Choate Investment Advisors - Portfolio overview

Choate Investment Advisors has 474 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 32.56%
2. GVI - ISHARES TR, 4.55%
3. VEU - VANGUARD INTL EQUITY INDEX F, 4.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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