Choate Investment Advisors Portfolio Holdings

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025

Choate Investment Advisors has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.32 Billion distributed in 477 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 $1.65B, Ishares Trishares 0 3 Mnth Tre with a value of $175M, Microsoft Corp with a value of $159M, Ishares National Muni Bond ETF with a value of $136M, and Apple Inc. with a value of $129M.

Examining the 13F form we can see an increase of $350M in the current position value, from $3.97B to 4.32B.

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 $4.32 Billion
ETFs: $2.6 Billion
Technology: $546 Million
Financial Services: $284 Million
Consumer Cyclical: $220 Million
Healthcare: $217 Million
Communication Services: $142 Million
Industrials: $124 Million
Consumer Defensive: $119 Million
Other: $73.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$224B
$7.08 Million 0.16% of portfolio
24,235
Q2 2025 Added 3.12%
$213B
$6.62 Million 0.15% of portfolio
83,571
Q2 2025 Added 15.9%
$120B
$6.14 Million 0.14% of portfolio
68,390
Q2 2025 Reduced 0.2%
$190B
$5.24 Million 0.12% of portfolio
12,922
Q2 2025 Reduced 52.47%
$329B
$5.16 Million 0.12% of portfolio
20,034
Q2 2025 Added 46.32%
$176B
$4.6 Million 0.11% of portfolio
25,146
Q2 2025 Reduced 0.74%
$29.9B
$4.72 Million 0.11% of portfolio
91,121
Q2 2025 Added 0.3%
$145B
$4.56 Million 0.11% of portfolio
19,822
Q2 2025 Reduced 4.04%
$1.4T
$4.41 Million 0.1% of portfolio
13,889
Q2 2025 Reduced 5.07%
$246B
$4.22 Million 0.1% of portfolio
28,929
Q2 2025 Added 0.39%
$151B
$4.53 Million 0.1% of portfolio
16,227
Q2 2025 Added 7.27%
$142B
$3.83 Million 0.09% of portfolio
16,443
Q2 2025 Reduced 21.09%
$58B
$3.95 Million 0.09% of portfolio
19,636
Q2 2025 Reduced 12.05%
$304B
$4.02 Million 0.09% of portfolio
28,096
Q2 2025 Reduced 12.1%
$252B
$4.01 Million 0.09% of portfolio
10,329
Q2 2025 Added 34.47%
$70.6B
$3.68 Million 0.09% of portfolio
34,859
Q2 2025 Reduced 3.5%
$140B
$3.76 Million 0.09% of portfolio
9,513
Q2 2025 Reduced 9.3%
$1.89B
$3.95 Million 0.09% of portfolio
61,948
Q4 2020 Reduced 27.55%
$287B
$3.88 Million 0.09% of portfolio
54,793
Q2 2025 Reduced 9.66%
$253B
$3.56 Million 0.08% of portfolio
12,078
Q2 2025 Added 23.78%
$156B
$3.39 Million 0.08% of portfolio
15,258
Q2 2025 Reduced 2.02%
$143B
$3.39 Million 0.08% of portfolio
139,907
Q2 2025 Added 16.41%
$34.7B
$3.36 Million 0.08% of portfolio
43,089
Q2 2025 Reduced 1.78%
$70.2B
$3.31 Million 0.08% of portfolio
12,445
Q2 2025 Added 3.87%
$138B
$3.39 Million 0.08% of portfolio
6,672
Q2 2025 Reduced 2.33%
$155B
$3.67 Million 0.08% of portfolio
12,280
Q2 2025 Reduced 6.22%
$6.63B
$3.38 Million 0.08% of portfolio
91,719
Q2 2025 Reduced 1.73%
$148B
$3.26 Million 0.08% of portfolio
47,023
Q2 2025 Reduced 12.08%
$534B
$3.57 Million 0.08% of portfolio
2,667
Q2 2025 Reduced 4.78%
$318B
$3.33 Million 0.08% of portfolio
41,517
Q2 2025 Added 1.23%
$80.1B
$2.97 Million 0.07% of portfolio
12,010
Q2 2025 Added 30.19%
$414B
$2.92 Million 0.07% of portfolio
61,678
Q2 2025 Reduced 2.73%
$85.8B
$3.24 Million 0.07% of portfolio
21,291
Q2 2025 Added 17.71%
$174B
$3.15 Million 0.07% of portfolio
34,475
Q2 2025 Reduced 4.31%
$126B
$3.15 Million 0.07% of portfolio
13,239
Q2 2025 Reduced 1.55%
$65.4B
$2.47 Million 0.06% of portfolio
9,241
Q2 2025 Added 16.81%
$60.9B
$2.65 Million 0.06% of portfolio
12,953
Q2 2025 Added 38.36%
$276B
$2.8 Million 0.06% of portfolio
23,111
Q1 2025 Reduced 37.0%
$269B
$2.61 Million 0.06% of portfolio
18,517
Q2 2025 Added 68.41%
$60.5B
$2.04 Million 0.05% of portfolio
7,235
Q2 2025 Added 24.18%
$87.9B
$2.26 Million 0.05% of portfolio
6,846
Q2 2025 Reduced 1.16%
$117B
$1.98 Million 0.05% of portfolio
6,844
Q2 2025 Added 88.7%
$272B
$2.34 Million 0.05% of portfolio
3,304
Q2 2025 Reduced 6.46%
$15.7B
$2.17 Million 0.05% of portfolio
13,372
Q2 2025 Added 1.12%
$187B
$2.34 Million 0.05% of portfolio
14,694
Q2 2025 Reduced 4.27%
$121B
$2.18 Million 0.05% of portfolio
14,579
Q2 2025 Reduced 3.38%
$27.6B
$2.15 Million 0.05% of portfolio
1,828
Q2 2025 Reduced 14.18%
$95.9B
$2.17 Million 0.05% of portfolio
46,884
Q2 2025 Added 3.09%
$48.3B
$2.05 Million 0.05% of portfolio
28,637
Q2 2025 Reduced 0.38%

Summary

  • Portfolio
  • No. of Stocks 477
  • Current Value $4.32 Billion
  • Prior Value $3.97 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 94 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
Track This Portfolio

Track Choate Investment Advisors Portfolio

Follow Choate Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email