Choate Investment Advisors Portfolio Holdings

Choate Investment Advisors

  • $3.89 Billion
  • Q3 2024

Choate Investment Advisors has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.89 Billion distributed in 383 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 $1.59B, Ishares National Muni Bond ETF with a value of $150M, Apple Inc. with a value of $132M, Microsoft Corp with a value of $128M, and Spdr S&P 500 Fossil Fuel Reser with a value of $126M.

Examining the 13F form we can see an increase of $97M in the current position value, from $3.79B to 3.89B.

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 $3.89 Billion
ETFs: $2.3 Billion
Technology: $477 Million
Healthcare: $238 Million
Financial Services: $225 Million
Consumer Cyclical: $200 Million
Consumer Defensive: $128 Million
Industrials: $124 Million
Communication Services: $117 Million
Other: $78.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.96B
$2.05 Million 0.05% of portfolio
39,277
Q3 2024 Reduced 30.5%
$57.8B
$1.81 Million 0.05% of portfolio
7,713
Q3 2024 Reduced 1.2%
$73.6B
$1.83 Million 0.05% of portfolio
11,254
Q3 2024 Added 2.32%
$130B
$2.11 Million 0.05% of portfolio
13,789
Q3 2024 Added 11.94%
$139B
$1.79 Million 0.05% of portfolio
13,723
Q3 2023 New
$14.4B
$1.92 Million 0.05% of portfolio
21,959
Q3 2024 Reduced 29.15%
$216B
$1.51 Million 0.04% of portfolio
3,055
Q3 2024 Reduced 2.4%
$42.1B
$1.66 Million 0.04% of portfolio
29,032
Q3 2024 Reduced 3.86%
$56.2B
$1.41 Million 0.04% of portfolio
4,119
Q3 2024 Added 9.72%
$70.3B
$1.74 Million 0.04% of portfolio
5,853
Q3 2024 Reduced 4.05%
$56.7B
$1.42 Million 0.04% of portfolio
2,557
Q3 2024 Reduced 1.8%
$79.3B
$1.6 Million 0.04% of portfolio
8,639
Q3 2024 Reduced 1.08%
$163B
$1.5 Million 0.04% of portfolio
35,851
Q3 2024 Reduced 4.22%
$172B
$1.5 Million 0.04% of portfolio
2,422
Q3 2024 Added 0.21%
$104B
$1.39 Million 0.04% of portfolio
9,172
Q3 2024 Added 0.34%
$425B
$1.59 Million 0.04% of portfolio
2,244
Q2 2024 Added 29.79%
$52.2B
$1.12 Million 0.03% of portfolio
8,331
Q2 2024 Reduced 22.35%
$148B
$1.22 Million 0.03% of portfolio
3,670
Q3 2024 Added 7.88%
$22.1B
$1.24 Million 0.03% of portfolio
8,456
Q3 2024 Added 0.3%
$35.8B
$1.04 Million 0.03% of portfolio
2,052
Q3 2024 Added 0.39%
$230B
$1.03 Million 0.03% of portfolio
9,901
Q3 2024 Added 2.04%
$69.6B
$1.26 Million 0.03% of portfolio
19,991
Q3 2024 Reduced 4.45%
$58.6B
$1.11 Million 0.03% of portfolio
13,755
Q3 2024 Reduced 1.58%
$86.6B
$1.12 Million 0.03% of portfolio
1,772
Q3 2024 Reduced 0.78%
$84B
$1.11 Million 0.03% of portfolio
2,238
Q3 2024 Added 1.77%
$11.4B
$997,000 0.03% of portfolio
1,222
Q3 2024 Added 0.58%
$164B
$1.06 Million 0.03% of portfolio
23,533
Q3 2024 Reduced 8.63%
$51.1B
$1.16 Million 0.03% of portfolio
3,890
Q3 2024 Added 4.54%
$86.8B
$1.15 Million 0.03% of portfolio
5,537
Q3 2024 Added 0.8%
$14.8B
$1.08 Million 0.03% of portfolio
10,964
Q3 2024 Reduced 2.92%
$333B
$1.14 Million 0.03% of portfolio
4,149
Q3 2024 Added 0.22%
$35.9B
$1.22 Million 0.03% of portfolio
8,729
Q3 2024 Reduced 1.53%
$28.9B
$1.32 Million 0.03% of portfolio
5,113
Q3 2024 Added 1.23%
$17.8B
$1.24 Million 0.03% of portfolio
15,281
Q3 2024 Added 0.7%
$1.55B
$1.17 Million 0.03% of portfolio
20,229
Q3 2024 Reduced 0.35%
$23.9B
$1.09 Million 0.03% of portfolio
21,518
Q3 2024 Added 0.24%
$38.9B
$754,000 0.02% of portfolio
8,463
Q3 2024 Added 1.05%
$35.1B
$821,000 0.02% of portfolio
12,611
Q3 2024 Added 1.75%
$73.4B
$633,000 0.02% of portfolio
444
Q3 2024 Added 32.14%
$96.7B
$663,000 0.02% of portfolio
4,868
Q3 2024 Reduced 9.38%
$95.4B
$631,000 0.02% of portfolio
20,105
Q3 2024 Added 52.8%
$73B
$898,000 0.02% of portfolio
8,657
Q2 2024 Reduced 4.42%
$88.8B
$900,000 0.02% of portfolio
1,897
Q3 2024 Added 3.83%
$78B
$725,000 0.02% of portfolio
3,714
Q3 2024 Reduced 9.52%
$58.3B
$701,000 0.02% of portfolio
2,823
Q2 2024 Reduced 29.71%
$35.7B
$735,000 0.02% of portfolio
8,317
Q3 2024 Reduced 0.37%
$33.4B
$607,000 0.02% of portfolio
2,262
Q3 2024 Reduced 0.53%
$69.9B
$684,000 0.02% of portfolio
19,840
Q3 2024 Reduced 3.22%
$106B
$876,000 0.02% of portfolio
6,943
Q3 2024 Added 5.17%

Summary

  • Portfolio
  • No. of Stocks 383
  • Current Value $3.89 Billion
  • Prior Value $3.79 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 25 stocks
  • Additional Purchases 140 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 142 stocks
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