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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APTARGROUP, INC.

ATR|038336103

94372(-7.0%)

Value:

$14.0B(-12.2%)

Walt Disney Co

DIS|254687106

141591(+3.6%)

Value:

$14.0B(-8.1%)

46137V357

RSP|46137V357

79470(-52.7%)

Value:

$13.8B(-53.2%)

EXXON MOBIL CORP

XOM|30231G102

114595(-4.0%)

Value:

$13.6B(+6.1%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

27185(-37.1%)

Value:

$13.5B(-39.9%)

464287614

IWF|464287614

36833(+0.5%)

Value:

$13.3B(-9.7%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

42344(-2.7%)

Value:

$12.9B(+1.5%)

AMERICAN EXPRESS CO

AXP|025816109

47785(+0.4%)

Value:

$12.9B(-9.0%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

16(+0.0%)

Value:

$12.8B(+17.3%)

NOVO NORDISK A S

NVO|670100205

181059(+286.4%)

Value:

$12.6B(+211.9%)

78468R523

124968(+35.5%)

Value:

$12.4B(+36.0%)

SPDR GOLD TRUST

GLD|78463V107

38971(+0.0%)

Value:

$11.2B(+19.0%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

23233(-3.7%)

Value:

$10.9B(-11.7%)

ALCON INC

ALC|H01301128

114109(-3.3%)

Value:

$10.8B(+8.0%)

DANAHER CORP /DE/

DHR|235851102

52432(+4.6%)

Value:

$10.7B(-6.6%)

464287507

IJH|464287507

178360(-3.4%)

Value:

$10.4B(-9.6%)

EOG RESOURCES INC

EOG|26875P101

79415(+13.0%)

Value:

$10.2B(+18.2%)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

297772(-2.2%)

Value:

$10.2B(+6.4%)

922042742

VT|922042742

85844(+6.4%)

Value:

$10.0B(+5.0%)

EMERSON ELECTRIC CO

EMR|291011104

89496(-1.9%)

Value:

$9.8B(-13.2%)

Instrument	Shares		Other Manager	Value
Aptargroup, Inc.(ATRcusip038336103)	94.4K	QoQ -7.03% (-7.1K) YoY -18.07% (-20.8K)	All Managers (Combined)	$14.0M	QoQ -12.19% (-$1.9M) YoY -15.52% (-$2.6M)
Walt Disney Co(DIScusip254687106)	141.6K	QoQ +3.63% (-5.0K) YoY +91.00% (+67.5K)	All Managers (Combined)	$14.0M	QoQ -8.13% (-$1.2M) YoY +54.07% (+$4.9M)
(RSPcusip46137V357)	79.5K	QoQ -52.67% (-88.4K) YoY -93.26% (-1.1M)	All Managers (Combined)	$13.8M	QoQ -53.21% (-$15.7M) YoY -93.11% (-$186.1M)
Exxon Mobil Corp(XOMcusip30231G102)	114.6K	QoQ -4.02% (-4.8K) YoY +20.99% (+19.9K)	All Managers (Combined)	$13.6M	QoQ +6.11% (-$785.2K) YoY +23.79% (+$2.6M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	27.2K	QoQ -37.08% (-16.0K) YoY -16.46% (-5.4K)	All Managers (Combined)	$13.5M	QoQ -39.86% (-$9.0M) YoY -28.48% (-$5.4M)
(IWFcusip464287614)	36.8K	QoQ +0.47% (-173) YoY -7.20% (-2.9K)	All Managers (Combined)	$13.3M	QoQ -9.65% (-$1.4M) YoY -0.58% (-$78.8K)
Automatic Data Processing Inc(ADPcusip053015103)	42.3K	QoQ -2.73% (-1.2K) YoY +10.49% (+4.0K)	All Managers (Combined)	$12.9M	QoQ +1.51% (-$193.1K) YoY +35.18% (+$3.4M)
American Express Co(AXPcusip025816109)	47.8K	QoQ +0.38% (-181) YoY -21.71% (-13.3K)	All Managers (Combined)	$12.9M	QoQ -9.00% (-$1.3M) YoY -7.48% (-$1.0M)
Berkshire Hathaway Inc(BRK-Acusip084670108)	16	QoQ 0.00% (+0) YoY -40.74% (-11)	All Managers (Combined)	$12.8M	QoQ +17.25% (+$1.9M) YoY -25.42% (-$4.4M)
Novo Nordisk A S(NVOcusip670100205)	181.1K	QoQ +286.35% (+134.2K) YoY +309.32% (+136.8K)	All Managers (Combined)	$12.6M	QoQ +211.94% (+$8.5M) YoY +121.40% (+$6.9M)
(cusip78468R523)✕	125.0K	QoQ +35.50% (+32.7K) YoY -23.24% (-37.9K)	All Managers (Combined)	$12.4M	QoQ +35.97% (+$3.3M) YoY -23.19% (-$3.8M)
Spdr Gold Trust(GLDcusip78463V107)	39.0K	QoQ 0.00% (+0) YoY -0.53% (-208)	All Managers (Combined)	$11.2M	QoQ +19.00% (+$1.8M) YoY +39.32% (-$3.2M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	23.2K	QoQ -3.74% (-904) YoY -4.57% (-1.1K)	All Managers (Combined)	$10.9M	QoQ -11.71% (-$1.4M) YoY +0.78% (-$84.6K)
Alcon Inc(ALCcusipH01301128)	114.1K	QoQ -3.25% (-3.8K) YoY -4.99% (-6.0K)	All Managers (Combined)	$10.8M	QoQ +8.03% (-$805.7K) YoY +8.26% (-$826.8K)
Danaher Corp /De/(DHRcusip235851102)	52.4K	QoQ +4.56% (-2.3K) YoY +22.02% (+9.5K)	All Managers (Combined)	$10.7M	QoQ -6.61% (-$761.8K) YoY +0.16% (+$18.1K)
(IJHcusip464287507)	178.4K	QoQ -3.44% (-6.4K) YoY -1.05% (-1.9K)	All Managers (Combined)	$10.4M	QoQ -9.58% (-$1.1M) YoY -4.94% (-$541.7K)
Eog Resources Inc(EOGcusip26875P101)	79.4K	QoQ +12.99% (+9.1K) YoY +52.86% (+27.5K)	All Managers (Combined)	$10.2M	QoQ +18.21% (+$1.6M) YoY +53.34% (+$3.5M)
Enterprise Products Partners L.P.(EPDcusip293792107)	297.8K	QoQ -2.24% (-6.8K) YoY -7.70% (-24.9K)	All Managers (Combined)	$10.2M	QoQ +6.37% (-$608.8K) YoY +7.97% (-$751.2K)
(VTcusip922042742)	85.8K	QoQ +6.43% (+5.2K) YoY +21.23% (+15.0K)	All Managers (Combined)	$10.0M	QoQ +5.04% (+$478.1K) YoY +27.21% (+$2.1M)
Emerson Electric Co(EMRcusip291011104)	89.5K	QoQ -1.93% (-1.8K) YoY -11.21% (-11.3K)	All Managers (Combined)	$9.8M	QoQ -13.24% (-$1.5M) YoY -14.17% (-$1.6M)