Filed: 2/10/2025ACC: 0001398344-25-002290
📋 What this filing means
CHOATE INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 402 equity positions with a total reported market value of $4.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
402
Positions
$4.16B
Total AUM (reported)
21.02M
Total Shares
Allocation by class
CORE S&P500 ETF$1.66B39.9%
COM$1.39B33.4%
NATIONAL MUN ETF$135.55M3.3%
SPDR S&P 500 ETF$125.40M3.0%
MID CAP ETF$113.13M2.7%
CL A$62.49M1.5%
CAP STK CL A$60.69M1.5%
Portfolio Concentration
Top 3$1.94B46.7%
4–10$677.27M16.3%
11–25$533.77M12.8%
Rest$1.00B24.2%
Top 3 weight
46.7%
Top 10 weight
63.0%
Voting Authority Distribution
Total shares with voting rights: 21.01M
Sole
Full voting authority
16.19M
shares
% of voting shares77.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.81M
shares
% of voting shares22.9%
Investment Discretion (by position count)
Sole402
Shared0
Other0
Dominant voting typeSole · 77.1% of voting shares
Institutional Holdings402
Rows:
ISHARES TR
SOLEShares2.82M
TypeSH
Market value$1.66B
39.89%
Sole
2.70M
Shared
0.00
None
114.55K
APPLE INC
SOLEShares596.56K
TypeSH
Market value$149.38M
3.59%
Sole
456.19K
Shared
0.00
None
140.38K
ISHARES TR
SOLEShares1.27M
TypeSH
Market value$135.55M
3.26%
Sole
1.27M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares305.06K
TypeSH
Market value$128.60M
3.09%
Sole
217.26K
Shared
0.00
None
87.80K
SPDR SER TR
SOLEShares2.60M
TypeSH
Market value$125.40M
3.01%
Sole
2.60M
Shared
0.00
None
430.00
VANGUARD INDEX FDS
SOLEShares428.29K
TypeSH
Market value$113.13M
2.72%
Sole
417.21K
Shared
0.00
None
11.09K
AMAZON COM INC
SOLEShares449.19K
TypeSH
Market value$98.57M
2.37%
Sole
287.08K
Shared
0.00
None
162.11K
NVIDIA CORPORATION
SOLEShares721.06K
TypeSH
Market value$96.79M
2.33%
Sole
336.90K
Shared
0.00
None
384.16K
ALPHABET INC
SOLEShares320.59K
TypeSH
Market value$60.69M
1.46%
Sole
161.75K
Shared
0.00
None
158.84K
SPDR S&P 500 ETF TR
SOLEShares92.30K
TypeSH
Market value$54.09M
1.30%
Sole
76.83K
Shared
0.00
None
15.47K
HOME DEPOT INC
SOLEShares138.31K
TypeSH
Market value$53.82M
1.29%
Sole
85.25K
Shared
0.00
None
53.06K
VANGUARD INDEX FDS
SOLEShares96.10K
TypeSH
Market value$51.78M
1.24%
Sole
28.40K
Shared
0.00
None
67.69K
ISHARES TR
SOLEShares441.25K
TypeSH
Market value$50.84M
1.22%
Sole
433.36K
Shared
0.00
None
7.89K
ALPHABET INC
SOLEShares223.81K
TypeSH
Market value$42.63M
1.02%
Sole
189.91K
Shared
0.00
None
33.90K
PROCTER AND GAMBLE CO
SOLEShares238.57K
TypeSH
Market value$39.99M
0.96%
Sole
125.80K
Shared
0.00
None
112.77K
FISERV INC
SOLEShares172.66K
TypeSH
Market value$35.48M
0.85%
Sole
83.45K
Shared
0.00
None
89.20K
VISA INC
SOLEShares103.77K
TypeSH
Market value$32.82M
0.79%
Sole
27.27K
Shared
0.00
None
76.50K
JPMORGAN CHASE & CO.
