Challenger Wealth Management Purchases in Q2 2025

Challenger Wealth Management

  • $144 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CGGR
Capital Group Growth ETF Shs C

ETFs
43.6K
+ 11.18%
$30.53 - $40.65 $1.33M - $1.77M
434K $17.6B
CGDV
Capital Group Divid Value ETF

ETFs
29.9K
+ 6.61%
$31.93 - $39.49 $956K - $1.18M
483K $19.1B
NVDA
Nvidia Corp

Technology
7.68K
+ 46.39%
$94.31 - $157.99 $725K - $1.21M
24.2K $3.83B
AVGO
Broadcom Inc.

Technology
4.77K
+ 136.02%
$146.29 - $275.65 $697K - $1.31M
8.27K $2.28B
CGUS
Capital Group Core Equity ETF
19.7K
+ 7.81%
$29.93 - $36.93 $591K - $729K
273K $10.1B
AMZN
Amazon Com Inc

Consumer Cyclical
4.46K
+ 31.65%
$167.32 - $223.3 $746K - $996K
18.5K $4.07B
TSLA
Tesla, Inc.

Consumer Cyclical
96
+ 0.69%
$221.86 - $362.89 $21.3K - $34.8K
14K $4.46B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.47K
+ 34.49%
$141.37 - $228.57 $208K - $336K
5.73K $1.3B
TT
Trane Technologies PLC

Industrials
480
+ 15.03%
$315.21 - $437.41 $151K - $210K
3.67K $1.61B
GOOGL
Alphabet Inc.

Communication Services
869
+ 7.5%
$144.7 - $178.6 $126K - $155K
12.5K $2.2B
COST
Costco Wholesale Corp

Consumer Defensive
194
+ 7.65%
$908.13 - $1056.85 $176K - $205K
2.73K $2.7B
AFRM
Affirm Holdings, Inc.

Technology
4.02K
New
$35.75 - $69.14 $144K - $278K
4.02K $278M
SHOP
Shopify Inc.

Technology
2.33K
New
$76.89 - $115.35 $179K - $268K
2.33K $268M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
821
New
$177.93 - $313.14 $146K - $257K
821 $257M
AMAT
Applied Materials Inc

Technology
1.35K
New
$126.95 - $183.52 $172K - $248K
1.35K $248M
FCX
Freeport Mcmoran Inc

Basic Materials
5.23K
New
$29.15 - $44.46 $152K - $233K
5.23K $227M
TRP
Tc Energy Corp

Energy
4.6K
New
$44.48 - $51.4 $205K - $236K
4.6K $224M
TFII
Tfi International Inc.

Industrials
2.5K
New
$73.75 - $91.79 $184K - $229K
2.5K $224M
ADP
Automatic Data Processing Inc

Industrials
673
+ 12.89%
$276.76 - $326.81 $186K - $220K
5.9K $1.82B
BA
Boeing CO

Industrials
1.02K
New
$136.59 - $217.51 $139K - $222K
1.02K $214M
META
Meta Platforms, Inc.

Communication Services
26
+ 2.18%
$484.66 - $738.09 $12.6K - $19.2K
1.22K $900M
ARCC
Ares Capital Corp

Financial Services
11.7K
+ 4.93%
$18.91 - $22.43 $222K - $263K
250K $5.48B
NOW
Service Now, Inc.

Technology
200
New
$721.65 - $1040.18 $144K - $208K
200 $206M
Arista Networks Inc
2.01K
New
N/A
2.01K $205M
NET
Cloudflare, Inc.

Technology
18
+ 0.78%
$97.08 - $195.83 $1.75K - $3.52K
2.32K $454M
V
Visa Inc.

Financial Services
379
+ 6.12%
$308.27 - $373.31 $117K - $141K
6.57K $2.33B
CEG
Constellation Energy Corp

Utilities
4
+ 0.33%
$170.96 - $322.76 $684 - $1.29K
1.2K $389M
CTAS
Cintas Corp

Industrials
149
+ 3.07%
$190.11 - $227.66 $28.3K - $33.9K
5K $1.11B
DASH
Door Dash, Inc.

Communication Services
13
+ 0.74%
$163.16 - $246.51 $2.12K - $3.2K
1.76K $435M
APD
Air Products & Chemicals, Inc.

Basic Materials
400
+ 50.0%
$248.61 - $294.96 $99.4K - $118K
1.2K $338M
NFLX
Netflix Inc

Communication Services
6
+ 2.73%
$855.86 - $1339.13 $5.14K - $8.03K
226 $303M
MU
Micron Technology Inc

Technology
17
+ 0.65%
$64.72 - $127.91 $1.1K - $2.17K
2.62K $323M
CAT
Caterpillar Inc

Industrials
7
+ 0.44%
$273.94 - $388.21 $1.92K - $2.72K
1.61K $624M
IBM
International Business Machines Corp

Technology
6
+ 0.33%
$221.03 - $294.78 $1.33K - $1.77K
1.81K $535M
HCA
Hca Healthcare, Inc.

Healthcare
5
+ 0.24%
$317.61 - $387.52 $1.59K - $1.94K
2.08K $797M
LMT
Lockheed Martin Corp

Industrials
8
+ 0.26%
$430.82 - $486.45 $3.45K - $3.89K
3.13K $1.45B
CARR
Carrier Global Corp

Industrials
34
+ 0.74%
$55.55 - $75.83 $1.89K - $2.58K
4.63K $339M
RTX
Raytheon Technologies Corp

Industrials
52
+ 1.9%
$113.75 - $148.48 $5.92K - $7.72K
2.79K $407M
XPO
Xpo Logistics, Inc.

Industrials
6
+ 0.26%
$91.46 - $128.1 $549 - $769
2.33K $294M
GOOG
Alphabet Inc.

Communication Services
51
+ 3.97%
$146.58 - $180.01 $7.48K - $9.18K
1.34K $237M
TJX
Tjx Companies Inc

Consumer Cyclical
126
+ 1.23%
$119.13 - $135.03 $15K - $17K
10.4K $1.28B
WFC
Wells Fargo & Company

Financial Services
24
+ 0.81%
$60.98 - $80.12 $1.46K - $1.92K
2.98K $239M
CHTR
Charter Communications, Inc.

Communication Services
4
+ 0.67%
$321.68 - $427.25 $1.29K - $1.71K
604 $247M
HIG
Hartford Financial Services Group, Inc.

Financial Services
37
+ 0.56%
$109.83 - $131.67 $4.06K - $4.87K
6.6K $838M
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 1.29%
$335.24 - $380.78 $17.1K - $19.4K
4K $1.47B
NOC
Northrop Grumman Corp

Industrials
67
+ 4.91%
$456.3 - $540.39 $30.6K - $36.2K
1.43K $716M
GM
General Motors CO

Consumer Cyclical
19
+ 0.32%
$42.48 - $50.46 $807 - $959
5.92K $291M
IR
Ingersoll Rand Inc.

Industrials
17
+ 0.68%
$66.75 - $84.94 $1.13K - $1.44K
2.52K $209M
CB
Chubb LTD

Financial Services
102
+ 5.63%
$274.32 - $302.46 $28K - $30.9K
1.92K $555M
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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