Choate Investment Advisors
CIK Number: 0001399794
Main Sectors:
Top Industries:
Filing Date: May 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 655.48 | +0.28% | 2.76M | -1.99% | 1.55B | 389.02 | 38.57% | Share |
| 2 | MUB | iShares Nationa... | 106.09 | +0.40% | 1.29M | +1.74% | 136.47M | 107.51 | 3.39% | Share |
| 3 | AAPL | Apple Inc. | 226.79 | -3.23% | 594.29K | -0.38% | 132.01M | 111.08 | 3.28% | Share |
| 4 | SPYX | SPDR S&P 500 Fo... | 53.69 | +0.24% | 2.55M | -2.04% | 116.71M | 25.31 | 2.90% | Share |
| 5 | MSFT | Microsoft Corpo... | 500.37 | +0.39% | 308.89K | +1.26% | 115.96M | 249.15 | 2.88% | Share |
| 6 | VO | Vanguard Mid Ca... | 289.84 | +0.04% | 414.63K | -3.19% | 107.23M | 263.89 | 2.66% | Share |
| 7 | AMZN | Amazon.com, Inc... | 230.33 | -3.32% | 451.15K | +0.44% | 85.84M | 135.43 | 2.13% | Share |
| 8 | SGOV | iShares 0-3 Mon... | 100.48 | +0.01% | 783.65K | +7.36K% | 78.89M | 100.66 | 1.96% | Share |
| 9 | NVDA | NVIDIA Corporat... | 177.33 | +3.85% | 679.86K | -5.71% | 73.68M | 40.32 | 1.83% | Share |
| 10 | HD | The Home Depot,... | 413.28 | -0.5% | 143.81K | +3.97% | 52.7M | 282.33 | 1.31% | Share |
| 11 | VOO | Vanguard S&P 50... | 599.64 | +0.28% | 96.73K | +0.67% | 49.71M | 508.91 | 1.24% | Share |
| 12 | SPY | SPDR S&P 500 ET... | 652.24 | +0.29% | 88.76K | -3.83% | 49.65M | 269.66 | 1.23% | Share |
| 13 | GOOGL | Alphabet Inc. | 239.17 | -0.19% | 307.58K | -4.06% | 47.56M | 114.4 | 1.18% | Share |
| 14 | IJR | iShares Core S&... | 117.61 | -0.25% | 454.38K | +2.97% | 47.51M | 106.19 | 1.18% | Share |
| 15 | FI | Fiserv, Inc. | 132.17 | -3.11% | 185.01K | +7.16% | 40.86M | 154.98 | 1.02% | Share |
| 16 | PG | The Procter & G... | 157.35 | -1.32% | 237.14K | -0.6% | 40.41M | 132.56 | 1.00% | Share |
| 17 | V | Visa Inc. | 338.24 | -1.67% | 103.8K | +0.03% | 36.38M | 251.57 | 0.90% | Share |
| 18 | BRK-B | Berkshire Hatha... | 490.13 | -0.53% | 68.23K | -2.08% | 36.34M | 246.17 | 0.90% | Share |
| 19 | GOOG | Alphabet Inc. | 239.56 | -0.16% | 221.6K | -0.99% | 34.62M | 107.29 | 0.86% | Share |
| 20 | JNJ | Johnson & Johns... | 175.75 | -0.68% | 189.75K | -2.39% | 31.47M | 133.34 | 0.78% | Share |
| 21 | ABT | Abbott Laborato... | 129.37 | -1.96% | 231.99K | +12.26% | 30.77M | 82.39 | 0.76% | Share |
| 22 | TJX | The TJX Compani... | 139.84 | -0.09% | 246.94K | +7.83% | 30.08M | 84.23 | 0.75% | Share |
| 23 | JPM | JPMorgan Chase ... | 300.58 | +0.92% | 122.3K | -2.71% | 30M | 98.49 | 0.75% | Share |
| 24 | MMC | Marsh & McLenna... | 198.77 | -1.54% | 121.84K | +0.07% | 29.73M | 209.82 | 0.74% | Share |
