Filed: 5/14/2025ACC: 0001398344-25-009417
📋 What this filing means
CHOATE INVESTMENT ADVISORS filed this quarterly 13F‑HR report disclosing 395 equity positions with a total reported market value of $4.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
395
Positions
$4.02B
Total AUM (reported)
21.04M
Total Shares
Allocation by class
CORE S&P500 ETF$1.55B38.6%
COM$1.33B32.9%
NATIONAL MUN ETF$136.47M3.4%
SPDR S&P 500 ETF$116.71M2.9%
MID CAP ETF$107.23M2.7%
0-3 MNTH TREASRY$78.89M2.0%
CL A$65.51M1.6%
Portfolio Concentration
Top 3$1.82B45.2%
4–10$631.01M15.7%
11–25$564.25M14.0%
Rest$1.01B25.1%
Top 3 weight
45.2%
Top 10 weight
60.9%
Voting Authority Distribution
Total shares with voting rights: 21.04M
Sole
Full voting authority
17.14M
shares
% of voting shares81.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.90M
shares
% of voting shares18.5%
Investment Discretion (by position count)
Sole395
Shared0
Other0
Dominant voting typeSole · 81.5% of voting shares
Institutional Holdings395
Rows:
ISHARES TR
SOLEShares2.76M
TypeSH
Market value$1.55B
38.57%
Sole
2.65M
Shared
0.00
None
107.88K
ISHARES TR
SOLEShares1.29M
TypeSH
Market value$136.47M
3.39%
Sole
1.29M
Shared
0.00
None
0.00
APPLE INC
SOLEShares594.29K
TypeSH
Market value$132.01M
3.28%
Sole
478.57K
Shared
0.00
None
115.71K
SPDR SER TR
SOLEShares2.55M
TypeSH
Market value$116.71M
2.90%
Sole
2.55M
Shared
0.00
None
430.00
MICROSOFT CORP
SOLEShares308.89K
TypeSH
Market value$115.96M
2.88%
Sole
237.15K
Shared
0.00
None
71.75K
VANGUARD INDEX FDS
SOLEShares414.63K
TypeSH
Market value$107.23M
2.66%
Sole
406.93K
Shared
0.00
None
7.70K
AMAZON COM INC
SOLEShares451.15K
TypeSH
Market value$85.84M
2.13%
Sole
310.78K
Shared
0.00
None
140.37K
ISHARES TR
SOLEShares783.65K
TypeSH
Market value$78.89M
1.96%
Sole
781.38K
Shared
0.00
None
2.27K
NVIDIA CORPORATION
SOLEShares679.86K
TypeSH
Market value$73.68M
1.83%
Sole
384.21K
Shared
0.00
None
295.66K
HOME DEPOT INC
SOLEShares143.81K
TypeSH
Market value$52.70M
1.31%
Sole
96.26K
Shared
0.00
None
47.55K
VANGUARD INDEX FDS
SOLEShares96.73K
TypeSH
Market value$49.71M
1.24%
Sole
29.04K
Shared
0.00
None
67.69K
SPDR S&P 500 ETF TR
SOLEShares88.76K
TypeSH
Market value$49.65M
1.23%
Sole
73.29K
Shared
0.00
None
15.47K
ALPHABET INC
SOLEShares307.58K
TypeSH
Market value$47.56M
1.18%
Sole
181.25K
Shared
0.00
None
126.33K
ISHARES TR
SOLEShares454.38K
TypeSH
Market value$47.51M
1.18%
Sole
452.70K
Shared
0.00
None
1.68K
FISERV INC
SOLEShares185.01K
TypeSH
Market value$40.86M
1.02%
Sole
108.42K
Shared
0.00
None
76.60K
PROCTER AND GAMBLE CO
SOLEShares237.14K
TypeSH
Market value$40.41M
1.00%
Sole
143.66K
Shared
0.00
None
93.48K
VISA INC
SOLEShares103.80K
TypeSH
Market value$36.38M
0.90%
Sole
36.05K
Shared
0.00
None
67.75K
BERKSHIRE HATHAWAY INC DEL
SOLEShares68.23K
TypeSH
Market value$36.34M
0.90%
Sole
65.26K
Shared
0.00
None
2.98K
ALPHABET INC
SOLEShares221.60K
TypeSH
Market value$34.62M
0.86%
Sole
192.64K
Shared
0.00
None
28.95K
JOHNSON & JOHNSON
SOLEShares189.75K
TypeSH
Market value$31.47M
0.78%
Sole
117.29K
Shared
0.00
None
72.46K
ABBOTT LABS
SOLEShares231.99K
TypeSH
Market value$30.77M
0.76%
Sole
209.23K
Shared
0.00
None
22.76K
TJX COS INC NEW
SOLEShares246.94K
TypeSH
Market value$30.08M
0.75%
Sole
187.97K
Shared
0.00
None
58.97K
JPMORGAN CHASE & CO.
