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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APTARGROUP, INC.

ATR|038336103

Shares:94.4K

Value:$14.0M

% of Portfolio:0.3% ($14.0M/$4.0B)

Walt Disney Co

DIS|254687106

Shares:141.6K

Value:$14.0M

% of Portfolio:0.3% ($14.0M/$4.0B)

46137V357

RSP|46137V357

Shares:79.5K

Value:$13.8M

% of Portfolio:0.3% ($13.8M/$4.0B)

EXXON MOBIL CORP

XOM|30231G102

Shares:114.6K

Value:$13.6M

% of Portfolio:0.3% ($13.6M/$4.0B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:27.2K

Value:$13.5M

% of Portfolio:0.3% ($13.5M/$4.0B)

464287614

IWF|464287614

Shares:36.8K

Value:$13.3M

% of Portfolio:0.3% ($13.3M/$4.0B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:42.3K

Value:$12.9M

% of Portfolio:0.3% ($12.9M/$4.0B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:47.8K

Value:$12.9M

% of Portfolio:0.3% ($12.9M/$4.0B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:16

Value:$12.8M

% of Portfolio:0.3% ($12.8M/$4.0B)

NOVO NORDISK A S

NVO|670100205

Shares:181.1K

Value:$12.6M

% of Portfolio:0.3% ($12.6M/$4.0B)

78468R523

Shares:125.0K

Value:$12.4M

% of Portfolio:0.3% ($12.4M/$4.0B)

SPDR GOLD TRUST

GLD|78463V107

Shares:39.0K

Value:$11.2M

% of Portfolio:0.3% ($11.2M/$4.0B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:23.2K

Value:$10.9M

% of Portfolio:0.3% ($10.9M/$4.0B)

ALCON INC

ALC|H01301128

Shares:114.1K

Value:$10.8M

% of Portfolio:0.3% ($10.8M/$4.0B)

DANAHER CORP /DE/

DHR|235851102

Shares:52.4K

Value:$10.7M

% of Portfolio:0.3% ($10.7M/$4.0B)

464287507

IJH|464287507

Shares:178.4K

Value:$10.4M

% of Portfolio:0.3% ($10.4M/$4.0B)

EOG RESOURCES INC

EOG|26875P101

Shares:79.4K

Value:$10.2M

% of Portfolio:0.3% ($10.2M/$4.0B)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:297.8K

Value:$10.2M

% of Portfolio:0.3% ($10.2M/$4.0B)

922042742

VT|922042742

Shares:85.8K

Value:$10.0M

% of Portfolio:0.2% ($10.0M/$4.0B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:89.5K

Value:$9.8M

% of Portfolio:0.2% ($9.8M/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
APTARGROUP, INC.(ATRcusip038336103)	94.4K	QoQ -7.03% (-7.1K) YoY -18.07% (-20.8K)	All Managers (Combined)	$14.0M	0.3% ($14.0M/$4.0B)	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	0.3% ($14.0M/$4.0B)	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	0.3% ($13.8M/$4.0B)	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	0.3% ($13.6M/$4.0B)	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	0.3% ($13.5M/$4.0B)	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	0.3% ($13.3M/$4.0B)	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	0.3% ($12.9M/$4.0B)	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	0.3% ($12.9M/$4.0B)	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	0.3% ($12.8M/$4.0B)	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	0.3% ($12.6M/$4.0B)	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	0.3% ($12.4M/$4.0B)	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	0.3% ($11.2M/$4.0B)	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	0.3% ($10.9M/$4.0B)	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	0.3% ($10.8M/$4.0B)	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	0.3% ($10.7M/$4.0B)	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	0.3% ($10.4M/$4.0B)	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	0.3% ($10.2M/$4.0B)	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	0.3% ($10.2M/$4.0B)	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	0.2% ($10.0M/$4.0B)	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	0.2% ($9.8M/$4.0B)	QoQ -13.24% (-$1.5M) YoY -14.17% (-$1.6M)