| 25 | WMT | Walmart Inc. | 100.42 | -1.83% | 331.95K | +10.11% | 29.14M | 59.62 | 0.72% | Share |
| 26 | MA | Mastercard Inco... | 579.38 | -0.79% | 50.05K | +6.41% | 27.44M | 418.76 | 0.68% | Share |
| 27 | UNH | UnitedHealth Gr... | 346.94 | -0.28% | 50.99K | +8.61% | 26.7M | 503.11 | 0.66% | Share |
| 28 | VTI | Vanguard Total ... | 321.80 | +0.26% | 96.7K | -1.21% | 26.58M | 244.27 | 0.66% | Share |
| 29 | LLY | Eli Lilly and C... | 754.90 | +0.57% | 31.29K | +69.25% | 25.85M | 472.85 | 0.64% | Share |
| 30 | WCN | Waste Connectio... | 176.15 | -0.82% | 105.44K | +7.74% | 20.58M | 169.88 | 0.51% | Share |
| 31 | PEP | PepsiCo, Inc. | 142.66 | -0.31% | 134.52K | -5.39% | 20.17M | 152.79 | 0.50% | Share |
| 32 | TSM | Taiwan Semicond... | 260.42 | +3.79% | 113.28K | +9.59% | 18.81M | 154.77 | 0.47% | Share |
| 33 | PGR | The Progressive... | 246.41 | +1.29% | 66.35K | +21.37% | 18.78M | 245.97 | 0.47% | Share |
| 34 | VEA | Vanguard Develo... | 59.41 | +0.08% | 360.16K | -1.64% | 18.31M | 48.44 | 0.45% | Share |
| 35 | META | Meta Platforms,... | 751.98 | -1.79% | 28.38K | -0.17% | 16.36M | 334.68 | 0.41% | Share |
| 36 | ADBE | Adobe Inc. | 350.16 | -1.1% | 42.02K | +20.14% | 16.11M | 473.31 | 0.40% | Share |
| 37 | LIN | Linde plc | 472.70 | -0.16% | 33.79K | +14.51% | 15.74M | 426.1 | 0.39% | Share |
| 38 | ABBV | AbbVie Inc. | 211.64 | +0.58% | 68.7K | -4.3% | 14.39M | 80.11 | 0.36% | Share |
| 39 | CNI | Canadian Nation... | 92.40 | -0.9% | 147.02K | -1.18% | 14.33M | 124.27 | 0.36% | Share |
| 40 | MSCI | MSCI Inc. | 563.13 | -1.06% | 24.99K | +38.07% | 14.13M | 586.8 | 0.35% | Share |
| 41 | ATR | AptarGroup, Inc... | 136.20 | -0.62% | 94.37K | -7.04% | 14M | 122.54 | 0.35% | Share |
| 42 | DIS | The Walt Disney... | 115.81 | -1.33% | 141.59K | +3.64% | 13.98M | 103.4 | 0.35% | Share |
| 43 | RSP | Invesco S&P 500... | 187.50 | -0.11% | 79.47K | -52.67% | 13.77M | 140.23 | 0.34% | Share |
| 44 | XOM | Exxon Mobil Cor... | 112.54 | +1.71% | 114.59K | -4.02% | 13.63M | 91.21 | 0.34% | Share |
| 45 | TMO | Thermo Fisher S... | 476.46 | -1.23% | 27.18K | -37.09% | 13.53M | 523.23 | 0.34% | Share |
| 46 | IWF | iShares Russell... | 456.26 | +0.66% | 36.83K | +0.47% | 13.3M | 215.33 | 0.33% | Share |
| 47 | ADP | Automatic Data ... | 292.39 | -1.63% | 42.34K | -2.74% | 12.94M | 136.47 | 0.32% | Share |
| 48 | AXP | American Expres... | 323.41 | -0.29% | 47.78K | +0.38% | 12.86M | 109.78 | 0.32% | Share |
| 49 | BRK-A | Berkshire Hatha... | 737220.26 | -0.21% | 16 | 0.00% | 12.78M | 403925.69 | 0.32% | Share |
