Choate Investment Advisors Portfolio Holdings
Choate Investment Advisors
- $3.89 Billion
- Q3 2024
Choate Investment Advisors has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.89 Billion distributed in 383 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 $1.59B, Ishares National Muni Bond ETF with a value of $150M, Apple Inc. with a value of $132M, Microsoft Corp with a value of $128M, and Spdr S&P 500 Fossil Fuel Reser with a value of $126M.
Examining the 13F form we can see an increase of $97M in the current position value, from $3.79B to 3.89B.
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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 383
- Current Value $3.89 Billion
- Prior Value $3.79 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 25 stocks
- Additional Purchases 140 stocks
- Sold out of 0 stocks
- Reduced holdings in 142 stocks