Challenger Wealth Management Sells in Q2 2025

Challenger Wealth Management

  • $144 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-1.56K
- 61.34%
$279.23 - $323.21 $436K - $504K
983 $294M
UNH
Unitedhealth Group Inc

Healthcare
-62
- 4.0%
$274.35 - $599.47 $17K - $37.2K
1.49K $464M
PG
Procter & Gamble CO

Consumer Defensive
-67
- 0.48%
$157.66 - $172.39 $10.6K - $11.6K
13.7K $2.19B
ASML
Asml Holding Nv

Technology
-343
- 29.67%
$595.37 - $815.24 $204K - $280K
813 $652M
Linde PLC
-247
- 34.59%
N/A
467 $219M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 1.05%
$483.48 - $539.8 $9.67K - $10.8K
1.89K $918M
ADBE
Adobe Inc.

Technology
-241
- 14.03%
$340.0 - $420.68 $81.9K - $101K
1.48K $571M
XEL
Xcel Energy Inc

Utilities
-1K
- 25.07%
$65.65 - $72.39 $65.9K - $72.7K
3K $204M
MCD
Mcdonalds Corp

Consumer Cyclical
-145
- 10.41%
$285.55 - $321.23 $41.4K - $46.6K
1.25K $365M
AJG
Arthur J. Gallagher & Co.

Financial Services
-101
- 8.06%
$310.86 - $348.77 $31.4K - $35.2K
1.15K $369M
IP
International Paper CO

Consumer Cyclical
-2
- 0.03%
$43.89 - $54.46 $87.8 - $109
5.87K $275M
MET
Metlife Inc

Financial Services
-443
- 5.78%
$68.42 - $82.49 $30.3K - $36.5K
7.22K $581M
KMB
Kimberly Clark Corp

Consumer Defensive
-21
- 0.97%
$126.84 - $145.22 $2.66K - $3.05K
2.15K $278M
ROP
Roper Technologies Inc

Industrials
-26
- 4.12%
$519.19 - $590.78 $13.5K - $15.4K
605 $343M
VZ
Verizon Communications Inc

Communication Services
-240
- 3.22%
$41.67 - $45.62 $10K - $10.9K
7.21K $312M
KO
Coca Cola CO

Consumer Defensive
-10
- 0.11%
$68.37 - $73.9 $684 - $739
9.49K $672M
CNQ
Canadian Natural Resources LTD

Energy
-554
- 3.89%
$25.14 - $34.01 $13.9K - $18.8K
13.7K $430M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-672
- 11.84%
$45.98 - $56.15 $30.9K - $37.7K
5K $281M
IVV
Ishares Core S&P 500 ETF

ETFs
-88
- 10.06%
$498.8 - $620.9 $43.9K - $54.6K
787 $489M
T
At&T Inc.

Communication Services
-223
- 2.7%
$26.33 - $28.94 $5.87K - $6.45K
8.03K $232M
WMB
Williams Companies, Inc.

Energy
-125
- 1.49%
$54.33 - $62.87 $6.79K - $7.86K
8.26K $519M
MA
Mastercard Inc

Financial Services
-9
- 0.33%
$479.92 - $590.74 $4.32K - $5.32K
2.72K $1.53B
Capital Group Core Balanced
-7.07K
- 6.08%
N/A
109K $3.65B
MPC
Marathon Petroleum Corp

Energy
-286
- 5.8%
$118.55 - $170.08 $33.9K - $48.6K
4.64K $771M
PH
Parker Hannifin Corp

Industrials
-3
- 0.44%
$517.23 - $700.54 $1.55K - $2.1K
683 $477M
COF
Capital One Financial Corp

Financial Services
-10
- 0.5%
$150.57 - $212.76 $1.51K - $2.13K
2K $426M
WMT
Walmart Inc.

Consumer Defensive
-208
- 2.34%
$81.79 - $99.98 $17K - $20.8K
8.68K $849M
JPM
Jpmorgan Chase & CO

Financial Services
-9
- 0.2%
$210.28 - $289.91 $1.89K - $2.61K
4.45K $1.29B
PWR
Quanta Services, Inc.

Industrials
-41
- 2.28%
$239.47 - $381.26 $9.82K - $15.6K
1.76K $664M
MSFT
Microsoft Corp

Technology
-202
- 2.11%
$354.56 - $497.45 $71.6K - $100K
9.38K $4.67B
Activity Summary
Buys All Purchases 67 New Holdings 11 Increased Positions 56 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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