Choate Investment Advisors Purchases in Q4 2024

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
422K
+ 7038.23%
$261.5 - $284.63 $110M - $120M
428K $113M
IVV
Ishares Core S&P 500 ETF

ETFs
61.9K
+ 2.25%
$570.51 - $610.59 $35.3M - $37.8M
2.82M $1.66B
AMZN
Amazon Com Inc

Consumer Cyclical
24.7K
+ 5.83%
$180.88 - $232.93 $4.47M - $5.76M
449K $98.5M
AAPL
Apple Inc.

Technology
30.5K
+ 5.39%
$221.69 - $259.02 $6.76M - $7.9M
597K $149M
GOOGL
Alphabet Inc.

Communication Services
4.15K
+ 1.31%
$161.86 - $196.66 $672K - $816K
321K $60.7M
MSCI
Msci Inc.

Financial Services
12.7K
+ 235.21%
$569.09 - $635.99 $7.23M - $8.08M
18.1K $10.9M
DIS
Walt Disney CO

Communication Services
54.5K
+ 66.42%
$92.39 - $117.6 $5.04M - $6.41M
137K $15.2M
GOOG
Alphabet Inc.

Communication Services
10.2K
+ 4.78%
$163.08 - $198.16 $1.67M - $2.03M
224K $42.6M
SGOL
Abrdn Gold ETF Trust

ETFs
267K
New
$24.46 - $26.62 $6.54M - $7.12M
267K $6.7M
PGR
Progressive Corp

Financial Services
28K
+ 105.27%
$239.6 - $268.88 $6.72M - $7.54M
54.7K $13.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16.2K
+ 18.61%
$172.07 - $207.36 $2.79M - $3.36M
103K $20.4M
WMT
Walmart Inc.

Consumer Defensive
23K
+ 8.24%
$79.1 - $95.7 $1.82M - $2.2M
301K $27.2M
MA
Mastercard Inc

Financial Services
6.41K
+ 15.78%
$491.3 - $536.15 $3.15M - $3.44M
47K $24.8M
V
Visa Inc.

Financial Services
768
+ 0.75%
$273.87 - $320.91 $210K - $246K
104K $32.8M
ADBE
Adobe Inc.

Technology
12.8K
+ 57.55%
$437.39 - $552.96 $5.59M - $7.06M
35K $15.6M
TJX
Tjx Companies Inc

Consumer Cyclical
26.2K
+ 12.93%
$112.15 - $127.2 $2.94M - $3.33M
229K $27.7M
ABT
Abbott Laboratories

Healthcare
28.1K
+ 15.75%
$111.93 - $119.39 $3.15M - $3.36M
207K $23.4M
AVGO
Broadcom Inc.

Technology
3.45K
+ 13.77%
$159.67 - $250.0 $551K - $863K
28.5K $6.61M
TSLA
Tesla, Inc.

Consumer Cyclical
1.86K
+ 17.73%
$213.65 - $479.86 $398K - $893K
12.4K $4.99M
ADP
Automatic Data Processing Inc

Industrials
5.29K
+ 13.83%
$280.08 - $307.97 $1.48M - $1.63M
43.5K $12.7M
WCN
Waste Connections, Inc.

Industrials
15.3K
+ 18.59%
$171.06 - $193.25 $2.62M - $2.96M
97.9K $16.8M
FISV
Fiserv Inc

Technology
14.5K
+ 9.2%
N/A
173K $21.6M
META
Meta Platforms, Inc.

Communication Services
2.02K
+ 7.65%
$554.08 - $632.68 $1.12M - $1.28M
28.4K $16.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
907
+ 0.99%
$567.81 - $607.81 $515K - $551K
92.3K $54.1M
COST
Costco Wholesale Corp

Consumer Defensive
1.13K
+ 13.72%
$873.59 - $994.69 $986K - $1.12M
9.36K $8.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
115
+ 0.12%
$521.84 - $558.82 $60K - $64.3K
96.1K $51.8M
FDX
Fedex Corp

Industrials
4.01K
New
$260.5 - $305.15 $1.04M - $1.22M
4.01K $1.13M
MCD
Mcdonalds Corp

Consumer Cyclical
5.01K
+ 21.81%
$288.47 - $316.54 $1.45M - $1.59M
28K $8.11M
CSCO
Cisco Systems, Inc.

Technology
5.9K
+ 5.01%
$52.45 - $60.02 $310K - $354K
124K $7.32M
EOG
Eog Resources Inc

Energy
8.51K
+ 13.78%
$118.22 - $136.54 $1.01M - $1.16M
70.3K $8.62M
NFLX
Netflix Inc

Communication Services
678
+ 30.21%
$687.65 - $936.56 $466K - $635K
2.92K $2.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.76K
New
$116.4 - $138.52 $903K - $1.07M
7.76K $983K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3.19K
+ 28.49%
$229.83 - $258.46 $734K - $826K
14.4K $3.56M
AMP
Ameriprise Financial Inc

Financial Services
181
+ 1.3%
$473.15 - $574.01 $85.6K - $104K
14.1K $7.49M
WFC
Wells Fargo & Company

Financial Services
5.03K
+ 12.18%
$54.98 - $77.35 $277K - $389K
46.3K $3.26M
PANW
Palo Alto Networks Inc

Technology
8.39K
+ 203.62%
$181.96 - $405.9 $1.53M - $3.4M
12.5K $2.28M
BX
Blackstone Inc.

Financial Services
3.05K
+ 22.14%
$148.45 - $199.05 $453K - $608K
16.8K $2.9M
MSFT
Microsoft Corp

Technology
7.85K
+ 2.64%
$406.35 - $454.46 $3.19M - $3.57M
305K $129M
BKNG
Booking Holdings Inc.

Consumer Cyclical
112
+ 90.32%
$4100.99 - $5300.34 $459K - $594K
236 $1.17M
CRM
Salesforce, Inc.

Technology
1.19K
+ 28.75%
$270.87 - $367.87 $323K - $439K
5.34K $1.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.39K
+ 3.56%
$442.29 - $483.08 $1.06M - $1.16M
69.7K $31.6M
SHOP
Shopify Inc.

Technology
5.58K
New
$78.14 - $119.49 $436K - $666K
5.58K $593K
BAC
Bank Of America Corp

Financial Services
7.78K
+ 13.9%
$39.22 - $47.77 $305K - $372K
63.8K $2.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 0.09%
$481.22 - $538.17 $10.6K - $11.8K
24.1K $12.3M
URI
United Rentals, Inc.

Industrials
796
New
$704.44 - $880.32 $561K - $701K
796 $560K
PM
Philip Morris International Inc.

Consumer Defensive
4.52K
+ 122.18%
$118.38 - $133.06 $535K - $601K
8.21K $988K
DUK
Duke Energy Corp

Utilities
4.99K
New
$105.76 - $120.76 $528K - $602K
4.99K $537K
IWM
Ishares Russell 2000 ETF

ETFs
2.4K
+ 37.4%
$216.13 - $242.4 $519K - $582K
8.82K $1.95M
GS
Goldman Sachs Group Inc

Financial Services
503
+ 16.46%
$486.1 - $608.57 $245K - $306K
3.56K $2.04M
Activity Summary
Buys All Purchases 254 New Holdings 39 Increased Positions 215 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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