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.
Stock Holdings Table Market Cap. of $200 Billions or more
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