Chb Investment Group, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $188 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $12.8M, Ishares Iboxx $ Investment Gra with a value of $12.7M, Vaneck ETF Tr Fallen Angel Hig with a value of $8.74M, Vanguard Intermediate Term Cor with a value of $6.46M, and Axon Enterprise, Inc. with a value of $3.63M.

Examining the 13F form we can see an increase of $188M in the current position value.

Chb Investment Group, LLC is based out at New Hope, PA

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

Portfolio value $188 Million
ETFs: $86.4 Million
Financial Services: $24.3 Million
Healthcare: $20.4 Million
Industrials: $18.7 Million
Technology: $15.9 Million
Basic Materials: $5.2 Million
Consumer Cyclical: $5.06 Million
Real Estate: $3.5 Million
Other: $5.19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $188 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 73 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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