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
$0
$1.94 Million 0.04% of portfolio
15,352
Q4 2024 Reduced 1.6%
$111B
$1.72 Million 0.04% of portfolio
2,343
Q2 2025 Reduced 0.3%
$129B
$1.71 Million 0.04% of portfolio
8,143
Q2 2025 Reduced 11.14%
$138B
$1.94 Million 0.04% of portfolio
86,750
Q2 2025 Added 2.2%
$89.5B
$1.68 Million 0.04% of portfolio
7,604
Q2 2025 Reduced 48.06%
$0
$1.26 Million 0.03% of portfolio
4,957
Q2 2025 Added 7.9%
$0
$1.16 Million 0.03% of portfolio
5,986
Q2 2025 Added 7.16%
$149B
$1.35 Million 0.03% of portfolio
3,782
Q2 2025 Added 1.34%
$52.9B
$1.31 Million 0.03% of portfolio
2,307
Q2 2025 Reduced 11.78%
$0
$1.38 Million 0.03% of portfolio
2,079
Q2 2025 Reduced 0.62%
$0
$1.45 Million 0.03% of portfolio
8,787
Q1 2025 Added 8.66%
$0
$1.34 Million 0.03% of portfolio
2,366
Q2 2025 Added 8.33%
$0
$1.35 Million 0.03% of portfolio
17,792
Q1 2024 Added 271.29%
$0
$1.32 Million 0.03% of portfolio
3,598
Q1 2025 Added 63.69%
$0
$1.4 Million 0.03% of portfolio
15,703
Q2 2025 Added 5.84%
$99B
$1.17 Million 0.03% of portfolio
17,025
Q2 2025 Added 8.97%
$81.6B
$1.17 Million 0.03% of portfolio
6,020
Q2 2025 Added 0.69%
$150B
$1.49 Million 0.03% of portfolio
24,436
Q2 2025 Reduced 9.78%
$53.2B
$1.27 Million 0.03% of portfolio
2,377
Q2 2025 Reduced 0.08%
$158B
$1.17 Million 0.03% of portfolio
2,147
Q2 2025 Reduced 5.34%
$97.4B
$1.28 Million 0.03% of portfolio
1,826
Q2 2025 Reduced 0.54%
$0
$1.37 Million 0.03% of portfolio
7,098
Q2 2025 Added 201.27%
$43.3B
$1.32 Million 0.03% of portfolio
8,904
Q2 2025 Reduced 0.01%
$0
$1.44 Million 0.03% of portfolio
19,055
Q1 2025 Added 1.82%
$0
$1.27 Million 0.03% of portfolio
3,752
Q4 2024 Reduced 0.05%
$6.77B
$1.1 Million 0.03% of portfolio
12,195
Q2 2025 Added 1,407.42%
$1.09B
$1.19 Million 0.03% of portfolio
21,266
Q2 2025 Reduced 0.93%
$214B
$1.36 Million 0.03% of portfolio
235
Q2 2025 Added 5.38%
$23.4B
$1.49 Million 0.03% of portfolio
8,127
Q2 2025 Reduced 4.39%
$0
$1.41 Million 0.03% of portfolio
10,143
Q2 2025 Added 30.71%
$153B
$938,000 0.02% of portfolio
1,048
Q2 2025 Reduced 0.38%
$262B
$769,000 0.02% of portfolio
4,465
Q2 2025 Added 160.35%
$12.4B
$732,000 0.02% of portfolio
9,830
Q2 2025 Reduced 10.6%
$65.1B
$744,000 0.02% of portfolio
2,326
Q2 2025 Reduced 0.56%
$97.8B
$735,000 0.02% of portfolio
1,681
Q2 2025 Reduced 8.29%
$0
$1.06 Million 0.02% of portfolio
24,505
Q2 2025 New
$0
$837,000 0.02% of portfolio
22,056
Q2 2022 New
$93.8B
$744,000 0.02% of portfolio
1,490
Q2 2025 Reduced 18.18%
$49.9B
$1.05 Million 0.02% of portfolio
14,341
Q2 2025 Reduced 0.62%
$93.6B
$657,000 0.02% of portfolio
2,254
Q2 2025 Added 8.47%
$0
$1.04 Million 0.02% of portfolio
12,507
Q1 2025 Reduced 42.94%
$251B
$915,000 0.02% of portfolio
5,029
Q2 2025 Added 17.42%
$7.2B
$793,000 0.02% of portfolio
751
Q2 2025 Added 1.49%
$131B
$667,000 0.02% of portfolio
1,442
Q2 2025 Added 14.17%
$40.3B
$778,000 0.02% of portfolio
2,343
Q2 2025 Reduced 1.1%
$72.5B
$776,000 0.02% of portfolio
3,147
Q2 2025 Reduced 0.06%
$34.8B
$663,000 0.02% of portfolio
5,123
Q2 2025 Reduced 21.11%
$11.1B
$962,000 0.02% of portfolio
3,961
Q2 2025 New
$108B
$781,000 0.02% of portfolio
2,421
Q2 2025 Added 21.6%

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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