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CIK: 0001801792
Total reported value
$225.4M
$225.4M
39 檔
30.9%
In Q2 2025, Chronos Wealth Management, LLC's U.S. equity holdings reached a combined market value of $225.4M, distributed across 39 disclosed stock positions.
In Q2 2025, Chronos Wealth Management, LLC displayed an active expansion posture, initiating 4 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including LLY, MSFT, AAPL) accounted for 30.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
NVDA
市值: $306.8K
Top Position Liquidated / Trimmed
ADP
前期市值: $250.5K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 9.02% | +1.65% | +2.52% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.31% | -0.35% | -0.96% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.35% | +0.18% | +0.29% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.23% | +0.24% | +0.60% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.19% | +0.13% | +0.22% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.19% | +0.06% | +0.30% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.64% | -0.22% | -0.90% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 5.63% | +0.14% | -0.04% | |
| 9 | SO | Southern Co/the | Stock-Utilities | 4.12% | -0.28% | +0.94% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 3.99% | -0.12% | +1.36% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.82% | -0.49% | -3.12% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 3.72% | -0.37% | +1.10% | |
| 13 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.97% | -0.23% | +1.95% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.90% | -0.21% | +0.78% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 2.84% | +1.53% | +1.43% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.82% | -0.75% | +0.50% | |
| 17 | ITW | Illinois Tool Works | Stock-Industrials | 2.82% | -0.13% | +2.04% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 2.75% | -0.32% | +0.12% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.63% | -0.20% | +0.10% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.54% | +0.85% | -10.09% | |
| 21 | PNC | Pnc Financial Services Group | Stock-Financials | 2.06% | +0.14% | +2.20% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 1.68% | -0.12% | +6.35% | |
| 23 | ADBE | Adobe Inc | Stock-Tech | 1.35% | — | -0.66% | |
| 24 | XEL | Xcel Energy Inc | Stock-Utilities | 0.41% | -0.03% | — | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.38% | -0.02% | — | |
| 26 | MCO | Moody's CORP | Stock-Financials | 0.32% | -0.02% | -3.85% | |
| 27 | CSX | Csx CORP | Stock-Industrials | 0.29% | +0.01% | — | |
| 28 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.28% | -0.05% | -0.27% | |
| 29 | CEG | Constellation Energy | Stock-Utilities | 0.24% | -0.93% | EXIT | |
| 30 | USB | US Bancorp | Stock-Financials | 0.23% | +0.02% | — | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | — | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.02% | — | |
| 33 | AEP | American Electric Power | Stock-Utilities | 0.15% | -0.01% | — | |
| 34 | PSX | Phillips 66 | Stock-Energy | 0.15% | -0.03% | — | |
| 35 | MOG-A | Moog Inc-class A | Stock-Other | 0.15% | +0.07% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.02% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.12% | — | — | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | +0.01% | — | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.11% | — | -24.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.8% | -0.96% | Trim |
| 2 | JPM | Jpmorgan Chase & Co | +0.8% | +0.30% | Add |
| 3 | AMZN | Amazon.com Inc | +0.7% | +0.60% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | +0.22% | Add |
| 5 | DLR | Digital Realty Trust Inc | +0.5% | +1.95% | Add |
| 6 | ASML | ASML Holding N.V. | +0.5% | +1.43% | Add |
| 7 | BLK | Blackrock Inc | +0.2% | +6.35% | Add |
| 8 | RTX | Rtx CORP | +0.2% | +0.12% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | NEW | New buy |
| 10 | PSX | Phillips 66 | +0.2% | NEW | New buy |
| 11 | MOG-A | Moog Inc-class A | +0.2% | NEW | New buy |
| 12 | SYK | Stryker CORP | +0.1% | +1.10% | Add |
| 13 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 14 | PNC | Pnc Financial Services Group | +0.1% | +2.20% | Add |
| 15 | CEG | Constellation Energy | +0.1% | -1.72% | Trim |
| 16 | META | Meta Platforms Inc-class A | +0.1% | — | Unchanged |
| 17 | CSX | Csx CORP | 0% | — | Unchanged |
| 18 | LMT | Lockheed Martin CORP | 0% | +0.50% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 20 | USB | US Bancorp | — | — | Unchanged |
| 21 | MCO | Moody's CORP | — | -3.85% | Trim |
| 22 | KMI | Kinder Morgan, Inc. | — | -0.27% | Trim |
| 23 | AEP | American Electric Power | 0% | — | Unchanged |
| 24 | OEF | Ishares S&p 100 ETF | 0% | -24.32% | Trim |
| 25 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 26 | XEL | Xcel Energy Inc | 0% | — | Unchanged |
| 27 | ITW | Illinois Tool Works | -0.1% | +2.04% | Add |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 29 | ADBE | Adobe Inc | -0.1% | -0.66% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | +1.36% | Add |
| 31 | COST | Costco Wholesale CORP | -0.1% | -3.12% | Trim |
| 32 | SO | Southern Co/the | -0.1% | +0.94% | Add |
| 33 | ADP | Automatic Data Processing | -0.1% | EXIT | Sold out |
| 34 | DVN | Devon Energy CORP | -0.1% | EXIT | Sold out |
| 35 | V | Visa Inc-class A Shares | -0.1% | -0.04% | Trim |
| 36 | PG | Procter & Gamble Co/the | -0.3% | +0.78% | Add |
| 37 | JNJ | Johnson & Johnson | -0.3% | +0.10% | Add |
| 38 | LLY | Eli Lilly & Co | -0.6% | +2.52% | Add |
| 39 | AAPL | Apple Inc | -0.8% | +0.29% | Add |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | -0.90% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -2.4% | -10.09% | 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 39 disclosed positions in Q2 2025.
During Q2 2025, Chronos Wealth Management, LLC's top holdings by market value included LLY (9.0%)、MSFT (8.3%)、AAPL (6.3%). The largest single position, LLY, represented 9.0% of total portfolio value.
In Q2 2025, Chronos Wealth Management, LLC made 33 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 10 holdings, and fully liquidating 2 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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