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
$2.41 Million 0.0% of portfolio
48
Q4 2024 New
$64.4B
$658,000 0.0% of portfolio
5
Q4 2024 New
Bank America Corp
-
$4.88 Million 0.0% of portfolio
-
Q4 2024 New
$2.49B
$37,000 0.0% of portfolio
1
Q4 2024 New
$18B
$337,000 0.0% of portfolio
10
Q4 2024 New
$199B
$4.24 Million 0.0% of portfolio
4
Q4 2024 New
$87.1B
$364,000 0.0% of portfolio
10
Q4 2024 New
$312M
$4.99 Million 0.0% of portfolio
1,000
Q4 2024 New
$104M
$6.02 Million 0.0% of portfolio
1,000
Q4 2024 New
$12.4B
$3.33 Million 0.0% of portfolio
250
Q4 2024 New
$33.7B
$5.34 Million 0.0% of portfolio
100
Q4 2024 New
$1.86B
$208,000 0.0% of portfolio
40
Q4 2024 New
$3.06B
$261,000 0.0% of portfolio
30
Q4 2024 New
$296M
$7,000 0.0% of portfolio
10
Q4 2024 New
$471B
$6.24 Million 0.0% of portfolio
7
Q4 2024 New
$2.99B
$4.73 Million 0.0% of portfolio
65
Q4 2024 New
$5.55B
$3.02 Million 0.0% of portfolio
1,000
Q4 2024 New
$0
$4.04 Million 0.0% of portfolio
156
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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