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
$247B
$1.79 Million 0.04% of portfolio
5,342
Q4 2024 Added 28.75%
$5.78B
$1.56 Million 0.04% of portfolio
69,240
Q4 2024 Reduced 12.58%
$58.3B
$1.69 Million 0.04% of portfolio
5,843
Q4 2024 Reduced 0.17%
$100B
$1.35 Million 0.03% of portfolio
2,361
Q4 2024 Added 5.5%
$94.8B
$1.4 Million 0.03% of portfolio
6,957
Q4 2024 Added 25.65%
$0
$1.32 Million 0.03% of portfolio
14,836
Q4 2024 Reduced 23.4%
$30.1B
$1.14 Million 0.03% of portfolio
5,138
Q4 2024 Added 0.49%
$0
$1.23 Million 0.03% of portfolio
5,121
Q3 2024 Reduced 48.12%
$150B
$1.4 Million 0.03% of portfolio
37,179
Q4 2024 Added 3.7%
$54B
$1.13 Million 0.03% of portfolio
4,007
Q4 2024 New
$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%
$59.1B
$1.35 Million 0.03% of portfolio
2,589
Q4 2024 Added 1.25%
$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%
$107B
$1.32 Million 0.03% of portfolio
3,975
Q4 2024 Added 8.31%
$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%
$38.2B
$1.23 Million 0.03% of portfolio
3,887
Q4 2024 Reduced 0.08%
$185B
$1.39 Million 0.03% of portfolio
11,029
Q4 2024 Added 11.39%
$14.4B
$1.1 Million 0.03% of portfolio
15,302
Q4 2024 Added 0.14%
$171B
$1.24 Million 0.03% of portfolio
2,370
Q4 2024 Added 61.77%
$0
$1.33 Million 0.03% of portfolio
18,715
Q1 2024 Reduced 5.19%
$40.8B
$1.19 Million 0.03% of portfolio
8,842
Q4 2024 Added 1.29%
$27B
$1.04 Million 0.03% of portfolio
8,344
Q4 2024 Reduced 1.32%
$119B
$1.05 Million 0.03% of portfolio
3,803
Q4 2024 Added 13.02%
$1.34B
$1.28 Million 0.03% of portfolio
21,231
Q4 2024 Added 4.95%
$72.1B
$1.2 Million 0.03% of portfolio
1,893
Q4 2024 Added 6.83%
$0
$1.14 Million 0.03% of portfolio
21,167
Q4 2024 Reduced 66.59%
$50.1B
$1.27 Million 0.03% of portfolio
18,661
Q4 2024 Added 35.67%
$94.3B
$810,000 0.02% of portfolio
7,668
Q4 2024 Added 10.44%
$28.4B
$752,000 0.02% of portfolio
6,451
Q4 2024 Added 3.71%
$83.2B
$871,000 0.02% of portfolio
1,857
Q4 2024 Added 1.81%
$254B
$943,000 0.02% of portfolio
1,362
Q4 2024 Added 58.37%
$50.9B
$702,000 0.02% of portfolio
2,992
Q4 2024 Added 5.99%
$52.2B
$708,000 0.02% of portfolio
5,051
Q4 2024 Reduced 39.37%
$156B
$876,000 0.02% of portfolio
827
Q4 2024 Added 15.02%
$104B
$647,000 0.02% of portfolio
12,389
Q4 2024 Added 64.75%
$8.98B
$960,000 0.02% of portfolio
10,831
Q4 2024 Reduced 1.21%
$0
$689,000 0.02% of portfolio
14,100
Q3 2024 Reduced 0.35%
$27.5B
$994,000 0.02% of portfolio
21,452
Q4 2024 Reduced 0.31%
$253B
$988,000 0.02% of portfolio
8,214
Q4 2024 Added 122.18%
$209B
$646,000 0.02% of portfolio
9,873
Q4 2024 Added 69.64%
$76.9B
$633,000 0.02% of portfolio
3,150
Q4 2024 Added 8.62%
$68.4B
$944,000 0.02% of portfolio
295
Q4 2024 Added 6.88%
$26.8B
$669,000 0.02% of portfolio
2,344
Q4 2024 Added 3.63%

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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