StockDrifts LogoStockDrifts

Choate Investment Advisors

Portfolio Manager
Choate Investment Advisors
Performance
+2.86% (2025 Q4)
AUM (13F)
$5.11B
# of Holdings
438
Performance Rank
Allocation (Top 20)
72.54%

Choate Investment Advisors Holdings Map

Top 50 Choate Investment Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
32.94%2.58M$1.68B
+5.48%(+133.78K)
2025-Q1: 2.76M shares2025-Q2: 2.66M shares2025-Q3: 2.61M shares2025-Q4: 2.44M shares2026-Q1: 2.58M shares
$1241.40(-39.46%)
2026-03-31
GVI
ISHARES TR
4.6%2.21M$235.2M
+5.13%(+107.67K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.88M shares2025-Q4: 2.10M shares2026-Q1: 2.21M shares
$107.14(-1.04%)
2026-03-31
VEU
VANGUARD INTL EQUITY INDEX F
4.56%3.10M$233.2M
+4.32%(+128.53K)
2025-Q1: 5.5K shares2025-Q2: 5.6K shares2025-Q3: 20.8K shares2025-Q4: 2.98M shares2026-Q1: 3.10M shares
$72.50(+14.32%)
2026-03-31
IEMG
ISHARES INC
3.85%2.82M$196.7M
+7363.10%(+2.78M)
2025-Q1: 20.1K shares2025-Q2: 17.5K shares2025-Q3: 40.2K shares2025-Q4: 37.8K shares2026-Q1: 2.82M shares
$68.31(+20.46%)
2026-03-31
OAKM
HARRIS OAKMARK ETF TRUST
3.29%6.09M$168.0M
-32.48%(-2.93M)
2025-Q1: 0 shares2025-Q2: 9.29M shares2025-Q3: 9.67M shares2025-Q4: 9.03M shares2026-Q1: 6.09M shares
$25.00(+10.44%)
2026-03-31
AAPL
APPLE INC
3.1%624.3K$158.4M
+0.14%(+880)
2025-Q1: 594.3K shares2025-Q2: 627.7K shares2025-Q3: 630.3K shares2025-Q4: 623.4K shares2026-Q1: 624.3K shares
$118.18(+152.33%)
2026-03-31
SPYX
SPDR SERIES TRUST
2.47%2.38M$126.1M
-0.15%(-3.67K)
2025-Q1: 2.55M shares2025-Q2: 2.52M shares2025-Q3: 2.44M shares2025-Q4: 2.38M shares2026-Q1: 2.38M shares
$2749.07(-97.77%)
2026-03-31
MSFT
MICROSOFT CORP
2.35%324.7K$120.2M
-0.21%(-682)
2025-Q1: 308.9K shares2025-Q2: 319.5K shares2025-Q3: 324.9K shares2025-Q4: 325.4K shares2026-Q1: 324.7K shares
$250.83(+63.23%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.19%641.7K$111.9M
-0.67%(-4.35K)
2025-Q1: 679.9K shares2025-Q2: 638.7K shares2025-Q3: 637.2K shares2025-Q4: 646.1K shares2026-Q1: 641.7K shares
$40.55(+481.38%)
2026-03-31
AMZN
AMAZON COM INC
1.93%473.4K$98.6M
-0.20%(-949)
2025-Q1: 451.2K shares2025-Q2: 464.2K shares2025-Q3: 469.4K shares2025-Q4: 474.4K shares2026-Q1: 473.4K shares
$307.85(-13.20%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Choate Investment Advisors, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all