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CIK: 0002059742
Total reported value
$161.5M
$161.5M
133 檔
26.3%
During the Q1 2025 filing period, Chancellor Financial Group WB LP (CIK: 0002059742) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $161.5M across 133 reported positions.
In Q1 2025, Chancellor Financial Group WB LP displayed an active expansion posture, initiating 10 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.44% | +0.30% | -2.47% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.82% | -0.45% | +0.49% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.22% | -0.34% | -0.50% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.74% | +0.22% | +0.46% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.91% | -0.14% | +10.25% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.83% | -0.01% | +0.10% | |
| 7 | NEE | Nextera Energy Inc | Stock-Utilities | 2.34% | -0.46% | +0.04% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.28% | -0.19% | -2.52% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | +0.46% | +4.31% | |
| 10 | BF-B | Brown-forman Corp-class B | Stock-Other | 1.94% | -0.15% | +5.06% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.85% | +0.30% | — | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | +0.09% | +2.55% | |
| 13 | C | Citigroup Inc | Stock-Financials | 1.37% | +0.14% | +15.25% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.35% | +0.10% | +0.82% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.35% | -0.19% | +6.33% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.26% | +0.05% | +0.11% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.22% | +0.04% | -2.38% | |
| 18 | PPL | Ppl CORP | Stock-Utilities | 1.18% | -0.27% | +56.89% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.04% | -0.86% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.16% | -0.19% | -5.41% | |
| 21 | CMI | Cummins Inc | Stock-Industrials | 0.95% | +0.23% | — | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | +0.01% | -5.76% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | -0.07% | -0.35% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | — | +6.25% | |
| 25 | BTO | John Hancock Financial Opp | Stock-Other | 0.86% | -0.02% | -9.24% | |
| 26 | DE | Deere & Co | Stock-Industrials | 0.78% | -0.01% | +0.10% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | -0.50% | +0.14% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.18% | -9.27% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | -0.02% | -0.53% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.09% | +24.31% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | -0.04% | +5.43% | |
| 32 | HEI | Heico CORP | Stock-Industrials | 0.72% | +0.08% | +0.03% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.09% | -3.22% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | -0.06% | +6.65% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.67% | -0.10% | +5.47% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.65% | -0.04% | +10.53% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | +0.08% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.23% | -3.00% | |
| 39 | C | Citigroup Inc. | Stock-Financials | 0.62% | -0.95% | EXIT | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.59% | -0.01% | — | |
| 41 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 0.59% | -0.02% | +14.66% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.59% | -0.20% | -2.41% | |
| 43 | GE | General Electric | Stock-Industrials | 0.55% | +0.10% | -1.70% | |
| 44 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.53% | -0.06% | +0.16% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.51% | -0.01% | +0.10% | |
| 46 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.51% | -0.04% | +0.03% | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.48% | -0.04% | — | |
| 48 | RS | Reliance Inc | Stock-Materials | 0.48% | +0.03% | — | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.47% | -0.01% | +0.36% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PPL | Ppl CORP | +0.5% | +56.89% | Add |
| 2 | V | Visa Inc-class A Shares | +0.3% | +0.10% | Add |
| 3 | JNJ | Johnson & Johnson | +0.3% | -2.52% | Trim |
| 4 | NTR | Nutrien LTD | +0.2% | +89.19% | Add |
| 5 | C | Citigroup Inc | +0.2% | +15.25% | Add |
| 6 | MCD | Mcdonald's CORP | +0.2% | +24.31% | Add |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.86% | Trim |
| 8 | WM | Waste Management Inc | +0.2% | +10.53% | Add |
| 9 | PM | Philip Morris International | +0.1% | +0.36% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +2.55% | Add |
| 11 | KO | Coca-cola Co/the | +0.1% | -0.53% | Trim |
| 12 | ABBV | Abbvie Inc | +0.1% | -5.76% | Trim |
| 13 | GE | General Electric | +0.1% | -1.70% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +42.37% | Add |
| 15 | HEI | Heico CORP | +0.1% | +0.03% | Add |
| 16 | DE | Deere & Co | +0.1% | +0.10% | Add |
| 17 | YUM | Yum! Brands Inc | +0.1% | +0.03% | Add |
| 18 | CAT | Caterpillar Inc | -0.1% | +0.14% | Add |
| 19 | BAC | Bank Of America CORP | -0.1% | -2.38% | Trim |
| 20 | BF-B | Brown-forman Corp-class B | -0.1% | +5.06% | Add |
| 21 | CMI | Cummins Inc | -0.1% | — | Unchanged |
| 22 | BMY | Bristol-myers Squibb Co | -0.1% | -26.12% | Trim |
| 23 | BTO | John Hancock Financial Opp | -0.1% | -9.24% | Trim |
| 24 | TSLA | Tesla Inc | -0.1% | +13.64% | Add |
| 25 | MRK | Merck & Co. Inc. | -0.1% | -19.42% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.1% | -0.50% | Trim |
| 27 | NEM | Newmont CORP | -0.2% | -62.27% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | -0.2% | +0.82% | Add |
| 29 | AVGO | Broadcom Inc | -0.2% | +6.25% | Add |
| 30 | NVDA | Nvidia CORP | -0.3% | +10.25% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | -0.3% | +4.31% | Add |
| 32 | AMZN | Amazon.com Inc | -0.4% | +0.46% | Add |
| 33 | MSFT | Microsoft CORP | -0.8% | +0.49% | Add |
| 34 | AAPL | Apple Inc | -1.8% | -2.47% | Trim |
| 35 | C | Citigroup Inc. | — | NEW | New buy |
| 36 | XAR | Ss Spdr S&p Aerospace Def | — | NEW | New buy |
| 37 | DVN | Devon Energy CORP | — | NEW | New buy |
| 38 | DOW | Dow Inc | — | EXIT | Sold out |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 40 | PAA | Plains All Amer Pipeline LP | — | NEW | New buy |
| 41 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | Sold out |
| 42 | EPD | Enterprise Products Partners | — | NEW | New buy |
| 43 | ✓ | Essa Bancorp Inc | — | NEW | New buy |
| 44 | CB | Chubb Limited | — | NEW | New buy |
| 45 | SPG | Simon Property Group Inc | — | EXIT | Sold out |
| 46 | AMGN | Amgen Inc | — | NEW | New buy |
| 47 | PCAR | Paccar Inc | — | EXIT | Sold out |
| 48 | UAN | Cvr Partners LP | — | EXIT | Sold out |
| 49 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 50 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
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 133 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 AAPL, MSFT, IVV) accounted for 26.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
C
市值: $750.6K
Top Position Liquidated / Trimmed
DOW
前期市值: $229.5K
During Q1 2025, Chancellor Financial Group WB LP's top holdings by market value included AAPL (14.4%)、MSFT (8.8%)、IVV (5.2%). The largest single position, AAPL, represented 14.4% of total portfolio value.
In Q1 2025, Chancellor Financial Group WB LP made 49 total portfolio adjustments, initiating 10 new buys, adding to 21 positions, trimming 12 holdings, and fully liquidating 6 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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