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Chancellor Financial Group WB

Latest statistics and disclosures from Chancellor Financial Group WB's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002059742

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Positions held by Chancellor Financial Group WB consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Chancellor Financial Group WB

Chancellor Financial Group WB holds 128 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	16.3	$20M	81k	250.42	View chart
Microsoft Corporation (MSFT)	9.6	$12M	28k	421.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.4	$6.7M	11k	588.70	View chart
Amazon (AMZN)	4.2	$5.2M	24k	219.39	View chart
NVIDIA Corporation (NVDA)	3.2	$4.0M	30k	134.29	View chart
Visa Com Cl A (V)	2.5	$3.1M	9.8k	316.05	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.4	$3.0M	16k	189.30	View chart
Nextera Energy (NEE)	2.3	$2.9M	40k	71.69	View chart
Brown Forman Corp CL B (BF.B)	2.0	$2.5M	66k	37.98	View chart
Johnson & Johnson (JNJ)	2.0	$2.5M	17k	144.62	View chart
UnitedHealth (UNH)	1.7	$2.2M	4.3k	505.81	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$2.0M	10k	190.44	View chart
JPMorgan Chase & Co. (JPM)	1.6	$1.9M	8.0k	239.70	View chart
Bank of America Corporation (BAC)	1.3	$1.6M	36k	43.95	View chart
Pepsi (PEP)	1.3	$1.6M	10k	152.05	View chart
Procter & Gamble Company (PG)	1.2	$1.5M	8.9k	167.64	View chart
Costco Wholesale Corporation (COST)	1.2	$1.4M	1.6k	916.30	View chart
Citigroup Com New (C)	1.1	$1.4M	20k	70.39	View chart
Broadcom (AVGO)	1.1	$1.4M	6.0k	231.84	View chart
Cummins (CMI)	1.0	$1.3M	3.7k	348.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.2M	2.7k	453.28	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	1.0	$1.2M	34k	35.69	View chart
Mastercard Incorporated Cl A (MA)	0.8	$1.0M	2.0k	526.66	View chart
Caterpillar (CAT)	0.8	$1.0M	2.9k	362.71	View chart
Abbvie (ABBV)	0.8	$982k	5.5k	177.70	View chart
Verizon Communications (VZ)	0.7	$901k	23k	39.99	View chart
Walt Disney Company (DIS)	0.7	$865k	7.8k	111.35	View chart
Deere & Company (DE)	0.7	$857k	2.0k	423.73	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$841k	8.3k	101.53	View chart
Eli Lilly & Co. (LLY)	0.7	$840k	1.1k	772.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$840k	4.3k	195.83	View chart
PPL Corporation (PPL)	0.7	$816k	25k	32.46	View chart
Meta Platforms Cl A (META)	0.6	$796k	1.4k	585.51	View chart
Coca-Cola Company (KO)	0.6	$782k	13k	62.26	View chart
HEICO Corporation (HEI)	0.6	$778k	3.3k	237.77	View chart
Home Depot (HD)	0.6	$763k	2.0k	388.90	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	0.6	$709k	30k	23.95	View chart
Exxon Mobil Corporation (XOM)	0.6	$706k	6.6k	107.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$689k	3.1k	220.99	View chart
Archer Daniels Midland Company (ADM)	0.5	$678k	13k	50.52	View chart
Danaher Corporation (DHR)	0.5	$657k	2.9k	229.55	View chart
McDonald's Corporation (MCD)	0.5	$656k	2.3k	289.88	View chart
Chevron Corporation (CVX)	0.5	$632k	4.4k	144.83	View chart
Waste Management (WM)	0.5	$623k	3.1k	201.81	View chart
Tesla Motors (TSLA)	0.5	$578k	1.4k	403.84	View chart
Merck & Co (MRK)	0.5	$561k	5.6k	99.47	View chart
Ge Aerospace Com New (GE)	0.5	$560k	3.4k	166.80	View chart
Leidos Holdings (LDOS)	0.4	$545k	3.8k	144.06	View chart
Reliance Steel & Aluminum (RS)	0.4	$539k	2.0k	269.26	View chart
Yum! Brands (YUM)	0.4	$525k	3.9k	134.17	View chart
Newmont Mining Corporation (NEM)	0.4	$508k	14k	37.22	View chart
Fortune Brands (FBIN)	0.4	$495k	7.3k	68.33	View chart
Bristol Myers Squibb (BMY)	0.4	$491k	8.7k	56.56	View chart
Abbott Laboratories (ABT)	0.4	$460k	4.1k	113.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$452k	7.3k	62.31	View chart
Mondelez Intl Cl A (MDLZ)	0.4	$448k	7.5k	59.73	View chart
American Tower Reit (AMT)	0.4	$444k	2.4k	183.44	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$444k	3.4k	131.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$434k	4.5k	96.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$430k	1.5k	289.90	View chart
Philip Morris International (PM)	0.3	$430k	3.6k	120.36	View chart
Thermo Fisher Scientific (TMO)	0.3	$406k	781.00	520.23	View chart
Wal-Mart Stores (WMT)	0.3	$400k	4.4k	90.35	View chart
