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CIK: 0001801792
Total reported value
$225.4M
$225.4M
43 檔
32.0%
According to the latest 13F quarterly dataset, Chronos Wealth Management, LLC managed an equity portfolio of $225.4M at the end of Q4 2024, spanning 43 distinct U.S. exchange-listed positions.
In Q4 2024, Chronos Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 9.09% | +1.65% | -0.68% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.74% | +0.18% | -0.91% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.08% | -0.35% | +1.82% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.73% | +0.13% | -0.89% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.16% | +0.24% | -0.80% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.35% | -0.22% | +1.29% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.07% | +0.06% | -0.50% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 5.05% | +0.14% | -0.55% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.53% | +0.85% | +0.16% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 4.04% | -0.12% | +0.85% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.79% | -0.49% | -1.92% | |
| 12 | SO | Southern Co/the | Stock-Utilities | 3.59% | -0.28% | +1.24% | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 3.34% | -0.37% | -1.08% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.97% | -0.21% | -0.49% | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.91% | -0.75% | +0.97% | |
| 16 | ITW | Illinois Tool Works | Stock-Industrials | 2.78% | -0.13% | -0.65% | |
| 17 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.71% | -0.23% | +0.23% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.48% | -0.20% | -1.79% | |
| 19 | ASML | ASML Holding N.V. | Stock-Tech | 2.29% | +1.53% | — | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 2.15% | -0.32% | -0.34% | |
| 21 | PNC | Pnc Financial Services Group | Stock-Financials | 1.99% | +0.14% | -0.52% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 1.56% | — | +4.16% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 1.51% | -0.12% | — | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.69% | — | -0.58% | |
| 25 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.62% | -0.01% | -3.12% | |
| 26 | XEL | Xcel Energy Inc | Stock-Utilities | 0.40% | -0.03% | — | |
| 27 | MCO | Moody's CORP | Stock-Financials | 0.37% | -0.02% | -3.37% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.35% | -0.02% | — | |
| 29 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.35% | — | -4.57% | |
| 30 | CSX | Csx CORP | Stock-Industrials | 0.27% | +0.01% | +4.71% | |
| 31 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.26% | -0.05% | -0.53% | |
| 32 | USB | US Bancorp | Stock-Financials | 0.24% | +0.02% | — | |
| 33 | MCHP | Microchip Technology Inc | Stock-Tech | 0.22% | — | -11.33% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | — | — | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.15% | — | — | |
| 36 | AEP | American Electric Power | Stock-Utilities | 0.13% | -0.01% | -1.75% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.13% | — | +182.31% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.02% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.02% | — | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.12% | — | -23.36% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | +0.01% | — | |
| 43 | CEG | Constellation Energy | Stock-Utilities | 0.11% | -0.93% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +2.3% | NEW | New buy |
| 2 | BLK | Blackrock Inc | +1.5% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.8% | -0.80% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -0.89% | Trim |
| 5 | V | Visa Inc-class A Shares | +0.5% | -0.55% | Trim |
| 6 | JPM | Jpmorgan Chase & Co | +0.5% | -0.50% | Trim |
| 7 | AAPL | Apple Inc | +0.3% | -0.91% | Trim |
| 8 | DLR | Digital Realty Trust Inc | +0.2% | +0.23% | Add |
| 9 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 10 | LULU | Lululemon Athletica Inc | +0.1% | -4.57% | Trim |
| 11 | KMI | Kinder Morgan, Inc. | 0% | -0.53% | Trim |
| 12 | PNC | Pnc Financial Services Group | 0% | -0.52% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 14 | XEL | Xcel Energy Inc | 0% | — | Unchanged |
| 15 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 16 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 17 | USB | US Bancorp | — | — | Unchanged |
| 18 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 19 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 21 | SCHX | Schwab US Large-cap ETF | 0% | +182.31% | Add |
| 22 | AEP | American Electric Power | 0% | -1.75% | Trim |
| 23 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 24 | CSX | Csx CORP | 0% | +4.71% | Add |
| 25 | COST | Costco Wholesale CORP | 0% | -1.92% | Trim |
| 26 | ADP | Automatic Data Processing | 0% | -23.36% | Trim |
| 27 | MCO | Moody's CORP | 0% | -3.37% | Trim |
| 28 | JEPI | Jpmorgan Equity Premium Inco | 0% | -0.58% | Trim |
| 29 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.1% | -3.12% | Trim |
| 30 | SYK | Stryker CORP | -0.1% | -1.08% | Trim |
| 31 | MCHP | Microchip Technology Inc | -0.1% | -11.33% | Trim |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.29% | Add |
| 33 | RTX | Rtx CORP | -0.2% | -0.34% | Trim |
| 34 | PG | Procter & Gamble Co/the | -0.2% | -0.49% | Trim |
| 35 | ITW | Illinois Tool Works | -0.2% | -0.65% | Trim |
| 36 | MSFT | Microsoft CORP | -0.2% | +1.82% | Add |
| 37 | ADBE | Adobe Inc | -0.2% | +4.16% | Add |
| 38 | HD | Home Depot Inc | -0.2% | +0.85% | Add |
| 39 | SO | Southern Co/the | -0.4% | +1.24% | Add |
| 40 | JNJ | Johnson & Johnson | -0.4% | -1.79% | Trim |
| 41 | LMT | Lockheed Martin CORP | -0.6% | +0.97% | Add |
| 42 | UNH | Unitedhealth Group Inc | -0.8% | +0.16% | Add |
| 43 | BLKCHF | Blackrock Inc | -1.4% | EXIT | Sold out |
| 44 | LLY | Eli Lilly & Co | -1.6% | -0.68% | 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 43 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 LLY, AAPL, MSFT) accounted for 32.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
ASML
市值: $4.5M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $2.7M
During Q4 2024, Chronos Wealth Management, LLC's top holdings by market value included LLY (9.1%)、AAPL (7.7%)、MSFT (7.1%). The largest single position, LLY, represented 9.1% of total portfolio value.
In Q4 2024, Chronos Wealth Management, LLC made 35 total portfolio adjustments, initiating 3 new buys, adding to 10 positions, trimming 21 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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