Chatterton & Associates Inc. Purchases in Q4 2025

Chatterton & Associates Inc.

  • $117 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
95.1K
New
$76.32 - $86.69 $7.25M - $8.24M
95.1K $8.11B
SPYG
Spdr Portfolio

ETFs
61.5K
New
$102.4 - $109.39 $6.3M - $6.73M
61.5K $6.57B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
77.9K
New
$57.9 - $61.26 $4.51M - $4.77M
77.9K $4.74B
IVE
Ishares S&P 500 Value ETF

ETFs
21.9K
New
$202.52 - $212.07 $4.44M - $4.65M
21.9K $4.65B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
56.9K
New
$76.84 - $80.86 $4.38M - $4.6M
56.9K $4.57B
GLD
Spdr Gold Trust

ETFs
10.6K
New
$354.79 - $403.15 $3.75M - $4.26M
10.6K $4.19B
IVW
Ishares S&P 500 Growth ETF

ETFs
33.1K
New
$118.29 - $126.28 $3.91M - $4.18M
33.1K $4.08B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
171K
New
$23.37 - $23.7 $4M - $4.05M
171K $4B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
39.3K
New
$100.37 - $100.72 $3.94M - $3.96M
39.3K $3.94B
XLG
Invesco Exchange Traded Fd Tr

ETFs
59K
New
$56.5 - $60.52 $3.33M - $3.57M
59K $3.5B
EFV
Msci Eafe Value ETF

ETFs
45K
New
$66.73 - $70.99 $3M - $3.19M
45K $3.21B
XTEN
Bondbloxx ETF Tr Bloomberg 10
68.4K
New
N/A
68.4K $3.16B
KLAC
Kla Corp

Technology
2.21K
New
$982.75 - $1235.28 $2.17M - $2.73M
2.21K $2.69B
MBB
Ishares Tr

ETFs
27.1K
New
$94.9 - $96.23 $2.57M - $2.6M
27.1K $2.58B
IEMG
Ishares Inc

ETFs
33.4K
New
N/A
33.4K $2.25B
PWZ
Invesco California Amt Free Mu

ETFs
92.4K
New
$23.96 - $24.35 $2.21M - $2.25M
92.4K $2.23B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
44.3K
New
$48.64 - $48.99 $2.16M - $2.17M
44.3K $2.16B
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.98K
New
$191.01 - $199.18 $1.91M - $1.99M
9.98K $1.98B
Blackrock ETF Trust Ii
37.1K
New
N/A
37.1K $1.96B
IVV
Ishares Core S&P 500 ETF

ETFs
2.75K
New
$656.2 - $690.71 $1.8M - $1.9M
2.75K $1.88B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.68K
New
$653.02 - $687.39 $1.75M - $1.84M
2.68K $1.82B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
15K
New
$117.68 - $124.18 $1.76M - $1.86M
15K $1.79B
Blackrock ETF Trust
52K
New
N/A
52K $1.73B
Blackrock ETF Trust
44.4K
New
N/A
44.4K $1.71B
AVEM
American Centy ETF Tr Avantis

ETFs
21.9K
New
$73.09 - $78.36 $1.6M - $1.72M
21.9K $1.69B
MUB
Ishares National Muni Bond ETF

ETFs
15.3K
New
$106.36 - $107.61 $1.63M - $1.65M
15.3K $1.64B
MSFT
Microsoft Corp

Technology
3.39K
New
$496.82 - $542.07 $1.68M - $1.84M
3.39K $1.64B
BA
Boeing CO

Industrials
7.15K
New
$191.81 - $225.32 $1.37M - $1.61M
7.15K $1.55B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
31K
New
$51.27 - $51.8 $1.59M - $1.61M
31K $1.55B
SELV
Sei Exchange Traded Fds Enhanc

ETFs
46.6K
New
$30.99 - $31.88 $1.44M - $1.49M
46.6K $1.51B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
12.6K
New
$117.88 - $120.77 $1.48M - $1.52M
12.6K $1.49B
AAPL
Apple Inc.

Technology
4.88K
New
$245.27 - $275.25 $1.2M - $1.34M
4.88K $1.33B
NOC
Northrop Grumman Corp

Industrials
2.1K
New
$558.0 - $637.95 $1.17M - $1.34M
2.1K $1.2B
GOOGL
Alphabet Inc.

Communication Services
3.17K
New
$236.57 - $291.31 $751K - $925K
3.17K $993M
NVDA
Nvidia Corp

Technology
5.14K
New
$179.83 - $207.04 $924K - $1.06M
5.14K $958M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.04K
New
$92.34 - $95.43 $835K - $863K
9.04K $851M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.49K
New
$475.68 - $513.11 $709K - $765K
1.49K $749M
AMZN
Amazon Com Inc

Consumer Cyclical
3.17K
New
$213.04 - $254.0 $676K - $806K
3.17K $732M
EMB
Ishares Tr

ETFs
7.38K
New
$94.63 - $97.03 $699K - $716K
7.38K $711M
GE
General Electric CO

Industrials
2.02K
New
$291.49 - $314.28 $589K - $635K
2.02K $622M
Global X Fds
9.5K
New
N/A
9.5K $616M
XOM
Exxon Mobil Corp

Energy
4.85K
New
$110.64 - $119.78 $537K - $581K
4.85K $584M
IBM
International Business Machines Corp

Technology
1.95K
New
$275.97 - $314.98 $538K - $614K
1.95K $577M
QQQ
Invesco Qqq Trust, Series 1

ETFs
935
New
$589.5 - $635.77 $551K - $594K
935 $574M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
3.75K
New
$142.82 - $150.36 $536K - $564K
3.75K $559M
AVGO
Broadcom Inc.

Technology
1.61K
New
$324.63 - $385.98 $522K - $621K
1.61K $557M
HDV
Ishares Core High Dividend ETF

ETFs
4.49K
New
$118.22 - $122.79 $531K - $551K
4.49K $546M
LLY
Eli Lilly & CO

Healthcare
488
New
$799.57 - $1025.28 $390K - $500K
488 $524M
TSLA
Tesla, Inc.

Consumer Cyclical
1.15K
New
$401.99 - $468.37 $464K - $540K
1.15K $519M
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
Track This Portfolio

Track Chatterton & Associates Inc. Portfolio

Follow Chatterton & Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chatterton & Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Chatterton & Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email