Choate Investment Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Choate Investment Advisors reported 402 stock positions worth $4.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 39.9% of the portfolio, followed by Apple (AAPL, 3.6%) and iShares National Muni Bond E (MUB, 3.3%). Compared with Q3 2024, it opened 36 new positions, sold out of 17, added to 214 and reduced 96. The biggest buy was Vngrd Mrngstr MD-Cap ETF-Usd (VO, shares +7038%) and the biggest sale iShares National Muni Bond E (MUB, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001399794
- Portfolio Value
- $4.2B (Q4 2024)
- SEC Filing
- 0001398344-25-002290 ↗ filed Feb 10, 2025
Holdings Value
Holdings 402 stocks · $4.2B
| IVV iShares Core S&P 500 ETF | 39.89% | 2,818,522 | $1.7B | Add +2.3% |
| AAPL Apple Inc. | 3.59% | 596,564 | $149.4M | Add +5.4% |
| MUB iShares National Muni Bond E | 3.26% | 1,272,175 | $135.6M | Reduce -8.0% |
| MSFT Microsoft Corp. | 3.09% | 305,058 | $128.6M | Add +2.6% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 3.01% | 2,604,298 | $125.4M | Reduce -2.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.72% | 428,294 | $113.1M | Add +7038.2% |
| AMZN Amazon.com Inc. | 2.37% | 449,192 | $98.6M | Add +5.8% |
| NVDA Nvidia Corp. | 2.33% | 721,061 | $96.8M | Reduce -7.3% |
| GOOGL Alphabet Inc. Class A | 1.46% | 320,589 | $60.7M | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.30% | 92,297 | $54.1M | Add +1.0% |
| HD Home Depot Inc. | 1.29% | 138,312 | $53.8M | Add +4.6% |
| VOO Vanguard S&P 500 ETF | 1.24% | 96,096 | $51.8M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 1.22% | 441,255 | $50.8M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 1.02% | 223,813 | $42.6M | Add +4.8% |
| PG The Procter & Gamble Co. | 0.96% | 238,568 | $40.0M | Reduce -1.3% |
| FISV Fiserv Inc. | 0.85% | 172,655 | $35.5M | Add +9.2% |
| V Visa Inc. Class A | 0.79% | 103,770 | $32.8M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 0.72% | 125,712 | $30.1M | Add +11.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 69,681 | $29.6M | Add +3.6% |
| RSP Invesco S&P 500 Equal Weight | 0.71% | 167,914 | $29.4M | Reduce -15.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 97,885 | $28.4M | No change |
| JNJ Johnson & Johnson | 0.68% | 194,396 | $28.1M | Reduce -0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.67% | 229,007 | $27.7M | Add +12.9% |
| WMT Walmart Inc. | 0.66% | 301,477 | $27.2M | Add +8.2% |
| MRSH Marsh & McLennan Cos | 0.62% | 121,756 | $25.9M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.60% | 47,040 | $24.8M | Add +15.8% |
| UNH Unitedhealth Group Inc. | 0.57% | 46,944 | $23.8M | Add +8.7% |
| ABT Abbott Laboratories | 0.56% | 206,650 | $23.4M | Add +15.8% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 43,211 | $22.5M | Add +6.0% |
| PEP Pepsico Inc. | 0.52% | 142,176 | $21.6M | Add +1.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.49% | 103,376 | $20.4M | Add +18.6% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 366,170 | $17.5M | Add +7.4% |
| WCN Waste Connections Inc. | 0.40% | 97,862 | $16.8M | Add +18.6% |
| META Meta Platforms Inc. Class A | 0.40% | 28,433 | $16.6M | Add +7.7% |
| ATR Aptargroup Inc. | 0.38% | 101,514 | $15.9M | Reduce -7.6% |
| ADBE Adobe Inc. | 0.37% | 34,974 | $15.6M | Add +57.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 136,622 | $15.2M | Add +66.4% |
| CNI Canadian Natl Railway Co. | 0.36% | 148,771 | $15.1M | Reduce -1.0% |
| IWF iShares Russell 1000 Growth | 0.35% | 36,660 | $14.7M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.34% | 18,490 | $14.3M | Add +0.2% |
