Choate Investment Advisors has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $3.79 Billion distributed in 377 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 $1.49B, Invesco S&P 500 Equal Weight E with a value of $192M, Microsoft Corp with a value of $132M, Ishares National Muni Bond ETF with a value of $125M, and Spdr S&P 500 Fossil Fuel Reser with a value of $120M.
Examining the 13F form we can see an increase of $98.6M in the current position value, from $3.69B to 3.79B.
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
$3.79 Billion
ETFs: $2.29 Billion
Technology: $465 Million
Healthcare: $219 Million
Financial Services: $199 Million
Consumer Cyclical: $181 Million
Communication Services: $121 Million
Consumer Defensive: $117 Million
Industrials: $117 Million
Other: $77.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
