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CIK: 0001801792
Total reported value
$225.4M
$225.4M
40 檔
31.6%
According to the latest 13F quarterly dataset, Chronos Wealth Management, LLC managed an equity portfolio of $225.4M at the end of Q2 2024, spanning 40 distinct U.S. exchange-listed positions.
During Q2 2024, Chronos Wealth Management, LLC'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 | LLY | Eli Lilly & Co | Stock-Healthcare | 11.86% | +1.65% | -2.59% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.81% | -0.35% | -0.83% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.13% | +0.18% | -0.46% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.98% | +0.13% | -0.92% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.81% | +0.24% | -0.54% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.16% | -0.22% | +1.45% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.94% | +0.85% | +2.49% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.58% | +0.06% | +0.02% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 4.52% | +0.14% | +0.87% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.95% | -0.49% | -2.04% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 3.85% | -0.12% | +0.15% | |
| 12 | SO | Southern Co/the | Stock-Utilities | 3.64% | -0.28% | +0.58% | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 3.47% | -0.37% | +1.36% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.13% | -0.21% | +0.03% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.00% | -0.75% | +0.37% | |
| 16 | ITW | Illinois Tool Works | Stock-Industrials | 2.84% | -0.13% | +1.25% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.77% | -0.20% | -2.12% | |
| 18 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.51% | -0.23% | +6.28% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 2.04% | -0.32% | -0.19% | |
| 20 | ADBE | Adobe Inc | Stock-Tech | 1.93% | — | +6.52% | |
| 21 | PNC | Pnc Financial Services Group | Stock-Financials | 1.76% | +0.14% | -0.17% | |
| 22 | BLKCHF | Blackrock Inc | Stock-Other | 1.26% | — | +0.07% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.75% | — | -4.78% | |
| 24 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.69% | -0.01% | +17.52% | |
| 25 | MCHP | Microchip Technology Inc | Stock-Tech | 0.40% | — | — | |
| 26 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.37% | — | -0.22% | |
| 27 | XEL | Xcel Energy Inc | Stock-Utilities | 0.34% | -0.03% | — | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.34% | -0.02% | — | |
| 29 | CSX | Csx CORP | Stock-Industrials | 0.30% | +0.01% | +52.08% | |
| 30 | USB | US Bancorp | Stock-Financials | 0.22% | +0.02% | -24.30% | |
| 31 | MCO | Moody's CORP | Stock-Financials | 0.22% | -0.02% | — | |
| 32 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.22% | — | -5.56% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.21% | — | — | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.21% | -0.05% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | — | -3.42% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.15% | — | -4.75% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.14% | +0.02% | -6.90% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | -10.37% | |
| 39 | AEP | American Electric Power | Stock-Utilities | 0.12% | -0.01% | -9.09% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.02% | — |
According to official SEC Form 13F filings, Chronos Wealth Management, LLC reported a total U.S. public equity portfolio value of $225.4M across 40 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, MSFT, AAPL) accounted for 31.6% of total reported equity market value during Q2 2024.
During Q2 2024, Chronos Wealth Management, LLC's top holdings by market value included LLY (11.9%)、MSFT (7.8%)、AAPL (7.1%). The largest single position, LLY, represented 11.9% of total portfolio value.
In Q2 2024, Chronos Wealth Management, LLC 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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