Challenger Wealth Management Purchases in Q1 2025

Challenger Wealth Management

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
184K
+ 89.05%
$33.98 - $39.84 $6.24M - $7.32M
390K $13.4B
CGDV
Capital Group Divid Value ETF

ETFs
137K
+ 43.24%
$34.95 - $37.36 $4.78M - $5.11M
453K $16.1B
CGUS
Capital Group Core Equity ETF
74K
+ 41.37%
$33.08 - $36.62 $2.45M - $2.71M
253K $8.45B
XOM
Exxon Mobil Corp

Energy
3.77K
+ 15.16%
$105.44 - $118.93 $398K - $449K
28.7K $3.41B
CVX
Chevron Corp

Energy
1.02K
+ 5.22%
$146.71 - $167.97 $150K - $171K
20.6K $3.44B
ARCC
Ares Capital Corp

Financial Services
20.9K
+ 9.65%
$21.28 - $23.81 $446K - $499K
238K $5.27B
CNQ
Canadian Natural Resources LTD

Energy
14.3K
New
$26.72 - $32.74 $381K - $467K
14.3K $439M
Capital Group Core Balanced
14K
+ 13.65%
N/A
116K $3.6B
PGR
Progressive Corp

Financial Services
1.1K
New
$235.61 - $291.22 $259K - $320K
1.1K $311M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.68K
New
$47.79 - $59.89 $271K - $340K
5.68K $285M
V
Visa Inc.

Financial Services
192
+ 3.2%
$306.92 - $362.71 $58.9K - $69.6K
6.19K $2.17B
XPO
Xpo Logistics, Inc.

Industrials
2.32K
New
$106.12 - $148.16 $246K - $344K
2.32K $250M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.75K
New
$65.15 - $91.81 $244K - $344K
3.75K $245M
COP
Conocophillips

Energy
2.3K
New
$88.6 - $105.85 $204K - $244K
2.3K $242M
T
At&T Inc.

Communication Services
8.25K
New
$21.56 - $28.28 $178K - $233K
8.25K $233M
WELL
Welltower Inc.

Real Estate
1.48K
New
$124.05 - $156.86 $184K - $233K
1.48K $227M
MU
Micron Technology Inc

Technology
2.6K
New
$86.89 - $109.38 $226K - $284K
2.6K $226M
URI
United Rentals, Inc.

Industrials
350
New
$594.17 - $789.56 $208K - $276K
350 $219M
WFC
Wells Fargo & Company

Financial Services
2.96K
New
$66.78 - $81.42 $197K - $241K
2.96K $212M
NFLX
Netflix Inc

Communication Services
220
New
$828.4 - $1058.6 $182K - $233K
220 $205M
ETR
Entergy Corp

Utilities
2.37K
New
$75.26 - $87.89 $178K - $208K
2.37K $202M
GOOG
Alphabet Inc.

Communication Services
1.28K
New
$156.06 - $207.71 $200K - $267K
1.28K $201M
IR
Ingersoll Rand Inc.

Industrials
2.5K
New
$79.44 - $94.23 $199K - $236K
2.5K $200M
META
Meta Platforms, Inc.

Communication Services
337
+ 39.37%
$576.36 - $736.67 $194K - $248K
1.19K $688M
CAT
Caterpillar Inc

Industrials
600
+ 60.0%
$326.75 - $407.63 $196K - $245K
1.6K $528M
JPM
Jpmorgan Chase & CO

Financial Services
528
+ 13.42%
$225.19 - $279.95 $119K - $148K
4.46K $1.09B
DVY
Ishares Tr

ETFs
644
+ 6.71%
$128.58 - $138.1 $82.8K - $88.9K
10.2K $1.37B
CTAS
Cintas Corp

Industrials
7
+ 0.14%
$182.09 - $208.14 $1.27K - $1.46K
4.85K $996M
HIG
Hartford Financial Services Group, Inc.

Financial Services
20
+ 0.31%
$106.31 - $123.73 $2.13K - $2.47K
6.57K $812M
NOC
Northrop Grumman Corp

Industrials
48
+ 3.64%
$433.45 - $513.82 $20.8K - $24.7K
1.37K $699M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.08%
$275.89 - $345.24 $276 - $345
1.25K $433M
ADP
Automatic Data Processing Inc

Industrials
24
+ 0.46%
$286.85 - $318.64 $6.88K - $7.65K
5.22K $1.6B
RTX
Raytheon Technologies Corp

Industrials
203
+ 8.02%
$114.1 - $135.66 $23.2K - $27.5K
2.73K $362M
DASH
Door Dash, Inc.

Communication Services
250
+ 16.67%
$168.37 - $213.38 $42.1K - $53.3K
1.75K $320M
WMB
Williams Companies, Inc.

Energy
15
+ 0.18%
$54.02 - $61.09 $810 - $916
8.39K $501M
PAYX
Paychex Inc

Industrials
13
+ 0.42%
$136.06 - $154.52 $1.77K - $2.01K
3.13K $483M
MCD
Mcdonalds Corp

Consumer Cyclical
12
+ 0.87%
$279.74 - $321.29 $3.36K - $3.86K
1.39K $435M
EPD
Enterprise Products Partners L.P.

Energy
22
+ 0.26%
$31.75 - $34.14 $699 - $751
8.39K $286M
CARR
Carrier Global Corp

Industrials
600
+ 15.0%
$62.07 - $70.55 $37.2K - $42.3K
4.6K $292M
SAIA
Saia Inc

Industrials
200
+ 40.0%
$349.29 - $508.47 $69.9K - $102K
700 $245M
XEL
Xcel Energy Inc

Utilities
4
+ 0.1%
$63.37 - $72.1 $253 - $288
4K $283M
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.02%
$112.81 - $126.16 $226 - $252
10.2K $1.25B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
729
+ 20.63%
$165.25 - $224.62 $120K - $164K
4.26K $707M
MET
Metlife Inc

Financial Services
36
+ 0.47%
$77.7 - $87.0 $2.8K - $3.13K
7.66K $615M
HON
Honeywell International Inc

Industrials
1
+ 0.09%
$202.75 - $226.52 $203 - $227
1.15K $244M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.34%
$554.06 - $615.85 $1.66K - $1.85K
875 $492M
HD
Home Depot, Inc.

Consumer Cyclical
120
+ 3.14%
$347.25 - $424.87 $41.7K - $51K
3.95K $1.45B
AVGO
Broadcom Inc.

Technology
45
+ 1.3%
$167.43 - $244.7 $7.53K - $11K
3.5K $587M
GOOGL
Alphabet Inc.

Communication Services
305
+ 2.7%
$154.33 - $206.19 $47.1K - $62.9K
11.6K $1.79B
Activity Summary
Buys All Purchases 51 New Holdings 16 Increased Positions 35 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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