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
CATH Global X Fds Global X S&P 500 ETFs	$0	$1.33 Million 0.03% of portfolio	18,715	Q1 2024 Reduced 5.19%
IEMG Ishares Inc ETFs	$0	$1.14 Million 0.03% of portfolio	21,167	Q4 2024 Reduced 66.59%
DGS Wisdomtree Emerging Markets Sm ETFs	$0	$689,000 0.02% of portfolio	14,100	Q3 2024 Reduced 0.35%
VPU Vanguard Utilities ETF ETFs	$0	$716,000 0.02% of portfolio	4,382	Q4 2024 Reduced 7.53%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$983,000 0.02% of portfolio	7,760	Q4 2024 New
VAW Vanguard Materials ETF ETFs	$0	$1.02 Million 0.02% of portfolio	5,447	Q4 2024 Reduced 8.56%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1 Million 0.02% of portfolio	10,336	Q4 2024 Reduced 9.87%
DVY Ishares Tr ETFs	$0	$821,000 0.02% of portfolio	6,255	Q4 2024 Added 7.47%
VV Vanguard Large Cap ETF ETFs	$0	$1.02 Million 0.02% of portfolio	3,783	Q4 2022 Added 675.2%
VDC Vanguard Consumer Staples ETF ETFs	$0	$849,000 0.02% of portfolio	4,021	Q4 2024 Reduced 10.64%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$754,000 0.02% of portfolio	2,198	Q1 2024 New
HEFA Ishares Currency Hedged Msci E ETFs	$0	$766,000 0.02% of portfolio	22,056	Q2 2022 New
IYW Ishares Dj Us Tech ETF ETFs	$0	$789,000 0.02% of portfolio	4,950	Q1 2024 Reduced 20.6%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$286,000 0.01% of portfolio	12,630	Q4 2024 Added 200.0%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$272,000 0.01% of portfolio	4,740	Q1 2024 New
VBK Vanguard Small Cap Growth ETF ETFs	$0	$412,000 0.01% of portfolio	1,474	Q4 2024 New
VXF Vanguard Extended Market ETF ETFs	$0	$484,000 0.01% of portfolio	2,550	Q4 2024 Reduced 4.71%
EFAX Spdr Index Shs Fds Msci Eafe F ETFs	$0	$299,000 0.01% of portfolio	7,514	Q4 2024 Reduced 0.27%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$215,000 0.01% of portfolio	4,219	Q4 2024 New
SPYG Spdr Portfolio ETFs	$0	$251,000 0.01% of portfolio	2,861	Q4 2024 New
XLF Financial Sector Spdr ETFs	$0	$570,000 0.01% of portfolio	11,810	Q4 2024 Reduced 2.48%
SLYV Spdr S&P 600 Small Cap Value E ETFs	$0	$223,000 0.01% of portfolio	2,560	Q4 2024 New
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$231,000 0.01% of portfolio	2,564	Q4 2024 New
XLC Select Sector Spdr Tr Communic ETFs	$0	$501,000 0.01% of portfolio	5,177	Q4 2023 New
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$209,000 0.01% of portfolio	1,585	Q4 2024 New
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$230,000 0.01% of portfolio	9,963	Q4 2024 Added 187.04%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$300,000 0.01% of portfolio	6,825	Q4 2024 Reduced 76.93%
GLDM World Gold Trust ETFs	$8.52B	$573,000 0.01% of portfolio	11,028	Q1 2024 Reduced 57.19%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$366,000 0.01% of portfolio	4,710	Q4 2022 New
VCR Vanguard Consumer Discretionar ETFs	$0	$359,000 0.01% of portfolio	957	Q4 2023 Added 6.69%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$468,000 0.01% of portfolio	1,101	Q2 2024 Reduced 23.59%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$304,000 0.01% of portfolio	2,640	Q4 2024 Reduced 4.0%
TILT Flexshares Tr ETFs	$0	$456,000 0.01% of portfolio	2,114	Q2 2023 Added 30.98%
FDN First Tr Fd Dow Jones ETFs	$0	$600,000 0.01% of portfolio	2,470	Q1 2023 Reduced 24.0%
IDEV Ishares Core Msci Intl Develop ETFs	$0	$354,000 0.01% of portfolio	5,494	Q4 2022 New
EFG Msci Eafe Growth ETF ETFs	$0	$583,000 0.01% of portfolio	6,025	Q4 2023 Reduced 32.42%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$433,000 0.01% of portfolio	4,685	Q2 2024 Added 4.11%
SOXX Ishares Semiconductor ETF ETFs	$0	$248,000 0.01% of portfolio	1,155	Q4 2024 Reduced 2.53%
RZV Invesco Fd Tr ETFs	$0	$306,000 0.01% of portfolio	2,750	Q1 2024 New
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$484,000 0.01% of portfolio	12,000	Q4 2024 New
EQAL Invesco ETF ETFs	$0	$350,000 0.01% of portfolio	7,265	Q4 2024 Reduced 30.04%
IWS Ishares Russell Midcap Value E ETFs	$0	$481,000 0.01% of portfolio	3,719	Q4 2024 New
ILCB Ishares Morningstar U.S. Equit ETFs	$0	$465,000 0.01% of portfolio	5,739	Q1 2024 New
IAU Ishares Gold Trust ETFs	$46.2B	$471,000 0.01% of portfolio	9,517	Q4 2021 Reduced 5.83%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$205,000 0.0% of portfolio	3,575	Q1 2024 New

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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Choate Investment Advisors Portfolio Holdings