Chesley Taft & Associates LLC Incresed Positions in Q4 2024

Chesley Taft & Associates LLC

  • $2.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
421
+ 0.17%
$180.88 - $232.93 $76.2K - $98.1K
254K $55.7M
BDX
Becton Dickinson & CO

Healthcare
31.7K
+ 1083.0%
$220.02 - $243.75 $6.98M - $7.73M
34.7K $7.86M
AXP
American Express CO

Financial Services
14.1K
+ 15.25%
$267.35 - $305.57 $3.77M - $4.31M
107K $31.6M
NVDA
Nvidia Corp

Technology
2.22K
+ 0.47%
$117.0 - $148.88 $259K - $330K
473K $63.5M
WFC
Wells Fargo & Company

Financial Services
53.8K
+ 37.84%
$54.98 - $77.35 $2.96M - $4.16M
196K $13.8M
NFLX
Netflix Inc

Communication Services
5.46K
+ 136.85%
$687.65 - $936.56 $3.76M - $5.12M
9.46K $8.43M
CRM
Salesforce, Inc.

Technology
206
+ 0.43%
$270.87 - $367.87 $55.8K - $75.8K
47.6K $15.9M
GOOGL
Alphabet Inc.

Communication Services
574
+ 0.48%
$161.86 - $196.66 $92.9K - $113K
121K $22.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
48.1K
+ 284.36%
$50.02 - $51.24 $2.41M - $2.46M
65K $3.26M
PANW
Palo Alto Networks Inc

Technology
92.4K
+ 100.44%
$181.96 - $405.9 $16.8M - $37.5M
184K $33.5M
AMP
Ameriprise Financial Inc

Financial Services
2.99K
+ 48.52%
$473.15 - $574.01 $1.42M - $1.72M
9.16K $4.88M
CDNS
Cadence Design Systems Inc

Technology
5.74K
+ 204.63%
$249.1 - $324.54 $1.43M - $1.86M
8.55K $2.57M
C
Citigroup Inc

Financial Services
20.2K
+ 40.49%
$61.31 - $72.5 $1.24M - $1.46M
69.9K $4.92M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
22.1K
+ 3.34%
$61.68 - $67.87 $1.36M - $1.5M
683K $42.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
26.9K
+ 29.8%
$50.67 - $50.9 $1.36M - $1.37M
117K $5.94M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.35K
+ 7.02%
$152.04 - $211.12 $205K - $285K
20.6K $4.18M
AZO
Autozone Inc

Consumer Cyclical
246
+ 4.43%
$2981.19 - $3370.27 $733K - $829K
5.81K $18.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
22.3K
+ 27.89%
$49.79 - $51.14 $1.11M - $1.14M
102K $5.12M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
19K
+ 15.22%
$50.73 - $51.08 $963K - $969K
144K $7.31M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
8.98K
+ 76.99%
$100.24 - $101.35 $900K - $910K
20.6K $2.08M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.7K
+ 34.81%
$71.75 - $75.11 $981K - $1.03M
53K $3.81M
SUB
Ishares Short Term National Mu

ETFs
7.49K
+ 17.54%
$104.94 - $106.2 $786K - $795K
50.2K $5.3M
NOW
Service Now, Inc.

Technology
45
+ 1.13%
$867.18 - $1148.42 $39K - $51.7K
4.01K $4.25M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
27.4K
+ 70.66%
$23.88 - $24.32 $654K - $666K
66.1K $1.58M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.9K
+ 2.97%
$113.92 - $127.38 $1.24M - $1.38M
377K $43.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
15.6K
+ 25.69%
$44.87 - $46.86 $699K - $730K
76.2K $3.42M
ICSH
Blackrock Ultra Short Term Bon

ETFs
11.5K
+ 48.48%
$50.35 - $50.69 $578K - $582K
35.1K $1.77M
GLD
Spdr Gold Trust

ETFs
2.76K
+ 2.61%
$236.59 - $257.5 $653K - $710K
108K $26.2M
IBM
International Business Machines Corp

Technology
2.34K
+ 12.9%
$204.9 - $238.04 $479K - $556K
20.5K $4.5M
ET
Energy Transfer LP

Energy
15K
+ 28.52%
$16.05 - $19.86 $241K - $298K
67.6K $1.32M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
20.6K
+ 38.43%
$22.71 - $23.47 $468K - $483K
74.2K $1.69M
VB
Vanguard Small Cap ETF

ETFs
1.35K
+ 3.98%
$233.76 - $261.58 $316K - $354K
35.3K $8.49M
SJNK
Spdr Bloomberg Short Term High

ETFs
16.8K
+ 201.2%
$25.09 - $25.69 $422K - $432K
25.2K $635K
TMUS
T Mobile Us, Inc.

Communication Services
51
+ 0.19%
$206.1 - $246.94 $10.5K - $12.6K
26.9K $5.94M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
16.7K
+ 24.55%
N/A
84.8K $2.01M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8K
+ 14.86%
$50.37 - $50.6 $403K - $405K
61.8K $3.11M
CPRT
Copart Inc

Consumer Cyclical
4.99K
+ 30.83%
$51.36 - $63.8 $256K - $318K
21.2K $1.21M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
15.8K
+ 30.3%
$24.82 - $25.48 $392K - $403K
68K $1.69M
PM
Philip Morris International Inc.

Consumer Defensive
2.84K
+ 79.06%
$118.38 - $133.06 $336K - $378K
6.43K $773K
ADP
Automatic Data Processing Inc

Industrials
116
+ 0.66%
$280.08 - $307.97 $32.5K - $35.7K
17.6K $5.16M
SLV
I Shares Silver Trust

ETFs
17K
+ 25.26%
$26.33 - $31.74 $448K - $540K
84.3K $2.22M
ARES
Ares Management Corp

Financial Services
60
+ 0.43%
$153.38 - $183.7 $9.2K - $11K
14K $2.48M
IBDV
Ishares Tr

Technology
13.6K
+ 34.43%
$21.24 - $22.15 $289K - $301K
53.1K $1.13M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6K
+ 14.65%
$48.33 - $49.08 $290K - $294K
46.9K $2.27M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
13.2K
+ 60.0%
$20.28 - $21.2 $268K - $280K
35.2K $716K
EPD
Enterprise Products Partners L.P.

Energy
6.6K
+ 50.77%
$28.66 - $34.43 $189K - $227K
19.6K $614K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
47.1K
+ 239.99%
$22.01 - $66.82 $1.04M - $3.15M
66.7K $1.51M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.35K
+ 18.36%
$94.43 - $105.47 $128K - $143K
8.72K $884K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.07K
+ 22.72%
$183.23 - $199.79 $195K - $213K
5.75K $1.06M
Activity Summary
Buys All Purchases 133 New Holdings 16 Increased Positions 117 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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