Chesley Taft & Associates LLC Purchases in Q2 2025

Chesley Taft & Associates LLC

  • $2.22 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
52.6K
+ 20.64%
$167.32 - $223.3 $8.81M - $11.8M
308K $67.5M
UBER
Uber Technologies, Inc

Technology
134K
+ 4529.1%
$64.62 - $93.3 $8.65M - $12.5M
137K $12.8M
AXP
American Express CO

Financial Services
129
+ 0.12%
$231.39 - $318.98 $29.8K - $41.1K
105K $33.6M
DIS
Walt Disney CO

Communication Services
2.51K
+ 1.36%
$81.72 - $124.01 $205K - $312K
188K $23.3M
RTX
Raytheon Technologies Corp

Industrials
21.7K
+ 24.83%
$113.75 - $148.48 $2.47M - $3.23M
109K $16M
NFLX
Netflix Inc

Communication Services
96
+ 0.95%
$855.86 - $1339.13 $82.2K - $129K
10.2K $13.7M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
66.4K
+ 87.35%
$48.46 - $50.2 $3.22M - $3.34M
143K $7.07M
CBOE
Cboe Global Markets, Inc.

Financial Services
13.7K
+ 108.43%
$205.81 - $234.23 $2.81M - $3.2M
26.3K $6.13M
NOW
Service Now, Inc.

Technology
1.88K
+ 42.02%
$721.65 - $1040.18 $1.35M - $1.95M
6.34K $6.52M
WFC
Wells Fargo & Company

Financial Services
12.2K
+ 5.82%
$60.98 - $80.12 $742K - $974K
221K $17.7M
C
Citigroup Inc

Financial Services
11.8K
+ 10.31%
$58.13 - $85.12 $688K - $1.01M
127K $10.8M
WELL
Welltower Inc.

Real Estate
16.3K
New
$136.49 - $155.22 $2.22M - $2.53M
16.3K $2.5M
VEA
Vanguard Ftse Developed Market

ETFs
12.4K
+ 4.96%
$45.65 - $57.01 $565K - $705K
262K $14.9M
GLD
Spdr Gold Trust

ETFs
613
+ 0.57%
$273.71 - $316.29 $168K - $194K
108K $33M
VEU
Vanguard Ftse All World Ex Us

ETFs
6.77K
+ 2.86%
$54.19 - $67.22 $367K - $455K
244K $16.4M
IVV
Ishares Core S&P 500 ETF

ETFs
347
+ 1.29%
$498.8 - $620.9 $173K - $215K
27.3K $17M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
31.6K
+ 23.77%
$50.52 - $50.92 $1.59M - $1.61M
164K $8.36M
SUB
Ishares Short Term National Mu

ETFs
9.22K
+ 16.52%
$104.77 - $106.34 $966K - $981K
65K $6.92M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11.7K
+ 106.78%
$62.73 - $78.42 $732K - $916K
22.6K $1.75M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20.9K
+ 19.32%
$48.13 - $49.85 $1M - $1.04M
129K $6.32M
ETN
Eaton Corp PLC

Industrials
77
+ 0.77%
$246.52 - $356.99 $19K - $27.5K
10.1K $3.59M
EMR
Emerson Electric CO

Industrials
700
+ 2.21%
$94.15 - $133.33 $65.9K - $93.3K
32.4K $4.32M
CDNS
Cadence Design Systems Inc

Technology
333
+ 2.42%
$231.64 - $323.08 $77.1K - $108K
14.1K $4.35M
CM
Canadian Imperial Bank Of Commerce

Financial Services
9.06K
+ 106.03%
$54.6 - $70.83 $495K - $642K
17.6K $1.25M
VO
Vanguard Mid Cap ETF

ETFs
309
+ 1.07%
$228.54 - $279.83 $70.6K - $86.5K
29.1K $8.13M
GE
General Electric CO

Industrials
33
+ 0.26%
$166.81 - $257.39 $5.5K - $8.49K
12.7K $3.28M
KO
Coca Cola CO

Consumer Defensive
12.3K
+ 4.59%
$68.37 - $73.9 $841K - $909K
280K $19.8M
VB
Vanguard Small Cap ETF

ETFs
182
+ 0.52%
$193.73 - $237.37 $35.3K - $43.2K
35.3K $8.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.9K
+ 15.58%
$50.36 - $50.68 $551K - $555K
81.2K $4.11M
FSLR
First Solar, Inc.

Technology
327
+ 2.55%
$120.38 - $192.98 $39.4K - $63.1K
13.2K $2.18M
CTVA
Corteva, Inc.

Basic Materials
2.1K
+ 6.28%
$55.52 - $74.53 $117K - $157K
35.5K $2.65M
TDG
Trans Digm Group Inc

Industrials
98
+ 3.66%
$1231.75 - $1520.64 $121K - $149K
2.77K $4.22M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
19.3K
+ 203.16%
$24.31 - $25.29 $469K - $488K
28.8K $728K
HQY
Healthequity, Inc.

Healthcare
2.42K
+ 19.2%
$76.77 - $113.06 $186K - $274K
15K $1.58M
IWF
Ishares Russell 1000 Gr ETF

ETFs
156
+ 2.46%
$320.42 - $421.7 $50K - $65.8K
6.51K $2.74M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
492
+ 16.46%
$456.74 - $568.03 $225K - $279K
3.48K $1.98M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
19K
+ 22.02%
N/A
105K $2.49M
IEFA
Ishares Tr

ETFs
952
+ 2.02%
$67.83 - $84.09 $64.6K - $80.1K
48K $4.01M
INTU
Intuit Inc

Technology
4
+ 0.17%
$544.07 - $787.63 $2.18K - $3.15K
2.36K $1.86M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.7K
+ 4.98%
$50.1 - $51.02 $386K - $393K
162K $8.28M
SCHW
Schwab Charles Corp

Financial Services
750
+ 3.28%
$69.06 - $91.24 $51.8K - $68.4K
23.6K $2.16M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.8K
+ 19.47%
$23.96 - $24.27 $331K - $335K
84.7K $2.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.91K
+ 12.15%
$39.89 - $49.46 $156K - $193K
36K $1.78M
FLEX
Flex Ltd.

Technology
6.45K
New
$26.68 - $50.09 $172K - $323K
6.45K $321K
KLAC
Kla Corp

Technology
74
+ 6.32%
$576.53 - $902.94 $42.7K - $66.8K
1.24K $1.11M
BWA
Borgwarner Inc

Consumer Cyclical
9.11K
New
$24.84 - $33.92 $226K - $309K
9.11K $305K
JBL
Jabil Inc

Technology
1.37K
New
$116.88 - $218.1 $160K - $299K
1.37K $299K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.2K
New
$17.76 - $22.1 $235K - $292K
13.2K $292K
IP
International Paper CO

Consumer Cyclical
7.19K
+ 91.69%
$43.89 - $54.46 $315K - $391K
15K $703K
Activity Summary
Buys All Purchases 139 New Holdings 16 Increased Positions 123 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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