SOLEShares125.71K
TypeSH
Market value$30.13M
0.72%
Sole
122.81K
Shared
0.00
None
2.90K
BERKSHIRE HATHAWAY INC DEL
SOLEShares69.68K
TypeSH
Market value$29.59M
0.71%
Sole
64.31K
Shared
0.00
None
969.00
INVESCO EXCHANGE TRADED FD T
SOLEShares167.91K
TypeSH
Market value$29.42M
0.71%
Sole
167.58K
Shared
0.00
None
337.00
VANGUARD INDEX FDS
SOLEShares97.89K
TypeSH
Market value$28.37M
0.68%
Sole
21.80K
Shared
0.00
None
76.08K
JOHNSON & JOHNSON
SOLEShares194.40K
TypeSH
Market value$28.12M
0.68%
Sole
103.73K
Shared
0.00
None
90.67K
TJX COS INC NEW
SOLEShares229.01K
TypeSH
Market value$27.67M
0.67%
Sole
161.55K
Shared
0.00
None
67.46K
WALMART INC
SOLEShares301.48K
TypeSH
Market value$27.25M
0.66%
Sole
206.63K
Shared
0.00
None
94.85K
MARSH & MCLENNAN COS INC
SOLEShares121.76K
TypeSH
Market value$25.86M
0.62%
Sole
121.60K
Shared
0.00
None
160.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 2.82M | SH | $1.66B 39.89% | 2.70M | 0.00 | 114.55K |
APPLE INCSOLE | COM | 596.56K | SH | $149.38M 3.59% | 456.19K | 0.00 | 140.38K |
ISHARES TRSOLE | NATIONAL MUN ETF | 1.27M | SH | $135.55M 3.26% | 1.27M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 305.06K | SH | $128.60M 3.09% | 217.26K | 0.00 | 87.80K |
SPDR SER TRSOLE | SPDR S&P 500 ETF | 2.60M | SH | $125.40M 3.01% | 2.60M | 0.00 | 430.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 428.29K | SH | $113.13M 2.72% | 417.21K | 0.00 | 11.09K |
AMAZON COM INCSOLE | COM | 449.19K | SH | $98.57M 2.37% | 287.08K | 0.00 | 162.11K |
NVIDIA CORPORATIONSOLE | COM | 721.06K | SH | $96.79M 2.33% | 336.90K | 0.00 | 384.16K |
ALPHABET INCSOLE | CAP STK CL A | 320.59K | SH | $60.69M 1.46% | 161.75K | 0.00 | 158.84K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 92.30K | SH | $54.09M 1.30% | 76.83K | 0.00 | 15.47K |
HOME DEPOT INCSOLE | COM | 138.31K | SH | $53.82M 1.29% | 85.25K | 0.00 | 53.06K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 96.10K | SH | $51.78M 1.24% | 28.40K | 0.00 | 67.69K |
ISHARES TRSOLE | CORE S&P SCP ETF | 441.25K | SH | $50.84M 1.22% | 433.36K | 0.00 | 7.89K |
ALPHABET INCSOLE | CAP STK CL C | 223.81K | SH | $42.63M 1.02% | 189.91K | 0.00 | 33.90K |
PROCTER AND GAMBLE COSOLE | COM | 238.57K | SH | $39.99M 0.96% | 125.80K | 0.00 | 112.77K |
FISERV INCSOLE | COM | 172.66K | SH | $35.48M 0.85% | 83.45K | 0.00 | 89.20K |
VISA INCSOLE | COM CL A | 103.77K | SH | $32.82M 0.79% | 27.27K | 0.00 | 76.50K |
JPMORGAN CHASE & CO.SOLE | COM | 125.71K | SH | $30.13M 0.72% | 122.81K | 0.00 | 2.90K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 69.68K | SH | $29.59M 0.71% | 64.31K | 0.00 | 969.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 167.91K | SH | $29.42M 0.71% | 167.58K | 0.00 | 337.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 97.89K | SH | $28.37M 0.68% | 21.80K | 0.00 | 76.08K |
JOHNSON & JOHNSONSOLE | COM | 194.40K | SH | $28.12M 0.68% | 103.73K | 0.00 | 90.67K |
TJX COS INC NEWSOLE | COM | 229.01K | SH | $27.67M 0.67% | 161.55K | 0.00 | 67.46K |
WALMART INCSOLE | COM | 301.48K | SH | $27.25M 0.66% | 206.63K | 0.00 | 94.85K |
MARSH & MCLENNAN COS INCSOLE | COM | 121.76K | SH | $25.86M 0.62% | 121.60K | 0.00 | 160.00 |
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