Choate Investment Advisors Portfolio Holdings

Choate Investment Advisors

  • $3.97 Billion
  • Q1 2025

Choate Investment Advisors has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.97 Billion distributed in 395 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.55B, Ishares National Muni Bond ETF with a value of $136M, Apple Inc. with a value of $132M, Spdr S&P 500 Fossil Fuel Reser with a value of $117M, and Microsoft Corp with a value of $116M.

Examining the 13F form we can see an decrease of $144M in the current position value, from $4.12B to 3.97B.

Choate Investment Advisors is based out at Boston, MA

Below you can find more details about Choate Investment Advisors portfolio as well as his latest detailed transactions.

Portfolio value $3.97 Billion
ETFs: $2.38 Billion
Technology: $448 Million
Financial Services: $272 Million
Healthcare: $242 Million
Consumer Cyclical: $201 Million
Consumer Defensive: $122 Million
Communication Services: $119 Million
Industrials: $109 Million
Other: $79.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$132 Million 3.32% of portfolio
594,286
Q1 2025 Reduced 0.38%
$3.77T
$116 Million 2.92% of portfolio
308,893
Q1 2025 Added 1.26%
$2.32T
$85.8 Million 2.16% of portfolio
451,155
Q1 2025 Added 0.44%
$416B
$73.7 Million 1.85% of portfolio
679,864
Q1 2025 Reduced 5.71%
$380B
$52.7 Million 1.33% of portfolio
143,808
Q1 2025 Added 3.97%
$1.14T
$47.6 Million 1.2% of portfolio
307,579
Q1 2025 Reduced 4.06%
$375B
$40.4 Million 1.02% of portfolio
237,141
Q1 2025 Reduced 0.6%
$575B
$36.4 Million 0.92% of portfolio
103,803
Q1 2025 Added 0.03%
$622B
$36.3 Million 0.91% of portfolio
68,235
Q1 2025 Reduced 2.08%
$1.17T
$34.6 Million 0.87% of portfolio
221,598
Q1 2025 Reduced 0.99%
$439B
$31.5 Million 0.79% of portfolio
189,749
Q1 2025 Reduced 2.39%
$220B
$30.8 Million 0.77% of portfolio
231,989
Q1 2025 Added 12.26%
$146B
$30.1 Million 0.76% of portfolio
246,940
Q1 2025 Added 7.83%
$104B
$29.7 Million 0.75% of portfolio
121,840
Q1 2025 Added 0.07%
$855B
$30 Million 0.75% of portfolio
122,301
Q1 2025 Reduced 2.71%
$260B
$29.1 Million 0.73% of portfolio
331,947
Q1 2025 Added 10.11%
$267B
$26.7 Million 0.67% of portfolio
50,987
Q1 2025 Added 8.61%
$738B
$25.8 Million 0.65% of portfolio
31,294
Q1 2025 Added 69.25%
$79.5B
$23.2 Million 0.58% of portfolio
185,015
Q1 2025 Added 7.16%
$47.5B
$20.6 Million 0.52% of portfolio
105,437
Q1 2025 Added 7.74%
$201B
$20.2 Million 0.51% of portfolio
134,518
Q1 2025 Reduced 5.39%
$1.22T
$18.8 Million 0.47% of portfolio
113,285
Q1 2025 Added 9.59%
$145B
$18.8 Million 0.47% of portfolio
66,353
Q1 2025 Added 21.37%
$173B
$16.1 Million 0.41% of portfolio
42,016
Q1 2025 Added 20.13%
$1.58T
$16.4 Million 0.41% of portfolio
28,384
Q1 2025 Reduced 0.17%
$331B
$14.4 Million 0.36% of portfolio
68,703
Q1 2025 Reduced 4.3%
$42.1B
$14.1 Million 0.36% of portfolio
24,988
Q1 2025 Added 38.07%
$68B
$14.3 Million 0.36% of portfolio
147,022
Q1 2025 Reduced 1.18%
$221B
$14 Million 0.35% of portfolio
141,591
Q1 2025 Added 3.64%
$10.4B
$14 Million 0.35% of portfolio
94,372
Q1 2025 Reduced 7.04%
$168B
$13.5 Million 0.34% of portfolio
27,185
Q1 2025 Reduced 37.09%
$452B
$13.6 Million 0.34% of portfolio
114,595
Q1 2025 Reduced 4.02%
$126B
$12.9 Million 0.33% of portfolio
42,344
Q1 2025 Reduced 2.74%
$151B
$12.6 Million 0.32% of portfolio
181,059
Q1 2025 Added 286.36%
$429B
$12.8 Million 0.32% of portfolio
16
Q4 2024 Reduced 40.74%
$227B
$12.9 Million 0.32% of portfolio
47,785
Q1 2025 Added 0.38%
$43.5B
$10.8 Million 0.27% of portfolio
114,109
Q1 2025 Reduced 3.26%
$138B
$10.7 Million 0.27% of portfolio
52,432
Q1 2025 Added 4.56%
$68.2B
$10.2 Million 0.26% of portfolio
297,772
Q1 2025 Reduced 2.25%
$69.1B
$10.2 Million 0.26% of portfolio
79,415
Q1 2025 Added 12.99%
$85.3B
$9.81 Million 0.25% of portfolio
89,496
Q1 2025 Reduced 1.94%
$417B
$8.97 Million 0.23% of portfolio
9,489
Q1 2025 Added 1.42%
$47.2B
$8.99 Million 0.23% of portfolio
124,036
Q1 2025 Reduced 4.11%
$77.1B
$8.94 Million 0.22% of portfolio
35,249
Q1 2025 Reduced 2.0%
$23.5B
$7.74 Million 0.19% of portfolio
13,321
Q1 2025 Reduced 3.01%
$118B
$7.2 Million 0.18% of portfolio
68,527
Q1 2025 Added 0.46%
$220B
$7.34 Million 0.18% of portfolio
23,501
Q1 2025 Reduced 16.0%
$280B
$7.19 Million 0.18% of portfolio
116,553
Q1 2025 Reduced 5.69%
$57.3B
$6.78 Million 0.17% of portfolio
14,008
Q1 2025 Reduced 0.45%

Summary

  • Portfolio
  • No. of Stocks 395
  • Current Value $3.97 Billion
  • Prior Value $4.12 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 188 stocks
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