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
$0
$3.08 Million 0.08% of portfolio
25,243
Q1 2025 Reduced 1.44%
$2.71B
$3.19 Million 0.08% of portfolio
61,948
Q4 2020 Reduced 27.55%
$78.6B
$3.04 Million 0.08% of portfolio
47,916
Q1 2025 Reduced 40.08%
$41.6B
$3.36 Million 0.08% of portfolio
43,870
Q1 2025 Reduced 8.15%
$155B
$3.21 Million 0.08% of portfolio
6,831
Q1 2025 Added 5.38%
$0
$3.31 Million 0.08% of portfolio
25,640
Q1 2025 Reduced 0.77%
$102B
$2.77 Million 0.07% of portfolio
45,478
Q1 2025 Reduced 2.38%
$112B
$2.71 Million 0.07% of portfolio
13,447
Q1 2025 Reduced 0.62%
$358B
$2.65 Million 0.07% of portfolio
63,412
Q1 2025 Reduced 0.54%
$67.9B
$2.73 Million 0.07% of portfolio
11,981
Q1 2025 Reduced 16.82%
$272B
$2.74 Million 0.07% of portfolio
13,692
Q1 2025 Reduced 14.71%
$0
$2.65 Million 0.07% of portfolio
10,018
Q1 2025 Reduced 0.59%
$287B
$2.94 Million 0.07% of portfolio
41,014
Q1 2025 Reduced 11.51%
$81.9B
$2.66 Million 0.07% of portfolio
18,087
Q1 2025 Reduced 13.47%
$160B
$2.82 Million 0.07% of portfolio
36,026
Q1 2025 Reduced 0.18%
$0
$2.88 Million 0.07% of portfolio
103,014
Q4 2024 Added 200.0%
$18.2B
$2.19 Million 0.06% of portfolio
13,224
Q1 2025 Added 0.33%
$238B
$2.43 Million 0.06% of portfolio
9,758
Q1 2025 Reduced 12.51%
$75.3B
$2.29 Million 0.06% of portfolio
9,225
Q1 2025 Reduced 1.1%
$249B
$2.58 Million 0.06% of portfolio
23,111
Q1 2025 Reduced 37.0%
$167B
$2.36 Million 0.06% of portfolio
15,349
Q1 2025 Reduced 16.0%
$95.1B
$2.28 Million 0.06% of portfolio
6,926
Q1 2025 Added 0.04%
$0
$2.31 Million 0.06% of portfolio
24,887
Q3 2024 Reduced 0.04%
$184B
$2.53 Million 0.06% of portfolio
7,681
Q1 2025 Added 3.28%
$26.3B
$2.52 Million 0.06% of portfolio
2,130
Q1 2025 Reduced 3.05%
$206B
$1.93 Million 0.05% of portfolio
3,532
Q1 2025 Reduced 0.73%
$115B
$2.17 Million 0.05% of portfolio
4,485
Q1 2025 Added 0.43%
$0
$1.96 Million 0.05% of portfolio
15,352
Q4 2024 Reduced 1.6%
$0
$1.84 Million 0.05% of portfolio
24,331
Q1 2025 Reduced 3.4%
$0
$2.06 Million 0.05% of portfolio
11,936
Q1 2024 Added 120.38%
$0
$1.9 Million 0.05% of portfolio
24,120
Q4 2024 Reduced 10.0%
$0
$1.89 Million 0.05% of portfolio
19,499
Q1 2024 New
$177B
$2.15 Million 0.05% of portfolio
11,058
Q1 2025 Reduced 6.3%
$83.3B
$1.93 Million 0.05% of portfolio
84,885
Q1 2025 Reduced 12.78%
$98.6B
$2.11 Million 0.05% of portfolio
15,089
Q1 2025 Reduced 10.41%
$64.7B
$2.09 Million 0.05% of portfolio
7,911
Q1 2025 Added 0.27%
$48B
$1.95 Million 0.05% of portfolio
28,745
Q1 2025 Reduced 1.06%
$80.8B
$1.7 Million 0.04% of portfolio
11,672
Q1 2025 Added 0.17%
$71.2B
$1.55 Million 0.04% of portfolio
8,820
Q1 2025 Reduced 0.29%
$60.2B
$1.54 Million 0.04% of portfolio
2,615
Q1 2025 Added 1.0%
$1.75B
$1.59 Million 0.04% of portfolio
25,897
Q1 2025 Reduced 13.16%
$59B
$1.6 Million 0.04% of portfolio
9,362
Q1 2025 Reduced 25.14%
$264B
$1.45 Million 0.04% of portfolio
5,414
Q1 2025 Added 1.35%
$41B
$1.4 Million 0.04% of portfolio
8,905
Q1 2025 Added 0.71%
$0
$1.41 Million 0.04% of portfolio
8,787
Q1 2025 Added 8.66%
$9.75B
$1.54 Million 0.04% of portfolio
24,808
Q1 2025 Added 124.95%
$0
$1.65 Million 0.04% of portfolio
19,394
Q1 2025 Added 36.37%
$159B
$1.61 Million 0.04% of portfolio
27,084
Q1 2025 Reduced 17.31%
$127B
$1.56 Million 0.04% of portfolio
9,164
Q1 2025 Reduced 3.61%

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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