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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.55 Billion 39.06% of portfolio
2,762,389
Q1 2025 Reduced 1.99%
$0
$136 Million 3.43% of portfolio
1,294,303
Q1 2025 Added 1.74%
$0
$117 Million 2.94% of portfolio
2,551,059
Q1 2025 Reduced 2.04%
$0
$107 Million 2.7% of portfolio
414,627
Q1 2025 Reduced 3.19%
$0
$78.9 Million 1.99% of portfolio
783,648
Q1 2025 Added 7,358.34%
$0
$49.7 Million 1.25% of portfolio
88,759
Q1 2025 Reduced 3.83%
$0
$49.7 Million 1.25% of portfolio
96,735
Q1 2025 Added 0.66%
$0
$47.5 Million 1.2% of portfolio
454,381
Q1 2025 Added 2.97%
$0
$26.6 Million 0.67% of portfolio
96,701
Q1 2025 Reduced 1.21%
$0
$18.3 Million 0.46% of portfolio
360,164
Q1 2025 Reduced 1.64%
$0
$13.8 Million 0.35% of portfolio
79,470
Q1 2025 Reduced 52.67%
$0
$13.3 Million 0.33% of portfolio
36,833
Q1 2025 Added 0.47%
$0
$12.4 Million 0.31% of portfolio
124,968
Q1 2025 Added 35.51%
$109B
$11.2 Million 0.28% of portfolio
38,971
Q2 2024 Reduced 0.53%
$0
$10.9 Million 0.27% of portfolio
23,233
Q1 2025 Reduced 3.75%
$0
$10.4 Million 0.26% of portfolio
178,360
Q1 2025 Reduced 3.45%
$0
$9.01 Million 0.23% of portfolio
49,452
Q1 2025 Reduced 2.63%
$4.75B
$8.12 Million 0.2% of portfolio
272,356
Q1 2025 Added 1.82%
$0
$5.71 Million 0.14% of portfolio
60,973
Q4 2024 Added 0.45%
$0
$5.06 Million 0.13% of portfolio
34,668
Q1 2025 Added 4.91%
$0
$5.13 Million 0.13% of portfolio
27,525
Q1 2025 Added 6.47%
$0
$4.87 Million 0.12% of portfolio
13,136
Q1 2025 Reduced 1.09%
$0
$4.25 Million 0.11% of portfolio
51,975
Q1 2025 Reduced 10.34%
$0
$4.13 Million 0.1% of portfolio
45,010
Q1 2025 Reduced 30.71%
$0
$3.23 Million 0.08% of portfolio
24,629
Q1 2025 Added 1.73%
$0
$3.08 Million 0.08% of portfolio
25,243
Q1 2025 Reduced 1.44%
$0
$3.31 Million 0.08% of portfolio
25,640
Q1 2025 Reduced 0.77%
$0
$2.65 Million 0.07% of portfolio
10,018
Q1 2025 Reduced 0.59%
$0
$2.88 Million 0.07% of portfolio
103,014
Q4 2024 Added 200.0%
$0
$2.31 Million 0.06% of portfolio
24,887
Q3 2024 Reduced 0.04%
$0
$1.96 Million 0.05% of portfolio
15,352
Q4 2024 Reduced 1.6%
$0
$1.84 Million 0.05% of portfolio
24,331
Q1 2025 Reduced 3.4%
$0
$2.06 Million 0.05% of portfolio
11,936
Q1 2024 Added 120.38%
$0
$1.9 Million 0.05% of portfolio
24,120
Q4 2024 Reduced 10.0%
$0
$1.89 Million 0.05% of portfolio
19,499
Q1 2024 New
$0
$1.41 Million 0.04% of portfolio
8,787
Q1 2025 Added 8.66%
$9.98B
$1.54 Million 0.04% of portfolio
24,808
Q1 2025 Added 124.95%
$0
$1.65 Million 0.04% of portfolio
19,394
Q1 2025 Added 36.37%
$0
$1.78 Million 0.04% of portfolio
8,913
Q1 2025 Added 1.01%
$0
$1 Million 0.03% of portfolio
5,297
Q1 2025 Reduced 2.75%
$0
$1.15 Million 0.03% of portfolio
3,752
Q4 2024 Reduced 0.05%
$0
$1.35 Million 0.03% of portfolio
17,792
Q1 2024 Added 271.29%
$0
$1.01 Million 0.03% of portfolio
12,507
Q1 2025 Reduced 42.94%
$0
$1.11 Million 0.03% of portfolio
3,598
Q1 2025 Added 63.69%
$0
$1.01 Million 0.03% of portfolio
4,547
Q1 2025 Reduced 11.21%
$0
$1.29 Million 0.03% of portfolio
19,055
Q1 2025 Added 1.82%
$0
$1.05 Million 0.03% of portfolio
5,586
Q3 2024 Reduced 13.27%
$0
$1.17 Million 0.03% of portfolio
2,184
Q1 2025 Reduced 12.18%
$0
$1.34 Million 0.03% of portfolio
14,836
Q4 2024 Reduced 23.4%

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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