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CIK: 0002057602
Total reported value
$135.9M
$135.9M
109 檔
27.0%
During the Q4 2024 filing period, Challenger Wealth Management (CIK: 0002057602) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $135.9M across 109 reported positions.
During Q4 2024, Challenger Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | ETF-Other | 9.60% | +0.88% | — | |
| 2 | CGGR | Cap Group Growth Equity | ETF-Other | 6.61% | +0.66% | — | |
| 3 | CGUS | Cap Group Core Equity | ETF-Other | 5.39% | +0.29% | — | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.11% | +0.01% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.85% | +0.02% | — | |
| 6 | ARCC | Ares Capital CORP | Stock-Financials | 4.09% | -0.56% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.25% | — | |
| 8 | CGBL | Cap Group Core Balanced | ETF-Other | 2.76% | +0.09% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.66% | +0.05% | — | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.44% | -0.77% | — | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.31% | -1.00% | — | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.05% | -0.21% | — | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.01% | -0.30% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | +0.03% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.84% | +0.21% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.63% | +0.01% | — | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.42% | -0.26% | — | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.31% | -0.03% | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.28% | -0.07% | — | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.24% | -0.08% | — | |
| 21 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.23% | -0.27% | — | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.08% | -0.06% | — | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.06% | -0.17% | — | |
| 24 | TT | Trane Technologies plc | Stock-Industrials | 1.02% | +0.02% | — | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 1.00% | -0.09% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | +0.01% | — | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.80% | — | — | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 0.76% | -0.08% | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.17% | NEW | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.06% | — | |
| 31 | OKE | Oneok Inc | Stock-Energy | 0.72% | -0.05% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.16% | — | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.22% | — | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.69% | +0.21% | — | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.67% | — | — | |
| 36 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.64% | -0.03% | — | |
| 37 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.62% | -0.18% | — | |
| 38 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.62% | -0.06% | — | |
| 39 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.61% | — | — | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | +0.49% | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.59% | +0.01% | — | |
| 42 | MET | Metlife Inc | Stock-Financials | 0.54% | +0.04% | — | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.53% | -0.16% | — | |
| 44 | PWR | Quanta Services Inc | Stock-Industrials | 0.53% | +0.14% | — | |
| 45 | CB | Chubb Limited | Stock-Financials | 0.46% | -0.01% | — | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.03% | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | — | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | — | — | |
| 49 | PH | Parker Hannifin CORP | Stock-Industrials | 0.39% | +0.01% | — | |
| 50 | WMB | Williams Cos Inc | Stock-Energy | 0.39% | -0.02% | — |
According to official SEC Form 13F filings, Challenger Wealth Management reported a total U.S. public equity portfolio value of $135.9M across 109 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGDV, CGGR, CGUS) accounted for 27.0% of total reported equity market value during Q4 2024.
During Q4 2024, Challenger Wealth Management's top holdings by market value included CGDV (9.6%)、CGGR (6.6%)、CGUS (5.4%). The largest single position, CGDV, represented 9.6% of total portfolio value.
In Q4 2024, Challenger Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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