Challenger Wealth Management Reduced Holdings in Q1 2025

Challenger Wealth Management

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-765
- 5.2%
$222.15 - $428.22 $170K - $328K
13.9K $3.61B
MSFT
Microsoft Corp

Technology
-1.49K
- 13.47%
$375.39 - $447.2 $560K - $667K
9.58K $3.6B
AAPL
Apple Inc.

Technology
-127
- 0.56%
$209.68 - $247.1 $26.6K - $31.4K
22.4K $4.97B
AMZN
Amazon Com Inc

Consumer Cyclical
-13
- 0.09%
$190.26 - $242.06 $2.47K - $3.15K
14.1K $2.68B
LMT
Lockheed Martin Corp

Industrials
-267
- 7.88%
$423.19 - $506.29 $113K - $135K
3.12K $1.39B
PWR
Quanta Services, Inc.

Industrials
-134
- 6.94%
$236.71 - $358.03 $31.7K - $48K
1.8K $457M
ACN
Accenture PLC

Technology
-94
- 3.56%
$300.91 - $398.25 $28.3K - $37.4K
2.54K $794M
ADBE
Adobe Inc.

Technology
-24
- 1.38%
$377.84 - $464.11 $9.07K - $11.1K
1.72K $659M
TT
Trane Technologies PLC

Industrials
-12
- 0.37%
$332.0 - $400.86 $3.98K - $4.81K
3.19K $1.08B
PEP
Pepsico Inc

Consumer Defensive
-614
- 18.69%
$142.64 - $156.42 $87.6K - $96K
2.67K $400M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-114
- 13.78%
$497.6 - $606.74 $56.7K - $69.2K
713 $355M
UNH
Unitedhealth Group Inc

Healthcare
-197
- 11.28%
$461.52 - $548.18 $90.9K - $108K
1.55K $811M
NXPI
Nxp Semiconductors N.V.

Technology
-163
- 7.92%
$189.99 - $245.86 $31K - $40.1K
1.9K $360M
VZ
Verizon Communications Inc

Communication Services
-2.42K
- 24.54%
$37.81 - $46.49 $91.6K - $113K
7.45K $338M
FITB
Fifth Third Bancorp

Financial Services
-407
- 5.33%
$37.48 - $44.96 $15.3K - $18.3K
7.23K $284M
PH
Parker Hannifin Corp

Industrials
-30
- 4.19%
$591.65 - $707.05 $17.7K - $21.2K
686 $417M
MPC
Marathon Petroleum Corp

Energy
-419
- 7.84%
$134.72 - $159.03 $56.4K - $66.6K
4.93K $718M
OKE
Oneok Inc

Energy
-160
- 1.92%
$89.57 - $109.85 $14.3K - $17.6K
8.19K $813M
PG
Procter & Gamble CO

Consumer Defensive
-369
- 2.6%
$158.56 - $176.26 $58.5K - $65K
13.8K $2.35B
WMT
Walmart Inc.

Consumer Defensive
-5
- 0.06%
$84.5 - $105.05 $423 - $525
8.89K $781M
ROP
Roper Technologies Inc

Industrials
-114
- 15.3%
$502.71 - $593.81 $57.3K - $67.7K
631 $372M
COF
Capital One Financial Corp

Financial Services
-90
- 4.29%
$163.87 - $209.82 $14.7K - $18.9K
2.01K $360M
IP
International Paper CO

Consumer Cyclical
-173
- 2.86%
$49.38 - $60.09 $8.54K - $10.4K
5.87K $313M
KMB
Kimberly Clark Corp

Consumer Defensive
-236
- 9.79%
$124.46 - $147.4 $29.4K - $34.8K
2.17K $309M
KO
Coca Cola CO

Consumer Defensive
-1.5K
- 13.65%
$60.81 - $72.32 $91.3K - $109K
9.5K $681M
HCA
Hca Healthcare, Inc.

Healthcare
-314
- 13.14%
$296.7 - $345.55 $93.2K - $109K
2.08K $717M
CB
Chubb LTD

Financial Services
-139
- 7.12%
$257.71 - $301.99 $35.8K - $42K
1.81K $547M
Linde PLC
-51
- 6.67%
N/A
714 $333M
MO
Altria Group, Inc.

Consumer Defensive
-700
- 8.32%
$50.81 - $60.02 $35.6K - $42K
7.72K $463M
UNM
Unum Group

Financial Services
-56
- 1.59%
$71.8 - $83.34 $4.02K - $4.67K
3.47K $283M
DUK
Duke Energy Corp

Utilities
-944
- 8.75%
$105.87 - $121.97 $99.9K - $115K
9.84K $1.2B
PHYS
Sprott Physical Gold Trust

Financial Services
-1K
- 6.03%
$20.25 - $24.06 $20.3K - $24.1K
15.6K $375M
IBM
International Business Machines Corp

Technology
-4
- 0.22%
$217.4 - $264.74 $870 - $1.06K
1.81K $449M
MA
Mastercard Inc

Financial Services
-2
- 0.07%
$504.67 - $576.31 $1.01K - $1.15K
2.73K $1.5B
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.24%
$890.62 - $1076.86 $5.34K - $6.46K
2.54K $2.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 1.34%
$442.66 - $534.52 $11.5K - $13.9K
1.91K $1.02B
TMUS
T Mobile Us, Inc.

Communication Services
-9
- 0.14%
$211.3 - $272.83 $1.9K - $2.46K
6.47K $1.72B
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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