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 ETFs Only

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%
$0
$136 Million 3.29% of portfolio
1,272,175
Q4 2024 Reduced 7.99%
$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%
$0
$54.1 Million 1.31% of portfolio
92,297
Q4 2024 Added 0.99%
$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%
$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%
$0
$17.5 Million 0.43% of portfolio
366,170
Q4 2024 Added 7.38%
$0
$14.7 Million 0.36% of portfolio
36,660
Q4 2024 Reduced 0.71%
$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%
$92.4B
$9.44 Million 0.23% of portfolio
38,971
Q2 2024 Reduced 0.53%
$0
$9.48 Million 0.23% of portfolio
80,656
Q4 2024 Added 5.42%
$0
$9.25 Million 0.22% of portfolio
50,789
Q4 2024 Reduced 1.46%
$4.01B
$6.7 Million 0.16% of portfolio
267,482
Q4 2024 New
$0
$5.94 Million 0.14% of portfolio
64,962
Q4 2024 Reduced 61.48%
$0
$5.45 Million 0.13% of portfolio
13,281
Q4 2024 Reduced 0.84%
$0
$5.41 Million 0.13% of portfolio
60,973
Q4 2024 Added 0.45%
$0
$5.12 Million 0.12% of portfolio
25,852
Q4 2024 Added 3.98%
$0
$4.38 Million 0.11% of portfolio
57,968
Q4 2024 Added 12.39%
$0
$4.55 Million 0.11% of portfolio
33,044
Q4 2024 Added 2.73%
$0
$3.3 Million 0.08% of portfolio
25,840
Q4 2024 Added 0.53%
$0
$3.29 Million 0.08% of portfolio
25,613
Q3 2024 Reduced 0.39%
$0
$3.19 Million 0.08% of portfolio
24,209
Q4 2024 Added 0.63%
$0
$2.81 Million 0.07% of portfolio
103,014
Q4 2024 Added 200.0%
$0
$2.53 Million 0.06% of portfolio
24,887
Q3 2024 Reduced 0.04%
$0
$2.56 Million 0.06% of portfolio
10,077
Q2 2024 Reduced 27.69%
$0
$2.03 Million 0.05% of portfolio
15,352
Q4 2024 Reduced 1.6%
$0
$2.02 Million 0.05% of portfolio
11,936
Q1 2024 Added 120.38%
$0
$1.95 Million 0.05% of portfolio
8,824
Q4 2024 Added 37.4%
$0
$1.97 Million 0.05% of portfolio
21,918
Q4 2024 Reduced 3.82%
$0
$2.04 Million 0.05% of portfolio
19,499
Q1 2024 New
$0
$1.83 Million 0.04% of portfolio
24,120
Q4 2024 Reduced 10.0%
$0
$1.77 Million 0.04% of portfolio
25,187
Q4 2024 Reduced 3.83%
$0
$1.7 Million 0.04% of portfolio
7,558
Q4 2024 Added 8.64%
$0
$1.6 Million 0.04% of portfolio
2,566
Q4 2024 Reduced 15.65%
$0
$1.32 Million 0.03% of portfolio
14,836
Q4 2024 Reduced 23.4%
$0
$1.23 Million 0.03% of portfolio
5,121
Q3 2024 Reduced 48.12%
$0
$1.03 Million 0.03% of portfolio
5,586
Q3 2024 Reduced 13.27%
$0
$1.21 Million 0.03% of portfolio
3,752
Q4 2024 Reduced 0.05%
$0
$1.05 Million 0.03% of portfolio
10,507
Q4 2024 Added 8.3%
$0
$1.42 Million 0.03% of portfolio
2,487
Q4 2024 Added 40.99%
$0
$1.31 Million 0.03% of portfolio
8,087
Q1 2024 New
$0
$1.14 Million 0.03% of portfolio
4,905
Q4 2024 Reduced 6.84%
$0
$1.21 Million 0.03% of portfolio
10,323
Q3 2024 Added 2.63%
$0
$1.26 Million 0.03% of portfolio
14,222
Q4 2024 Added 0.66%
$0
$1.35 Million 0.03% of portfolio
17,792
Q1 2024 Added 271.29%

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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