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CIK: 0001801792
Total reported value
$225.4M
$225.4M
41 檔
31.5%
During the Q3 2024 filing period, Chronos Wealth Management, LLC (CIK: 0001801792) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $225.4M across 41 reported positions.
In Q3 2024, Chronos Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 10.73% | +1.65% | -1.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.42% | +0.18% | +0.30% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.25% | -0.35% | +2.75% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.09% | +0.13% | +2.14% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.48% | -0.22% | +0.05% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.38% | +0.24% | +2.56% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 5.34% | +0.85% | +0.26% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.58% | +0.06% | +2.38% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 4.51% | +0.14% | +1.54% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 4.26% | -0.12% | +0.29% | |
| 11 | SO | Southern Co/the | Stock-Utilities | 3.97% | -0.28% | -0.05% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.82% | -0.49% | -1.12% | |
| 13 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.55% | -0.75% | +0.61% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 3.46% | -0.37% | +0.17% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.14% | -0.21% | +2.06% | |
| 16 | ITW | Illinois Tool Works | Stock-Industrials | 2.95% | -0.13% | +0.32% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.89% | -0.20% | +0.15% | |
| 18 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.52% | -0.23% | +0.74% | |
| 19 | RTX | Rtx CORP | Stock-Industrials | 2.31% | -0.32% | -0.08% | |
| 20 | PNC | Pnc Financial Services Group | Stock-Financials | 1.96% | +0.14% | -0.01% | |
| 21 | ADBE | Adobe Inc | Stock-Tech | 1.78% | — | +5.83% | |
| 22 | BLKCHF | Blackrock Inc | Stock-Other | 1.43% | — | — | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.73% | — | -0.57% | |
| 24 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.71% | -0.01% | +1.42% | |
| 25 | MCO | Moody's CORP | Stock-Financials | 0.40% | -0.02% | +72.29% | |
| 26 | XEL | Xcel Energy Inc | Stock-Utilities | 0.39% | -0.03% | — | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.36% | -0.02% | — | |
| 28 | MCHP | Microchip Technology Inc | Stock-Tech | 0.35% | — | +7.70% | |
| 29 | CSX | Csx CORP | Stock-Industrials | 0.29% | +0.01% | +0.31% | |
| 30 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.26% | — | -16.79% | |
| 31 | USB | US Bancorp | Stock-Financials | 0.24% | +0.02% | — | |
| 32 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.22% | -0.05% | — | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | — | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | — | -31.85% | |
| 35 | AEP | American Electric Power | Stock-Utilities | 0.15% | -0.01% | +14.00% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.14% | — | — | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.14% | — | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | +0.01% | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | -9.71% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.02% | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.02% | +8.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LMT | Lockheed Martin CORP | +0.5% | +0.61% | Add |
| 2 | HD | Home Depot Inc | +0.4% | +0.29% | Add |
| 3 | UNH | Unitedhealth Group Inc | +0.4% | +0.26% | Add |
| 4 | SO | Southern Co/the | +0.3% | -0.05% | Trim |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +0.05% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +0.30% | Add |
| 7 | RTX | Rtx CORP | +0.3% | -0.08% | Trim |
| 8 | PNC | Pnc Financial Services Group | +0.2% | -0.01% | Trim |
| 9 | MCO | Moody's CORP | +0.2% | +72.29% | Add |
| 10 | BLKCHF | Blackrock Inc | +0.2% | — | Unchanged |
| 11 | SCHX | Schwab US Large-cap ETF | +0.1% | NEW | New buy |
| 12 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 13 | JNJ | Johnson & Johnson | +0.1% | +0.15% | Add |
| 14 | ITW | Illinois Tool Works | +0.1% | +0.32% | Add |
| 15 | XEL | Xcel Energy Inc | +0.1% | — | Unchanged |
| 16 | AEP | American Electric Power | 0% | +14.00% | Add |
| 17 | KNG | Ft Vest S&p 500 Dvd Arst Trg | 0% | +1.42% | Add |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 19 | USB | US Bancorp | 0% | — | Unchanged |
| 20 | PG | Procter & Gamble Co/the | 0% | +2.06% | Add |
| 21 | DLR | Digital Realty Trust Inc | 0% | +0.74% | Add |
| 22 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
| 23 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 24 | JPM | Jpmorgan Chase & Co | — | +2.38% | Add |
| 25 | NVDA | Nvidia CORP | — | +8.43% | Add |
| 26 | V | Visa Inc-class A Shares | 0% | +1.54% | Add |
| 27 | SYK | Stryker CORP | 0% | +0.17% | Add |
| 28 | CSX | Csx CORP | 0% | +0.31% | Add |
| 29 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | -9.71% | Trim |
| 31 | JEPI | Jpmorgan Equity Premium Inco | 0% | -0.57% | Trim |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 33 | MCHP | Microchip Technology Inc | -0.1% | +7.70% | Add |
| 34 | ADP | Automatic Data Processing | -0.1% | -31.85% | Trim |
| 35 | LULU | Lululemon Athletica Inc | -0.1% | -16.79% | Trim |
| 36 | COST | Costco Wholesale CORP | -0.1% | -1.12% | Trim |
| 37 | ADBE | Adobe Inc | -0.2% | +5.83% | Add |
| 38 | BHP | Bhp Group Ltd-spon Adr | -0.2% | EXIT | Sold out |
| 39 | AMZN | Amazon.com Inc | -0.4% | +2.56% | Add |
| 40 | MSFT | Microsoft CORP | -0.6% | +2.75% | Add |
| 41 | GOOG | Alphabet Inc-cl C | -0.9% | +2.14% | Add |
| 42 | LLY | Eli Lilly & Co | -1.1% | -1.49% | Trim |
According to official SEC Form 13F filings, Chronos Wealth Management, LLC reported a total U.S. public equity portfolio value of $225.4M across 41 disclosed positions in Q3 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 LLY, AAPL, MSFT) accounted for 31.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
SCHX
市值: $265.1K
Top Position Liquidated / Trimmed
BHP
前期市值: $388.2K
During Q3 2024, Chronos Wealth Management, LLC's top holdings by market value included LLY (10.7%)、AAPL (7.4%)、MSFT (7.3%). The largest single position, LLY, represented 10.7% of total portfolio value.
In Q3 2024, Chronos Wealth Management, LLC made 34 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 9 holdings, and fully liquidating 1 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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