Chesley Taft & Associates LLC Purchases in Q3 2025

Chesley Taft & Associates LLC

  • $2.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.36K
+ 1.54%
$202.38 - $256.87 $882K - $1.12M
287K $73M
COF
Capital One Financial Corp

Financial Services
70.7K
New
$207.29 - $229.74 $14.7M - $16.2M
70.7K $15M
ORCL
Oracle Corp

Technology
3.98K
+ 2.34%
$218.96 - $328.33 $871K - $1.31M
174K $48.9M
UBER
Uber Technologies, Inc

Technology
104K
+ 75.87%
$86.91 - $99.57 $9.02M - $10.3M
241K $23.6M
GOOGL
Alphabet Inc.

Communication Services
3.54K
+ 3.48%
$174.36 - $254.72 $617K - $902K
105K $25.6M
IXUS
Ishares Tr

ETFs
23.6K
+ 5.53%
$76.35 - $82.58 $1.8M - $1.95M
451K $37.2M
BX
Blackstone Inc.

Financial Services
7.93K
+ 9.34%
$152.77 - $188.68 $1.21M - $1.5M
92.8K $15.8M
VEA
Vanguard Ftse Developed Market

ETFs
29K
+ 11.08%
$56.02 - $60.3 $1.62M - $1.75M
291K $17.4M
EQT
Eqt Corp

Energy
40.1K
New
$49.19 - $59.19 $1.97M - $2.37M
40.1K $2.18M
IVV
Ishares Core S&P 500 ETF

ETFs
1.16K
+ 4.24%
$620.67 - $670.08 $720K - $777K
28.5K $19.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
31.8K
+ 22.34%
$49.09 - $50.58 $1.56M - $1.61M
174K $8.8M
ETN
Eaton Corp PLC

Industrials
3.01K
+ 29.88%
$342.99 - $392.76 $1.03M - $1.18M
13.1K $4.89M
MDT
Medtronic PLC

Healthcare
11.2K
New
$87.67 - $95.74 $985K - $1.08M
11.2K $1.07M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.3K
New
$85.01 - $90.35 $960K - $1.02M
11.3K $1.01M
SLV
I Shares Silver Trust

ETFs
550
+ 0.63%
$32.73 - $42.5 $18K - $23.4K
87.4K $3.7M
HQY
Healthequity, Inc.

Healthcare
10.2K
+ 67.9%
$87.42 - $103.12 $893K - $1.05M
25.3K $2.39M
FSLR
First Solar, Inc.

Technology
286
+ 2.17%
$160.84 - $223.53 $46K - $63.9K
13.5K $2.97M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
8.63K
+ 38.18%
$75.26 - $80.19 $650K - $692K
31.2K $2.49M
CDNS
Cadence Design Systems Inc

Technology
365
+ 2.59%
$309.46 - $373.37 $113K - $136K
14.5K $5.08M
WELL
Welltower Inc.

Real Estate
1.77K
+ 10.86%
$150.71 - $178.14 $266K - $315K
18K $3.22M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.48K
+ 5.63%
$231.35 - $253.24 $342K - $375K
27.8K $6.81M
T
At&T Inc.

Communication Services
23.9K
+ 61.1%
$26.94 - $29.62 $643K - $707K
62.9K $1.78M
VB
Vanguard Small Cap ETF

ETFs
94
+ 0.27%
$237.58 - $259.17 $22.3K - $24.4K
35.4K $9M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
15.6K
+ 81.34%
$32.11 - $34.92 $500K - $543K
34.7K $1.21M
DRI
Darden Restaurants Inc

Consumer Cyclical
2.95K
New
$184.73 - $220.27 $545K - $650K
2.95K $561K
EFA
Ishares Tr Msci Eafe ETF

ETFs
652
+ 0.54%
$87.29 - $93.61 $56.9K - $61K
120K $11.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.53K
+ 18.12%
$49.43 - $54.52 $323K - $356K
42.6K $2.31M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
17.1K
+ 59.38%
$24.97 - $25.78 $427K - $441K
45.9K $1.18M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.21K
+ 9.18%
$45.26 - $46.63 $372K - $383K
97.6K $4.51M
TSLA
Tesla, Inc.

Consumer Cyclical
25
+ 0.81%
$293.94 - $444.72 $7.35K - $11.1K
3.12K $1.39M
BRBR
Bellring Brands, Inc.

Consumer Defensive
11.1K
New
$35.51 - $58.78 $394K - $652K
11.1K $403K
INTC
Intel Corp

Technology
24
+ 0.09%
$19.31 - $35.5 $463 - $852
28.1K $941K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.68K
New
$107.66 - $112.36 $288K - $301K
2.68K $298K
XYL
Xylem Inc.

Industrials
160
+ 1.09%
$129.67 - $147.5 $20.7K - $23.6K
14.8K $2.18M
FCX
Freeport Mcmoran Inc

Basic Materials
7.37K
New
$35.34 - $47.21 $260K - $348K
7.37K $288K
SNOW
Snowflake Inc.

Technology
1.16K
New
$191.73 - $241.0 $222K - $280K
1.16K $261K
IWF
Ishares Russell 1000 Gr ETF

ETFs
15
+ 0.23%
$420.11 - $472.68 $6.3K - $7.09K
6.52K $3M
EWJ
Ishares Msci Japan ETF

ETFs
1.85K
+ 8.89%
$71.69 - $81.49 $133K - $151K
22.7K $1.82M
ICSH
Blackrock Ultra Short Term Bon

ETFs
5.01K
+ 14.3%
$50.52 - $50.75 $253K - $254K
40.1K $2.03M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
8.29K
New
$24.38 - $30.89 $202K - $256K
8.29K $254K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
143
+ 4.11%
$567.77 - $614.76 $81.2K - $87.9K
3.62K $2.22M
KLAC
Kla Corp

Technology
14
+ 1.13%
$843.9 - $1078.6 $11.8K - $15.1K
1.26K $1.36M
IWS
Ishares Russell Midcap Value E

ETFs
1.73K
New
$132.83 - $140.61 $230K - $243K
1.73K $241K
STX
Seagate Technology Holdings PLC

Technology
1.02K
New
$142.01 - $236.06 $145K - $240K
1.02K $240K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
10.7K
+ 16.46%
$20.77 - $21.32 $222K - $228K
75.7K $1.61M
JPIE
J P Morgan Exchange Traded Fd
4.98K
+ 8.56%
$46.01 - $46.55 $229K - $232K
63.1K $2.93M
DHI
Horton D R Inc

Consumer Cyclical
1.36K
New
$129.82 - $184.04 $177K - $251K
1.36K $230K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.62K
New
$137.51 - $145.26 $222K - $235K
1.62K $230K
APP
App Lovin Corp

Technology
319
New
$335.1 - $718.54 $107K - $229K
319 $229K
Activity Summary
Buys All Purchases 133 New Holdings 22 Increased Positions 111 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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