| 50 | NVO | Novo Nordisk A/... | 54.38 | +0.14% | 181.06K | +286.36% | 12.58M | 76.07 | 0.31% | Share |
| 51 | BILS | SPDR Bloomberg ... | 99.31 | +0.03% | 124.97K | +35.51% | 12.43M | 99.3 | 0.31% | Share |
| 52 | GLD | SPDR Gold Share... | 335.26 | +0.36% | 38.97K | 0.00% | 11.23M | 133.06 | 0.28% | Share |
| 53 | QQQ | Invesco QQQ Tru... | 580.70 | +0.03% | 23.23K | -3.75% | 10.89M | 389.15 | 0.27% | Share |
| 54 | ALC | Alcon Inc. | 77.87 | -1.29% | 114.11K | -3.26% | 10.83M | 77.61 | 0.27% | Share |
| 55 | DHR | Danaher Corpora... | 192.58 | -0.9% | 52.43K | +4.56% | 10.75M | 213.36 | 0.27% | Share |
| 56 | IJH | iShares Core S&... | 65.43 | -0.03% | 178.36K | -3.45% | 10.41M | 60.1 | 0.26% | Share |
| 57 | EOG | EOG Resources, ... | 120.20 | +2.46% | 79.42K | +12.99% | 10.18M | 122.61 | 0.25% | Share |
| 58 | EPD | Enterprise Prod... | 31.64 | +0.30% | 297.77K | -2.25% | 10.17M | 26.09 | 0.25% | Share |
| 59 | VT | Vanguard Total ... | 135.53 | +0.22% | 85.84K | +6.43% | 9.95M | 102.58 | 0.25% | Share |
| 60 | EMR | Emerson Electri... | 133.65 | +1.21% | 89.5K | -1.94% | 9.81M | 90.62 | 0.24% | Share |
| 61 | VIG | Vanguard Divide... | 214.71 | +0.97% | 49.45K | -2.63% | 9.59M | 143.59 | 0.24% | Share |
| 62 | EW | Edwards Lifesci... | 78.29 | -1.89% | 124.04K | -4.11% | 8.99M | 76.08 | 0.22% | Share |
| 63 | COST | Costco Wholesal... | 956.29 | -2.34% | 9.49K | +1.42% | 8.97M | 538.39 | 0.22% | Share |
| 64 | ECL | Ecolab Inc. | 269.10 | -0.58% | 35.25K | -2% | 8.94M | 191.97 | 0.22% | Share |
| 65 | SGOL | abrdn Physical ... | 34.73 | +0.36% | 272.36K | +1.82% | 8.12M | 25.14 | 0.20% | Share |
| 66 | TYL | Tyler Technolog... | 545.82 | -2.25% | 13.32K | -3.01% | 7.74M | 418.09 | 0.19% | Share |
| 67 | MCD | McDonald's Corp... | 305.95 | -2.1% | 23.5K | -16% | 7.34M | 192.78 | 0.18% | Share |
| 68 | COP | ConocoPhillips | 94.31 | +2.67% | 68.53K | +0.46% | 7.2M | 113.56 | 0.18% | Share |
| 69 | CSCO | Cisco Systems, ... | 68.13 | +1.17% | 116.55K | -5.69% | 7.19M | 35.67 | 0.18% | Share |
| 70 | AMP | Ameriprise Fina... | 491.85 | -0.3% | 14.01K | -0.45% | 6.78M | 117.9 | 0.17% | Share |
| 71 | SPGI | S&P Global Inc. | 539.91 | -1.42% | 13.16K | -0.72% | 6.69M | 294.5 | 0.17% | Share |
| 72 | MRK | Merck & Co., In... | 84.03 | -0.68% | 72.11K | -3.92% | 6.47M | 63.47 | 0.16% | Share |
| 73 | CP | Canadian Pacifi... | 74.47 | -0.35% | 89.22K | +13.30% | 6.26M | 77.23 | 0.16% | Share |
| 74 | USMV | iShares MSCI US... | 93.75 | -0.52% | 60.97K | 0.00% | 5.71M | 81.1 | 0.14% | Share |
