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

Page 4 of 20

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921908844

VIG|921908844

Shares:49.5K

Value:$9.6M

% of Portfolio:0.2% ($9.6M/$4.0B)

Edwards Lifesciences Corp

EW|28176E108

Shares:124.0K

Value:$9.0M

% of Portfolio:0.2% ($9.0M/$4.0B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:9.5K

Value:$9.0M

% of Portfolio:0.2% ($9.0M/$4.0B)

ECOLAB INC.

ECL|278865100

Shares:35.2K

Value:$8.9M

% of Portfolio:0.2% ($8.9M/$4.0B)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:272.4K

Value:$8.1M

% of Portfolio:0.2% ($8.1M/$4.0B)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:13.3K

Value:$7.7M

% of Portfolio:0.2% ($7.7M/$4.0B)

MCDONALDS CORP

MCD|580135101

Shares:23.5K

Value:$7.3M

% of Portfolio:0.2% ($7.3M/$4.0B)

CONOCOPHILLIPS

COP|20825C104

Shares:68.5K

Value:$7.2M

% of Portfolio:0.2% ($7.2M/$4.0B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:116.6K

Value:$7.2M

% of Portfolio:0.2% ($7.2M/$4.0B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:14.0K

Value:$6.8M

% of Portfolio:0.2% ($6.8M/$4.0B)

S&P Global Inc.

SPGI|78409V104

Shares:13.2K

Value:$6.7M

% of Portfolio:0.2% ($6.7M/$4.0B)

Merck & Co., Inc.

MRK|58933Y105

Shares:72.1K

Value:$6.5M

% of Portfolio:0.2% ($6.5M/$4.0B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:89.2K

Value:$6.3M

% of Portfolio:0.2% ($6.3M/$4.0B)

46429B697

USMV|46429B697

Shares:61.0K

Value:$5.7M

% of Portfolio:0.1% ($5.7M/$4.0B)

GENERAL MILLS INC

GIS|370334104

Shares:90.9K

Value:$5.4M

% of Portfolio:0.1% ($5.4M/$4.0B)

CHEVRON CORP

CVX|166764100

Shares:32.0K

Value:$5.3M

% of Portfolio:0.1% ($5.3M/$4.0B)

922908611

VBR|922908611

Shares:27.5K

Value:$5.1M

% of Portfolio:0.1% ($5.1M/$4.0B)

81369Y209

Shares:34.7K

Value:$5.1M

% of Portfolio:0.1% ($5.1M/$4.0B)

Keurig Dr Pepper Inc.

KDP|49271V100

Shares:144.4K

Value:$4.9M

% of Portfolio:0.1% ($4.9M/$4.0B)

