Choate Investment Advisors New Holdings in Q4 2024

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOL
Abrdn Gold ETF Trust

ETFs
267K
New
$24.46 - $26.62 $6.54M - $7.12M
267K $6.7M
FDX
Fedex Corp

Industrials
4.01K
New
$260.5 - $305.15 $1.04M - $1.22M
4.01K $1.13M
IWP
Ishares Russell Mid Cap Growth

ETFs
7.76K
New
$116.4 - $138.52 $903K - $1.07M
7.76K $983K
SHOP
Shopify Inc.

Technology
5.58K
New
$78.14 - $119.49 $436K - $666K
5.58K $593K
URI
United Rentals, Inc.

Industrials
796
New
$704.44 - $880.32 $561K - $701K
796 $560K
DUK
Duke Energy Corp

Utilities
4.99K
New
$105.76 - $120.76 $528K - $602K
4.99K $537K
PRF
Invesco Exchange Traded Fd Tr

ETFs
12K
New
$40.15 - $42.9 $482K - $515K
12K $484K
IWS
Ishares Russell Midcap Value E

ETFs
3.72K
New
$128.08 - $140.32 $476K - $522K
3.72K $481K
SAP
Sap Se

Technology
1.76K
New
$218.13 - $255.54 $385K - $451K
1.76K $434K
AEP
American Electric Power CO Inc

Utilities
4.55K
New
$90.91 - $102.21 $413K - $465K
4.55K $419K
TM
Toyota Motor Corp

Consumer Cyclical
1.65K
New
$169.2 - $199.52 $279K - $329K
1.65K $320K
FTV
Fortive Corp

Technology
3.99K
New
$71.16 - $79.68 $284K - $318K
3.99K $299K
HSBC
Hsbc Holdings PLC

Financial Services
5.93K
New
$43.83 - $49.51 $260K - $294K
5.93K $293K
TROW
Price T Rowe Group Inc

Financial Services
2.56K
New
$106.48 - $124.69 $272K - $319K
2.56K $289K
SO
Southern CO

Utilities
3.16K
New
$81.5 - $94.15 $258K - $298K
3.16K $260K
SPYG
Spdr Portfolio

ETFs
2.86K
New
$81.74 - $91.38 $234K - $261K
2.86K $251K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.3K
New
$180.39 - $205.43 $234K - $267K
1.3K $246K
GLOB
Globant S.A.

Technology
1.14K
New
$193.45 - $236.83 $221K - $271K
1.14K $245K
DLR
Digital Realty Trust, Inc.

Real Estate
1.33K
New
$156.46 - $195.69 $208K - $260K
1.33K $235K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.56K
New
$89.9 - $100.66 $231K - $258K
2.56K $231K
RY
Royal Bank Of Canada

Financial Services
1.91K
New
$119.72 - $128.02 $228K - $244K
1.91K $229K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
19.5K
New
$9.95 - $12.23 $194K - $239K
19.5K $228K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.56K
New
$84.34 - $95.14 $216K - $244K
2.56K $223K
CHTR
Charter Communications, Inc.

Communication Services
639
New
$315.38 - $408.02 $202K - $261K
639 $219K
VRSN
Verisign Inc

Technology
1.04K
New
$176.68 - $206.96 $184K - $216K
1.04K $215K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.22K
New
$51.09 - $55.27 $216K - $233K
4.22K $215K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.59K
New
$131.66 - $144.0 $209K - $228K
1.59K $209K
GWW
W.W. Grainger, Inc.

Industrials
196
New
$1023.06 - $1220.93 $201K - $239K
196 $206K
ZBRA
Zebra Technologies Corp

Technology
525
New
$360.09 - $411.94 $189K - $216K
525 $202K
EPAM
Epam Systems, Inc.

Technology
1.04K
New
N/A
1.04K $193K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.8K
New
$12.27 - $15.41 $132K - $166K
10.8K $156K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.8K
New
$9.25 - $10.62 $100K - $115K
10.8K $105K
LYG
Lloyds Banking Group PLC

Financial Services
23.8K
New
$2.67 - $3.23 $63.4K - $76.7K
23.8K $64K
SAN
Banco Santander, S.A.

Financial Services
12.6K
New
$4.49 - $5.05 $56.5K - $63.6K
12.6K $57K
Te Connectivity PLC
4.45K
New
N/A
4.45K $0
Lam Research Corp
13K
New
N/A
13K $0
Arista Networks Inc
4.83K
New
N/A
4.83K $0
Blackrock Inc
2.81K
New
N/A
2.81K $0
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
Track This Portfolio

Track Choate Investment Advisors Portfolio

Follow Choate Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email