Choate Investment Advisors Portfolio Holdings
Choate Investment Advisors
- $4.53 Billion
- Q3 2025
Choate Investment Advisors has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $4.53 Billion distributed in 424 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 $1.74B, Ishares Tr with a value of $202M, Microsoft Corp with a value of $168M, Apple Inc. with a value of $160M, and Spdr S&P 500 Fossil Fuel Reser with a value of $134M.
Examining the 13F form we can see an increase of $206M in the current position value, from $4.32B to 4.53B.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 424
- Current Value $4.53 Billion
- Prior Value $4.32 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 23 stocks
- Additional Purchases 153 stocks
- Sold out of 0 stocks
- Reduced holdings in 148 stocks