| AXP American Express Co. | 0.34% | 47,604 | $14.1M | Reduce -17.6% |
| PGR Progressive Corp. | 0.31% | 54,669 | $13.1M | Add +105.3% |
| XOM Exxon Mobil Corp. | 0.31% | 119,397 | $12.8M | Add +6.0% |
| ABBV Abbvie Inc. | 0.31% | 71,792 | $12.8M | Add +4.3% |
| ADP Automatic Data Processing | 0.31% | 43,536 | $12.7M | Add +13.8% |
| LIN Linde PLC | 0.30% | 29,510 | $12.4M | Add +20.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 24,137 | $12.3M | Add +0.1% |
| DHR Danaher Corp. | 0.28% | 50,143 | $11.5M | Add +6.3% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 184,725 | $11.5M | Add +2.5% |
| EMR Emerson Electric Co. | 0.27% | 91,262 | $11.3M | Reduce -6.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.26% | 16 | $10.9M | Reduce -40.7% |
| MSCI MSCI Inc. | 0.26% | 18,098 | $10.9M | Add +235.2% |
| HON Honeywell International Inc. | 0.25% | 46,776 | $10.6M | Reduce -3.1% |
| ALC Alcon Inc. filed as ALCON AG | 0.24% | 117,952 | $10.0M | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 50,789 | $9.9M | Reduce -1.5% |
| EW Edwards Lifesciences Corp. | 0.23% | 129,357 | $9.6M | Reduce -13.8% |
| EPD Enterprise Products Partners | 0.23% | 304,621 | $9.6M | Reduce -2.0% |
| VT Vanguard Tot World STK ETF | 0.23% | 80,656 | $9.5M | Add +5.4% |
| GLD SPDR Gold Shares | 0.23% | 38,971 | $9.4M | No change |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.22% | 92,222 | $9.1M | Add +1.0% |
| KDP Keurig Dr Pepper Inc. | 0.22% | 282,788 | $9.1M | Reduce -3.6% |
| EOG EOG Resources Inc. | 0.21% | 70,283 | $8.6M | Add +13.8% |
| COST Costco Wholesale Corp. | 0.21% | 9,356 | $8.6M | Add +13.7% |
| ECL Ecolab Inc. | 0.20% | 35,970 | $8.4M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.20% | 27,978 | $8.1M | Add +21.8% |
| TYL Tyler Technologies Inc. | 0.19% | 13,734 | $7.9M | Reduce -8.9% |
| AMP Ameriprise Financial Inc. | 0.18% | 14,072 | $7.5M | Add +1.3% |
| MRK Merck & Co. Inc. | 0.18% | 75,046 | $7.5M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 0.18% | 123,590 | $7.3M | Add +5.0% |
| UNP Union Pacific Corp. | 0.17% | 30,712 | $7.0M | Reduce -9.4% |
| COP Conocophillips | 0.16% | 68,211 | $6.8M | Add +6.2% |
| SGOL Abrdn Physical Gold Shares | 0.16% | 267,482 | $6.7M | New |
| AVGO Broadcom Inc. | 0.16% | 28,497 | $6.6M | Add +13.8% |
| SPGI S&P Global Inc. | 0.16% | 13,258 | $6.6M | Add +4.8% |
| ORCL Oracle Corp. | 0.15% | 38,282 | $6.4M | Add +8.0% |
| NKE Nike Inc. Class B | 0.15% | 79,972 | $6.1M | Reduce -55.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.14% | 64,962 | $5.9M | Reduce -61.5% |
| GIS General Mills Inc. | 0.14% | 91,016 | $5.8M | Reduce -0.3% |
| CP Canadian Pacific Kansas City | 0.14% | 78,749 | $5.7M | Add +11.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.13% | 13,281 | $5.5M | Reduce -0.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.13% | 60,973 | $5.4M | Add +0.5% |
| AMT American Tower Corp. | 0.12% | 28,091 | $5.2M | Reduce -13.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 25,852 | $5.1M | Add +4.0% |
| TSLA Tesla Inc. | 0.12% | 12,363 | $5.0M | Add +17.7% |
| CVX Chevron Corp. | 0.12% | 34,145 | $4.9M | Reduce -2.4% |
| BARNES GROUP INC | 0.12% | 103,053 | $4.9M | Reduce -50.0% |
| ACN Accenture PLC Class A | 0.11% | 13,444 | $4.7M | Add +8.2% |
| XLV SS Health Care Select Sector | 0.11% | 33,044 | $4.5M | Add +2.7% |
| AMAT Applied Materials Inc. | 0.11% | 27,337 | $4.4M | Add +3.5% |
| EFA iShares MSCI Eafe ETF | 0.11% | 57,968 | $4.4M | Add +12.4% |
