Chesley Taft & Associates LLC Sells in Q1 2025

Chesley Taft & Associates LLC

  • $2.05 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
-1.4K
- 46.76%
$123.25 - $162.53 $173K - $228K
1.59K $250K
VRT
Vertiv Holdings CO

Industrials
-1.67K
- 15.97%
N/A
8.78K $760K
IXC
Ishares Tr Global Energy ETF

ETFs
-5.48K
- 22.25%
$38.48 - $42.16 $211K - $231K
19.1K $799K
OLED
Universal Display Corp Pa

Technology
-950
- 32.2%
$139.48 - $161.59 $133K - $154K
2K $290K
APO
Apollo Global Management, Inc.

Financial Services
-55
- 1.2%
$126.01 - $172.06 $6.93K - $9.46K
4.55K $622K
IWV
Ishares Russell 3000 ETF

ETFs
-135
- 2.98%
$313.1 - $349.83 $42.3K - $47.2K
4.39K $1.39M
SYY
Sysco Corp

Consumer Defensive
-1.09K
- 3.65%
$70.0 - $77.13 $76.3K - $84.1K
28.7K $2.16M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.7K
- 3.27%
$95.85 - $99.25 $258K - $267K
79.7K $7.87M
CAT
Caterpillar Inc

Industrials
-219
- 16.77%
$326.75 - $407.63 $71.6K - $89.3K
1.09K $358K
VBR
Vanguard Small Cap Value ETF

ETFs
-300
- 7.64%
$183.02 - $207.75 $54.9K - $62.3K
3.63K $673K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-125
- 2.07%
$61.31 - $83.44 $7.66K - $10.4K
5.93K $364K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-66
- 4.29%
$468.34 - $539.52 $30.9K - $35.6K
1.47K $689K
RE
Everest Re Group LTD

Financial Services
-255
- 12.58%
N/A
1.77K $656K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-200
- 16.67%
$408.78 - $448.82 $81.8K - $89.8K
1K $419K
INTU
Intuit Inc

Technology
-85
- 3.48%
$555.63 - $630.23 $47.2K - $53.6K
2.36K $1.45M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-3.69K
- 24.9%
$22.25 - $23.0 $82.1K - $84.8K
11.1K $255K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-3.6K
- 27.27%
$23.29 - $23.38 $83.8K - $84.2K
9.6K $224K
IEF
Ishares Barclays

ETFs
-950
- 18.1%
$91.17 - $95.39 $86.6K - $90.6K
4.3K $408K
OMC
Omnicom Group Inc.

Communication Services
-50
- 0.22%
$79.43 - $88.34 $3.97K - $4.42K
23.1K $1.92M
LAMR
Lamar Advertising CO

Real Estate
-100
- 1.3%
$110.65 - $132.9 $11.1K - $13.3K
7.62K $867K
NVO
Novo Nordisk A S

Healthcare
-34
- 0.95%
$69.3 - $90.95 $2.36K - $3.09K
3.56K $247K
IBB
Ishares Biotechnology ETF

ETFs
-85
- 0.32%
$127.9 - $140.56 $10.9K - $11.9K
26.6K $3.47M
HBAN
Huntington Bancshares Inc

Financial Services
-2.3K
- 10.86%
$14.28 - $17.39 $32.8K - $40K
18.9K $283K
GLW
Corning Inc

Technology
-775
- 5.57%
$44.91 - $54.25 $34.8K - $42K
13.1K $601K
MBB
Ishares Tr

ETFs
-580
- 19.2%
$90.37 - $94.08 $52.4K - $54.6K
2.44K $228K
BMY
Bristol Myers Squibb CO

Healthcare
-902
- 15.96%
$53.9 - $63.11 $48.6K - $56.9K
4.75K $289K
LHX
L3 Harris Technologies, Inc.

Industrials
-130
- 4.64%
$194.65 - $222.86 $25.3K - $29K
2.67K $559K
TJX
Tjx Companies Inc

Consumer Cyclical
-565
- 1.34%
$112.81 - $126.16 $63.7K - $71.3K
41.8K $5.09M
WEC
Wec Energy Group, Inc.

Utilities
-989
- 17.65%
$92.12 - $108.98 $91.1K - $108K
4.61K $502K
EMN
Eastman Chemical CO

Basic Materials
-100
- 2.66%
$87.05 - $103.47 $8.71K - $10.3K
3.67K $322K
KHC
Kraft Heinz CO

Consumer Defensive
-198
- 0.42%
$28.51 - $32.22 $5.64K - $6.38K
47.2K $1.44M
VNQ
Vanguard Specialized Funds Van

ETFs
-200
- 8.15%
$85.55 - $94.34 $17.1K - $18.9K
2.26K $202K
HYD
Vaneck High Yield Muni ETF

ETFs
-125
- 1.34%
$50.79 - $52.53 $6.35K - $6.57K
9.2K $469K
EEM
Ishares Msci Emerging Markets

ETFs
-793
- 7.54%
$40.81 - $45.34 $32.4K - $36K
9.73K $425K
NRG
Nrg Energy, Inc.

Utilities
-385
- 8.11%
$84.82 - $113.33 $32.7K - $43.6K
4.36K $416K
SNA
Snap On Inc

Industrials
-15
- 0.56%
$324.09 - $358.62 $4.86K - $5.38K
2.67K $898K
IEMG
Ishares Inc

ETFs
-150
- 0.51%
N/A
29.5K $1.58M
GD
General Dynamics Corp

Industrials
-46
- 3.88%
$241.94 - $272.58 $11.1K - $12.5K
1.14K $310K
Blackrock Inc
-265
- 5.68%
N/A
4.4K $0
Linde PLC
-678
- 5.85%
N/A
10.9K $0
Veralto Corp
-482
- 13.44%
N/A
3.1K $0
Ferguson Enterprises Inc
-529
- 8.51%
N/A
5.69K $0
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-827
- 1.1%
$51.52 - $52.37 $42.6K - $43.3K
74.7K $3.91M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-797
- 1.28%
$50.82 - $52.7 $40.5K - $42K
61.5K $3.22M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-127
- 1.85%
$58.01 - $64.46 $7.37K - $8.19K
6.72K $420K
SR
Spire Inc

Utilities
-390
- 8.51%
$65.62 - $78.25 $25.6K - $30.5K
4.2K $328K
KMB
Kimberly Clark Corp

Consumer Defensive
-25
- 1.28%
$124.46 - $147.4 $3.11K - $3.69K
1.92K $273K
ALL
Allstate Corp

Financial Services
-132
- 4.2%
$180.99 - $210.18 $23.9K - $27.7K
3.01K $623K
PG
Procter & Gamble CO

Consumer Defensive
-562
- 1.27%
$158.56 - $176.26 $89.1K - $99.1K
43.5K $7.42M
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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