UNION PACIFIC CORP

UNP|907818108

Shares:20.7K

Value:$4.9M

% of Portfolio:0.1% ($4.9M/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VIGcusip921908844)	49.5K	QoQ -2.63% (-1.3K) YoY -3.82% (-2.0K)	All Managers (Combined)	$9.6M	0.2% ($9.6M/$4.0B)	QoQ -3.54% (-$352.8K) YoY +2.17% (-$203.9K)
Edwards Lifesciences Corp(EWcusip28176E108)	124.0K	QoQ -4.11% (-5.3K) YoY -19.29% (-29.7K)	All Managers (Combined)	$9.0M	0.2% ($9.0M/$4.0B)	QoQ -6.05% (-$578.9K) YoY -38.79% (-$5.7M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	9.5K	QoQ +1.42% (+133) YoY +11.54% (+982)	All Managers (Combined)	$9.0M	0.2% ($9.0M/$4.0B)	QoQ +4.68% (+$401.9K) YoY +43.99% (+$2.7M)
ECOLAB INC.(ECLcusip278865100)	35.2K	QoQ -2.00% (-721) YoY -7.37% (-2.8K)	All Managers (Combined)	$8.9M	0.2% ($8.9M/$4.0B)	QoQ +5.96% (-$502.7K) YoY +1.69% (-$149.1K)
abrdn Gold ETF Trust(SGOLcusip00326A104)	272.4K	QoQ +1.82% (+4.9K) YoY NEW(+272.4K)	All Managers (Combined)	$8.1M	0.2% ($8.1M/$4.0B)	QoQ +21.21% (+$1.4M) YoY NEW(+$8.1M)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	13.3K	QoQ -3.00% (-413) YoY -14.16% (-2.2K)	All Managers (Combined)	$7.7M	0.2% ($7.7M/$4.0B)	QoQ -2.31% (-$183.8K) YoY +17.41% (-$1.1M)
MCDONALDS CORP(MCDcusip580135101)	23.5K	QoQ -16.00% (-4.5K) YoY +2.45% (+564)	All Managers (Combined)	$7.3M	0.2% ($7.3M/$4.0B)	QoQ -9.48% (-$769.5K) YoY +13.51% (+$873.9K)
CONOCOPHILLIPS(COPcusip20825C104)	68.5K	QoQ +0.46% (+316) YoY +0.06% (-47)	All Managers (Combined)	$7.2M	0.2% ($7.2M/$4.0B)	QoQ +6.35% (+$429.8K) YoY -17.43% (-$1.5M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	116.6K	QoQ -5.69% (-7.0K) YoY -5.50% (-6.8K)	All Managers (Combined)	$7.2M	0.2% ($7.2M/$4.0B)	QoQ -1.69% (-$124.0K) YoY +16.84% (-$1.0M)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	14.0K	QoQ -0.45% (-64) YoY -16.88% (-2.8K)	All Managers (Combined)	$6.8M	0.2% ($6.8M/$4.0B)	QoQ -9.48% (-$710.9K) YoY -8.22% (-$608.1K)
S&P Global Inc.(SPGIcusip78409V104)	13.2K	QoQ -0.72% (-96) YoY +5.82% (+724)	All Managers (Combined)	$6.7M	0.2% ($6.7M/$4.0B)	QoQ +1.23% (-$81.4K) YoY +26.37% (+$1.4M)
Merck & Co., Inc.(MRKcusip58933Y105)	72.1K	QoQ -3.91% (-2.9K) YoY -10.47% (-8.4K)	All Managers (Combined)	$6.5M	0.2% ($6.5M/$4.0B)	QoQ -13.30% (-$993.3K) YoY -39.09% (-$4.2M)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	89.2K	QoQ +13.29% (+10.5K) YoY +23.89% (-17.2K)	All Managers (Combined)	$6.3M	0.2% ($6.3M/$4.0B)	QoQ +9.91% (+$565.1K) YoY -1.33% (-$85.0K)
(USMVcusip46429B697)	61.0K	QoQ 0.00% (+0) YoY -11.56% (-8.0K)	All Managers (Combined)	$5.7M	0.1% ($5.7M/$4.0B)	QoQ +5.48% (+$296.9K) YoY -0.89% (-$51.9K)
GENERAL MILLS INC(GIScusip370334104)	90.9K	QoQ -0.18% (-165) YoY -5.81% (-5.6K)	All Managers (Combined)	$5.4M	0.1% ($5.4M/$4.0B)	QoQ -6.41% (-$372.1K) YoY -19.52% (-$1.3M)
CHEVRON CORP(CVXcusip166764100)	32.0K	QoQ -6.39% (-2.2K) YoY -13.67% (-5.1K)	All Managers (Combined)	$5.3M	0.1% ($5.3M/$4.0B)	QoQ +8.11% (-$401.4K) YoY -8.44% (-$493.3K)
(VBRcusip922908611)	27.5K	QoQ +6.47% (+1.7K) YoY +12.65% (+3.1K)	All Managers (Combined)	$5.1M	0.1% ($5.1M/$4.0B)	QoQ +0.08% (+$4.3K) YoY +9.37% (+$439.6K)
(cusip81369Y209)✕	34.7K	QoQ +4.91% (+1.6K) YoY +6.19% (+2.0K)	All Managers (Combined)	$5.1M	0.1% ($5.1M/$4.0B)	QoQ +11.35% (+$516.0K) YoY +4.96% (+$239.2K)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	144.4K	QoQ -48.92% (-138.3K) YoY -52.37% (-158.9K)	All Managers (Combined)	$4.9M	0.1% ($4.9M/$4.0B)	QoQ -45.57% (-$4.1M) YoY -46.86% (-$4.4M)
UNION PACIFIC CORP(UNPcusip907818108)	20.7K	QoQ -32.74% (-10.1K) YoY -53.67% (-23.9K)	All Managers (Combined)	$4.9M	0.1% ($4.9M/$4.0B)	QoQ -30.39% (-$2.1M) YoY -55.50% (-$6.1M)