SOLEShares122.30K
TypeSH
Market value$30.00M
0.75%
Sole
121.07K
Shared
0.00
None
1.23K
MARSH & MCLENNAN COS INC
SOLEShares121.84K
TypeSH
Market value$29.73M
0.74%
Sole
121.79K
Shared
0.00
None
50.00
WALMART INC
SOLEShares331.95K
TypeSH
Market value$29.14M
0.72%
Sole
249.14K
Shared
0.00
None
82.81K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 2.76M | SH | $1.55B 38.57% | 2.65M | 0.00 | 107.88K |
ISHARES TRSOLE | NATIONAL MUN ETF | 1.29M | SH | $136.47M 3.39% | 1.29M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 594.29K | SH | $132.01M 3.28% | 478.57K | 0.00 | 115.71K |
SPDR SER TRSOLE | SPDR S&P 500 ETF | 2.55M | SH | $116.71M 2.90% | 2.55M | 0.00 | 430.00 |
MICROSOFT CORPSOLE | COM | 308.89K | SH | $115.96M 2.88% | 237.15K | 0.00 | 71.75K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 414.63K | SH | $107.23M 2.66% | 406.93K | 0.00 | 7.70K |
AMAZON COM INCSOLE | COM | 451.15K | SH | $85.84M 2.13% | 310.78K | 0.00 | 140.37K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 783.65K | SH | $78.89M 1.96% | 781.38K | 0.00 | 2.27K |
NVIDIA CORPORATIONSOLE | COM | 679.86K | SH | $73.68M 1.83% | 384.21K | 0.00 | 295.66K |
HOME DEPOT INCSOLE | COM | 143.81K | SH | $52.70M 1.31% | 96.26K | 0.00 | 47.55K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 96.73K | SH | $49.71M 1.24% | 29.04K | 0.00 | 67.69K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 88.76K | SH | $49.65M 1.23% | 73.29K | 0.00 | 15.47K |
ALPHABET INCSOLE | CAP STK CL A | 307.58K | SH | $47.56M 1.18% | 181.25K | 0.00 | 126.33K |
ISHARES TRSOLE | CORE S&P SCP ETF | 454.38K | SH | $47.51M 1.18% | 452.70K | 0.00 | 1.68K |
FISERV INCSOLE | COM | 185.01K | SH | $40.86M 1.02% | 108.42K | 0.00 | 76.60K |
PROCTER AND GAMBLE COSOLE | COM | 237.14K | SH | $40.41M 1.00% | 143.66K | 0.00 | 93.48K |
VISA INCSOLE | COM CL A | 103.80K | SH | $36.38M 0.90% | 36.05K | 0.00 | 67.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 68.23K | SH | $36.34M 0.90% | 65.26K | 0.00 | 2.98K |
ALPHABET INCSOLE | CAP STK CL C | 221.60K | SH | $34.62M 0.86% | 192.64K | 0.00 | 28.95K |
JOHNSON & JOHNSONSOLE | COM | 189.75K | SH | $31.47M 0.78% | 117.29K | 0.00 | 72.46K |
ABBOTT LABSSOLE | COM | 231.99K | SH | $30.77M 0.76% | 209.23K | 0.00 | 22.76K |
TJX COS INC NEWSOLE | COM | 246.94K | SH | $30.08M 0.75% | 187.97K | 0.00 | 58.97K |
JPMORGAN CHASE & CO.SOLE | COM | 122.30K | SH | $30.00M 0.75% | 121.07K | 0.00 | 1.23K |
MARSH & MCLENNAN COS INCSOLE | COM | 121.84K | SH | $29.73M 0.74% | 121.79K | 0.00 | 50.00 |
WALMART INCSOLE | COM | 331.95K | SH | $29.14M 0.72% | 249.14K | 0.00 | 82.81K |
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