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CIK: 0001399794
Total reported value
$5.7B
$5.7B
395 檔
36.1%
During the Q1 2025 filing period, Choate Investment Advisors (CIK: 0001399794) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $5.7B across 395 reported positions.
In Q1 2025, Choate Investment Advisors displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, MUB, AAPL) accounted for 36.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $1.6B
Showing top 200 holdings (of 395 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 38.57% | +0.85% | -1.99% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 3.39% | -0.45% | +1.74% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.28% | -0.02% | -0.38% | |
| 4 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 2.90% | -0.02% | -2.04% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.26% | +1.26% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.66% | — | -3.19% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.02% | +0.44% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.96% | -0.01% | +7358.34% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.83% | +0.03% | -5.71% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.31% | -0.08% | +3.97% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.01% | +0.67% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | +0.07% | -3.83% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.16% | -4.06% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | — | +2.97% | |
| 15 | FISV | Fiserv Inc | Stock-Other | 1.02% | -0.01% | +7.16% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.08% | -0.60% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | — | +0.03% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.03% | -2.08% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.10% | -0.99% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.08% | -2.39% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.24% | +12.26% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.75% | -0.13% | +7.83% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.01% | -2.71% | |
| 24 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.74% | -0.05% | +0.07% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.20% | +10.11% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.68% | -0.04% | +6.41% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.01% | +8.61% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.15% | -1.21% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.16% | +69.25% | |
| 30 | WCN | Waste Connections Inc | Stock-Industrials | 0.51% | -0.04% | +7.74% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.08% | -5.39% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.47% | +0.26% | +9.59% | |
| 33 | PGR | Progressive CORP | Stock-Financials | 0.47% | — | +21.37% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.45% | +0.03% | -1.64% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.10% | -0.17% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.40% | -0.08% | +20.14% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.39% | -0.02% | +14.51% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | — | -4.30% | |
| 39 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.36% | -0.04% | -1.18% | |
| 40 | MSCI | Msci Inc | Stock-Financials | 0.35% | -0.02% | +38.07% | |
| 41 | ATR | Aptargroup Inc | Stock-Healthcare | 0.35% | -0.03% | -7.04% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.35% | -0.03% | +3.64% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | -0.01% | -52.67% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.01% | -4.02% | |
| 45 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.34% | -0.02% | -37.09% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | +0.01% | +0.47% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.32% | -0.02% | -2.74% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.32% | -0.01% | +0.38% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.32% | -0.01% | — | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.31% | — | +286.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | HD | Home Depot Inc | — | NEW | New buy |
| 11 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 15 | FISV | Fiserv Inc | — | NEW | New buy |
| 16 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 17 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 21 | ABT | Abbott Laboratories | — | NEW | New buy |
| 22 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 23 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 24 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 25 | WMT | Walmart Inc | — | NEW | New buy |
| 26 | MA | Mastercard Inc - A | — | NEW | New buy |
| 27 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 28 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 29 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 30 | WCN | Waste Connections Inc | — | NEW | New buy |
| 31 | PEP | Pepsico Inc | — | NEW | New buy |
| 32 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 33 | PGR | Progressive CORP | — | NEW | New buy |
| 34 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 35 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 36 | ADBE | Adobe Inc | — | NEW | New buy |
| 37 | LIN | Linde plc | — | NEW | New buy |
| 38 | ABBV | Abbvie Inc | — | NEW | New buy |
| 39 | CNI | Canadian Natl Railway Co | — | NEW | New buy |
| 40 | MSCI | Msci Inc | — | NEW | New buy |
| 41 | ATR | Aptargroup Inc | — | NEW | New buy |
| 42 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 43 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 44 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 45 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 46 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 47 | ADP | Automatic Data Processing | — | NEW | New buy |
| 48 | AXP | American Express Co | — | NEW | New buy |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 50 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Choate Investment Advisors reported a total U.S. public equity portfolio value of $5.7B across 395 disclosed positions in Q1 2025.
During Q1 2025, Choate Investment Advisors's top holdings by market value included IVV (38.6%)、MUB (3.4%)、AAPL (3.3%). The largest single position, IVV, represented 38.6% of total portfolio value.
In Q1 2025, Choate Investment Advisors made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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