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.

Portfolio value $3.97 Billion
ETFs: $2.38 Billion
Technology: $448 Million
Financial Services: $272 Million
Healthcare: $242 Million
Consumer Cyclical: $201 Million
Consumer Defensive: $122 Million
Communication Services: $119 Million
Industrials: $109 Million
Other: $79.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$107B
$11.2 Million 0.28% of portfolio
38,971
Q2 2024 Reduced 0.53%
$41.9B
$10.8 Million 0.27% of portfolio
114,109
Q1 2025 Reduced 3.26%
$140B
$10.7 Million 0.27% of portfolio
52,432
Q1 2025 Added 4.56%
$0
$10.9 Million 0.27% of portfolio
23,233
Q1 2025 Reduced 3.75%
$68.5B
$10.2 Million 0.26% of portfolio
297,772
Q1 2025 Reduced 2.25%
$0
$10.4 Million 0.26% of portfolio
178,360
Q1 2025 Reduced 3.45%
$66.1B
$10.2 Million 0.26% of portfolio
79,415
Q1 2025 Added 12.99%
$0
$9.95 Million 0.25% of portfolio
85,844
Q1 2025 Added 6.43%
$71.2B
$9.81 Million 0.25% of portfolio
89,496
Q1 2025 Reduced 1.94%
$467B
$8.97 Million 0.23% of portfolio
9,489
Q1 2025 Added 1.42%
$48.1B
$8.99 Million 0.23% of portfolio
124,036
Q1 2025 Reduced 4.11%
$0
$9.01 Million 0.23% of portfolio
49,452
Q1 2025 Reduced 2.63%
$75.6B
$8.94 Million 0.22% of portfolio
35,249
Q1 2025 Reduced 2.0%
$4.64B
$8.12 Million 0.2% of portfolio
272,356
Q1 2025 Added 1.82%
$23.9B
$7.74 Million 0.19% of portfolio
13,321
Q1 2025 Reduced 3.01%
$112B
$7.2 Million 0.18% of portfolio
68,527
Q1 2025 Added 0.46%
$264B
$7.19 Million 0.18% of portfolio
116,553
Q1 2025 Reduced 5.69%
$54.8B
$6.78 Million 0.17% of portfolio
14,008
Q1 2025 Reduced 0.45%
$167B
$6.69 Million 0.17% of portfolio
13,162
Q1 2025 Reduced 0.72%
$195B
$6.47 Million 0.16% of portfolio
72,106
Q1 2025 Reduced 3.92%
$0
$5.71 Million 0.14% of portfolio
60,973
Q4 2024 Added 0.45%
$32.2B
$5.43 Million 0.14% of portfolio
90,851
Q1 2025 Reduced 0.18%
$0
$5.06 Million 0.13% of portfolio
34,668
Q1 2025 Added 4.91%
$273B
$5.35 Million 0.13% of portfolio
31,962
Q1 2025 Reduced 6.39%
$0
$5.13 Million 0.13% of portfolio
27,525
Q1 2025 Added 6.47%
$46.5B
$4.94 Million 0.12% of portfolio
144,442
Q1 2025 Reduced 48.92%
$104B
$4.84 Million 0.12% of portfolio
28,909
Q1 2025 Added 1.45%
$57.1B
$4.62 Million 0.12% of portfolio
22,326
Q1 2025 Reduced 0.29%
$0
$4.87 Million 0.12% of portfolio
13,136
Q1 2025 Reduced 1.09%
$136B
$4.88 Million 0.12% of portfolio
20,656
Q1 2025 Reduced 32.74%
$155B
$4.71 Million 0.12% of portfolio
15,127
Q1 2025 Reduced 5.4%
$152B
$4.41 Million 0.11% of portfolio
20,838
Q1 2025 Reduced 55.45%
$0
$4.25 Million 0.11% of portfolio
51,975
Q1 2025 Reduced 10.34%
$456B
$4.29 Million 0.11% of portfolio
30,653
Q1 2025 Reduced 19.93%
$308B
$4.34 Million 0.11% of portfolio
60,653
Q1 2025 Reduced 1.06%
$144B
$3.9 Million 0.1% of portfolio
10,488
Q1 2025 Reduced 2.56%
$0
$4.13 Million 0.1% of portfolio
45,010
Q1 2025 Reduced 30.71%
$1.09T
$3.79 Million 0.1% of portfolio
14,631
Q1 2025 Added 18.35%
$65.8B
$4.02 Million 0.1% of portfolio
36,124
Q1 2025 Reduced 0.96%
$202B
$3.82 Million 0.1% of portfolio
28,816
Q1 2025 Reduced 17.48%
$139B
$3.79 Million 0.1% of portfolio
53,485
Q1 2025 Added 0.4%
$197B
$4.09 Million 0.1% of portfolio
13,094
Q1 2025 Reduced 2.6%
$139B
$3.68 Million 0.09% of portfolio
25,333
Q1 2025 Reduced 7.33%
$142B
$3.63 Million 0.09% of portfolio
15,573
Q1 2025 Reduced 0.81%
$99.4B
$3.19 Million 0.08% of portfolio
14,640
Q1 2025 Reduced 47.88%
$0
$3.23 Million 0.08% of portfolio
24,629
Q1 2025 Added 1.73%
$131B
$3.05 Million 0.08% of portfolio
120,185
Q1 2025 Reduced 14.07%
$5.75B
$3.07 Million 0.08% of portfolio
93,333
Q1 2025 Reduced 0.35%
$51B
$3.34 Million 0.08% of portfolio
13,125
Q1 2025 Added 237.66%

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
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