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
VOE
Vanguard Mid Cap Value Index F

ETFs
1.29K
New
$160.89 - $176.18 $208K - $228K
1.29K $209M
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.4K
New
$24.19 - $50.58 $203K - $425K
8.4K $204M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.12K
New
$174.22 - $187.62 $195K - $210K
1.12K $196M
NEP
Nextera Energy Partners, LP

Utilities
10.9K
New
$15.87 - $26.96 $173K - $295K
10.9K $195M
AMD
Advanced Micro Devices Inc

Technology
1.57K
New
$118.88 - $172.8 $186K - $270K
1.57K $189M
VGT
Vanguard Information Technolog

ETFs
294
New
$571.78 - $647.97 $168K - $191K
294 $183M
IVV
Ishares Core S&P 500 ETF

ETFs
300
New
$570.51 - $610.59 $171K - $183K
300 $177M
GXO
Gxo Logistics, Inc.

Industrials
4.06K
New
$41.93 - $63.02 $170K - $256K
4.06K $176M
XAR
Spdr S&P Aerospace & Defense E

ETFs
993
New
$153.8 - $176.52 $153K - $175K
993 $165M
CSX
Csx Corp

Industrials
5.04K
New
$31.58 - $36.88 $159K - $186K
5.04K $163M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.71K
New
$57.29 - $63.1 $155K - $171K
2.71K $156M
GOOGL
Alphabet Inc.

Communication Services
820
New
$161.86 - $196.66 $133K - $161K
820 $155M
SCMB
Schwab Strategic Tr Mun Bd ETF
5.8K
New
N/A
5.8K $149M
IEF
Ishares Barclays

ETFs
1.58K
New
$92.08 - $98.18 $145K - $155K
1.58K $146M
NOC
Northrop Grumman Corp

Industrials
299
New
$466.52 - $543.88 $139K - $163K
299 $140M
AVGO
Broadcom Inc.

Technology
580
New
$159.67 - $250.0 $92.6K - $145K
580 $134M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.9K
New
$26.63 - $30.23 $131K - $148K
4.9K $131M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.65K
New
$77.86 - $79.27 $128K - $131K
1.65K $128M
PJUN
Innovator U.S. Equity Power Bu

ETFs
3.4K
New
$36.63 - $37.8 $125K - $129K
3.4K $128M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
2.75K
New
$43.97 - $45.33 $121K - $124K
2.75K $123M
Innovator Etfs Trust
5K
New
N/A
5K $123M
LLY
Eli Lilly & CO

Healthcare
156
New
$727.2 - $932.06 $113K - $145K
156 $120M
TFLO
Ishares Treasury Floating Rate

ETFs
2.37K
New
$50.37 - $50.63 $119K - $120K
2.37K $119M
WMT
Walmart Inc.

Consumer Defensive
1.2K
New
$79.1 - $95.7 $94.9K - $115K
1.2K $115M
CEG
Constellation Energy Corp

Utilities
477
New
$224.28 - $285.52 $107K - $136K
477 $107M
F
Ford Motor CO

Consumer Cyclical
10.6K
New
$9.69 - $11.4 $103K - $121K
10.6K $105M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
9.14K
New
$10.51 - $12.35 $96.1K - $113K
9.14K $97.7M
IMTB
Ishares Tr

ETFs
2.26K
New
$42.29 - $44.45 $95.4K - $100K
2.26K $95.8M
VNQ
Vanguard Specialized Funds Van

ETFs
1.05K
New
$87.85 - $98.6 $92.5K - $104K
1.05K $93.8M
MA
Mastercard Inc

Financial Services
175
New
$491.3 - $536.15 $86K - $93.8K
175 $92.2M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.77K
New
$23.29 - $23.93 $87.8K - $90.2K
3.77K $88.4M
EW
Edwards Lifesciences Corp

Healthcare
1.1K
New
$64.54 - $75.92 $71K - $83.5K
1.1K $81.4M
PPG
Ppg Industries Inc

Basic Materials
622
New
$119.09 - $131.37 $74.1K - $81.7K
622 $74.3M
NSC
Norfolk Southern Corp

Industrials
311
New
$230.6 - $277.0 $71.7K - $86.1K
311 $73M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
628
New
$113.92 - $127.38 $71.5K - $80K
628 $72.4M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.7K
New
$26.08 - $27.65 $70.4K - $74.7K
2.7K $70.6M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.8K
New
$23.63 - $26.47 $66.2K - $74.1K
2.8K $66.5M
XOM
Exxon Mobil Corp

Energy
600
New
$105.51 - $125.37 $63.3K - $75.2K
600 $64.5M
STWD
Starwood Property Trust, Inc.

Real Estate
3.25K
New
$18.95 - $20.37 $61.6K - $66.2K
3.25K $61.6M
BAH
Booz Allen Hamilton Holding Corp

Industrials
473
New
$128.36 - $186.0 $60.7K - $88K
473 $60.9M
ALB
Albemarle Corp

Basic Materials
699
New
$86.08 - $111.3 $60.2K - $77.8K
699 $60.2M
MET
Metlife Inc

Financial Services
700
New
$78.15 - $88.25 $54.7K - $61.8K
700 $57.3M
EXC
Exelon Corp

Utilities
1.43K
New
$36.22 - $40.97 $51.9K - $58.7K
1.43K $53.9M
BMAY
Innovator U.S. Equity Buffer E

ETFs
1.3K
New
$39.2 - $40.69 $51K - $52.9K
1.3K $52.4M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
1.78K
New
$28.3 - $30.67 $50.3K - $54.5K
1.78K $52.3M
Canadian Pacific Kansas City
703
New
N/A
703 $50.9M
PJUL
Innovator U.S. Equity Power Bu

ETFs
1.2K
New
$40.12 - $41.68 $48.1K - $50K
1.2K $49.4M
BJAN
Innovator U.S. Equity Buffer E

ETFs
1K
New
$46.38 - $47.95 $46.4K - $48K
1K $48M
IJUL
Innovator Etfs Tr

ETFs
1.68K
New
$27.59 - $29.25 $46.4K - $49.1K
1.68K $46.5M
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
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