Chapman Financial Group, LLC Portfolio Holdings

Chapman Financial Group, LLC

  • $125 Billion
  • Q4 2024

Chapman Financial Group, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $125 Billion distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.93B, Berkshire Hathaway Inc Class B with a value of $6.37B, Microsoft Corp with a value of $5.37B, Alphabet Inc. with a value of $4.81B, and Schwab Strategic Tr Us Large C with a value of $3.62B.

Examining the 13F form we can see an increase of $125B in the current position value.

Chapman Financial Group, LLC is based out at Kailua, HI

Below you can find more details about Chapman Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion
ETFs: $27.3 Billion
Technology: $23.5 Billion
Financial Services: $19.2 Billion
Healthcare: $11.9 Billion
Industrials: $8.76 Billion
Consumer Cyclical: $8.05 Billion
Consumer Defensive: $7.81 Billion
Communication Services: $6.7 Billion
Other: $7.97 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.5 Million 0.04% of portfolio
1,680
Q4 2024 New
$0
$35.3 Million 0.03% of portfolio
850
Q4 2024 New
$0
$41.2 Million 0.03% of portfolio
2,000
Q4 2024 New
$0
$40.4 Million 0.03% of portfolio
900
Q4 2024 New
$0
$32.7 Million 0.03% of portfolio
325
Q4 2024 New
$95.5B
$41.1 Million 0.03% of portfolio
786
Q4 2024 New
$123B
$33.5 Million 0.03% of portfolio
419
Q4 2024 New
$0
$21.6 Million 0.02% of portfolio
90
Q4 2024 New
$0
$21.6 Million 0.02% of portfolio
500
Q4 2024 New
$8.64B
$19.5 Million 0.02% of portfolio
290
Q4 2024 New
$91.9B
$20.6 Million 0.02% of portfolio
85
Q4 2024 New
$0
$30.5 Million 0.02% of portfolio
52
Q4 2024 New
$0
$20.4 Million 0.02% of portfolio
290
Q4 2024 New
$0
$27.5 Million 0.02% of portfolio
310
Q4 2024 New
$0
$21.5 Million 0.02% of portfolio
500
Q4 2024 New
$41.8B
$25.3 Million 0.02% of portfolio
300
Q4 2024 New
$0
$28.7 Million 0.02% of portfolio
600
Q4 2024 New
$0
$19.3 Million 0.02% of portfolio
425
Q4 2024 New
$139B
$11.3 Million 0.01% of portfolio
200
Q4 2024 New
$490B
$16.7 Million 0.01% of portfolio
33
Q4 2024 New
$8.39B
$9.61 Million 0.01% of portfolio
1,000
Q4 2024 New
$14B
$6.3 Million 0.01% of portfolio
50
Q4 2024 New
$156B
$8.6 Million 0.01% of portfolio
33
Q4 2024 New
$146B
$11.4 Million 0.01% of portfolio
70
Q4 2024 New
$1.12T
$6.46 Million 0.01% of portfolio
16
Q4 2024 New
Thomson Reuters Corp
-
$16 Million 0.01% of portfolio
-
Q4 2024 New
$172B
$9.08 Million 0.01% of portfolio
227
Q4 2024 New
$184B
$11.6 Million 0.01% of portfolio
510
Q4 2024 New
$187B
$15.2 Million 0.01% of portfolio
42
Q4 2024 New
$15.9B
$12.3 Million 0.01% of portfolio
100
Q4 2024 New
$0
$16.9 Million 0.01% of portfolio
800
Q4 2024 New
$0
$7.78 Million 0.01% of portfolio
42
Q4 2024 New
$96.9B
$17.4 Million 0.01% of portfolio
869
Q4 2024 New
$233B
$10.5 Million 0.01% of portfolio
87
Q4 2024 New
-
$11.5 Million 0.01% of portfolio
-
Q4 2024 New
$83.4B
$11.9 Million 0.01% of portfolio
200
Q4 2024 New
$0
$13.8 Million 0.01% of portfolio
300
Q4 2024 New
$0
$12 Million 0.01% of portfolio
130
Q4 2024 New
$8.71B
$12.4 Million 0.01% of portfolio
300
Q4 2024 New
$0
$11.4 Million 0.01% of portfolio
150
Q4 2024 New
$0
$9.42 Million 0.01% of portfolio
110
Q4 2024 New
$266B
$15.4 Million 0.01% of portfolio
260
Q4 2024 New
$0
$12 Million 0.01% of portfolio
86
Q4 2024 New
$0
$10.5 Million 0.01% of portfolio
436
Q4 2024 New
$0
$2.2 Million 0.0% of portfolio
50
Q4 2024 New
$0
$2.14 Million 0.0% of portfolio
41
Q4 2024 New
$0
$2.54 Million 0.0% of portfolio
56
Q4 2024 New
$0
$442,000 0.0% of portfolio
12
Q4 2024 New
$0
$482,000 0.0% of portfolio
23
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $125 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 219 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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