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
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7K
+ 60.34%
$22.72 - $23.0 $159K - $161K
18.6K $424K
GWW
W.W. Grainger, Inc.

Industrials
37
+ 0.53%
$1023.06 - $1220.93 $37.9K - $45.2K
7.05K $7.44M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.45K
+ 31.81%
$106.33 - $110.69 $154K - $161K
6.01K $640K
CSCO
Cisco Systems, Inc.

Technology
532
+ 3.12%
$52.45 - $60.02 $27.9K - $31.9K
17.6K $1.04M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
126
+ 4.21%
$521.84 - $558.82 $65.8K - $70.4K
3.12K $1.68M
ETN
Eaton Corp PLC

Industrials
270
+ 2.82%
$326.96 - $377.52 $88.3K - $102K
9.83K $3.26M
WM
Waste Management Inc

Industrials
2.87K
+ 3.45%
$201.79 - $228.46 $579K - $656K
86.2K $17.4M
CHD
Church & Dwight CO Inc

Consumer Defensive
850
+ 0.94%
$99.11 - $112.25 $84.2K - $95.4K
91.2K $9.55M
WMT
Walmart Inc.

Consumer Defensive
435
+ 10.09%
$79.1 - $95.7 $34.4K - $41.6K
4.75K $428K
SRLN
Ssga Active Trust

ETFs
1.9K
+ 9.34%
$41.48 - $42.08 $78.8K - $80K
22.2K $927K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.93K
+ 4.92%
$25.0 - $25.11 $73.1K - $73.4K
62.4K $1.56M
VST
Vistra Corp.

Utilities
237
+ 14.01%
$115.74 - $166.61 $27.4K - $39.5K
1.93K $265K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.01K
+ 25.54%
$22.39 - $23.45 $67.5K - $70.7K
14.8K $340K
BMY
Bristol Myers Squibb CO

Healthcare
403
+ 7.68%
$51.92 - $59.94 $20.9K - $24.2K
5.65K $319K
ITOT
Ishares Core S&P Total U.S. St

ETFs
230
+ 4.06%
$124.26 - $134.12 $28.6K - $30.8K
5.89K $758K
MBB
Ishares Tr

ETFs
450
+ 17.5%
$91.26 - $95.82 $41.1K - $43.1K
3.02K $276K
WEC
Wec Energy Group, Inc.

Utilities
322
+ 6.1%
$92.94 - $101.82 $29.9K - $32.8K
5.6K $526K
FLRN
Spdr Bloomberg Investment Grad

ETFs
500
+ 1.33%
$30.67 - $30.84 $15.3K - $15.4K
38.1K $1.17M
MET
Metlife Inc

Financial Services
218
+ 1.24%
$78.15 - $88.25 $17K - $19.2K
17.8K $1.46M
TER
Teradyne, Inc

Technology
925
+ 6.77%
$102.58 - $133.62 $94.9K - $124K
14.6K $1.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.06K
+ 10.17%
$44.04 - $49.49 $46.8K - $52.6K
11.5K $507K
SPSB
Spdr Portfolio Short Term Corp

ETFs
283
+ 4.15%
$29.77 - $30.19 $8.42K - $8.54K
7.1K $212K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.19K
+ 9.14%
$27.88 - $30.51 $33.2K - $36.3K
14.2K $397K
Ferguson Enterprises Inc
1.97K
+ 46.24%
N/A
6.22K $0
VUSB
Vanguard Bd Index Fds
2.36K
+ 4.15%
N/A
59.2K $0
Ge Vernova Inc
15
+ 0.48%
N/A
3.15K $0
Linde PLC
115
+ 1.0%
N/A
11.6K $0
Canadian Pacific Kansas City
3.75K
+ 13.83%
N/A
30.9K $0
CEG
Constellation Energy Corp

Utilities
147
+ 12.83%
$224.28 - $285.52 $33K - $42K
1.29K $290K
MAA
Mid America Apartment Communities Inc.

Real Estate
75
+ 1.58%
$149.17 - $165.2 $11.2K - $12.4K
4.83K $746K
RRX
Regal Rexnord Corp

Industrials
500
+ 5.82%
$153.56 - $182.22 $76.8K - $91.1K
9.1K $1.41M
VNQ
Vanguard Specialized Funds Van

ETFs
62
+ 2.59%
$87.85 - $98.6 $5.45K - $6.11K
2.46K $218K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
322
+ 4.93%
$58.88 - $64.8 $19K - $20.9K
6.85K $403K
CAT
Caterpillar Inc

Industrials
35
+ 2.75%
$360.37 - $416.88 $12.6K - $14.6K
1.31K $473K
PFG
Principal Financial Group Inc

Financial Services
2
+ 0.06%
$74.91 - $91.26 $150 - $183
3.26K $252K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
30
+ 0.1%
$81.68 - $82.93 $2.45K - $2.49K
31.1K $2.55M
SYY
Sysco Corp

Consumer Defensive
60
+ 0.2%
$73.63 - $81.77 $4.42K - $4.91K
29.8K $2.28M
ABT
Abbott Laboratories

Healthcare
1.49K
+ 0.63%
$111.93 - $119.39 $167K - $178K
238K $26.9M
SHEL
Shell PLC

Energy
8
+ 0.06%
$60.63 - $70.23 $485 - $562
14.2K $888K
D
Dominion Energy, Inc

Utilities
23
+ 0.14%
$52.63 - $60.92 $1.21K - $1.4K
16K $862K
LQD
Ishares Iboxx $ Investment Gra

ETFs
125
+ 0.88%
$106.56 - $113.11 $13.3K - $14.1K
14.4K $1.54M
FNF
Fidelity National Financial, Inc.

Financial Services
200
+ 1.21%
$55.19 - $63.83 $11K - $12.8K
16.7K $936K
INTC
Intel Corp

Technology
444
+ 1.58%
$19.07 - $26.23 $8.47K - $11.6K
28.5K $571K
KLAC
Kla Corp

Technology
79
+ 7.63%
$614.46 - $829.55 $48.5K - $65.5K
1.12K $702K
VZ
Verizon Communications Inc

Communication Services
1.09K
+ 3.33%
$39.6 - $45.21 $43.3K - $49.4K
33.9K $1.36M
AFL
Aflac Inc

Financial Services
44
+ 0.23%
$100.37 - $115.27 $4.42K - $5.07K
18.9K $1.95M
PGR
Progressive Corp

Financial Services
55
+ 0.43%
$239.6 - $268.88 $13.2K - $14.8K
12.8K $3.06M
LMT
Lockheed Martin Corp

Industrials
44
+ 2.11%
$479.66 - $614.62 $21.1K - $27K
2.13K $1.04M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.23K
+ 2.85%
$40.06 - $45.21 $89.3K - $101K
80.4K $3.27M
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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