Chancellor Financial Group Wb LP Portfolio Holdings

Chancellor Financial Group Wb LP

  • $121 Billion
  • Q1 2025

Chancellor Financial Group Wb LP has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.5B, Microsoft Corp with a value of $10.7B, Ishares Core S&P 500 ETF with a value of $6.32B, Amazon Com Inc with a value of $4.52B, and Nvidia Corp with a value of $3.53B.

Examining the 13F form we can see an decrease of $3.07B in the current position value, from $124B to 121B.

Chancellor Financial Group Wb LP is based out at Wilkes Barre, PA

Below you can find more details about Chancellor Financial Group Wb LP portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
Technology: $35.9 Billion
Financial Services: $15.2 Billion
ETFs: $14.8 Billion
Healthcare: $9.75 Billion
Industrials: $8.76 Billion
Consumer Defensive: $7.97 Billion
Consumer Cyclical: $7.85 Billion
Communication Services: $7.4 Billion
Other: $9.7 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.8B
$224 Million 0.18% of portfolio
759
Q4 2024 New
$11.6B
$219 Million 0.18% of portfolio
10,957
Q1 2025 New
$121B
$213 Million 0.18% of portfolio
705
Q1 2025 New
$69.2B
$216 Million 0.18% of portfolio
6,330
Q1 2025 New
$145B
$211 Million 0.17% of portfolio
676
Q1 2025 New
$38.9B
$201 Million 0.17% of portfolio
2,441
Q1 2025 New
$186B
$207 Million 0.17% of portfolio
337
Q4 2024 New
$41.4B
$185 Million 0.15% of portfolio
18,404
Q1 2025 Added 0.37%

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $121 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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