Choate Investment Advisors Portfolio Holdings by Sector
Choate Investment Advisors
- $4.53 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV GVI SPYX MUB VOO SPY VEA IWF 109 stocks |
$2.62 Million
57.83% of portfolio
|
34
|
29
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE ORCL PANW IOT FTNT PLTR CRWD 11 stocks |
$206,083
4.55% of portfolio
|
9
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO QCOM ADI INTC TXN AMD 10 stocks |
$177,671
3.92% of portfolio
|
6
|
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$160,780
3.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$157,388
3.47% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ LLY ABBV MRK AMGN PFE NVS BMY 10 stocks |
$107,855
2.38% of portfolio
|
4
|
6
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY BABA 3 stocks |
$104,632
2.31% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF PYPL 5 stocks |
$82,784
1.83% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$66,020
1.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT EW SYK BSX ZBH MDT 6 stocks |
$51,454
1.14% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC C HSBC MUFG RY SMFG 12 stocks |
$50,313
1.11% of portfolio
|
6
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$48,951
1.08% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A AIG 3 stocks |
$47,886
1.06% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$47,045
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$38,205
0.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV IBM ACN CTSH BR 5 stocks |
$35,009
0.77% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CL KMB CLX 5 stocks |
$34,847
0.77% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR GE ITW ETN PH DOV ROP ROK 10 stocks |
$27,622
0.61% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR ALL TRV CB MKL 5 stocks |
$25,670
0.57% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG AON 3 stocks |
$25,602
0.57% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO KDP 3 stocks |
$24,218
0.53% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI SPGI MCO ICE CME 5 stocks |
$23,817
0.53% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN WM RSG 3 stocks |
$21,529
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ATR ALC HOLX ISRG LMAT BDX 6 stocks |
$20,302
0.45% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP SHEL 4 stocks |
$19,617
0.43% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CNI UNP NSC CSX WAB 5 stocks |
$18,863
0.42% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO MTD IDXX IQV 5 stocks |
$17,862
0.39% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
TYL PRGS INTU CRM NOW ADSK U SAP 13 stocks |
$17,066
0.38% of portfolio
|
6
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP TPL CTRA DMLP 5 stocks |
$16,444
0.36% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$13,768
0.3% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$13,258
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL APD DD SHW RPM 5 stocks |
$12,771
0.28% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP BX KKR STT BK TY NTRS VKI 9 stocks |
$11,941
0.26% of portfolio
|
4
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL 2 stocks |
$11,853
0.26% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM CMG DRI YUMC SBUX 6 stocks |
$10,766
0.24% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$10,732
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA NOC GD LHX TDG LMT HWM 8 stocks |
$10,557
0.23% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW MS GS 3 stocks |
$9,073
0.2% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$8,935
0.2% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX CRSP KALV ATAI 5 stocks |
$8,649
0.19% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$8,645
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML TER 4 stocks |
$7,971
0.18% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON SEB 3 stocks |
$7,266
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM GM 3 stocks |
$6,934
0.15% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$6,922
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS ELV 4 stocks |
$6,234
0.14% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL GL MET UNM 4 stocks |
$5,346
0.12% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEP DUK SO ED WEC EXC 7 stocks |
$5,184
0.11% of portfolio
|
3
|
4
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$4,598
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HLT MAR 2 stocks |
$4,439
0.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC MLM CRH.L 3 stocks |
$3,822
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO GPC MUSA TSCO ULTA 6 stocks |
$3,796
0.08% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CMCSA VZ TMUS LBRDA 5 stocks |
$3,709
0.08% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
VNT 1 stocks |
$3,600
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC USB IBN EBC LYG 5 stocks |
$2,747
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC VLO 2 stocks |
$2,491
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,930
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$1,849
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$1,784
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,462
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR TT ASPN 3 stocks |
$1,426
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST NRG 2 stocks |
$1,381
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW 2 stocks |
$1,287
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,249
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$1,179
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD EXR 2 stocks |
$1,142
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX DELL 2 stocks |
$1,137
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RNR 1 stocks |
$1,005
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$1,002
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
SWK SNA 2 stocks |
$824
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN VTRS 3 stocks |
$824
0.02% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$804
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$800
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE 1 stocks |
$693
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST GWW 2 stocks |
$680
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL EEM 2 stocks |
$618
0.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$594
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Agricultural Inputs | Basic Materials
CTVA CF 2 stocks |
$546
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$482
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP 1 stocks |
$433
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$421
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$419
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL 1 stocks |
$382
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$370
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MCRI 1 stocks |
$317
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP 1 stocks |
$278
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG 1 stocks |
$274
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES 1 stocks |
$261
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$229
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$212
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$205
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
MBI 1 stocks |
$84
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|