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
$104B
$1.61 Million 0.04% of portfolio
13,956
Q4 2024 Added 1.7%
$103B
$1.58 Million 0.04% of portfolio
2,350
Q1 2025 Reduced 0.47%
$0
$1.78 Million 0.04% of portfolio
8,913
Q1 2025 Added 1.01%
$25B
$1.49 Million 0.04% of portfolio
8,500
Q1 2025 Reduced 13.54%
$153B
$1.41 Million 0.04% of portfolio
38,243
Q1 2025 Added 2.86%
$62.8B
$1.72 Million 0.04% of portfolio
5,826
Q1 2025 Reduced 0.29%
$216B
$1.49 Million 0.04% of portfolio
2,430
Q1 2025 Reduced 5.81%
$0
$1 Million 0.03% of portfolio
5,297
Q1 2025 Reduced 2.75%
$0
$1.15 Million 0.03% of portfolio
3,752
Q4 2024 Reduced 0.05%
$85.4B
$1.12 Million 0.03% of portfolio
1,836
Q1 2025 Reduced 3.01%
$0
$1.35 Million 0.03% of portfolio
17,792
Q1 2024 Added 271.29%
$83.5B
$1.06 Million 0.03% of portfolio
15,623
Q1 2025 Added 6.12%
$0
$1.01 Million 0.03% of portfolio
12,507
Q1 2025 Reduced 42.94%
$137B
$1.1 Million 0.03% of portfolio
9,808
Q1 2025 Added 0.88%
$54.7B
$1.1 Million 0.03% of portfolio
6,460
Q1 2025 Added 14.46%
$218B
$1.28 Million 0.03% of portfolio
10,995
Q1 2025 Reduced 0.31%
$0
$1.11 Million 0.03% of portfolio
3,598
Q1 2025 Added 63.69%
$25.8B
$1.21 Million 0.03% of portfolio
8,190
Q1 2025 Reduced 1.85%
$0
$1.01 Million 0.03% of portfolio
4,547
Q1 2025 Reduced 11.21%
$0
$1.29 Million 0.03% of portfolio
19,055
Q1 2025 Added 1.82%
$0
$1.05 Million 0.03% of portfolio
5,586
Q3 2024 Reduced 13.27%
$0
$1.17 Million 0.03% of portfolio
2,184
Q1 2025 Reduced 12.18%
$217B
$1.03 Million 0.03% of portfolio
223
Q1 2025 Reduced 5.51%
$195B
$1.12 Million 0.03% of portfolio
2,268
Q1 2025 Reduced 4.3%
$0
$1.34 Million 0.03% of portfolio
14,836
Q4 2024 Reduced 23.4%
$0
$1.13 Million 0.03% of portfolio
2,092
Q1 2025 Reduced 18.47%
$0
$1.08 Million 0.03% of portfolio
20,072
Q1 2025 Reduced 5.17%
$123B
$1.1 Million 0.03% of portfolio
3,627
Q1 2025 Reduced 4.63%
$71.1B
$1.12 Million 0.03% of portfolio
295
Q4 2024 Added 6.88%
$130B
$1.01 Million 0.03% of portfolio
3,732
Q1 2025 Reduced 6.11%
$0
$1.32 Million 0.03% of portfolio
11,311
Q1 2025 Added 9.57%
$1.39B
$1.08 Million 0.03% of portfolio
21,466
Q1 2025 Added 1.11%
$43.8B
$999,000 0.03% of portfolio
2,379
Q1 2025 Added 13.77%
$8.69B
$980,000 0.02% of portfolio
740
Q3 2024 Reduced 61.54%
$53.1B
$663,000 0.02% of portfolio
2,698
Q1 2025 Added 3.49%
$41.7B
$882,000 0.02% of portfolio
13,036
Q1 2025 Reduced 1.39%
$79.7B
$709,000 0.02% of portfolio
4,310
Q1 2025 Reduced 15.64%
$85.8B
$694,000 0.02% of portfolio
2,915
Q1 2025 Reduced 18.46%
$79B
$658,000 0.02% of portfolio
476
Q1 2025 Reduced 0.42%
$100B
$617,000 0.02% of portfolio
1,833
Q1 2025 Added 0.05%
$88.3B
$929,000 0.02% of portfolio
1,996
Q1 2025 Added 0.25%
$297B
$757,000 0.02% of portfolio
1,143
Q1 2025 Reduced 16.08%
$90.6B
$780,000 0.02% of portfolio
23,095
Q1 2025 Reduced 2.9%
$33.8B
$774,000 0.02% of portfolio
10,366
Q1 2025 Added 14.19%
$57.4B
$708,000 0.02% of portfolio
2,992
Q4 2024 Added 5.99%
$0
$710,000 0.02% of portfolio
14,260
Q1 2025 Added 20.75%
$0
$948,000 0.02% of portfolio
4,594
Q1 2025 Reduced 6.34%
$75.6B
$842,000 0.02% of portfolio
8,991
Q1 2025 Reduced 0.18%
$11.4B
$710,000 0.02% of portfolio
10,995
Q1 2025 Added 1.51%

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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