Chancellor Financial Group Wb LP Portfolio Holdings

Chancellor Financial Group Wb LP

  • $121 Billion
  • Q1 2025

Chancellor Financial Group Wb LP has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.5B, Microsoft Corp with a value of $10.7B, Ishares Core S&P 500 ETF with a value of $6.32B, Amazon Com Inc with a value of $4.52B, and Nvidia Corp with a value of $3.53B.

Examining the 13F form we can see an decrease of $3.07B in the current position value, from $124B to 121B.

Chancellor Financial Group Wb LP is based out at Wilkes Barre, PA

Below you can find more details about Chancellor Financial Group Wb LP portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
Technology: $35.9 Billion
Financial Services: $15.2 Billion
ETFs: $14.8 Billion
Healthcare: $9.75 Billion
Industrials: $8.76 Billion
Consumer Defensive: $7.97 Billion
Consumer Cyclical: $7.85 Billion
Communication Services: $7.4 Billion
Other: $9.7 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $121 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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