| ALL Allstate Corp. | 0.10% | 22,391 | $4.3M | Reduce -4.0% |
| AMGN Amgen Inc. | 0.10% | 15,990 | $4.2M | Reduce -9.0% |
| RTX RTX Corp. | 0.10% | 34,920 | $4.0M | Add +8.9% |
| PRGS Progress Software Corp. | 0.10% | 61,948 | $4.0M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 46,863 | $4.0M | Add +10.1% |
| SYK Stryker Corp. | 0.09% | 10,763 | $3.9M | Add +9.4% |
| LOW Lowe's Cos Inc. | 0.09% | 15,700 | $3.9M | Add +1.3% |
| NEE Nextera Energy Inc. | 0.09% | 53,270 | $3.8M | Add +4.3% |
| KO The Coca-Cola Co. | 0.09% | 61,303 | $3.8M | Add +2.5% |
| AFL Aflac Inc. | 0.09% | 36,474 | $3.8M | Add +1.3% |
Portfolio Sells Q3 2024 → Q4 2024
| MUB iShares National Muni Bond E | Reduce -8.0% | 3.26% | −0.57 |
| NKE Nike Inc. Class B | Reduce -55.5% | 0.15% | −0.26 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -61.5% | 0.14% | −0.25 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -40.7% | 0.26% | −0.21 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Reduce -2.4% | 3.01% | −0.20 |
| RSP Invesco S&P 500 Equal Weight | Reduce -15.2% | 0.71% | −0.20 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.68% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.96% | −0.11 |
| BARNES GROUP INC | Reduce -50.0% | 0.12% | −0.10 |
| CNI Canadian Natl Railway Co. | Reduce -1.0% | 0.36% | −0.09 |
| NVDA Nvidia Corp. | Reduce -7.3% | 2.33% | −0.08 |
| AMT American Tower Corp. | Reduce -13.5% | 0.12% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -66.6% | 0.03% | −0.07 |
| ATR Aptargroup Inc. | Reduce -7.6% | 0.38% | −0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.06 |
| KDP Keurig Dr Pepper Inc. | Reduce -3.6% | 0.22% | −0.06 |
| AXP American Express Co. | Reduce -17.6% | 0.34% | −0.06 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.06 |
| SCHC Schwab Intl Small-Cap Equity | Sold out | 0.00% | −0.06 |
| AMGN Amgen Inc. | Reduce -9.0% | 0.10% | −0.04 |
| UNP Union Pacific Corp. | Reduce -9.4% | 0.17% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -0.6% | 0.18% | −0.04 |
| MTD Mettler-Toledo International | Reduce -16.5% | 0.06% | −0.04 |
| ICF iShares Select U.S. REIT ETF | Sold out | 0.00% | −0.04 |
| GGG Graco Inc. | Reduce -69.2% | 0.01% | −0.03 |
| TYL Tyler Technologies Inc. | Reduce -8.9% | 0.19% | −0.03 |
| ECL Ecolab Inc. | Reduce -0.8% | 0.20% | −0.03 |
| GIS General Mills Inc. | Reduce -0.3% | 0.14% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -76.9% | 0.01% | −0.03 |
| EWJ iShares MSCI Japan ETF | Sold out | 0.00% | −0.03 |
| EW Edwards Lifesciences Corp. | Reduce -13.8% | 0.23% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.5% | 0.24% | −0.02 |
| CAT Caterpillar Inc. | Reduce -8.8% | 0.06% | −0.02 |
| INTC Intel Corp. | Reduce -8.0% | 0.05% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -23.4% | 0.03% | −0.02 |
| CVS CVS Health Corp. | Reduce -26.4% | 0.02% | −0.02 |
| PFE Pfizer Inc. | Reduce -0.1% | 0.09% | −0.01 |
| CVX Chevron Corp. | Reduce -2.4% | 0.12% | −0.01 |
| UL Unilever PLC | Reduce -3.5% | 0.04% | −0.01 |
| PAYX Paychex Inc. | Reduce -39.4% | 0.02% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -10.0% | 0.04% | −0.01 |
| JJSF J & J Snack Foods Corp. | Reduce -61.1% | 0.01% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -3.8% | 0.05% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.8% | 0.04% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -1.6% | 0.05% | −0.01 |
| ALL Allstate Corp. | Reduce -4.0% | 0.10% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.01 |
