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
$0
$3.22 Million 0.08% of portfolio
25,613
Q3 2024 Reduced 0.39%
$198B
$2.96 Million 0.08% of portfolio
15,699
Q3 2024 Reduced 2.28%
$0
$3.3 Million 0.08% of portfolio
25,704
Q3 2024 Added 7.58%
$110B
$3.04 Million 0.08% of portfolio
13,227
Q3 2024 Reduced 1.66%
$0
$3.26 Million 0.08% of portfolio
24,058
Q3 2024 Reduced 0.87%
$47.1B
$3.15 Million 0.08% of portfolio
5,399
Q3 2024 New
$6.13B
$3.22 Million 0.08% of portfolio
95,448
Q3 2024 Reduced 1.76%
$176B
$2.92 Million 0.08% of portfolio
17,185
Q3 2024 Reduced 0.6%
$135B
$2.67 Million 0.07% of portfolio
6,406
Q3 2024 Added 5.38%
$1.11T
$2.75 Million 0.07% of portfolio
10,501
Q3 2024 Added 4.35%
$0
$2.9 Million 0.07% of portfolio
34,338
Q3 2024 Reduced 15.7%
$0
$2.84 Million 0.07% of portfolio
10,077
Q2 2024 Reduced 27.69%
$24.6B
$2.62 Million 0.07% of portfolio
13,180
Q3 2024 Added 1.06%
$68.4B
$2.58 Million 0.07% of portfolio
11,209
Q3 2024 Reduced 0.54%
$288B
$2.33 Million 0.06% of portfolio
41,314
Q3 2024 Reduced 1.39%
$0
$2.27 Million 0.06% of portfolio
15,602
Q1 2024 New
$0
$2.38 Million 0.06% of portfolio
24,887
Q3 2024 Reduced 0.04%
$0
$2.46 Million 0.06% of portfolio
19,565
Q2 2024 Reduced 2.88%
$200B
$2.28 Million 0.06% of portfolio
10,299
Q3 2024 Reduced 25.55%
$101B
$2.48 Million 0.06% of portfolio
105,750
Q3 2024 Reduced 8.44%
$0
$2.29 Million 0.06% of portfolio
32,144
Q1 2024 New
$0
$2.16 Million 0.06% of portfolio
26,800
Q3 2024 Reduced 0.74%
$84.2B
$2.47 Million 0.06% of portfolio
9,442
Q3 2024 Added 1.36%
$71B
$2.49 Million 0.06% of portfolio
18,230
Q3 2024 Reduced 0.11%
$156B
$2.29 Million 0.06% of portfolio
2,407
Q3 2024 Added 24.84%
$149B
$2.2 Million 0.06% of portfolio
33,943
Q3 2024 Reduced 3.97%
$0
$2.25 Million 0.06% of portfolio
22,788
Q3 2024 Reduced 0.49%
$0
$2.43 Million 0.06% of portfolio
19,499
Q1 2024 New
$0
$2.16 Million 0.06% of portfolio
56,000
Q3 2023 New
$100B
$2.36 Million 0.06% of portfolio
6,824
Q3 2024 Added 0.32%
$148B
$2.44 Million 0.06% of portfolio
37,636
Q3 2024 Reduced 66.3%
$125B
$2.44 Million 0.06% of portfolio
47,060
Q3 2024 Added 10.97%
$0
$1.78 Million 0.05% of portfolio
3,042
Q2 2024 Added 45.41%
$7.07B
$1.79 Million 0.05% of portfolio
79,200
Q3 2024 New
$116B
$2.01 Million 0.05% of portfolio
4,312
Q3 2024 Reduced 6.53%
$0
$2.04 Million 0.05% of portfolio
26,189
Q3 2024 Reduced 53.01%
$177B
$2.08 Million 0.05% of portfolio
10,705
Q3 2024 Reduced 22.75%
$2.11B
$2.05 Million 0.05% of portfolio
39,277
Q3 2024 Reduced 30.5%
$61.5B
$1.81 Million 0.05% of portfolio
7,713
Q3 2024 Reduced 1.2%
$79B
$1.83 Million 0.05% of portfolio
11,254
Q3 2024 Added 2.32%
$0
$2.08 Million 0.05% of portfolio
11,936
Q1 2024 Added 120.38%
$141B
$2.11 Million 0.05% of portfolio
13,789
Q3 2024 Added 11.94%
$136B
$1.79 Million 0.05% of portfolio
13,723
Q3 2023 New
$0
$1.89 Million 0.05% of portfolio
19,368
Q3 2024 Reduced 5.14%
$15.3B
$1.92 Million 0.05% of portfolio
21,959
Q3 2024 Reduced 29.15%
$0
$1.42 Million 0.04% of portfolio
29,589
Q2 2024 Reduced 19.2%
$206B
$1.51 Million 0.04% of portfolio
3,055
Q3 2024 Reduced 2.4%
$42.4B
$1.66 Million 0.04% of portfolio
29,032
Q3 2024 Reduced 3.86%
$115B
$1.41 Million 0.04% of portfolio
4,119
Q3 2024 Added 9.72%

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
Track This Portfolio

Track Choate Investment Advisors Portfolio

Follow Choate Investment Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Choate Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Choate Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email