Chesley Taft & Associates LLC Purchases in Q1 2025

Chesley Taft & Associates LLC

  • $2.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
129K
+ 3779.71%
$65.37 - $77.96 $8.4M - $10M
132K $9.7M
BDX
Becton Dickinson & CO

Healthcare
33.9K
+ 97.69%
$222.79 - $249.08 $7.54M - $8.43M
68.5K $15.7M
AZO
Autozone Inc

Consumer Cyclical
164
+ 2.83%
$3193.96 - $3828.11 $524K - $628K
5.97K $22.8M
C
Citigroup Inc

Financial Services
44.8K
+ 64.12%
$67.23 - $84.63 $3.01M - $3.79M
115K $8.15M
PGR
Progressive Corp

Financial Services
5.67K
+ 44.32%
$235.61 - $291.22 $1.34M - $1.65M
18.5K $5.22M
IXUS
Ishares Tr

ETFs
3.62K
+ 0.84%
$65.06 - $72.31 $236K - $262K
436K $30.7M
VEA
Vanguard Ftse Developed Market

ETFs
23.7K
+ 10.49%
$47.4 - $52.99 $1.12M - $1.25M
249K $12.8M
LLY
Eli Lilly & CO

Healthcare
712
+ 3.19%
$725.72 - $929.72 $517K - $662K
23K $19M
RTX
Raytheon Technologies Corp

Industrials
2.73K
+ 3.21%
$114.1 - $135.66 $311K - $370K
87.6K $11.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
69.4K
New
$24.91 - $29.02 $1.73M - $2.01M
69.4K $1.74M
XOM
Exxon Mobil Corp

Energy
555
+ 0.45%
$105.44 - $118.93 $58.5K - $66K
124K $14.7M
WFC
Wells Fargo & Company

Financial Services
13K
+ 6.64%
$66.78 - $81.42 $869K - $1.06M
209K $15M
JPM
Jpmorgan Chase & CO

Financial Services
810
+ 0.47%
$225.19 - $279.95 $182K - $227K
171K $42M
AMGN
Amgen Inc

Healthcare
502
+ 2.6%
$258.59 - $327.36 $130K - $164K
19.8K $6.17M
NFLX
Netflix Inc

Communication Services
677
+ 7.16%
$828.4 - $1058.6 $561K - $717K
10.1K $9.45M
CVX
Chevron Corp

Energy
1.14K
+ 3.15%
$146.71 - $167.97 $167K - $191K
37.2K $6.22M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.45K
+ 1.16%
$74.85 - $84.89 $108K - $123K
126K $10.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.6K
+ 178.95%
$42.5 - $46.71 $876K - $963K
32.1K $1.46M
CDNS
Cadence Design Systems Inc

Technology
5.22K
+ 61.14%
$233.96 - $324.52 $1.22M - $1.7M
13.8K $3.5M
NEM
Newmont Corp

Basic Materials
18.6K
New
$37.79 - $48.39 $703K - $900K
18.6K $898K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.25K
+ 45.46%
$442.66 - $534.52 $555K - $670K
4.01K $2.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
15.6K
+ 13.32%
$50.72 - $50.92 $791K - $794K
133K $6.74M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
10.9K
New
$63.07 - $73.5 $690K - $804K
10.9K $776K
ABBV
Abb Vie Inc.

Healthcare
575
+ 2.84%
$169.2 - $216.66 $97.3K - $125K
20.8K $4.37M
ILCV
Ishares Morningstar Value ETF

ETFs
8.74K
New
$79.37 - $85.24 $694K - $745K
8.74K $704K
IBM
International Business Machines Corp

Technology
45
+ 0.22%
$217.4 - $264.74 $9.78K - $11.9K
20.5K $5.1M
SUB
Ishares Short Term National Mu

ETFs
5.63K
+ 11.2%
$105.3 - $106.24 $592K - $598K
55.8K $5.89M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
10.9K
+ 7.59%
$50.87 - $51.09 $554K - $557K
155K $7.89M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
11K
+ 16.99%
$49.69 - $50.76 $549K - $561K
76.1K $3.79M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.35K
+ 17.79%
$48.43 - $49.86 $404K - $416K
55.3K $2.76M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.4K
+ 13.58%
$50.39 - $50.66 $423K - $425K
70.2K $3.55M
SLV
I Shares Silver Trust

ETFs
1.35K
+ 1.6%
$26.93 - $31.32 $36.4K - $42.3K
85.7K $2.65M
CRBG
Corebridge Financial, Inc.

Financial Services
13.8K
New
$29.61 - $34.68 $409K - $479K
13.8K $433K
GE
General Electric CO

Industrials
47
+ 0.37%
$168.59 - $212.13 $7.92K - $9.97K
12.7K $2.54M
ADP
Automatic Data Processing Inc

Industrials
641
+ 3.64%
$286.85 - $318.64 $184K - $204K
18.3K $5.58M
IP
International Paper CO

Consumer Cyclical
7.84K
New
$49.38 - $60.09 $387K - $471K
7.84K $418K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.07K
+ 10.59%
$44.41 - $45.98 $358K - $371K
84.3K $3.84M
CPRT
Copart Inc

Consumer Cyclical
7.34K
+ 34.72%
$52.3 - $59.83 $384K - $439K
28.5K $1.61M
AON
Aon PLC

Financial Services
650
+ 18.99%
$348.44 - $409.32 $226K - $266K
4.07K $1.63M
CBOE
Cboe Global Markets, Inc.

Financial Services
27
+ 0.21%
$190.84 - $226.29 $5.15K - $6.11K
12.6K $2.85M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
18.1K
+ 51.42%
$20.1 - $20.8 $364K - $376K
53.3K $1.11M
TDG
Trans Digm Group Inc

Industrials
52
+ 1.98%
$1251.32 - $1394.11 $65.1K - $72.5K
2.68K $3.7M
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.1K
New
$23.16 - $27.04 $349K - $407K
15.1K $353K
UHS
Universal Health Services Inc

Healthcare
1.87K
New
$163.99 - $193.27 $307K - $361K
1.87K $351K
SCHV
Schwab Strategic Tr Us Large C

ETFs
13.3K
New
$25.77 - $27.6 $344K - $368K
13.3K $350K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.6K
New
$22.11 - $22.43 $345K - $350K
15.6K $349K
SCHC
Schwab Strategic Tr Intl Small

ETFs
9.59K
New
$33.57 - $37.22 $322K - $357K
9.59K $346K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.31K
+ 6.25%
$71.17 - $73.66 $236K - $244K
56.3K $4.13M
TSCO
Tractor Supply CO

Consumer Cyclical
1.25K
+ 1.07%
$51.66 - $57.94 $64.3K - $72.1K
118K $6.49M
Activity Summary
Buys All Purchases 146 New Holdings 19 Increased Positions 127 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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