Choate Investment Advisors Top Holdings and 13F Report (2024) About Choate Investment AdvisorsInvestment ActivityChoate Investment Advisors has $3.92 billion in total holdings as of September 30, 2024.Choate Investment Advisors owns shares of 383 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 3.88% of the portfolio was purchased this quarter.About 6.14% of the portfolio was sold this quarter.This quarter, Choate Investment Advisors has purchased 377 new stocks and bought additional shares in 140 stocks.Choate Investment Advisors sold shares of 142 stocks and completely divested from 19 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $1,590,082,201iShares National Muni Bond ETF $150,193,467Apple $131,895,212Microsoft $127,889,518SPDR S&P Fossil Fuel Reserves Free ETF $126,062,938 Largest New Holdings this Quarter MSCI $3,182,215 HoldingUnity Software $1,791,504 HoldingSeaboard $564,660 HoldingSIRIUSXM HOLDINGS INC $558,534 HoldingCitigroup $411,032 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 66,952 shares (about $35.33M)iShares National Muni Bond ETF 205,584 shares (about $22.33M)iShares Core S&P 500 ETF 36,507 shares (about $21.06M)Fiserv 37,492 shares (about $6.75M)Progressive 22,995 shares (about $5.87M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 971,955 shares (about $174.14M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 126,594 shares (about $11.62M)NVIDIA 56,381 shares (about $6.85M)Charles Schwab 74,055 shares (about $4.80M)iShares Core U.S. Aggregate Bond ETF 34,238 shares (about $3.47M) Sector Allocation Over TimeMap of 500 Largest Holdings ofChoate Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$1,590,082,201$21,057,968 ▲1.3%2,756,63540.5%ETFMUBiShares National Muni Bond ETF$150,193,467$22,332,590 ▲17.5%1,382,6153.8%ETFAAPLApple$131,895,212$1,637,757 ▲1.3%566,0743.4%Computer and TechnologyMSFTMicrosoft$127,889,518$410,076 ▲0.3%297,2103.3%Computer and TechnologySPYXSPDR S&P Fossil Fuel Reserves Free ETF$126,062,938$640,001 ▼-0.5%2,667,9993.2%ETFNVDANVIDIA$94,474,061$6,846,033 ▼-6.8%778,0482.4%Computer and TechnologyAMZNAmazon.com$79,103,420$2,822,466 ▲3.7%424,4592.0%Retail/WholesaleHDHome Depot$53,562,441$1,679,081 ▲3.2%132,1931.4%Retail/WholesaleGOOGLAlphabet$52,474,774$456,859 ▲0.9%316,4391.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$52,436,005$207,701 ▼-0.4%91,3901.3%FinanceIJRiShares Core S&P Small-Cap ETF$51,178,772$2,369,025 ▲4.9%437,5751.3%ETFVOOVanguard S&P 500 ETF$50,646,369$35,328,614 ▲230.6%95,9811.3%ETFPGProcter & Gamble$41,846,690$180,445 ▲0.4%241,6491.1%Consumer StaplesGOOGAlphabet$35,710,614$1,155,784 ▲3.3%213,5930.9%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$35,484,250$174,135,456 ▼-83.1%198,0590.9%ETFJNJJohnson & Johnson$31,744,951$534,810 ▼-1.7%195,9390.8%MedicalBRK.BBerkshire Hathaway$30,969,515$86,989 ▲0.3%67,2870.8%FinanceFIFiserv$28,445,601$6,745,236 ▲31.1%158,1090.7%Business ServicesVVisa$28,331,264$555,062 ▲2.0%103,0020.7%Business ServicesVTIVanguard Total Stock Market ETF$27,717,0650.0%97,8850.7%ETFMMCMarsh & McLennan Companies$27,129,9750.0%121,6100.7%FinanceUNHUnitedHealth Group$25,259,538$5,725,230 ▲29.3%43,2020.6%MedicalTMOThermo Fisher Scientific$25,206,109$2,869,546 ▲12.8%40,7490.6%MedicalTJXTJX Companies$23,854,625$2,663,492 ▲12.6%202,7940.6%Retail/WholesaleJPMJPMorgan Chase & Co.$23,807,570$210,227 ▲0.9%112,9070.6%FinancePEPPepsiCo$23,720,607$692,050 ▼-2.8%139,5370.6%Consumer StaplesWMTWalmart$22,503,491$2,404,786 ▲12.0%278,5160.6%Retail/WholesaleABTAbbott Laboratories$20,354,889$704,582 ▲3.6%178,5360.5%MedicalMAMastercard$20,062,106$2,054,702 ▲11.4%40,6280.5%Business ServicesBRK.ABerkshire Hathaway$18,661,8600.0%270.5%FinanceVEAVanguard FTSE Developed Markets ETF$18,008,962$203,477 ▼-1.1%341,0140.5%ETFCNICanadian National Railway$17,594,483$530,242 ▼-2.9%150,2480.4%TransportationATRAptarGroup$17,561,651$568,319 ▼-3.1%109,9150.4%Industrial ProductsLLYEli Lilly and Company$16,345,593$171,872 ▲1.1%18,4500.4%MedicalNKENIKE$15,858,464$1,171,023 ▼-6.9%179,7890.4%Consumer DiscretionaryAXPAmerican Express$15,669,665$757,462 ▼-4.6%57,7790.4%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$15,481,645$11,622,595 ▼-42.9%168,6270.4%ETFTSMTaiwan Semiconductor Manufacturing$15,168,685$593,820 ▲4.1%87,1570.4%Computer and TechnologyMETAMeta Platforms$15,119,285$165,435 ▲1.1%26,4120.4%Computer and TechnologyWCNWaste Connections$14,766,777$2,606,249 ▲21.4%82,5240.4%Business ServicesIWFiShares Russell 1000 Growth ETF$13,860,531$1,139,278 ▼-7.6%36,9240.4%ETFABBVAbbVie$13,590,574$212,686 ▲1.6%68,8200.3%MedicalXOMExxon Mobil$13,208,350$85,453 ▼-0.6%112,6800.3%Oils/EnergyDHRDanaher$13,110,627$628,883 ▲5.0%47,1570.3%Multi-Sector ConglomeratesQQQInvesco QQQ$11,769,837$66,866 ▼-0.6%24,1150.3%FinanceALCAlcon$11,717,786$150,106 ▼-1.3%117,1730.3%MedicalLINDE PLC$11,680,686$2,032,253 ▲21.1%24,4850.3%SHSADBEAdobe$11,553,743$3,051,471 ▲35.9%22,1990.3%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$11,233,8030.0%180,2600.3%ETFKDPKeurig Dr Pepper$10,990,665$186,106 ▼-1.7%293,3310.3%Consumer StaplesEMREmerson Electric$10,671,762$207,728 ▼-1.9%97,6100.3%Industrial ProductsADPAutomatic Data Processing$10,584,375$141,143 ▼-1.3%38,2450.3%Business ServicesVIGVanguard Dividend Appreciation ETF$10,208,083$201,825 ▼-1.9%51,5400.3%ETFHONHoneywell International$9,978,925$1,448,004 ▲17.0%48,2750.3%Multi-Sector ConglomeratesEWEdwards Lifesciences$9,897,246$180,681 ▼-1.8%149,9810.3%MedicalGLDSPDR Gold Shares$9,472,2910.0%38,9710.2%FinanceECLEcolab$9,257,661$494,583 ▼-5.1%36,2570.2%Basic MaterialsVTVanguard Total World Stock ETF$9,157,982$47,042 ▼-0.5%76,5080.2%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$9,092,550$3,110,879 ▼-25.5%91,3090.2%ETFEPDEnterprise Products Partners$9,052,152$282,803 ▼-3.0%310,9640.2%Oils/EnergyTYLTyler Technologies$8,797,828$136,007 ▼-1.5%15,0720.2%Computer and TechnologyMRKMerck & Co., Inc.