Choate Investment Advisors

Q1 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
395
Total value ($000)
$4,024,174
Net value change ($000)
-135,595 (-3.3%)
New positions
20
Sold out positions
27
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2025 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 77,836 7384.8%
LLY 11,572 81.1%
NVO 8,544 212.0%
ABT 7,399 31.7%
BRK-B 6,750 22.8%
PGR 5,680 43.4%
FISV 5,382 15.2%
MRSH 3,871 15.0%
WCN 3,779 22.5%
V 3,561 10.9%
Top Reduces (Value $000, Stocks/ETFs)
IVV -107,022 -6.5%
NVDA -23,108 -23.9%
AAPL -17,369 -11.6%
RSP -15,657 -53.2%
GOOGL -13,128 -21.6%
AMZN -12,735 -12.9%
MSFT -12,646 -9.8%
TMO -8,967 -39.9%
SPYX -8,686 -6.9%
GOOGL -8,010 -18.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type