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CIK: 0002059742
Total reported value
$161.5M
$161.5M
128 檔
29.7%
At the close of Q4 2024, Chancellor Financial Group WB LP disclosed equity holdings valued at approximately $161.5M, spread across 128 reported holdings.
During Q4 2024, Chancellor Financial Group WB LP'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 | AAPL | Apple Inc | Stock-Tech | 16.28% | +0.30% | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.61% | -0.45% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.36% | -0.34% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.18% | +0.22% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.19% | -0.14% | — | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.49% | -0.01% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.46% | — | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.31% | -0.46% | — | |
| 9 | BF-B | Brown-forman Corp-class B | Stock-Other | 2.01% | -0.15% | — | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.99% | -0.19% | — | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.75% | +0.30% | — | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.10% | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | +0.09% | — | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.28% | +0.04% | — | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.26% | -0.19% | — | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | +0.05% | — | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.16% | -0.19% | — | |
| 18 | C | Citigroup Inc | Stock-Financials | 1.15% | +0.14% | — | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.12% | — | — | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 1.03% | +0.23% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.98% | -0.04% | — | |
| 22 | BTO | John Hancock Financial Opp | Stock-Other | 0.97% | -0.02% | — | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | -0.07% | — | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 0.83% | -0.50% | — | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.01% | — | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.18% | — | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | -0.10% | — | |
| 28 | DE | Deere & Co | Stock-Industrials | 0.69% | -0.01% | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | -0.06% | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.09% | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | -0.04% | — | |
| 32 | PPL | Ppl CORP | Stock-Utilities | 0.66% | -0.27% | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | +0.08% | — | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | -0.02% | — | |
| 35 | HEI | Heico CORP | Stock-Industrials | 0.63% | +0.08% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.01% | — | |
| 37 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 0.57% | -0.02% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.23% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | -0.01% | — | |
| 40 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.55% | -0.06% | — | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.53% | -0.04% | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.09% | — | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.20% | — | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.50% | -0.04% | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | — | — | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | +0.02% | — | |
| 47 | GE | General Electric | Stock-Industrials | 0.45% | +0.10% | — | |
| 48 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.44% | -0.09% | — | |
| 49 | RS | Reliance Inc | Stock-Materials | 0.43% | +0.03% | — | |
| 50 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.42% | -0.04% | — |
According to official SEC Form 13F filings, Chancellor Financial Group WB LP reported a total U.S. public equity portfolio value of $161.5M across 128 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 AAPL, MSFT, IVV) accounted for 29.7% of total reported equity market value during Q4 2024.
During Q4 2024, Chancellor Financial Group WB LP's top holdings by market value included AAPL (16.3%)、MSFT (9.6%)、IVV (5.4%). The largest single position, AAPL, represented 16.3% of total portfolio value.
In Q4 2024, Chancellor Financial Group WB LP 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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