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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922908736

VUG|922908736

Shares:13.1K

Value:$4.9M

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

Broadcom Inc.

AVGO|11135F101

Shares:28.9K

Value:$4.8M

% of Portfolio:0.1% ($4.8M/$4.0B)

AMGEN INC

AMGN|031162100

Shares:15.1K

Value:$4.7M

% of Portfolio:0.1% ($4.7M/$4.0B)

ALLSTATE CORP

ALL|020002101

Shares:22.3K

Value:$4.6M

% of Portfolio:0.1% ($4.6M/$4.0B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:20.8K

Value:$4.4M

% of Portfolio:0.1% ($4.4M/$4.0B)

COCA COLA CO

KO|191216100

Shares:60.7K

Value:$4.3M

% of Portfolio:0.1% ($4.3M/$4.0B)

ORACLE CORP

ORCL|68389X105

Shares:30.7K

Value:$4.3M

% of Portfolio:0.1% ($4.3M/$4.0B)

464287465

EFA|464287465

Shares:52.0K

Value:$4.2M

% of Portfolio:0.1% ($4.2M/$4.0B)

78468R663

Shares:45.0K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$4.0B)

Accenture plc

ACN|G1151C101

Shares:13.1K

Value:$4.1M

% of Portfolio:0.1% ($4.1M/$4.0B)

AFLAC INC

AFL|001055102

Shares:36.1K

Value:$4.0M

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

STRYKER CORP

SYK|863667101

Shares:10.5K

Value:$3.9M

% of Portfolio:0.1% ($3.9M/$4.0B)

RTX Corp

RTX|75513E101

Shares:28.8K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$4.0B)

Tesla, Inc.

TSLA|88160R101

Shares:14.6K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$4.0B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:53.5K

Value:$3.8M

% of Portfolio:0.1% ($3.8M/$4.0B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:25.3K

Value:$3.7M

% of Portfolio:0.1% ($3.7M/$4.0B)

LOWES COMPANIES INC

LOW|548661107

Shares:15.6K

Value:$3.6M

% of Portfolio:0.1% ($3.6M/$4.0B)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:43.9K

Value:$3.4M

% of Portfolio:0.1% ($3.4M/$4.0B)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:13.1K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$4.0B)

