Choate Investment Advisors Portfolio Holdings

Choate Investment Advisors

  • $4.32 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.5B
$206,000 0.0% of portfolio
2,296
Q2 2025 New
$0
$128,000 0.0% of portfolio
2,300
Q2 2025 New
$0
$24,000 0.0% of portfolio
1,056
Q2 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 0.29%
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.57%
Tidal Trust Iii
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$180,000 0.0% of portfolio
2,844
Q2 2025 New
$0
$37,000 0.0% of portfolio
600
Q2 2025 New
$0
$140,000 0.0% of portfolio
4,570
Q2 2025 New
$0
$124,000 0.0% of portfolio
1,129
Q2 2025 New
$112B
$212,000 0.0% of portfolio
14,062
Q2 2025 Reduced 4.16%
$0
$155,000 0.0% of portfolio
735
Q2 2025 New
$0
$3,000 0.0% of portfolio
162
Q2 2025 New
$0
$195,000 0.0% of portfolio
2,911
Q2 2025 New
$0
$174,000 0.0% of portfolio
1,285
Q2 2025 New
$0
$14,000 0.0% of portfolio
240
Q2 2025 New
$0
$76,000 0.0% of portfolio
958
Q2 2025 New
$0
$202,000 0.0% of portfolio
2,506
Q2 2025 New
$0
$19,000 0.0% of portfolio
837
Q2 2025 New
$0
$19,000 0.0% of portfolio
803
Q2 2025 New
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2025 Added 6.18%
$0
$68,000 0.0% of portfolio
1,059
Q2 2025 New
$0
$2,000 0.0% of portfolio
31
Q2 2025 New
$0
$7,000 0.0% of portfolio
53
Q2 2025 New
Harris Oakmark ETF Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$15,000 0.0% of portfolio
310
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 477
  • Current Value $4.32 Billion
  • Prior Value $3.97 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 94 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
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