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
$28.5B
$935,000 0.02% of portfolio
5,095
Q1 2025 Reduced 0.84%
$36.5B
$612,000 0.02% of portfolio
2,369
Q1 2025 Added 1.07%
$81B
$762,000 0.02% of portfolio
3,149
Q1 2025 Reduced 0.03%
$101B
$851,000 0.02% of portfolio
7,617
Q1 2025 Reduced 0.67%
$67B
$598,000 0.02% of portfolio
20,333
Q1 2025 Reduced 4.35%
$283B
$679,000 0.02% of portfolio
4,283
Q1 2025 Reduced 47.86%
$204B
$687,000 0.02% of portfolio
864
Q1 2025 Added 4.47%
$59.2B
$914,000 0.02% of portfolio
14,430
Q1 2025 Reduced 22.67%
$31.4B
$781,000 0.02% of portfolio
6,494
Q1 2025 Added 0.67%
$75.1B
$932,000 0.02% of portfolio
1,821
Q1 2025 Reduced 1.94%
$57B
$779,000 0.02% of portfolio
5,051
Q4 2024 Reduced 39.37%
$0
$765,000 0.02% of portfolio
3,500
Q1 2025 Reduced 12.96%
$100B
$686,000 0.02% of portfolio
3,977
Q1 2025 Reduced 0.38%
$110B
$715,000 0.02% of portfolio
1,052
Q1 2025 Added 0.1%
$0
$782,000 0.02% of portfolio
5,825
Q1 2025 Reduced 6.87%
$199B
$793,000 0.02% of portfolio
28,047
Q1 2025 Added 8.66%
$0
$697,000 0.02% of portfolio
7,055
Q1 2025 Reduced 31.74%
$0
$800,000 0.02% of portfolio
22,056
Q2 2022 New
$73.3B
$702,000 0.02% of portfolio
5,979
Q1 2025 Reduced 0.38%
$12B
$677,000 0.02% of portfolio
5,142
Q4 2024 Reduced 0.19%
$0
$748,000 0.02% of portfolio
4,382
Q4 2024 Reduced 7.53%
$0
$911,000 0.02% of portfolio
7,760
Q4 2024 New
$0
$695,000 0.02% of portfolio
4,950
Q1 2024 Reduced 20.6%
$0
$972,000 0.02% of portfolio
3,783
Q4 2022 Added 675.2%
$98.6B
$930,000 0.02% of portfolio
4,021
Q1 2025 Reduced 42.2%
$15.7B
$907,000 0.02% of portfolio
14,689
Q1 2025 Reduced 4.01%
$72.6B
$807,000 0.02% of portfolio
2,339
Q1 2025 Reduced 2.38%
$184B
$971,000 0.02% of portfolio
21,409
Q1 2025 Reduced 14.45%
$52.8B
$430,000 0.01% of portfolio
3,940
Q1 2025 Reduced 13.31%
$148B
$566,000 0.01% of portfolio
7,986
Q4 2024 Added 21.63%
$18.2B
$492,000 0.01% of portfolio
9,451
Q1 2025 Reduced 0.68%
$0
$215,000 0.01% of portfolio
4,219
Q4 2024 New
$0
$411,000 0.01% of portfolio
2,085
Q1 2025 Reduced 72.41%
$65.1B
$520,000 0.01% of portfolio
5,992
Q1 2025 Added 1.4%
$29.2B
$271,000 0.01% of portfolio
1,071
Q1 2025 Added 2.78%
$0
$311,000 0.01% of portfolio
957
Q4 2023 Added 6.69%
$189B
$455,000 0.01% of portfolio
4,430
Q1 2025 Added 2.38%
$19.3B
$371,000 0.01% of portfolio
3,286
Q1 2025 Added 0.49%
$62.8B
$241,000 0.01% of portfolio
655
Q1 2025 Added 2.5%
$0
$499,000 0.01% of portfolio
5,177
Q4 2023 New
$61B
$289,000 0.01% of portfolio
1,250
Q1 2025 Reduced 5.94%
$125B
$427,000 0.01% of portfolio
4,474
Q1 2025 Reduced 19.78%
$92.7B
$506,000 0.01% of portfolio
1,451
Q1 2025 Added 30.49%
$33.9B
$321,000 0.01% of portfolio
2,947
Q1 2025 Added 7.28%
$17.1B
$346,000 0.01% of portfolio
1,027
Q1 2025 Reduced 0.39%
$33.1B
$257,000 0.01% of portfolio
10,125
Q1 2025 New
$0
$373,000 0.01% of portfolio
4,710
Q4 2022 New
$12.6B
$243,000 0.01% of portfolio
5,384
Q3 2024 New
$0
$462,000 0.01% of portfolio
1,101
Q2 2024 Reduced 23.59%

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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