| 75 | GIS | General Mills, ... | 50.01 | -0.69% | 90.85K | -0.18% | 5.43M | 56.54 | 0.14% | Share |
| 76 | CVX | Chevron Corpora... | 157.79 | +1.90% | 31.96K | -6.39% | 5.35M | 146.32 | 0.13% | Share |
| 77 | VBR | Vanguard Small ... | 208.83 | -0.11% | 27.52K | +6.47% | 5.13M | 190.37 | 0.13% | Share |
| 78 | XLV | Health Care Sel... | 137.34 | -0.9% | 34.67K | +4.91% | 5.06M | 113.06 | 0.13% | Share |
| 79 | KDP | Keurig Dr Peppe... | 27.44 | -0.62% | 144.44K | -48.92% | 4.94M | 33.37 | 0.12% | Share |
| 80 | UNP | Union Pacific C... | 215.19 | -0.4% | 20.66K | -32.74% | 4.88M | 197.88 | 0.12% | Share |
| 81 | VUG | Vanguard Growth... | 467.41 | +0.03% | 13.14K | -1.09% | 4.87M | 290.86 | 0.12% | Share |
| 82 | AVGO | Broadcom Inc. | 369.57 | +9.77% | 28.91K | +1.45% | 4.84M | 102.39 | 0.12% | Share |
| 83 | AMGN | Amgen Inc. | 278.51 | -0.52% | 15.13K | -5.4% | 4.71M | 138.34 | 0.12% | Share |
| 84 | ALL | The Allstate Co... | 199.97 | -0.08% | 22.33K | -0.29% | 4.62M | 73.39 | 0.11% | Share |
| 85 | HON | Honeywell Inter... | 211.70 | -1.17% | 20.84K | -55.45% | 4.41M | 191.4 | 0.11% | Share |
| 86 | KO | The Coca-Cola C... | 67.82 | -0.06% | 60.65K | -1.06% | 4.34M | 48.06 | 0.11% | Share |
| 87 | ORCL | Oracle Corporat... | 328.62 | +36.07% | 30.65K | -19.93% | 4.29M | 91.52 | 0.11% | Share |
| 88 | EFA | iShares MSCI EA... | 92.40 | +0.01% | 51.98K | -10.34% | 4.25M | 68.02 | 0.11% | Share |
| 89 | BIL | SPDR Bloomberg ... | 91.56 | +0.01% | 45.01K | -30.71% | 4.13M | 91.44 | 0.10% | Share |
| 90 | ACN | Accenture plc | 243.08 | -3.54% | 13.09K | -2.6% | 4.09M | 245.71 | 0.10% | Share |
| 91 | AFL | Aflac Incorpora... | 107.23 | +0.89% | 36.12K | -0.96% | 4.02M | 35.22 | 0.10% | Share |
| 92 | SYK | Stryker Corpora... | 383.09 | -2.46% | 10.49K | -2.56% | 3.9M | 156.67 | 0.10% | Share |
| 93 | RTX | RTX Corporation | 155.03 | +2.16% | 28.82K | -17.48% | 3.82M | 73.86 | 0.09% | Share |
| 94 | TSLA | Tesla, Inc. | 347.78 | +0.23% | 14.63K | +18.35% | 3.79M | 240.36 | 0.09% | Share |
| 95 | NEE | NextEra Energy,... | 71.04 | +1.38% | 53.48K | +0.40% | 3.79M | 54.94 | 0.09% | Share |
| 96 | AMAT | Applied Materia... | 163.42 | -0.05% | 25.33K | -7.33% | 3.68M | 119.48 | 0.09% | Share |
| 97 | LOW | Lowe's Companie... | 266.52 | -0.93% | 15.57K | -0.81% | 3.63M | 150.72 | 0.09% | Share |
| 98 | CTSH | Cognizant Techn... | 69.16 | -2.29% | 43.87K | -8.15% | 3.36M | 47.47 | 0.08% | Share |
| 99 | PWR | Quanta Services... | 390.19 | +4.48% | 13.13K | +237.66% | 3.34M | 225.85 | 0.08% | Share |
