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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.84B
$2.17 Million 0.05% of portfolio
29,822
Q4 2024 Reduced 24.07%
$1.59B
$1.28 Million 0.03% of portfolio
21,231
Q4 2024 Added 4.95%
$1.2B
$280,000 0.01% of portfolio
8,418
Q1 2022 New
$1.56B
$386,000 0.01% of portfolio
5,200
Q4 2024 Reduced 2.07%
$1.75B
$236,000 0.01% of portfolio
3,000
Q1 2024 New
$485M
$118,000 0.0% of portfolio
10,000
Q3 2022 Reduced 50.89%
$392M
$73,000 0.0% of portfolio
11,400
Q3 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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