Chapin Davis, Inc. Reduced Holdings in Q3 2025

Chapin Davis, Inc.

  • $407 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-383
- 1.62%
$56.02 - $60.3 $21.5K - $23.1K
23.3K $1.39B
IVE
Ishares S&P 500 Value ETF

ETFs
-22
- 0.39%
$194.44 - $206.51 $4.28K - $4.54K
5.58K $1.15B
LOW
Lowes Companies Inc

Consumer Cyclical
-150
- 4.49%
$215.01 - $273.02 $32.3K - $41K
3.19K $802M
MS
Morgan Stanley

Financial Services
-110
- 2.14%
$139.09 - $161.16 $15.3K - $17.7K
5.03K $800M
BX
Blackstone Inc.

Financial Services
-309
- 4.95%
$152.77 - $188.68 $47.2K - $58.3K
5.94K $1.01B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-71
- 1.15%
$236.25 - $257.69 $16.8K - $18.3K
6.1K $1.56B
TSLA
Tesla, Inc.

Consumer Cyclical
-633
- 21.9%
$293.94 - $444.72 $186K - $282K
2.26K $1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-90
- 1.11%
$459.11 - $506.91 $41.3K - $45.6K
8.02K $4.03B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-269
- 0.95%
$49.43 - $54.52 $13.3K - $14.7K
28K $1.52B
VTI
Vanguard Total Stock Market Et

ETFs
-4
- 0.08%
$303.93 - $329.86 $1.22K - $1.32K
5.14K $1.69B
IVW
Ishares S&P 500 Growth ETF

ETFs
-85
- 0.62%
$108.97 - $121.65 $9.26K - $10.3K
13.6K $1.64B
CSX
Csx Corp

Industrials
-300
- 0.54%
$32.05 - $36.52 $9.62K - $11K
55.3K $1.96B
BAC
Bank Of America Corp

Financial Services
-1.08K
- 2.24%
$44.92 - $52.42 $48.6K - $56.7K
47.3K $2.44B
INTC
Intel Corp

Technology
-300
- 1.94%
$19.31 - $35.5 $5.79K - $10.7K
15.2K $509M
NEE
Nextera Energy Inc

Utilities
-129
- 0.44%
$69.77 - $77.54 $9K - $10K
29.1K $2.19B
CMI
Cummins Inc

Industrials
-18
- 0.85%
$327.85 - $426.39 $5.9K - $7.68K
2.1K $885M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15
- 0.34%
$546.99 - $602.2 $8.2K - $9.03K
4.35K $2.61B
RTX
Raytheon Technologies Corp

Industrials
-1
- 0.01%
$144.19 - $167.33 $144 - $167
12.4K $2.07B
CVX
Chevron Corp

Energy
-385
- 1.03%
$145.57 - $161.83 $56K - $62.3K
37.1K $5.76B
CAT
Caterpillar Inc

Industrials
-131
- 2.23%
$390.92 - $477.15 $51.2K - $62.5K
5.75K $2.74B
IVV
Ishares Core S&P 500 ETF

ETFs
-376
- 2.41%
$620.67 - $670.08 $233K - $252K
15.3K $10.2B
GOOG
Alphabet Inc.

Communication Services
-144
- 1.41%
$175.16 - $255.24 $25.2K - $36.8K
10.1K $2.45B
PLTR
Palantir Technologies Inc.

Technology
-12.4K
- 14.52%
$130.68 - $186.97 $1.62M - $2.31M
72.8K $13.3B
AAPL
Apple Inc.

Technology
-2.2K
- 2.16%
$202.38 - $256.87 $445K - $565K
99.7K $25.4B
Activity Summary
Buys All Purchases 129 New Holdings 30 Increased Positions 99 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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