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
$11B
$426,000 0.01% of portfolio
6,300
Q2 2025 Added 15.15%
$36.8B
$281,000 0.01% of portfolio
1,158
Q2 2025 Reduced 0.26%
$15.1B
$283,000 0.01% of portfolio
8,475
Q2 2025 Reduced 11.72%
$75.4B
$220,000 0.01% of portfolio
431
Q2 2025 New
$41.7B
$370,000 0.01% of portfolio
4,888
Q2 2025 Reduced 1.25%
$140B
$401,000 0.01% of portfolio
3,740
Q2 2025 Reduced 0.64%
$53.4B
$320,000 0.01% of portfolio
1,861
Q2 2025 Reduced 5.96%
$173B
$401,000 0.01% of portfolio
5,859
Q2 2025 New
$298B
$372,000 0.01% of portfolio
1,565
Q2 2025 Reduced 0.13%
$141B
$438,000 0.01% of portfolio
9,118
Q2 2025 Added 43.18%
$194B
$442,000 0.01% of portfolio
4,745
Q2 2025 Added 34.42%
$68.5B
$513,000 0.01% of portfolio
3,291
Q2 2025 Reduced 23.64%
$60.9B
$305,000 0.01% of portfolio
3,028
Q2 2025 Reduced 43.7%
$41.3B
$320,000 0.01% of portfolio
3,252
Q2 2025 Reduced 14.51%
$71.8B
$366,000 0.01% of portfolio
8,103
Q2 2025 Reduced 0.65%
$89.7B
$489,000 0.01% of portfolio
1,425
Q2 2025 Reduced 1.79%
$65.7B
$379,000 0.01% of portfolio
4,725
Q2 2025 Added 0.02%
$73.8B
$334,000 0.01% of portfolio
939
Q2 2025 Reduced 0.63%
$177B
$376,000 0.01% of portfolio
3,267
Q2 2025 Reduced 26.98%
$18.4B
$318,000 0.01% of portfolio
1,025
Q2 2025 Reduced 0.19%
$35.7B
$258,000 0.01% of portfolio
9,935
Q2 2025 Reduced 1.88%
$17.9B
$257,000 0.01% of portfolio
2,796
Q2 2025 Reduced 4.12%
$44.2B
$279,000 0.01% of portfolio
684
Q2 2025 Added 4.43%
$103B
$280,000 0.01% of portfolio
3,060
Q2 2025 Reduced 4.85%
$1.88B
$484,000 0.01% of portfolio
5,832
Q3 2023 Reduced 12.0%
$1.26B
$508,000 0.01% of portfolio
5,200
Q4 2024 Reduced 2.07%
$283B
$372,000 0.01% of portfolio
6,134
Q2 2025 Reduced 0.65%
$105B
$259,000 0.01% of portfolio
7,717
Q1 2025 Reduced 2.97%
$25.9B
$413,000 0.01% of portfolio
207
Q2 2025 Added 7.25%
$58.4B
$587,000 0.01% of portfolio
2,343
Q2 2025 Reduced 0.13%
$66.3B
$437,000 0.01% of portfolio
4,142
Q2 2025 Added 0.41%
$41.4B
$243,000 0.01% of portfolio
23,443
Q2 2025 Reduced 15.68%
$27.5B
$353,000 0.01% of portfolio
2,132
Q2 2025 Reduced 0.33%
$19.6B
$551,000 0.01% of portfolio
4,546
Q2 2025 Reduced 8.6%
$13.9B
$639,000 0.01% of portfolio
5,142
Q4 2024 Reduced 0.19%
$139B
$395,000 0.01% of portfolio
3,570
Q2 2025 Reduced 63.6%
$81.5B
$310,000 0.01% of portfolio
1,668
Q2 2025 Added 1.4%
$42B
$232,000 0.01% of portfolio
1,800
Q1 2025 Reduced 66.42%
$56.1B
$460,000 0.01% of portfolio
10,629
Q2 2025 Reduced 25.47%
$28.1B
$241,000 0.01% of portfolio
5,748
Q2 2025 Added 64.6%
$77.5B
$302,000 0.01% of portfolio
778
Q2 2025 Added 1.83%
$85.6B
$492,000 0.01% of portfolio
7,302
Q2 2025 Reduced 8.2%
$71.3B
$237,000 0.01% of portfolio
299
Q2 2025 Reduced 4.78%
$8.77B
$238,000 0.01% of portfolio
586
Q2 2025 Added 9.94%
$99.8B
$231,000 0.01% of portfolio
1,718
Q2 2025 New
$38.1B
$406,000 0.01% of portfolio
4,106
Q2 2025 Reduced 4.78%
$95.3B
$509,000 0.01% of portfolio
4,314
Q1 2025 Reduced 13.51%
$969M
$234,000 0.01% of portfolio
8,418
Q1 2022 New
$36.7B
$241,000 0.01% of portfolio
1,967
Q2 2025 New

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
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