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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.65 Billion 38.19% of portfolio
2,659,916
Q2 2025 Reduced 3.71%
$0
$175 Million 4.05% of portfolio
1,739,491
Q2 2025 Added 121.97%
$0
$136 Million 3.15% of portfolio
1,304,995
Q2 2025 Added 0.83%
$0
$128 Million 2.96% of portfolio
2,516,995
Q2 2025 Reduced 1.34%
$0
$110 Million 2.54% of portfolio
392,534
Q2 2025 Reduced 5.33%
$0
$57.3 Million 1.32% of portfolio
100,813
Q2 2025 Added 4.22%
$0
$54.7 Million 1.27% of portfolio
88,550
Q2 2025 Reduced 0.24%
$0
$30 Million 0.69% of portfolio
98,561
Q2 2025 Added 1.92%
$0
$25.4 Million 0.59% of portfolio
446,398
Q2 2025 Added 23.94%
$0
$16.7 Million 0.39% of portfolio
39,380
Q2 2025 Added 6.91%
$0
$13.4 Million 0.31% of portfolio
24,235
Q2 2025 Added 4.31%
$0
$12.6 Million 0.29% of portfolio
69,564
Q2 2025 Reduced 12.47%
$0
$12 Million 0.28% of portfolio
120,750
Q2 2025 Reduced 3.38%
$123B
$12 Million 0.28% of portfolio
39,271
Q2 2025 Added 0.77%
$0
$11.5 Million 0.27% of portfolio
185,187
Q2 2025 Added 3.83%
$0
$11.2 Million 0.26% of portfolio
86,870
Q2 2025 Added 1.2%
$0
$9.21 Million 0.21% of portfolio
50,584
Q2 2025 Added 2.29%
$0
$6.74 Million 0.16% of portfolio
61,644
Q2 2025 Reduced 86.43%
$0
$5.72 Million 0.13% of portfolio
60,973
Q4 2024 Added 0.45%
$0
$5.57 Million 0.13% of portfolio
12,702
Q2 2025 Reduced 3.3%
$0
$4.75 Million 0.11% of portfolio
35,248
Q2 2025 Added 1.67%
$0
$4.4 Million 0.1% of portfolio
49,239
Q2 2025 Reduced 5.26%
$0
$3.7 Million 0.09% of portfolio
25,074
Q2 2025 Added 1.81%
$0
$3.87 Million 0.09% of portfolio
19,847
Q2 2025 Reduced 27.89%
$0
$3.41 Million 0.08% of portfolio
25,243
Q1 2025 Reduced 1.44%
$0
$3.4 Million 0.08% of portfolio
25,524
Q2 2025 Reduced 0.45%
$0
$3.04 Million 0.07% of portfolio
33,141
Q2 2025 Reduced 26.37%
$0
$3.07 Million 0.07% of portfolio
28,825
Q2 2025 New
$0
$2.66 Million 0.06% of portfolio
24,196
Q2 2025 Reduced 2.78%
$0
$2.49 Million 0.06% of portfolio
10,018
Q1 2025 Reduced 0.59%
$0
$2.73 Million 0.06% of portfolio
103,014
Q4 2024 Added 200.0%
$0
$1.97 Million 0.05% of portfolio
24,120
Q4 2024 Reduced 10.0%
$0
$2.25 Million 0.05% of portfolio
26,983
Q2 2025 Added 10.9%
$11.2B
$1.7 Million 0.04% of portfolio
25,977
Q2 2025 Added 4.71%
$0
$1.7 Million 0.04% of portfolio
18,494
Q2 2025 Reduced 4.64%
$0
$1.92 Million 0.04% of portfolio
19,499
Q1 2024 New
$0
$1.93 Million 0.04% of portfolio
10,941
Q2 2025 Reduced 8.34%
$0
$1.57 Million 0.04% of portfolio
12,235
Q2 2025 Added 8.17%
$0
$1.81 Million 0.04% of portfolio
8,365
Q2 2025 Reduced 6.15%
$0
$1.94 Million 0.04% of portfolio
15,352
Q4 2024 Reduced 1.6%
$0
$1.26 Million 0.03% of portfolio
4,957
Q2 2025 Added 7.9%
$0
$1.16 Million 0.03% of portfolio
5,986
Q2 2025 Added 7.16%
$0
$1.38 Million 0.03% of portfolio
2,079
Q2 2025 Reduced 0.62%
$0
$1.45 Million 0.03% of portfolio
8,787
Q1 2025 Added 8.66%
$0
$1.34 Million 0.03% of portfolio
2,366
Q2 2025 Added 8.33%
$0
$1.35 Million 0.03% of portfolio
17,792
Q1 2024 Added 271.29%
$0
$1.32 Million 0.03% of portfolio
3,598
Q1 2025 Added 63.69%
$0
$1.4 Million 0.03% of portfolio
15,703
Q2 2025 Added 5.84%
$0
$1.37 Million 0.03% of portfolio
7,098
Q2 2025 Added 201.27%

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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