Choate Investment Advisors Portfolio Holdings

Choate Investment Advisors

  • $4.12 Billion
  • Q4 2024

Choate Investment Advisors has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.12 Billion distributed in 402 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 $1.66B, Apple Inc. with a value of $149M, Ishares National Muni Bond ETF with a value of $136M, Microsoft Corp with a value of $129M, and Spdr S&P 500 Fossil Fuel Reser with a value of $125M.

Examining the 13F form we can see an increase of $230M in the current position value, from $3.89B to 4.12B.

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 $4.12 Billion
ETFs: $2.45 Billion
Technology: $514 Million
Financial Services: $249 Million
Healthcare: $219 Million
Consumer Cyclical: $218 Million
Communication Services: $142 Million
Consumer Defensive: $127 Million
Industrials: $123 Million
Other: $76.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.66 Billion 40.29% of portfolio
2,818,522
Q4 2024 Added 2.25%
$3.81T
$149 Million 3.63% of portfolio
596,564
Q4 2024 Added 5.39%
$0
$136 Million 3.29% of portfolio
1,272,175
Q4 2024 Reduced 7.99%
$3.05T
$129 Million 3.12% of portfolio
305,058
Q4 2024 Added 2.64%
$0
$125 Million 3.04% of portfolio
2,604,298
Q4 2024 Reduced 2.39%
$0
$113 Million 2.75% of portfolio
428,294
Q4 2024 Added 7,038.23%
$2.33T
$98.5 Million 2.39% of portfolio
449,192
Q4 2024 Added 5.83%
$327B
$96.8 Million 2.35% of portfolio
721,061
Q4 2024 Reduced 7.32%
$1.1T
$60.7 Million 1.47% of portfolio
320,589
Q4 2024 Added 1.31%
$0
$54.1 Million 1.31% of portfolio
92,297
Q4 2024 Added 0.99%
$417B
$53.8 Million 1.31% of portfolio
138,312
Q4 2024 Added 4.63%
$0
$51.8 Million 1.26% of portfolio
96,096
Q4 2024 Added 0.12%
$0
$50.8 Million 1.23% of portfolio
441,255
Q4 2024 Added 0.84%
$1.13T
$42.6 Million 1.03% of portfolio
223,813
Q4 2024 Added 4.78%
$402B
$40 Million 0.97% of portfolio
238,568
Q4 2024 Reduced 1.27%
$575B
$32.8 Million 0.8% of portfolio
103,770
Q4 2024 Added 0.75%
$808B
$30.1 Million 0.73% of portfolio
125,712
Q4 2024 Added 11.34%
$0
$29.4 Million 0.71% of portfolio
167,914
Q4 2024 Reduced 15.22%
$0
$28.4 Million 0.69% of portfolio
97,885
Q2 2024 Added 0.18%
$405B
$28.1 Million 0.68% of portfolio
194,396
Q4 2024 Reduced 0.79%
$144B
$27.7 Million 0.67% of portfolio
229,007
Q4 2024 Added 12.93%
$281B
$27.2 Million 0.66% of portfolio
301,477
Q4 2024 Added 8.24%
$114B
$25.9 Million 0.63% of portfolio
121,756
Q4 2024 Added 0.12%
$539B
$24.8 Million 0.6% of portfolio
47,040
Q4 2024 Added 15.78%
$493B
$23.7 Million 0.58% of portfolio
46,944
Q4 2024 Added 8.66%
$229B
$23.4 Million 0.57% of portfolio
206,650
Q4 2024 Added 15.75%
$211B
$22.5 Million 0.55% of portfolio
43,211
Q4 2024 Added 6.04%
$198B
$21.6 Million 0.52% of portfolio
142,176
Q4 2024 Added 1.89%
$79.5B
$21.6 Million 0.52% of portfolio
172,655
Q4 2024 Added 9.2%
$1.07T
$20.4 Million 0.5% of portfolio
103,376
Q4 2024 Added 18.61%
$0
$17.5 Million 0.43% of portfolio
366,170
Q4 2024 Added 7.38%
$1.62T
$16.8 Million 0.41% of portfolio
28,433
Q4 2024 Added 7.65%
$48.9B
$16.8 Million 0.41% of portfolio
97,862
Q4 2024 Added 18.59%
$9.26B
$15.9 Million 0.39% of portfolio
101,514
Q4 2024 Reduced 7.64%
$215B
$15.6 Million 0.38% of portfolio
34,974
Q4 2024 Added 57.55%
$69.6B
$15.1 Million 0.37% of portfolio
148,771
Q4 2024 Reduced 0.98%
$199B
$15.2 Million 0.37% of portfolio
136,622
Q4 2024 Added 66.42%
$0
$14.7 Million 0.36% of portfolio
36,660
Q4 2024 Reduced 0.71%
$829B
$14.3 Million 0.35% of portfolio
18,490
Q4 2024 Added 0.22%
$229B
$14.1 Million 0.34% of portfolio
47,604
Q4 2024 Reduced 17.61%
$150B
$13.1 Million 0.32% of portfolio
54,669
Q4 2024 Added 105.27%
$341B
$12.8 Million 0.31% of portfolio
71,792
Q4 2024 Added 4.32%
$447B
$12.8 Million 0.31% of portfolio
119,397
Q4 2024 Added 5.96%
$127B
$12.7 Million 0.31% of portfolio
43,536
Q4 2024 Added 13.83%
$0
$12.3 Million 0.3% of portfolio
24,137
Q4 2024 Added 0.09%
$0
$11.5 Million 0.28% of portfolio
184,725
Q4 2024 Added 2.48%
$147B
$11.5 Million 0.28% of portfolio
50,143
Q4 2024 Added 6.33%
$73.6B
$11.3 Million 0.27% of portfolio
91,262
Q4 2024 Reduced 6.5%
$138B
$10.6 Million 0.26% of portfolio
46,776
Q4 2024 Reduced 3.11%

Summary

  • Portfolio
  • No. of Stocks 402
  • Current Value $4.12 Billion
  • Prior Value $3.89 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 39 stocks
  • Additional Purchases 215 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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