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Chapwood Capital Investment Management

Latest statistics and disclosures from Chapwood Capital Investment Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001797334

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Positions held by Chapwood Capital Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Chapwood Capital Investment Management

Chapwood Capital Investment Management holds 70 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Utilities SPDR (XLU)	12.7	$13M	195k	64.62	View chart
iShares Russell 1000 Index (IWB)	10.4	$10M	58k	178.42	View chart
iShares S&P SmallCap 600 Value Idx (IJS)	7.0	$7.0M	43k	160.80	View chart
iShares Dow Jones US Healthcare (IYH)	3.6	$3.5M	16k	215.72	View chart
Consumer Staples Select Sect. SPDR (XLP)	3.4	$3.4M	54k	62.98	View chart
BlackRock Floating Rate Income Trust (BGT)	3.4	$3.4M	262k	12.87	View chart
iShares Dow Jones US Financial (IYF)	3.3	$3.3M	24k	137.79	View chart
BlackRock Ltd. Duration Income Trust (BLW)	3.2	$3.2M	192k	16.39	View chart
Nuveen Floating Rate Income Fund (JFR)	3.2	$3.1M	307k	10.24	View chart
Pioneer Floating Rate Trust (PHD)	2.8	$2.8M	256k	10.97	View chart
Eaton Vance Senior Floating Rate Fund (EFR)	2.7	$2.6M	195k	13.55	View chart
Eaton Vance Floating-Rate Income Trust (EFT)	2.5	$2.4M	178k	13.72	View chart
Voya Prime Rate Trust sh ben int	2.3	$2.3M	457k	5.01	View chart
iShares MSCI Emerging Markets Indx (EEM)	2.2	$2.2M	48k	44.86	View chart
Nuveen Fltng Rte Incm Opp	2.2	$2.1M	215k	9.99	View chart
iShares Dow Jones US Energy Sector (IYE)	1.9	$1.9M	59k	32.12	View chart
iShares Dow Jones US Real Estate (IYR)	1.7	$1.7M	19k	93.10	View chart
iShares Russell 1000 Growth Index (IWF)	1.7	$1.7M	9.7k	175.95	View chart
Apollo Sr Floating Rate Fd I (AFT)	1.7	$1.6M	109k	15.14	View chart
MFS Charter Income Trust (MCR)	1.6	$1.6M	194k	8.42	View chart
iShares Dow Jones US Technology (IYW)	1.6	$1.6M	6.8k	232.63	View chart
Microsoft Corporation (MSFT)	1.6	$1.6M	9.8k	157.72	View chart
MFS Intermediate Income Trust (MIN)	1.5	$1.5M	383k	3.80	View chart
Nextera Energy (NEE)	1.4	$1.4M	5.8k	242.23	View chart
Fs Investment Corporation	1.4	$1.4M	227k	6.13	View chart
Vaneck Vectors Agribusiness alt (MOO)	1.3	$1.3M	19k	68.75	View chart
MFS Multimarket Income Trust (MMT)	1.1	$1.0M	170k	6.12	View chart
Home Depot (HD)	1.0	$1.0M	4.7k	218.30	View chart
Amazon (AMZN)	0.9	$931k	504.00	1847.22	View chart
Johnson & Johnson (JNJ)	0.9	$905k	6.2k	145.87	View chart
Apple (AAPL)	0.8	$791k	2.7k	293.51	View chart
American Electric Power Company (AEP)	0.8	$788k	8.3k	94.55	View chart
iShares MSCI EAFE Index Fund (EFA)	0.8	$741k	11k	69.49	View chart
Portland General Electric Company (POR)	0.7	$740k	13k	55.78	View chart
Invesco Van Kampen Dyn Cr Opp Fund	0.7	$673k	59k	11.35	View chart
Tpg Specialty Lnding Inc equity	0.7	$652k	30k	21.47	View chart
Consolidated Edison (ED)	0.6	$611k	6.8k	90.52	View chart
Dominion Resources (D)	0.6	$598k	7.2k	82.85	View chart
iShares Dow Jones US Basic Mater. (IYM)	0.6	$546k	5.6k	97.87	View chart
PIMCO High Income Fund (PHK)	0.5	$463k	62k	7.50	View chart
Whitehorse Finance (WHF)	0.5	$444k	32k	13.71	View chart
Stellus Capital Investment (SCM)	0.4	$383k	27k	14.23	View chart
iShares Russell 1000 Value Index (IWD)	0.4	$365k	2.7k	136.30	View chart
Enterprise Products Partners (EPD)	0.4	$358k	13k	28.13	View chart
DTE Energy Company (DTE)	0.3	$352k	2.7k	129.84	View chart
Aberdeen Asia-Pacific Income Fund (FAX)	0.3	$343k	81k	4.25	View chart
Putnam Premier Income Trust (PPT)	0.3	$338k	62k	5.43	View chart
iShares Russell 2000 Growth Index (IWO)	0.3	$320k	1.5k	214.19	View chart
Ishares Inc msci frntr 100 (FM)	0.3	$310k	10k	30.37	View chart
FirstEnergy (FE)	0.3	$299k	6.1k	48.65	View chart
Putnam Master Int. Income (PIM)	0.3	$302k	64k	4.74	View chart
Aberdeen Global Income Fund (FCO)	0.3	$301k	38k	8.03	View chart
Amgen (AMGN)	0.3	$275k	1.1k	241.23	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.2	$244k	19k	12.81	View chart
JPMorgan Chase & Co. (JPM)	0.2	$243k	1.7k	139.66	View chart
Accenture (ACN)	0.2	$239k	1.1k	210.39	View chart
ConocoPhillips (COP)	0.2	$227k	3.5k	65.14	View chart
PPL Corporation (PPL)	0.2	$215k	6.0k	35.93	View chart
Exelon Corporation (EXC)	0.2	$205k	4.5k	45.50	View chart
Edison International (EIX)	0.2	$202k	2.7k	75.32	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.2	$203k	14k	14.90	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.2	$179k	14k	13.28	View chart
iShares Gold Trust	0.2	$166k	12k	14.50	View chart
Blackrock Debt Strat (DSU)	0.2	$169k	15k	11.20	View chart
Blackrock Kelso Capital	0.2	$162k	33k	4.98	View chart
Alerian Mlp Etf	0.2	$156k	18k	8.48	View chart
BlackRock Income Trust	0.1	$149k	25k	6.06	View chart
Templeton Global Income Fund (SABA)	0.1	$123k	20k	6.14	View chart
MFS Government Markets Income Trust (MGF)	0.1	$74k	16k	4.58	View chart
Almaden Minerals Ltd Npv Cls B (AAU)	0.0	$6.0k	10k	0.59	View chart

Past Filings by Chapwood Capital Investment Management

SEC 13F filings are viewable for Chapwood Capital Investment Management going back to 2019

Chapwood Capital Investment Management 2019 Q4 filed Jan. 21, 2020

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