921946406

VYM|921946406

Shares:25.6K

Value:$3.3M

% of Portfolio:0.1% ($3.3M/$4.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VUGcusip922908736)	13.1K	QoQ -1.09% (-145) YoY -4.64% (-640)	All Managers (Combined)	$4.9M	0.1% ($4.9M/$4.0B)	QoQ -10.63% (-$580.0K) YoY +2.72% (-$129.4K)
Broadcom Inc.(AVGOcusip11135F101)	28.9K	QoQ +1.44% (-412) YoY +1124.95% (+26.5K)	All Managers (Combined)	$4.8M	0.1% ($4.8M/$4.0B)	QoQ -26.73% (-$1.8M) YoY +54.74% (+$1.7M)
AMGEN INC(AMGNcusip031162100)	15.1K	QoQ -5.39% (-863) YoY -15.89% (-2.9K)	All Managers (Combined)	$4.7M	0.1% ($4.7M/$4.0B)	QoQ +13.08% (-$545.3K) YoY -7.84% (-$401.0K)
ALLSTATE CORP(ALLcusip020002101)	22.3K	QoQ -0.29% (-65) YoY -8.85% (-2.2K)	All Managers (Combined)	$4.6M	0.1% ($4.6M/$4.0B)	QoQ +7.09% (-$306.3K) YoY +9.08% (-$385.0K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	20.8K	QoQ -55.45% (-25.9K) YoY -45.15% (-17.2K)	All Managers (Combined)	$4.4M	0.1% ($4.4M/$4.0B)	QoQ -58.23% (-$6.2M) YoY -43.41% (-$3.4M)
COCA COLA CO(KOcusip191216100)	60.7K	QoQ -1.06% (-650) YoY -6.88% (-4.5K)	All Managers (Combined)	$4.3M	0.1% ($4.3M/$4.0B)	QoQ +13.81% (-$527.2K) YoY +9.00% (-$358.7K)
ORACLE CORP(ORCLcusip68389X105)	30.7K	QoQ -19.92% (-7.6K) YoY -13.29% (-4.7K)	All Managers (Combined)	$4.3M	0.1% ($4.3M/$4.0B)	QoQ -32.82% (-$2.1M) YoY -3.49% (-$155.4K)
(EFAcusip464287465)	52.0K	QoQ -10.33% (-6.0K) YoY +2.10% (+1.1K)	All Managers (Combined)	$4.2M	0.1% ($4.2M/$4.0B)	QoQ -3.08% (-$135.0K) YoY +4.49% (+$182.8K)
(cusip78468R663)✕	45.0K	QoQ -30.71% (-20.0K) YoY -47.79% (-41.2K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$4.0B)	QoQ -30.48% (-$1.8M) YoY -47.83% (-$3.8M)
Accenture plc(ACNcusipG1151C101)	13.1K	QoQ -2.60% (-350) YoY -8.37% (-1.2K)	All Managers (Combined)	$4.1M	0.1% ($4.1M/$4.0B)	QoQ -13.60% (-$643.6K) YoY -17.51% (-$867.6K)
AFLAC INC(AFLcusip001055102)	36.1K	QoQ -0.95% (-350) YoY -13.37% (-5.6K)	All Managers (Combined)	$4.0M	0.1% ($4.0M/$4.0B)	QoQ +6.46% (-$243.8K) YoY +12.17% (-$436.1K)
STRYKER CORP(SYKcusip863667101)	10.5K	QoQ -2.55% (-275) YoY -5.74% (-639)	All Managers (Combined)	$3.9M	0.1% ($3.9M/$4.0B)	QoQ +0.74% (-$28.9K) YoY -1.95% (-$77.9K)
RTX Corp(RTXcusip75513E101)	28.8K	QoQ -17.47% (-6.1K) YoY -12.81% (-4.2K)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$4.0B)	QoQ -5.54% (-$224.0K) YoY +18.40% (-$593.3K)
Tesla, Inc.(TSLAcusip88160R101)	14.6K	QoQ +18.34% (-2.3K) YoY +5.67% (+786)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$4.0B)	QoQ -24.05% (-$1.2M) YoY +55.79% (+$1.4M)
NEXTERA ENERGY INC(NEEcusip65339F101)	53.5K	QoQ +0.40% (-215) YoY -1.00% (-545)	All Managers (Combined)	$3.8M	0.1% ($3.8M/$4.0B)	QoQ -0.71% (-$27.4K) YoY +9.80% (-$338.5K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	25.3K	QoQ -7.33% (-2.0K) YoY -2.84% (-741)	All Managers (Combined)	$3.7M	0.1% ($3.7M/$4.0B)	QoQ -17.30% (-$769.5K) YoY -31.63% (-$1.7M)
LOWES COMPANIES INC(LOWcusip548661107)	15.6K	QoQ -0.80% (-127) YoY +2.16% (-330)	All Managers (Combined)	$3.6M	0.1% ($3.6M/$4.0B)	QoQ -6.26% (-$242.7K) YoY -6.45% (-$250.8K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	43.9K	QoQ -8.14% (-3.9K) YoY -9.64% (-4.7K)	All Managers (Combined)	$3.4M	0.1% ($3.4M/$4.0B)	QoQ -8.62% (-$316.8K) YoY -5.68% (-$202.3K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	13.1K	QoQ +237.66% (+9.2K) YoY +352.74% (+10.2K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$4.0B)	QoQ +171.56% (+$2.1M) YoY +342.94% (+$2.6M)
(VYMcusip921946406)	25.6K	QoQ -0.77% (-200) YoY +8.21% (+1.9K)	All Managers (Combined)	$3.3M	0.1% ($3.3M/$4.0B)	QoQ +0.29% (-$9.6K) YoY +15.34% (+$439.9K)