| 100 | VYM | Vanguard High D... | 140.76 | +0.81% | 25.64K | -0.77% | 3.31M | 121.09 | 0.08% | Share |
| 101 | XLI | Industrial Sele... | 151.35 | +0.73% | 24.63K | +1.73% | 3.23M | 92.24 | 0.08% | Share |
| 102 | DE | Deere & Company | 471.34 | -0.9% | 6.83K | +5.38% | 3.21M | 370.7 | 0.08% | Share |
| 103 | PRGS | Progress Softwa... | 42.39 | -1.21% | 61.95K | 0.00% | 3.19M | 21.27 | 0.08% | Share |
| 104 | AMT | American Tower ... | 193.70 | -0.46% | 14.64K | -47.88% | 3.19M | 212.68 | 0.08% | Share |
| 105 | ITOT | iShares Core S&... | 142.87 | +0.22% | 25.24K | -1.44% | 3.08M | 115.09 | 0.08% | Share |
| 106 | VNT | Vontier Corpora... | 42.91 | +0.78% | 93.33K | -0.35% | 3.07M | 35.23 | 0.08% | Share |
| 107 | PFE | Pfizer Inc. | 24.59 | -0.49% | 120.19K | -14.07% | 3.05M | 26.32 | 0.08% | Share |
| 108 | NKE | NIKE, Inc. | 74.26 | +0.90% | 47.92K | -40.08% | 3.04M | 96.17 | 0.08% | Share |
| 109 | WFC | Wells Fargo & C... | 80.28 | -0.59% | 41.01K | -11.51% | 2.94M | 43.87 | 0.07% | Share |
| 110 | SCHD | Schwab U.S. Div... | 27.48 | +0.13% | 103.01K | 0.00% | 2.88M | 23.77 | 0.07% | Share |
| 111 | SCHW | The Charles Sch... | 92.22 | -1.54% | 36.03K | -0.18% | 2.82M | 63.23 | 0.07% | Share |
| 112 | BMY | Bristol-Myers S... | 47.15 | -0.18% | 45.48K | -2.38% | 2.77M | 50.54 | 0.07% | Share |
| 113 | GE | GE Aerospace | 283.41 | +2.60% | 13.69K | -14.71% | 2.74M | 79.21 | 0.07% | Share |
| 114 | HLT | Hilton Worldwid... | 272.95 | -0.73% | 11.98K | -16.82% | 2.73M | 166.25 | 0.07% | Share |
| 115 | ADI | Analog Devices,... | 247.21 | -0.39% | 13.45K | -0.62% | 2.71M | 82.64 | 0.07% | Share |
| 116 | MMM | 3M Company | 153.57 | +0.32% | 18.09K | -13.47% | 2.66M | 106.79 | 0.07% | Share |
| 117 | VHT | Vanguard Health... | 255.54 | -1.03% | 10.02K | -0.59% | 2.65M | 268.18 | 0.07% | Share |
| 118 | BAC | Bank of America... | 50.16 | -0.25% | 63.41K | -0.54% | 2.65M | 29.01 | 0.07% | Share |
| 119 | NFLX | Netflix, Inc. | 1247.71 | -1.23% | 2.8K | -4.14% | 2.61M | 557.44 | 0.06% | Share |
| 120 | NVS | Novartis AG | 126.55 | -1.17% | 23.11K | -37% | 2.58M | 94.49 | 0.06% | Share |
| 121 | CAT | Caterpillar Inc... | 422.92 | +1.16% | 7.68K | +3.28% | 2.53M | 244.23 | 0.06% | Share |
| 122 | MTD | Mettler-Toledo ... | 1253.18 | -2.5% | 2.13K | -3.05% | 2.52M | 1205.04 | 0.06% | Share |
| 123 | IBM | International B... | 256.89 | -0.86% | 9.76K | -12.51% | 2.43M | 157.23 | 0.06% | Share |
| 124 | QCOM | QUALCOMM Incorp... | 158.95 | +0.18% | 15.35K | -16% | 2.36M | 119.48 | 0.06% | Share |
| 125 | IVW | iShares S&P 500... | 118.25 | +0.94% | 24.89K | 0.00% | 2.31M | 58.37 | 0.06% | Share |