| U Unity Software Inc. | Reduce -12.6% | 0.04% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -26.7% | 0.01% | −0.01 |
| VAW Vanguard Materials ETF | Reduce -8.6% | 0.02% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7038.2% | 2.72% | +2.68 |
| AMZN Amazon.com Inc. | Add +5.8% | 2.37% | +0.35 |
| AAPL Apple Inc. | Add +5.4% | 3.59% | +0.23 |
| MSCI MSCI Inc. | Add +235.2% | 0.26% | +0.18 |
| DIS The Walt Disney Co. | Add +66.4% | 0.37% | +0.16 |
| SGOL Abrdn Physical Gold Shares | New | 0.16% | +0.16 |
| PGR Progressive Corp. | Add +105.3% | 0.31% | +0.14 |
| FISV Fiserv Inc. | Add +9.2% | 0.85% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +1.3% | 1.46% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +11.3% | 0.72% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +4.8% | 1.02% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +18.6% | 0.49% | +0.10 |
| MA Mastercard Inc. Class A | Add +15.8% | 0.60% | +0.08 |
| WMT Walmart Inc. | Add +8.2% | 0.66% | +0.08 |
| ADBE Adobe Inc. | Add +57.5% | 0.37% | +0.08 |
| V Visa Inc. Class A | Add +0.8% | 0.79% | +0.07 |
| TJX TJX Companies Inc. | Add +12.9% | 0.67% | +0.06 |
| TSLA Tesla Inc. | Add +17.7% | 0.12% | +0.05 |
| AVGO Broadcom Inc. | Add +13.8% | 0.16% | +0.05 |
| ABT Abbott Laboratories | Add +15.8% | 0.56% | +0.04 |
| ADP Automatic Data Processing | Add +13.8% | 0.31% | +0.04 |
| WCN Waste Connections Inc. | Add +18.6% | 0.40% | +0.03 |
| FDX FedEx Corp. | New | 0.03% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | New | 0.02% | +0.02 |
| NFLX Netflix Inc. | Add +30.2% | 0.06% | +0.02 |
| COST Costco Wholesale Corp. | Add +13.7% | 0.21% | +0.02 |
| HLT Hilton Worldwide Holdings Inc. | Add +28.5% | 0.09% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +51.8% | 0.05% | +0.02 |
| WFC Wells Fargo & Co. | Add +12.2% | 0.08% | +0.02 |
| MCD McDonald's Corp. | Add +21.8% | 0.20% | +0.02 |
| CSCO Cisco Systems Inc. | Add +5.0% | 0.18% | +0.02 |
| BX Blackstone Inc. | Add +22.1% | 0.07% | +0.02 |
| TEL Te Connectivity PLC | New | 0.02% | +0.02 |
| BKNG Booking Holdings Inc. | Add +90.3% | 0.03% | +0.01 |
| META Meta Platforms Inc. Class A | Add +7.7% | 0.40% | +0.01 |
| SHOP Shopify Inc. Class A | New | 0.01% | +0.01 |
| CRM Salesforce Inc. | Add +28.8% | 0.04% | +0.01 |
| AMP Ameriprise Financial Inc. | Add +1.3% | 0.18% | +0.01 |
| EOG EOG Resources Inc. | Add +13.8% | 0.21% | +0.01 |
| URI United Rentals Inc. | New | 0.01% | +0.01 |
| DUK Duke Energy Corp. | New | 0.01% | +0.01 |
| PM Philip Morris International | Add +122.2% | 0.02% | +0.01 |
| PRF Invesco Rafi US 1000 ETF | New | 0.01% | +0.01 |
| IWS iShares Russell Mid-Cap Valu | New | 0.01% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +61.8% | 0.03% | +0.01 |
| KMB Kimberly-Clark Corp. | Add +233.8% | 0.02% | +0.01 |
| BLK BlackRock Inc. | Add +16.9% | 0.07% | +0.01 |
| BAC Bank of America Corp. | Add +13.9% | 0.07% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +37.4% | 0.05% | +0.01 |
| GEV GE Vernova Inc. | Add +23.2% | 0.03% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 472 | $5.7B | IVV, VEU, IEMG, GVI, AAPL |
| Q1 2026 | 438 | $5.1B | IVV, GVI, VEU, IEMG, OAKM |
| Q4 2025 | 444 | $5.1B | IVV, OAKM, GVI, VEU, AAPL |
| Q3 2025 | 424 | $4.8B | IVV, OAKM, GVI, MSFT, AAPL |
| Q2 2025 | 477 | $4.6B | IVV, OAKM, SGOV, MSFT, MUB |
| Q1 2025 | 395 | $4.0B | IVV, MUB, AAPL, SPYX, MSFT |
| Q4 2024 | 402 | $4.2B | IVV, AAPL, MUB, MSFT, SPYX |
| Q3 2024 | 383 | $3.9B | IVV, MUB, AAPL, MSFT, SPYX |
| Q2 2024 | 377 | $3.8B | IVV, RSP, MSFT, MUB, SPYX |
| Q1 2024 | 405 | $3.7B | IVV, RSP, MUB, MSFT, SPYX |