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
$34.7B
$3.36 Million 0.08% of portfolio
43,089
Q2 2025 Reduced 1.78%
$70.2B
$3.31 Million 0.08% of portfolio
12,445
Q2 2025 Added 3.87%
$138B
$3.39 Million 0.08% of portfolio
6,672
Q2 2025 Reduced 2.33%
$155B
$3.67 Million 0.08% of portfolio
12,280
Q2 2025 Reduced 6.22%
$6.63B
$3.38 Million 0.08% of portfolio
91,719
Q2 2025 Reduced 1.73%
$148B
$3.26 Million 0.08% of portfolio
47,023
Q2 2025 Reduced 12.08%
$534B
$3.57 Million 0.08% of portfolio
2,667
Q2 2025 Reduced 4.78%
$318B
$3.33 Million 0.08% of portfolio
41,517
Q2 2025 Added 1.23%
$80.1B
$2.97 Million 0.07% of portfolio
12,010
Q2 2025 Added 30.19%
$414B
$2.92 Million 0.07% of portfolio
61,678
Q2 2025 Reduced 2.73%
$0
$3.04 Million 0.07% of portfolio
33,141
Q2 2025 Reduced 26.37%
$85.8B
$3.24 Million 0.07% of portfolio
21,291
Q2 2025 Added 17.71%
$174B
$3.15 Million 0.07% of portfolio
34,475
Q2 2025 Reduced 4.31%
$126B
$3.15 Million 0.07% of portfolio
13,239
Q2 2025 Reduced 1.55%
$0
$3.07 Million 0.07% of portfolio
28,825
Q2 2025 New
$0
$2.66 Million 0.06% of portfolio
24,196
Q2 2025 Reduced 2.78%
$0
$2.49 Million 0.06% of portfolio
10,018
Q1 2025 Reduced 0.59%
$60.9B
$2.65 Million 0.06% of portfolio
12,953
Q2 2025 Added 38.36%
$276B
$2.8 Million 0.06% of portfolio
23,111
Q1 2025 Reduced 37.0%
$269B
$2.61 Million 0.06% of portfolio
18,517
Q2 2025 Added 68.41%
$0
$2.73 Million 0.06% of portfolio
103,014
Q4 2024 Added 200.0%
$60.5B
$2.04 Million 0.05% of portfolio
7,235
Q2 2025 Added 24.18%
$0
$1.97 Million 0.05% of portfolio
24,120
Q4 2024 Reduced 10.0%
$87.9B
$2.26 Million 0.05% of portfolio
6,846
Q2 2025 Reduced 1.16%
$117B
$1.98 Million 0.05% of portfolio
6,844
Q2 2025 Added 88.7%
$272B
$2.34 Million 0.05% of portfolio
3,304
Q2 2025 Reduced 6.46%
$15.7B
$2.17 Million 0.05% of portfolio
13,372
Q2 2025 Added 1.12%
$0
$2.25 Million 0.05% of portfolio
26,983
Q2 2025 Added 10.9%
$187B
$2.34 Million 0.05% of portfolio
14,694
Q2 2025 Reduced 4.27%
$121B
$2.18 Million 0.05% of portfolio
14,579
Q2 2025 Reduced 3.38%
$27.6B
$2.15 Million 0.05% of portfolio
1,828
Q2 2025 Reduced 14.18%
$95.9B
$2.17 Million 0.05% of portfolio
46,884
Q2 2025 Added 3.09%
$48.3B
$2.05 Million 0.05% of portfolio
28,637
Q2 2025 Reduced 0.38%
$81.2B
$1.99 Million 0.05% of portfolio
10,665
Q2 2025 Added 20.92%
$96.1B
$1.93 Million 0.04% of portfolio
11,645
Q2 2025 Reduced 0.23%
$192B
$1.83 Million 0.04% of portfolio
2,318
Q2 2025 Reduced 4.61%
$11.2B
$1.7 Million 0.04% of portfolio
25,977
Q2 2025 Added 4.71%
$87.8B
$1.7 Million 0.04% of portfolio
23,898
Q2 2025 Reduced 50.13%
$0
$1.7 Million 0.04% of portfolio
18,494
Q2 2025 Reduced 4.64%
$101B
$1.92 Million 0.04% of portfolio
4,302
Q2 2025 Reduced 4.08%
$112B
$1.86 Million 0.04% of portfolio
13,961
Q2 2025 Added 0.04%
$36.1B
$1.86 Million 0.04% of portfolio
56,345
Q2 2025 Reduced 60.99%
$177B
$1.83 Million 0.04% of portfolio
9,420
Q2 2025 Reduced 14.81%
$81.6B
$1.66 Million 0.04% of portfolio
7,781
Q2 2025 Added 243.08%
$0
$1.92 Million 0.04% of portfolio
19,499
Q1 2024 New
$0
$1.93 Million 0.04% of portfolio
10,941
Q2 2025 Reduced 8.34%
$0
$1.57 Million 0.04% of portfolio
12,235
Q2 2025 Added 8.17%
$0
$1.81 Million 0.04% of portfolio
8,365
Q2 2025 Reduced 6.15%
$237B
$1.56 Million 0.04% of portfolio
5,707
Q2 2025 Added 5.41%

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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