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CIK: 0002057602
Total reported value
$135.9M
$135.9M
109 檔
35.5%
At the close of Q1 2025, Challenger Wealth Management disclosed equity holdings valued at approximately $135.9M, spread across 109 reported holdings.
During Q1 2025, 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 | 12.79% | +0.88% | +43.24% | |
| 2 | CGGR | Cap Group Growth Equity | ETF-Other | 10.59% | +0.66% | +89.05% | |
| 3 | CGUS | Cap Group Core Equity | ETF-Other | 6.69% | +0.29% | +41.37% | |
| 4 | ARCC | Ares Capital CORP | Stock-Financials | 4.18% | -0.56% | +9.65% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.94% | +0.02% | -0.56% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.86% | +0.01% | -5.20% | |
| 7 | CGBL | Cap Group Core Balanced | ETF-Other | 2.86% | +0.09% | +13.65% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.85% | -0.25% | -13.47% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.73% | -0.77% | +5.22% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.70% | -1.00% | +15.16% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | +0.05% | -0.09% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.90% | -0.30% | -0.24% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.87% | -0.21% | -2.60% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | +0.01% | +3.20% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +0.03% | +3.82% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.21% | +2.70% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.37% | -0.27% | -0.14% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 1.26% | -0.03% | +0.46% | |
| 19 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.08% | -0.07% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.15% | -0.07% | +3.14% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.10% | -0.26% | -7.88% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.09% | -0.06% | +6.71% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.99% | -0.17% | +0.02% | |
| 24 | DUK | Duke Energy CORP | Stock-Utilities | 0.95% | -0.09% | -8.75% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | +0.01% | +13.42% | |
| 26 | TT | Trane Technologies plc | Stock-Industrials | 0.85% | +0.02% | -0.37% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | -0.06% | -1.34% | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 0.79% | -0.08% | +0.14% | |
| 29 | OKE | Oneok Inc | Stock-Energy | 0.64% | -0.05% | -1.92% | |
| 30 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.64% | -0.06% | +0.31% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.64% | +0.17% | NEW | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.63% | — | -3.56% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.16% | -0.06% | |
| 34 | ASML | ASML Holding N.V. | Stock-Tech | 0.61% | +0.21% | — | |
| 35 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.57% | -0.03% | -7.84% | |
| 36 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.57% | -0.18% | -13.14% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.56% | +0.49% | +20.63% | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.55% | -0.16% | +3.64% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | — | +39.37% | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | +0.01% | -13.65% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.52% | — | -1.38% | |
| 42 | MET | Metlife Inc | Stock-Financials | 0.49% | +0.04% | +0.47% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.22% | +1.30% | |
| 44 | CB | Chubb Limited | Stock-Financials | 0.43% | -0.01% | -7.12% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.42% | — | +60.00% | |
| 46 | WMB | Williams Cos Inc | Stock-Energy | 0.40% | -0.02% | +0.18% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.03% | +0.34% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.38% | — | +0.42% | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.37% | — | — | |
| 50 | MO | Altria Group Inc | Stock-Consumer Staples | 0.37% | +0.01% | -8.32% |
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 Q1 2025.
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 35.5% of total reported equity market value during Q1 2025.
During Q1 2025, Challenger Wealth Management's top holdings by market value included CGDV (12.8%)、CGGR (10.6%)、CGUS (6.7%). The largest single position, CGDV, represented 12.8% of total portfolio value.
In Q1 2025, 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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