Chatterton & Associates Inc. New Holdings in Q4 2025

Chatterton & Associates Inc.

  • $117 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
3.37K
New
$148.9 - $157.72 $502K - $532K
3.37K $514M
PG
Procter & Gamble CO

Consumer Defensive
3.56K
New
$145.5 - $153.18 $519K - $546K
3.56K $511M
SHV
Ishares Tr

ETFs
4.51K
New
$110.15 - $110.49 $497K - $498K
4.51K $497M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
17.4K
New
$23.04 - $23.36 $402K - $408K
17.4K $402M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
4.29K
New
N/A
4.29K $385M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
570
New
$600.51 - $631.95 $342K - $360K
570 $357M
META
Meta Platforms, Inc.

Communication Services
520
New
$609.01 - $751.67 $317K - $391K
520 $343M
EFG
Msci Eafe Growth ETF

ETFs
2.97K
New
$112.91 - $117.61 $335K - $349K
2.97K $338M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.33K
New
$102.37 - $105.36 $340K - $350K
3.33K $338M
DGRO
Ishares Core Dividend Growth E

ETFs
4.65K
New
$66.93 - $69.17 $311K - $322K
4.65K $323M
DIS
Walt Disney CO

Communication Services
2.49K
New
$105.69 - $116.65 $263K - $290K
2.49K $283M
Blackrock ETF Trust Ii
8.04K
New
N/A
8.04K $280M
XLE
Energy Sector Spdr

ETFs
6.19K
New
$85.22 - $92.02 $527K - $569K
6.19K $277M
MEAR
Blackrock Short Maturity Munic

ETFs
5.49K
New
$50.31 - $50.47 $276K - $277K
5.49K $276M
GOOG
Alphabet Inc.

Communication Services
857
New
$237.49 - $291.74 $204K - $250K
857 $269M
AMGN
Amgen Inc

Healthcare
774
New
$290.13 - $341.71 $225K - $264K
774 $253M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.55K
New
$98.1 - $103.73 $250K - $264K
2.55K $251M
XLK
Technology Sector Spdr

ETFs
1.73K
New
$278.39 - $304.13 $482K - $526K
1.73K $249M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.3K
New
$56.0 - $57.6 $241K - $248K
4.3K $246M
SUB
Ishares Short Term National Mu

ETFs
2.29K
New
$106.22 - $106.81 $244K - $245K
2.29K $245M
ROK
Rockwell Automation, Inc

Industrials
627
New
$333.75 - $394.54 $209K - $247K
627 $244M
DVY
Ishares Tr

ETFs
1.72K
New
$138.1 - $143.11 $237K - $246K
1.72K $243M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.12K
New
$67.07 - $73.01 $209K - $228K
3.12K $227M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
495
New
$402.9 - $437.15 $199K - $216K
495 $224M
HEQT
Simplify Exchange Traded Fds H
6.92K
New
$30.98 - $31.88 $214K - $220K
6.92K $222M
IYW
Ishares Dj Us Tech ETF

ETFs
1.1K
New
$192.8 - $211.27 $212K - $233K
1.1K $220M
Ge Vernova LLC
336
New
N/A
336 $220M
INMU
Blackrock ETF Tr Ii Intermedia
9.12K
New
$23.85 - $24.16 $217K - $220K
9.12K $219M
OEF
Ishares S&P 100 ETF

ETFs
628
New
N/A
628 $215M
JPM
Jpmorgan Chase & CO

Financial Services
663
New
$294.11 - $320.41 $195K - $212K
663 $214M
Blackrock ETF Trust Ii
4.23K
New
N/A
4.23K $213M
COST
Costco Wholesale Corp

Consumer Defensive
242
New
$910.94 - $954.99 $220K - $231K
242 $209M
DAL
Delta Air Lines, Inc.

Industrials
2.9K
New
$55.65 - $62.32 $161K - $181K
2.9K $201M
Activity Summary
Buys All Purchases 84 New Holdings 84 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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