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
VCIT
Vanguard Intermediate Term Cor

ETFs
552
New
$80.13 - $83.77 $44.2K - $46.2K
552 $44.3M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
2K
New
$20.38 - $21.75 $40.8K - $43.5K
2K $41.2M
MO
Altria Group, Inc.

Consumer Defensive
786
New
$49.06 - $57.74 $38.6K - $45.4K
786 $41.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
900
New
$44.33 - $49.55 $39.9K - $44.6K
900 $40.4M
BJUN
Innovator U.S. Equity Buffer E

ETFs
850
New
N/A
850 $35.3M
MDT
Medtronic PLC

Healthcare
419
New
$79.61 - $92.24 $33.4K - $38.6K
419 $33.5M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
325
New
$100.24 - $101.35 $32.6K - $32.9K
325 $32.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
52
New
$567.81 - $607.81 $29.5K - $31.6K
52 $30.5M
VEA
Vanguard Ftse Developed Market

ETFs
600
New
$47.57 - $52.44 $28.5K - $31.5K
600 $28.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
310
New
$88.59 - $94.57 $27.5K - $29.3K
310 $27.5M
LMT
Lockheed Martin Corp

Industrials
50
New
$479.66 - $614.62 $24K - $30.7K
50 $24.3M
VB
Vanguard Small Cap ETF

ETFs
90
New
$233.76 - $261.58 $21K - $23.5K
90 $21.6M
BOCT
Innovator U.S. Equity Buffer E

ETFs
500
New
$42.04 - $44.04 $21K - $22K
500 $21.6M
BSEP
Innovator U.S. Equity Buffer E

ETFs
500
New
$41.8 - $43.67 $20.9K - $21.8K
500 $21.5M
GLD
Spdr Gold Trust

ETFs
85
New
$236.59 - $257.5 $20.1K - $21.9K
85 $20.6M
IEFA
Ishares Tr

ETFs
290
New
$70.06 - $77.43 $20.3K - $22.5K
290 $20.4M
SKX
Skechers Usa Inc

Consumer Cyclical
290
New
$59.24 - $72.0 $17.2K - $20.9K
290 $19.5M
DTEC
Alps ETF Tr Disruptive Technol

ETFs
425
New
$43.37 - $47.65 $18.4K - $20.3K
425 $19.3M
INTC
Intel Corp

Technology
869
New
$19.07 - $26.23 $16.6K - $22.8K
869 $17.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
800
New
$20.98 - $21.19 $16.8K - $17K
800 $16.9M
UNH
Unitedhealth Group Inc

Healthcare
33
New
$485.52 - $625.25 $16K - $20.6K
33 $16.7M
Thomson Reuters Corp
100
New
N/A
100 $16M
CSCO
Cisco Systems, Inc.

Technology
260
New
$52.45 - $60.02 $13.6K - $15.6K
260 $15.4M
CAT
Caterpillar Inc

Industrials
42
New
$360.37 - $416.88 $15.1K - $17.5K
42 $15.2M
BMAR
Innovator U.S. Equity Buffer E

ETFs
300
New
$44.7 - $46.74 $13.4K - $14K
300 $13.8M
OGE
Oge Energy Corp.

Utilities
300
New
$39.65 - $44.08 $11.9K - $13.2K
300 $12.4M
RPM
Rpm International Inc

Basic Materials
100
New
$120.09 - $140.26 $12K - $14K
100 $12.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
130
New
$91.94 - $100.02 $12K - $13K
130 $12M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
86
New
$129.96 - $144.97 $11.2K - $12.5K
86 $12M
MDLZ
Mondelez International, Inc.

Consumer Defensive
200
New
$59.25 - $72.99 $11.9K - $14.6K
200 $11.9M
T
At&T Inc.

Communication Services
510
New
$21.22 - $23.88 $10.8K - $12.2K
510 $11.6M
PDEC
Innovator U.S. Equity Power Bu
300
New
N/A
300 $11.5M
AMAT
Applied Materials Inc

Technology
70
New
$161.44 - $213.89 $11.3K - $15K
70 $11.4M
XLU
Utilities Sector Spdr

ETFs
150
New
$74.89 - $82.93 $11.2K - $12.4K
150 $11.4M
UL
Unilever PLC

Consumer Defensive
200
New
$56.7 - $64.64 $11.3K - $12.9K
200 $11.3M
SCHO
Schwab Short Term Us Treasury

ETFs
436
New
$24.06 - $48.88 $10.5K - $21.3K
436 $10.5M
PM
Philip Morris International Inc.

Consumer Defensive
87
New
$118.38 - $133.06 $10.3K - $11.6K
87 $10.5M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1K
New
$8.24 - $11.07 $8.24K - $11.1K
1K $9.61M
XLE
Energy Sector Spdr

ETFs
110
New
$83.32 - $97.27 $9.17K - $10.7K
110 $9.42M
VZ
Verizon Communications Inc

Communication Services
227
New
$39.6 - $45.21 $8.99K - $10.3K
227 $9.08M
AMGN
Amgen Inc

Healthcare
33
New
$258.78 - $328.31 $8.54K - $10.8K
33 $8.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
42
New
$183.23 - $199.79 $7.7K - $8.39K
42 $7.78M
TSLA
Tesla, Inc.

Consumer Cyclical
16
New
$213.65 - $479.86 $3.42K - $7.68K
16 $6.46M
TOL
Toll Brothers, Inc.

Consumer Cyclical
50
New
$123.8 - $167.8 $6.19K - $8.39K
50 $6.3M
NFLX
Netflix Inc

Communication Services
7
New
$687.65 - $936.56 $4.81K - $6.56K
7 $6.24M
BLZE
Backblaze, Inc.

Technology
1K
New
$5.63 - $7.99 $5.63K - $7.99K
1K $6.02M
O
Realty Income Corp

Real Estate
100
New
$51.76 - $64.71 $5.18K - $6.47K
100 $5.34M
LAW
Cs Disco, Inc.

Technology
1K
New
$4.98 - $6.53 $4.98K - $6.53K
1K $4.99M
Bank America Corp
4
New
N/A
4 $4.88M
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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