Chapman Financial Group, LLC New Holdings in Q4 2024

Chapman Financial Group, LLC

  • $125 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
6.31K
New
$122.65 - $138.35 $774K - $873K
6.31K $796M
WTW
Willis Towers Watson PLC

Financial Services
2.45K
New
$287.99 - $332.53 $706K - $815K
2.45K $777M
DIS
Walt Disney CO

Communication Services
6.81K
New
$92.39 - $117.6 $629K - $801K
6.81K $758M
PFEB
Innovator U.S. Equity Power Bu

ETFs
20.4K
New
$35.94 - $36.85 $732K - $751K
20.4K $750M
FANG
Diamondback Energy, Inc.

Energy
4.48K
New
$153.06 - $199.5 $685K - $893K
4.48K $733M
TGT
Target Corp

Consumer Defensive
5.4K
New
$121.59 - $160.69 $657K - $868K
5.4K $730M
MBB
Ishares Tr

ETFs
7.83K
New
$91.26 - $95.82 $715K - $751K
7.83K $718M
PRF
Invesco Exchange Traded Fd Tr

ETFs
16.8K
New
$40.15 - $42.9 $674K - $720K
16.8K $677M
ELV
Elevance Health, Inc.

Healthcare
1.83K
New
$365.96 - $514.62 $669K - $940K
1.83K $674M
LBRDK
Liberty Broadband Corp

Communication Services
8.88K
New
$74.72 - $101.4 $664K - $901K
8.88K $664M
AZEK
Azek CO Inc.

Industrials
13.9K
New
$42.23 - $54.76 $586K - $760K
13.9K $659M
UBER
Uber Technologies, Inc

Technology
10.9K
New
$59.93 - $86.34 $652K - $940K
10.9K $657M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.12K
New
$481.22 - $538.17 $539K - $603K
1.12K $573M
PFE
Pfizer Inc

Healthcare
21.2K
New
$24.8 - $30.19 $526K - $640K
21.2K $563M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.7K
New
$57.53 - $60.83 $558K - $590K
9.7K $558M
VTI
Vanguard Total Stock Market Et

ETFs
1.81K
New
$280.04 - $302.45 $507K - $547K
1.81K $524M
ABBV
Abb Vie Inc.

Healthcare
2.9K
New
$164.99 - $203.87 $478K - $591K
2.9K $515M
D
Dominion Energy, Inc

Utilities
9.56K
New
$52.63 - $60.92 $503K - $582K
9.56K $515M
SCHP
Schwab Strategic Us Tips ETF

ETFs
19.6K
New
$25.74 - $53.78 $504K - $1.05M
19.6K $505M
DE
Deere & CO

Industrials
1.17K
New
$389.45 - $466.0 $456K - $546K
1.17K $497M
BMY
Bristol Myers Squibb CO

Healthcare
8.77K
New
$51.92 - $59.94 $455K - $525K
8.77K $496M
BRKR
Bruker Corp

Healthcare
8.05K
New
$48.25 - $67.46 $388K - $543K
8.05K $472M
FLJP
Franklin Templeton ETF Tr

ETFs
16K
New
$28.25 - $30.5 $453K - $489K
16K $458M
VTV
Vanguard Value ETF

ETFs
2.58K
New
$168.32 - $181.87 $434K - $469K
2.58K $437M
LYB
Lyondell Basell Industries N.V.

Basic Materials
5.69K
New
$72.97 - $96.75 $415K - $550K
5.69K $422M
VBR
Vanguard Small Cap Value ETF

ETFs
2.02K
New
$197.36 - $217.3 $398K - $438K
2.02K $399M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
908
New
$338.38 - $446.21 $307K - $405K
908 $395M
EPD
Enterprise Products Partners L.P.

Energy
12.5K
New
$28.66 - $34.43 $358K - $430K
12.5K $392M
BLDR
Builders First Source, Inc.

Industrials
2.72K
New
$142.93 - $198.25 $388K - $538K
2.72K $388M
Brookfield Infrastructure CO
9.26K
New
N/A
9.26K $371M
ASML
Asml Holding Nv

Technology
534
New
$658.43 - $872.27 $352K - $466K
534 $370M
NVS
Novartis Ag

Healthcare
3.73K
New
$96.78 - $117.18 $361K - $437K
3.73K $363M
PSEP
Innovator U.S. Equity Power Bu
8.42K
New
N/A
8.42K $329M
EMR
Emerson Electric CO

Industrials
2.62K
New
$108.13 - $134.33 $283K - $352K
2.62K $325M
FCNCA
First Citizens Bancshares Inc

Financial Services
150
New
$1818.92 - $2353.08 $273K - $353K
150 $317M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
8.96K
New
$33.67 - $37.35 $302K - $335K
8.96K $304M
LOW
Lowes Companies Inc

Consumer Cyclical
1.22K
New
$244.52 - $284.07 $297K - $345K
1.22K $300M
MTCH
Match Group, Inc.

Communication Services
8.93K
New
$30.29 - $38.64 $270K - $345K
8.93K $292M
DUK
Duke Energy Corp

Utilities
2.7K
New
$105.76 - $120.76 $286K - $326K
2.7K $291M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
16.3K
New
$17.41 - $19.29 $283K - $314K
16.3K $283M
UNP
Union Pacific Corp

Industrials
1.16K
New
$223.15 - $249.32 $260K - $290K
1.16K $265M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.54K
New
$71.75 - $75.11 $254K - $266K
3.54K $255M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.05K
New
$106.56 - $113.11 $219K - $232K
2.05K $219M
EOG
Eog Resources Inc

Energy
1.79K
New
$118.22 - $136.54 $211K - $244K
1.79K $219M
SWK
Stanley Black & Decker, Inc.

Industrials
2.7K
New
$79.07 - $109.36 $213K - $295K
2.7K $216M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
17K
New
$11.18 - $13.68 $190K - $233K
17K $216M
MRK
Merck & Co., Inc.

Healthcare
2.15K
New
$96.31 - $114.76 $207K - $247K
2.15K $214M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.39K
New
$22.63 - $47.53 $213K - $446K
9.39K $213M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
6.58K
New
$31.36 - $32.75 $206K - $215K
6.58K $213M
Activity Summary
Buys All Purchases 219 New Holdings 219 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Chapman Financial Group, LLC Portfolio

Follow Chapman Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Chapman Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Chapman Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email