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 Market Cap. of $200 Billions or more