Broadridge Financial Solutions (BR)	0.3	$393k	1.7k	226.09	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$381k	1.1k	351.79	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$369k	4.2k	88.79	View chart
Automatic Data Processing (ADP)	0.3	$362k	1.2k	292.73	View chart
Ametek (AME)	0.3	$361k	2.0k	180.26	View chart
At&t (T)	0.3	$358k	16k	22.77	View chart
Canadian Natl Ry (CNI)	0.3	$348k	3.4k	101.51	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.3	$346k	8.0k	43.24	View chart
Comcast Corp Cl A (CMCSA)	0.3	$343k	9.1k	37.53	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$343k	2.6k	132.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$332k	649.00	511.23	View chart
Truist Financial Corp equities (TFC)	0.3	$329k	7.6k	43.38	View chart
Blackrock (BLK)	0.3	$325k	317.00	1025.11	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.3	$319k	26k	12.14	View chart
Altria (MO)	0.3	$316k	6.0k	52.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$315k	2.7k	115.22	View chart
Boeing Company (BA)	0.3	$313k	1.8k	177.00	View chart
Dell Technologies CL C (DELL)	0.3	$313k	2.7k	115.24	View chart
Quanta Services (PWR)	0.3	$312k	988.00	316.05	View chart
Union Pacific Corporation (UNP)	0.2	$309k	1.4k	228.04	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$303k	16k	19.59	View chart
United Parcel Service CL B (UPS)	0.2	$300k	2.4k	126.10	View chart
Barrick Gold Corp (GOLD)	0.2	$298k	19k	15.50	View chart
Pfizer (PFE)	0.2	$290k	11k	26.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$289k	1.6k	178.08	View chart
Raytheon Technologies Corp (RTX)	0.2	$286k	2.5k	115.71	View chart
Msci (MSCI)	0.2	$280k	467.00	600.01	View chart
Wisdomtree Tr Europe Hedged Eq (HEDJ)	0.2	$276k	6.3k	43.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$269k	3.0k	88.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$269k	500.00	538.29	View chart
Lowe's Companies (LOW)	0.2	$267k	1.1k	246.77	View chart
Cisco Systems (CSCO)	0.2	$263k	4.4k	59.20	View chart
Blackrock Util & Infrastrctu (BUI)	0.2	$260k	11k	23.43	View chart
Ge Vernova (GEV)	0.2	$258k	783.00	328.93	View chart
TJX Companies (TJX)	0.2	$249k	2.1k	120.81	View chart
Nuveen PA Investnt Quality Municipal (NQP)	0.2	$248k	22k	11.18	View chart
Nutrien (NTR)	0.2	$248k	5.6k	44.75	View chart
Enerpac Tool Group Corp Cl A Com (EPAC)	0.2	$248k	6.0k	41.09	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$245k	10k	24.29	View chart
Oneok (OKE)	0.2	$239k	2.4k	100.39	View chart
Science App Int'l (SAIC)	0.2	$234k	2.1k	111.78	View chart
Honeywell International (HON)	0.2	$232k	1.0k	225.89	View chart
Aon Shs Cl A (AON)	0.2	$231k	642.00	359.16	View chart
Dow (DOW)	0.2	$230k	5.7k	40.13	View chart
Intercontinental Exchange (ICE)	0.2	$228k	1.5k	149.01	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$228k	622.00	366.06	View chart
Qualcomm (QCOM)	0.2	$224k	1.5k	153.64	View chart
Uber Technologies (UBER)	0.2	$223k	3.7k	60.32	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$221k	1.1k	206.92	View chart
Air Products & Chemicals (APD)	0.2	$220k	759.00	290.04	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$217k	1.1k	197.49	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$214k	1.6k	132.10	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$214k	2.1k	101.76	View chart
Simon Property (SPG)	0.2	$213k	1.2k	172.21	View chart
Intuit (INTU)	0.2	$212k	337.00	628.50	View chart
Paccar (PCAR)	0.2	$210k	2.0k	104.04	View chart
Cvr Partners (UAN)	0.2	$209k	2.8k	75.96	View chart
Lockheed Martin Corporation (LMT)	0.2	$209k	430.00	485.49	View chart
Oracle Corporation (ORCL)	0.2	$205k	1.2k	166.64	View chart
Ford Motor Company (F)	0.1	$182k	18k	9.90	View chart
Ttec Holdings (TTEC)	0.1	$143k	29k	4.99	View chart
Lexington Realty Trust (LXP)	0.1	$120k	15k	8.12	View chart
Gabelli Equity Trust (GAB)	0.1	$99k	18k	5.38	View chart
American Well Corp Com Cl A New (AMWL)	0.1	$83k	12k	7.25	View chart
Evolution Petroleum Corporation (EPM)	0.0	$58k	11k	5.23	View chart

Past Filings by Chancellor Financial Group WB

SEC 13F filings are viewable for Chancellor Financial Group WB going back to 2024

Chancellor Financial Group WB 2024 Q4 filed March 19, 2025

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