Chancellor Financial Group Wb LP Reduced Holdings in Q1 2025

Chancellor Financial Group Wb LP

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2K
- 2.47%
$209.68 - $247.1 $419K - $493K
78.7K $17.5B
IVV
Ishares Core S&P 500 ETF

ETFs
-56
- 0.5%
$554.06 - $615.85 $31K - $34.5K
11.2K $6.32B
NEM
Newmont Corp

Basic Materials
-8.5K
- 62.27%
$37.79 - $48.39 $321K - $411K
5.15K $249M
BTO
John Hancock Financial Opportunities Fund

Financial Services
-3.11K
- 9.24%
$32.12 - $38.37 $99.9K - $119K
30.5K $1.04B
MRK
Merck & Co., Inc.

Healthcare
-1.1K
- 19.42%
$83.01 - $101.02 $90.9K - $111K
4.54K $408M
BAC
Bank Of America Corp

Financial Services
-862
- 2.38%
$39.61 - $47.74 $34.1K - $41.2K
35.3K $1.47B
BMY
Bristol Myers Squibb CO

Healthcare
-2.27K
- 26.12%
$53.9 - $63.11 $122K - $143K
6.41K $391M
LDOS
Leidos Holdings, Inc.

Technology
-400
- 10.57%
$126.82 - $161.11 $50.7K - $64.4K
3.39K $457M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-550
- 7.59%
N/A
6.7K $408M
CHY
Calamos Convertible & High Income Fund

Financial Services
-3.2K
- 12.16%
$10.1 - $12.0 $32.3K - $38.4K
23.1K $233M
UPS
United Parcel Service Inc

Industrials
-200
- 8.4%
$109.66 - $136.26 $21.9K - $27.3K
2.18K $240M
COST
Costco Wholesale Corp

Consumer Defensive
-85
- 5.41%
$890.62 - $1076.86 $75.7K - $91.5K
1.49K $1.41B
PFE
Pfizer Inc

Healthcare
-789
- 7.21%
$25.01 - $27.13 $19.7K - $21.4K
10.1K $257M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-31
- 1.13%
$102.49 - $119.96 $3.18K - $3.72K
2.7K $283M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-39
- 7.8%
$507.05 - $563.67 $19.8K - $22K
461 $237M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4
- 0.06%
$57.21 - $65.8 $229 - $263
7.26K $423M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-95
- 5.85%
$168.16 - $186.21 $16K - $17.7K
1.53K $261M
Ge Vernova Inc
-14
- 1.79%
N/A
769 $235M
SAIC
Science Applications International Corp

Technology
-200
- 9.57%
$95.77 - $119.82 $19.2K - $24K
1.89K $212M
OKE
Oneok Inc

Energy
-99
- 4.16%
$89.57 - $109.85 $8.87K - $10.9K
2.28K $226M
GOLD
Barrick Gold Corp

Basic Materials
-4K
- 20.83%
$15.45 - $19.56 $61.8K - $78.2K
15.2K $295M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-73
- 1.63%
$95.85 - $99.25 $7K - $7.25K
4.41K $436M
LXP
Lxp Industrial Trust

Real Estate
-500
- 3.39%
$7.72 - $9.22 $3.86K - $4.61K
14.2K $123M
VZ
Verizon Communications Inc

Communication Services
-2.09K
- 9.27%
$37.81 - $46.49 $79K - $97.1K
20.4K $927M
LLY
Eli Lilly & CO

Healthcare
-35
- 3.22%
$725.72 - $929.72 $25.4K - $32.5K
1.05K $870M
MA
Mastercard Inc

Financial Services
-7
- 0.35%
$504.67 - $576.31 $3.53K - $4.03K
1.97K $1.08B
XOM
Exxon Mobil Corp

Energy
-197
- 3.0%
$105.44 - $118.93 $20.8K - $23.4K
6.37K $757M
AMT
American Tower Corp

Real Estate
-49
- 2.02%
$173.46 - $217.6 $8.5K - $10.7K
2.37K $516M
CVX
Chevron Corp

Energy
-105
- 2.41%
$146.71 - $167.97 $15.4K - $17.6K
4.26K $712M
GE
General Electric CO

Industrials
-57
- 1.7%
$168.59 - $212.13 $9.61K - $12.1K
3.3K $661M
ABBV
Abb Vie Inc.

Healthcare
-318
- 5.76%
$169.2 - $216.66 $53.8K - $68.9K
5.21K $1.09B
KO
Coca Cola CO

Consumer Defensive
-67
- 0.53%
$60.81 - $72.32 $4.07K - $4.85K
12.5K $895M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-23
- 0.86%
$442.66 - $534.52 $10.2K - $12.3K
2.65K $1.41B
JNJ
Johnson & Johnson

Healthcare
-431
- 2.52%
$142.06 - $167.7 $61.2K - $72.3K
16.7K $2.76B
Activity Summary
Buys All Purchases 63 New Holdings 10 Increased Positions 53 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 1 Puts 0
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