Challenger Wealth Management Portfolio Holdings by Sector

Challenger Wealth Management

$116 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs CGDV CGGR DVY IVV 4 stocks	$20.6 Million 19.4% of portfolio	4	-	4	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$5.94 Million 5.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE NET AFRM 4 stocks	$5.93 Million 5.59% of portfolio	4	-	4	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$5.92 Million 5.58% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM CVE 3 stocks	$5.77 Million 5.44% of portfolio	3	-	3	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC PHYS 2 stocks	$5.08 Million 4.79% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM NXPI 4 stocks	$4.07 Million 3.84% of portfolio	4	-	4	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA COF 3 stocks	$3.71 Million 3.5% of portfolio	3	-	3	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$3.13 Million 2.95% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$3.09 Million 2.92% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META DASH 3 stocks	$2.89 Million 2.72% of portfolio	3	-	3	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB 2 stocks	$2.69 Million 2.54% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT NOC RTX 3 stocks	$2.56 Million 2.41% of portfolio	3	-	3	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS VZ CHTR 3 stocks	$2.03 Million 1.91% of portfolio	3	-	3	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$1.96 Million 1.85% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM EPAM FISV 4 stocks	$1.88 Million 1.77% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B HIG AIG 3 stocks	$1.86 Million 1.76% of portfolio	3	-	3	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD FND 2 stocks	$1.74 Million 1.64% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM ING BAC 3 stocks	$1.59 Million 1.5% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE WMB EPD 3 stocks	$1.55 Million 1.46% of portfolio	3	-	3	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX BURL 2 stocks	$1.49 Million 1.41% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT CARR 2 stocks	$1.46 Million 1.37% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK XEL 2 stocks	$1.43 Million 1.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical PHM TOL DHI 3 stocks	$1.32 Million 1.24% of portfolio	3	-	3	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1.18 Million 1.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology CRM UBER SHOP NOW 4 stocks	$949,476 0.89% of portfolio	4	-	4	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$884,402 0.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$883,210 0.83% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MET UNM 2 stocks	$882,166 0.83% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH ROP 2 stocks	$842,895 0.79% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$801,200 0.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$786,460 0.74% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$745,937 0.7% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$717,009 0.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Trucking \| Industrials ODFL SAIA TFII 3 stocks	$663,614 0.63% of portfolio	3	-	3	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$610,387 0.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$539,407 0.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials LYB APD 2 stocks	$532,357 0.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK PFE 2 stocks	$480,914 0.45% of portfolio	2	-	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$440,034 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$430,455 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$400,372 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$355,469 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$325,167 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services FITB 1 stocks	$323,041 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive ADM 1 stocks	$308,573 0.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB 1 stocks	$293,223 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology FLEX 1 stocks	$287,925 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$281,330 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$268,452 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$262,414 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$259,979 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities AVA 1 stocks	$238,095 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services AIZ 1 stocks	$234,542 0.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR 1 stocks	$205,100 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts

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Challenger Wealth Management Portfolio Holdings by Sector

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