| 126 | ITW | Illinois Tool W... | 262.56 | +0.14% | 9.22K | -1.1% | 2.29M | 162.58 | 0.06% | Share |
| 127 | CI | The Cigna Group | 302.31 | +0.10% | 6.93K | +0.04% | 2.28M | 294.58 | 0.06% | Share |
| 128 | BLK | BlackRock, Inc. | 1103.31 | -0.21% | 2.37K | -15.61% | 2.25M | 1025.11 | 0.06% | Share |
| 129 | ODFL | Old Dominion Fr... | 146.31 | -1.29% | 13.22K | +0.33% | 2.19M | 217.74 | 0.05% | Share |
| 130 | VRTX | Vertex Pharmace... | 388.55 | -2% | 4.49K | +0.43% | 2.17M | 325.59 | 0.05% | Share |
| 131 | BX | Blackstone Inc. | 178.23 | +2.92% | 15.09K | -10.41% | 2.11M | 117.59 | 0.05% | Share |
| 132 | TRV | The Travelers C... | 272.25 | -0.48% | 7.91K | +0.27% | 2.09M | 151.86 | 0.05% | Share |
| 133 | VTV | Vanguard Value ... | 183.80 | +0.73% | 11.94K | 0.00% | 2.06M | 152 | 0.05% | Share |
| 134 | TXN | Texas Instrumen... | 184.01 | -0.55% | 11.06K | -6.3% | 1.99M | 170.94 | 0.05% | Share |
| 135 | IBB | iShares Biotech... | 140.65 | -1.6% | 15.35K | 0.00% | 1.96M | 136.81 | 0.05% | Share |
| 136 | KR | The Kroger Co. | 67.06 | -0.84% | 28.75K | -1.06% | 1.95M | 26.32 | 0.05% | Share |
| 137 | GS | The Goldman Sac... | 769.69 | +0.76% | 3.53K | -0.73% | 1.93M | 328.89 | 0.05% | Share |
| 138 | INTC | Intel Corporati... | 24.77 | +1.35% | 84.89K | -12.78% | 1.93M | 28.92 | 0.05% | Share |
| 139 | XLU | Utilities Selec... | 84.63 | +1.73% | 24.12K | 0.00% | 1.9M | 65.25 | 0.05% | Share |
| 140 | XHB | SPDR S&P Homebu... | 115.74 | -0.28% | 19.5K | 0.00% | 1.89M | 110.14 | 0.05% | Share |
| 141 | IEFA | iShares Core MS... | 86.42 | -0.02% | 24.33K | -3.4% | 1.84M | 66.63 | 0.05% | Share |
| 142 | IWM | iShares Russell... | 236.43 | -0.18% | 8.91K | +1.01% | 1.78M | 178.84 | 0.04% | Share |
| 143 | APD | Air Products an... | 287.50 | +0.13% | 5.83K | -0.29% | 1.72M | 257.57 | 0.04% | Share |
| 144 | MPC | Marathon Petrol... | 181.62 | -0.85% | 11.67K | +0.17% | 1.7M | 49.83 | 0.04% | Share |
| 145 | IWR | iShares Russell... | 96.08 | -0.07% | 19.39K | +36.37% | 1.65M | 68.37 | 0.04% | Share |
| 146 | KKR | KKR & Co. Inc. | 139.29 | +1.39% | 13.96K | 0.00% | 1.61M | 63.04 | 0.04% | Share |
| 147 | UL | Unilever PLC | 62.81 | -0.42% | 27.08K | -17.31% | 1.61M | 47.87 | 0.04% | Share |
| 148 | PANW | Palo Alto Netwo... | 197.33 | -0.11% | 9.36K | -25.14% | 1.6M | 138.26 | 0.04% | Share |
| 149 | PAR | PAR Technology ... | 45.60 | -2.69% | 25.9K | -13.16% | 1.59M | 43.21 | 0.04% | Share |
| 150 | MCK | McKesson Corpor... | 705.97 | +0.06% | 2.35K | -0.47% | 1.58M | 230.92 | 0.04% | Share |