$8,577,139$656,417 ▼-7.1%75,5250.2%MedicalBBarnes Group$8,334,5630.0%206,2500.2%Industrial ProductsUNPUnion Pacific$8,332,503$1,538,906 ▼-15.6%33,9060.2%TransportationDISWalt Disney$7,896,526$519,811 ▲7.0%82,0930.2%Consumer DiscretionaryEOGEOG Resources$7,593,632$581,951 ▲8.3%61,7720.2%Oils/EnergyAMTAmerican Tower$7,550,177$183,720 ▼-2.4%32,4660.2%FinanceCOSTCostco Wholesale$7,293,400$348,402 ▲5.0%8,2270.2%Retail/WholesaleMCDMcDonald's$6,993,986$42,022 ▼-0.6%22,9680.2%Retail/WholesalePGRProgressive$6,793,916$5,865,884 ▲632.1%26,6330.2%FinanceCOPConocoPhillips$6,759,803$308,891 ▼-4.4%64,2080.2%Oils/EnergyGISGeneral Mills$6,742,283$25,995 ▼-0.4%91,2970.2%Consumer StaplesSPGIS&P Global$6,538,343$53,728 ▲0.8%12,6560.2%Business ServicesAMPAmeriprise Financial$6,526,131$789,281 ▼-10.8%13,8910.2%FinanceCSCOCisco Systems$6,263,409$174,881 ▲2.9%117,6890.2%Computer and TechnologyCPCanadian Pacific Kansas City$6,061,279$563,195 ▼-8.5%70,8590.2%TransportationORCLOracle$6,040,510$96,106 ▲1.6%35,4490.2%Computer and TechnologyAMGNAmgen$5,660,907$114,385 ▼-2.0%17,5690.1%MedicalUSMViShares MSCI USA Min Vol Factor ETF$5,542,214$753,304 ▼-12.0%60,6970.1%ETFAMATApplied Materials$5,335,534$4,041 ▲0.1%26,4070.1%Computer and TechnologyCVXChevron$5,149,590$102,794 ▲2.0%34,9670.1%Oils/EnergyVUGVanguard Growth ETF$5,141,966$147,045 ▼-2.8%13,3930.1%ETFNVONovo Nordisk A/S$5,069,405$96,685 ▼-1.9%42,5750.1%MedicalVBRVanguard Small-Cap Value ETF$4,991,805$86,336 ▲1.8%24,8620.1%ETFXLVHealth Care Select Sector SPDR Fund$4,954,053$131,379 ▼-2.6%32,1650.1%ETFALLAllstate$4,422,638$1,517 ▼0.0%23,3200.1%FinanceACNAccenture$4,392,696$142,806 ▼-3.1%12,4270.1%Computer and TechnologyAVGOBroadcom$4,320,608$3,893,498 ▲911.6%25,0470.1%Computer and TechnologyNEENextEra Energy$4,316,102$49,704 ▲1.2%51,0600.1%UtilitiesEFAiShares MSCI EAFE ETF$4,313,552$76,438 ▲1.8%51,5790.1%FinanceKOCoca-Cola$4,299,337$23,068 ▲0.5%59,8280.1%Consumer StaplesLOWLowe's Companies$4,199,800$181,469 ▲4.5%15,5060.1%Retail/WholesalePRGSProgress Software$4,173,4370.0%61,9480.1%Computer and TechnologyPFEPfizer$4,051,600$138,941 ▼-3.3%140,0000.1%MedicalAFLAflac$4,027,036$8,385 ▲0.2%36,0200.1%FinanceMTDMettler-Toledo International$3,944,211$404,919 ▼-9.3%2,6300.1%Computer and TechnologyRTXRTX$3,883,178$165,868 ▲4.5%32,0500.1%AerospaceNVSNovartis$3,769,555$278,809 ▼-6.9%32,7730.1%MedicalCTSHCognizant Technology Solutions$3,717,992$45,459 ▼-1.2%48,1730.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$3,637,096$368,572 ▼-9.2%63,3530.1%ETFShowing largest 100 holdings. 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