Childress Capital Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $336 Million distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity High Dividend ETF with a value of $42.4M, Exxon Mobil Corp with a value of $23.8M, J P Morgan Exchange Traded Fd with a value of $17.7M, Conocophillips with a value of $14.8M, and Spdr S&P 500 ETF Trust with a value of $13.6M.

Examining the 13F form we can see an decrease of $16M in the current position value, from $352M to 336M.

Childress Capital Advisors, LLC is based out at Houston, TX

Below you can find more details about Childress Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $336 Million
ETFs: $128 Million
Energy: $71.1 Million
Technology: $43.2 Million
Financial Services: $28.3 Million
Healthcare: $18.7 Million
Communication Services: $13 Million
Consumer Cyclical: $12.5 Million
Industrials: $8.55 Million
Other: $12.4 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $336 Million
  • Prior Value $352 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 27 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
Track This Portfolio

Track Childress Capital Advisors, LLC Portfolio

Follow Childress Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Childress Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Childress Capital Advisors, LLC with notifications on news.