Choate Investment Advisors

Q4 2024 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2024
Date filed
2/10/2025
Form type
13F-HR
Num holdings
402
Total value ($000)
$4,159,769
Net value change ($000)
+237,824 (6.1%)
New positions
39
Sold out positions
20
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2024 Next filing: 5/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VO 111,542 7046.2%
IVV 69,126 4.3%
AMZN 19,469 24.6%
AAPL 17,483 13.3%
GOOGL 8,217 15.7%
MSCI 7,677 241.3%
DIS 7,316 92.6%
FISV 7,029 24.7%
GOOGL 6,919 19.4%
SGOL 6,700 NEW
Top Reduces (Value $000, Stocks/ETFs)
MUB -14,643 -9.7%
NKE -9,805 -61.8%
BIL -9,543 -61.6%
BRK-B -7,767 -41.6%
RSP -6,060 -17.1%
JNJ -3,625 -11.4%
BARNES GROUP INC -3,465 -41.6%
TMO -2,712 -10.8%
IEMG -2,532 -69.6%
CNI -2,486 -14.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type