Chancellor Financial Group Wb LP Reduced Holdings in Q2 2025

Chancellor Financial Group Wb LP

  • $129 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-190
- 0.24%
$172.42 - $223.89 $32.8K - $42.5K
78.5K $16.1B
BFB
Brown Forman Corp Cl B
-1.32K
- 1.91%
N/A
67.7K $1.82B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-116
- 4.37%
$483.48 - $539.8 $56.1K - $62.6K
2.54K $1.23B
IWM
Ishares Russell 2000 ETF

ETFs
-1.05K
- 33.57%
$174.82 - $215.79 $183K - $226K
2.07K $447M
LDOS
Leidos Holdings, Inc.

Technology
-1.19K
- 35.01%
$132.9 - $160.3 $157K - $190K
2.2K $347M
GOOG
Alphabet Inc.

Communication Services
-1.82K
- 17.37%
$146.58 - $180.01 $267K - $328K
8.66K $1.54B
XOM
Exxon Mobil Corp

Energy
-170
- 2.67%
$99.93 - $119.04 $17K - $20.2K
6.2K $668M
WM
Waste Management Inc

Industrials
-160
- 4.69%
$216.47 - $242.1 $34.6K - $38.7K
3.25K $744M
F
Ford Motor CO

Consumer Cyclical
-4.99K
- 27.11%
$8.69 - $10.85 $43.4K - $54.1K
13.4K $146M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-393
- 4.91%
$38.81 - $44.28 $15.3K - $17.4K
7.61K $323M
AMT
American Tower Corp

Real Estate
-90
- 3.79%
$203.96 - $228.19 $18.4K - $20.5K
2.28K $505M
DELL
Dell Technologies Inc.

Technology
-950
- 26.43%
$71.63 - $125.98 $68K - $120K
2.65K $324M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-10
- 0.62%
$121.58 - $136.74 $1.22K - $1.37K
1.61K $219M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8
- 0.18%
$96.84 - $99.46 $775 - $796
4.4K $436M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-4
- 0.04%
$24.54 - $25.07 $98.2 - $100
10.1K $252M
American Well Corp
-375
- 3.27%
N/A
11.1K $98.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13
- 0.48%
$90.56 - $109.49 $1.18K - $1.42K
2.69K $294M
SPY
Spdr S&P 500 ETF Trust

ETFs
-19
- 4.73%
$496.48 - $617.85 $9.43K - $11.7K
383 $237M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-15
- 0.98%
$152.42 - $182.82 $2.29K - $2.74K
1.51K $277M
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 3.36%
$908.13 - $1056.85 $45.4K - $52.8K
1.44K $1.42B
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-550
- 4.86%
$20.72 - $25.75 $11.4K - $14.2K
10.8K $277M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-100
- 10.82%
$416.06 - $551.64 $41.6K - $55.2K
824 $455M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-35
- 0.48%
$51.16 - $62.02 $1.79K - $2.17K
7.22K $448M
VIG
Vanguard Dividend Appreciation

ETFs
-14
- 0.31%
N/A
4.51K $922M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-2.02K
- 5.95%
$18.53 - $24.21 $37.5K - $49K
31.9K $773M
UBER
Uber Technologies, Inc

Technology
-100
- 2.54%
$64.62 - $93.3 $6.46K - $9.33K
3.84K $358M
DIS
Walt Disney CO

Communication Services
-170
- 2.07%
$81.72 - $124.01 $13.9K - $21.1K
8.02K $995M
C
Citigroup Inc

Financial Services
-605
- 2.59%
$58.13 - $85.12 $35.2K - $51.5K
22.8K $1.94B
GOOGL
Alphabet Inc.

Communication Services
-120
- 0.74%
$144.7 - $178.6 $17.4K - $21.4K
16.2K $2.85B
AVGO
Broadcom Inc.

Technology
-424
- 6.63%
$146.29 - $275.65 $62K - $117K
5.97K $1.64B
NVDA
Nvidia Corp

Technology
-602
- 1.85%
$94.31 - $157.99 $56.8K - $95.1K
32K $5.05B
Activity Summary
Buys All Purchases 65 New Holdings 8 Increased Positions 57 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Chancellor Financial Group Wb LP Portfolio

Follow Chancellor Financial Group Wb LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chancellor Financial Group Wb LP, based on Form 13F filings with the SEC.

News

Stay updated on Chancellor Financial Group Wb LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email