Chronos Wealth Management
Latest statistics and disclosures from Chronos Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, MSFT, GOOG, AAPL, AMZN, and represent 36.82% of Chronos Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MCO, META, VOO, SO, UNH, ADBE, AAPL, DLR, GOOG, RTX.
- Started 3 new stock positions in MCO, META, VOO.
- Reduced shares in these 10 stocks: LLY, , BA, AMZN, COST, MSFT, HD, BRK.B, JEPI, ITW.
- Sold out of its positions in BA, CSCO.
- Chronos Wealth Management was a net buyer of stock by $166k.
- Chronos Wealth Management has $171M in assets under management (AUM), dropping by 8.80%.
- Central Index Key (CIK): 0001801792
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Portfolio Holdings for Chronos Wealth Management
Chronos Wealth Management holds 39 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 11.0 | $19M | -3% | 24k | 777.96 |
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| Microsoft Corporation (MSFT) | 7.8 | $13M | 32k | 420.72 |
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| Alphabet Cap Stk Cl C (GOOG) | 6.1 | $11M | 69k | 152.26 |
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| Apple (AAPL) | 6.1 | $11M | 61k | 171.48 |
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| Amazon (AMZN) | 5.7 | $9.8M | 54k | 180.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.5 | $9.5M | 23k | 420.52 |
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| Visa Com Cl A (V) | 5.0 | $8.6M | 31k | 279.08 |
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| UnitedHealth (UNH) | 4.9 | $8.4M | +2% | 17k | 494.70 |
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| JPMorgan Chase & Co. (JPM) | 4.8 | $8.2M | 41k | 200.30 |
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| Home Depot (HD) | 4.5 | $7.7M | 20k | 383.60 |
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| Stryker Corporation (SYK) | 3.8 | $6.5M | 18k | 357.87 |
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| Costco Wholesale Corporation (COST) | 3.7 | $6.3M | 8.5k | 732.63 |
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| Southern Company (SO) | 3.5 | $6.0M | +4% | 84k | 71.74 |
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| Illinois Tool Works (ITW) | 3.3 | $5.7M | 21k | 268.33 |
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| Procter & Gamble Company (PG) | 3.2 | $5.5M | 34k | 162.25 |
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| Johnson & Johnson (JNJ) | 3.2 | $5.5M | 35k | 158.19 |
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| Lockheed Martin Corporation (LMT) | 3.1 | $5.2M | 12k | 454.87 |
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| Digital Realty Trust (DLR) | 2.4 | $4.0M | +3% | 28k | 144.04 |
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| Raytheon Technologies Corp (RTX) | 2.1 | $3.6M | 37k | 97.53 |
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| PNC Financial Services (PNC) | 1.9 | $3.3M | 20k | 161.60 |
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| Adobe Systems Incorporated (ADBE) | 1.7 | $3.0M | +7% | 5.9k | 504.60 |
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| BlackRock (BLK) | 1.4 | $2.4M | 2.9k | 833.70 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $1.4M | -3% | 25k | 57.86 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.7 | $1.1M | +3% | 21k | 53.71 |
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| Lululemon Athletica (LULU) | 0.5 | $875k | 2.2k | 390.65 |
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| Microchip Technology (MCHP) | 0.4 | $699k | 7.8k | 89.71 |
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| Xcel Energy (XEL) | 0.4 | $618k | 12k | 53.75 |
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| Us Bancorp Del Com New (USB) | 0.3 | $589k | 13k | 44.70 |
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| Bhp Group Sponsored Ads (BHP) | 0.2 | $415k | 7.2k | 57.69 |
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| Automatic Data Processing (ADP) | 0.2 | $392k | 1.6k | 249.74 |
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| CSX Corporation (CSX) | 0.2 | $387k | 10k | 37.07 |
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| Moody's Corporation (MCO) | 0.2 | $366k | NEW | 931.00 | 393.03 |
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| Kinder Morgan (KMI) | 0.2 | $343k | 19k | 18.34 |
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| Meta Platforms Cl A (META) | 0.2 | $284k | NEW | 585.00 | 485.58 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $260k | -2% | 1.1k | 247.41 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $260k | NEW | 540.00 | 480.70 |
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| Pepsi (PEP) | 0.1 | $253k | -11% | 1.4k | 175.01 |
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| American Electric Power Company (AEP) | 0.1 | $237k | 2.8k | 86.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $219k | -14% | 1.5k | 150.93 |
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Past Filings by Chronos Wealth Management
SEC 13F filings are viewable for Chronos Wealth Management going back to 2019
- Chronos Wealth Management 2024 Q1 filed May 1, 2024
- Chronos Wealth Management 2023 Q4 filed Jan. 9, 2024
- Chronos Wealth Management 2023 Q3 filed Oct. 19, 2023
- Chronos Wealth Management 2023 Q2 filed July 13, 2023
- Chronos Wealth Management 2023 Q1 filed April 6, 2023
- Chronos Wealth Management 2022 Q4 filed Jan. 17, 2023
- Chronos Wealth Management 2022 Q3 filed Oct. 25, 2022
- Chronos Wealth Management 2022 Q2 filed July 12, 2022
- Chronos Wealth Management 2022 Q1 filed April 18, 2022
- Chronos Wealth Management 2021 Q4 filed Jan. 20, 2022
- Chronos Wealth Management 2021 Q3 filed Nov. 2, 2021
- Chronos Wealth Management 2021 Q2 filed July 20, 2021
- Chronos Wealth Management 2021 Q1 filed April 13, 2021
- Chronos Wealth Management 2020 Q4 filed Jan. 29, 2021
- Chronos Wealth Management 2020 Q3 filed Oct. 20, 2020
- Chronos Wealth Management 2020 Q2 filed July 24, 2020