(BBVAcusip05946K101)	11.9K	QoQ +9.56% (+1.0K) YoY NEW(+11.9K)	All Managers (Combined)	$161.5K	0.0% ($161.5K/$4.0B)	QoQ +53.51% (+$56.3K) YoY NEW(+$161.5K)
Amcor plc(AMCRcusipG0250X107)	15.7K	QoQ 0.00% (+0) YoY +5.68% (+844)	All Managers (Combined)	$152.1K	0.0% ($152.1K/$4.0B)	QoQ +3.08% (+$4.5K) YoY +7.80% (+$11.0K)
Viatris Inc(VTRScusip92556V106)	14.1K	QoQ -14.41% (-2.4K) YoY -8.43% (-1.3K)	All Managers (Combined)	$123.0K	0.0% ($123.0K/$4.0B)	QoQ -40.12% (-$82.4K) YoY -33.20% (-$61.2K)
KalVista Pharmaceuticals, Inc.(KALVcusip483497103)	10.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$115.4K	0.0% ($115.4K/$4.0B)	QoQ +36.24% (+$30.7K) YoY -2.69% (-$3.2K)
Banco Santander, S.A.(SANcusip05964H105)	15.5K	QoQ +23.07% (+2.9K) YoY NEW(+15.5K)	All Managers (Combined)	$103.8K	0.0% ($103.8K/$4.0B)	QoQ +80.83% (+$46.4K) YoY NEW(+$103.8K)
Lloyds Banking Group plc(LYGcusip539439109)	23.2K	QoQ -2.50% (-595) YoY NEW(+23.2K)	All Managers (Combined)	$88.5K	0.0% ($88.5K/$4.0B)	QoQ +36.92% (-$23.9K) YoY NEW(+$88.5K)
ASPEN AEROGELS INC(ASPNcusip04523Y105)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$63.9K	0.0% ($63.9K/$4.0B)	QoQ -46.21% (-$54.9K) YoY -63.69% (-$112.1K)
MBIA INC(MBIcusip55262C100)	11.4K	QoQ 0.00% (-0) YoY NEW(+11.4K)	All Managers (Combined)	$56.8K	0.0% ($56.8K/$4.0B)	QoQ -22.91% (-$16.9K) YoY NEW(+$56.8K)
ConnectM Technology Solutions, Inc.(CNTMcusip207944109)	98.8K	QoQ 0.00% (-0) YoY NEW(+98.8K)	All Managers (Combined)	$53.8K	0.0% ($53.8K/$4.0B)	QoQ -54.97% (-$65.7K) YoY NEW(+$53.8K)