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.

Portfolio value $3.89 Billion
ETFs: $2.3 Billion
Technology: $477 Million
Healthcare: $238 Million
Financial Services: $225 Million
Consumer Cyclical: $200 Million
Consumer Defensive: $128 Million
Industrials: $124 Million
Communication Services: $117 Million
Other: $78.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.6B
$10.7 Million 0.27% of portfolio
97,610
Q3 2024 Reduced 1.91%
$155B
$9.98 Million 0.26% of portfolio
48,275
Q3 2024 Added 16.97%
$44.2B
$9.9 Million 0.25% of portfolio
149,981
Q3 2024 Reduced 1.79%
$83.8B
$9.47 Million 0.24% of portfolio
38,971
Q2 2024 Reduced 0.53%
$70.5B
$9.25 Million 0.24% of portfolio
36,257
Q3 2024 Reduced 5.07%
$0
$9.16 Million 0.24% of portfolio
76,508
Q3 2024 Reduced 0.51%
$0
$9.39 Million 0.24% of portfolio
51,540
Q3 2024 Reduced 1.94%
$0
$9.09 Million 0.23% of portfolio
91,309
Q3 2024 Reduced 25.49%
$71.5B
$9.05 Million 0.23% of portfolio
310,964
Q3 2024 Reduced 3.03%
$26.4B
$8.8 Million 0.23% of portfolio
15,072
Q3 2024 Reduced 1.52%
$257B
$8.58 Million 0.22% of portfolio
75,525
Q3 2024 Reduced 7.11%
$2.37B
$8.33 Million 0.21% of portfolio
206,250
Q4 2023 Reduced 19.06%
$151B
$8.35 Million 0.21% of portfolio
33,906
Q3 2024 Reduced 15.59%
$210B
$7.9 Million 0.2% of portfolio
82,093
Q3 2024 Added 7.05%
$77.7B
$7.59 Million 0.2% of portfolio
61,772
Q3 2024 Added 8.3%
$430B
$7.29 Million 0.19% of portfolio
8,227
Q3 2024 Added 5.02%
$218B
$6.99 Million 0.18% of portfolio
22,968
Q3 2024 Reduced 0.6%
$157B
$6.76 Million 0.17% of portfolio
26,633
Q3 2024 Added 632.08%
$136B
$6.76 Million 0.17% of portfolio
64,208
Q3 2024 Reduced 4.37%
$170B
$6.54 Million 0.17% of portfolio
12,656
Q3 2024 Added 0.83%
$61.2B
$6.53 Million 0.17% of portfolio
13,891
Q3 2024 Reduced 10.79%
$39.2B
$6.74 Million 0.17% of portfolio
91,297
Q3 2024 Reduced 0.38%
$245B
$6.26 Million 0.16% of portfolio
117,689
Q3 2024 Added 2.87%
$513B
$6.04 Million 0.16% of portfolio
35,449
Q3 2024 Added 1.62%
$150B
$5.66 Million 0.15% of portfolio
17,569
Q3 2024 Reduced 1.98%
$149B
$5.34 Million 0.14% of portfolio
26,407
Q3 2024 Added 0.08%
$0
$5.54 Million 0.14% of portfolio
60,697
Q3 2024 Reduced 11.97%
$0
$4.95 Million 0.13% of portfolio
32,165
Q3 2024 Reduced 2.58%
$0
$4.99 Million 0.13% of portfolio
24,862
Q3 2024 Added 1.76%
$0
$5.14 Million 0.13% of portfolio
13,393
Q3 2024 Reduced 2.78%
$240B
$5.07 Million 0.13% of portfolio
42,575
Q3 2024 Reduced 1.87%
$318B
$5.15 Million 0.13% of portfolio
34,967
Q3 2024 Added 2.04%
$170B
$4.2 Million 0.11% of portfolio
15,506
Q3 2024 Added 4.52%
$229B
$4.39 Million 0.11% of portfolio
12,427
Q3 2024 Reduced 3.15%
$0
$4.31 Million 0.11% of portfolio
51,579
Q3 2024 Added 1.8%
$3.01B
$4.17 Million 0.11% of portfolio
61,948
Q4 2020 Reduced 27.55%
$152B
$4.32 Million 0.11% of portfolio
51,060
Q3 2024 Added 1.17%
$279B
$4.3 Million 0.11% of portfolio
59,828
Q3 2024 Added 0.54%
$56.2B
$4.42 Million 0.11% of portfolio
23,320
Q3 2024 Reduced 0.03%
$66.7B
$4.32 Million 0.11% of portfolio
25,047
Q3 2024 Added 911.59%
$72.1B
$4.03 Million 0.1% of portfolio
36,020
Q3 2024 Added 0.21%
$27.7B
$3.94 Million 0.1% of portfolio
2,630
Q3 2024 Reduced 9.31%
$223B
$3.77 Million 0.1% of portfolio
32,773
Q3 2024 Reduced 6.89%
$42B
$3.72 Million 0.1% of portfolio
48,173
Q3 2024 Reduced 1.21%
$177B
$3.88 Million 0.1% of portfolio
32,050
Q3 2024 Added 4.46%
$145B
$4.05 Million 0.1% of portfolio
140,000
Q3 2024 Reduced 3.32%
$147B
$3.55 Million 0.09% of portfolio
9,835
Q3 2024 Reduced 13.92%
$0
$3.4 Million 0.09% of portfolio
63,353
Q3 2024 Reduced 9.2%
$215B
$3.19 Million 0.08% of portfolio
8,151
Q3 2024 Reduced 2.02%

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
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