Chronos Wealth Management
Latest statistics and disclosures from Chronos Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, AAPL, MSFT, GOOG, BRK.B, and represent 36.96% of Chronos Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MSFT, MCO, SCHX, AMZN, ABBV, GOOG, JPM, ADBE, V, PG.
- Started 2 new stock positions in SCHX, ABBV.
- Reduced shares in these 10 stocks: BHP, LLY, ADP, LULU, COST, VOO, JEPI, RTX, SO, PNC.
- Sold out of its position in BHP.
- Chronos Wealth Management was a net buyer of stock by $1.6M.
- Chronos Wealth Management has $192M in assets under management (AUM), dropping by 6.62%.
- Central Index Key (CIK): 0001801792
Tip: Access up to 7 years of quarterly data
Positions held by Chronos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Chronos Wealth Management
Chronos Wealth Management holds 41 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 10.7 | $21M | 23k | 885.94 |
|
|
| Apple (AAPL) | 7.4 | $14M | 61k | 233.00 |
|
|
| Microsoft Corporation (MSFT) | 7.2 | $14M | +2% | 32k | 430.30 |
|
| Alphabet Cap Stk Cl C (GOOG) | 6.1 | $12M | +2% | 70k | 167.19 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.5 | $11M | 23k | 460.26 |
|
|
| Amazon (AMZN) | 5.4 | $10M | +2% | 55k | 186.33 |
|
| UnitedHealth (UNH) | 5.3 | $10M | 18k | 584.68 |
|
|
| JPMorgan Chase & Co. (JPM) | 4.6 | $8.8M | +2% | 42k | 210.86 |
|
| Visa Com Cl A (V) | 4.5 | $8.6M | 32k | 274.95 |
|
|
| Home Depot (HD) | 4.3 | $8.2M | 20k | 405.20 |
|
|
| Southern Company (SO) | 4.0 | $7.6M | 84k | 90.18 |
|
|
| Costco Wholesale Corporation (COST) | 3.8 | $7.3M | 8.3k | 886.52 |
|
|
| Lockheed Martin Corporation (LMT) | 3.5 | $6.8M | 12k | 584.56 |
|
|
| Stryker Corporation (SYK) | 3.5 | $6.6M | 18k | 361.26 |
|
|
| Procter & Gamble Company (PG) | 3.1 | $6.0M | +2% | 35k | 173.20 |
|
| Illinois Tool Works (ITW) | 3.0 | $5.7M | 22k | 262.07 |
|
|
| Johnson & Johnson (JNJ) | 2.9 | $5.5M | 34k | 162.06 |
|
|
| Digital Realty Trust (DLR) | 2.5 | $4.8M | 30k | 161.83 |
|
|
| Raytheon Technologies Corp (RTX) | 2.3 | $4.4M | 37k | 121.16 |
|
|
| PNC Financial Services (PNC) | 2.0 | $3.8M | 20k | 184.85 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.8 | $3.4M | +5% | 6.6k | 517.78 |
|
| BlackRock (BLK) | 1.4 | $2.7M | 2.9k | 949.51 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.7 | $1.4M | 24k | 59.51 |
|
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.7 | $1.4M | 25k | 54.48 |
|
|
| Moody's Corporation (MCO) | 0.4 | $761k | +72% | 1.6k | 474.59 |
|
| Xcel Energy (XEL) | 0.4 | $750k | 12k | 65.30 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $691k | 1.00 | 691180.00 |
|
|
| Microchip Technology (MCHP) | 0.4 | $674k | +7% | 8.4k | 80.29 |
|
| CSX Corporation (CSX) | 0.3 | $550k | 16k | 34.53 |
|
|
| Lululemon Athletica (LULU) | 0.3 | $504k | -16% | 1.9k | 271.35 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $456k | 10k | 45.73 |
|
|
| Kinder Morgan (KMI) | 0.2 | $413k | 19k | 22.09 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $323k | 565.00 | 572.44 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $296k | -31% | 1.1k | 276.73 |
|
| American Electric Power Company (AEP) | 0.2 | $292k | +14% | 2.9k | 102.60 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $277k | 1.0k | 276.76 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $265k | NEW | 3.9k | 67.85 |
|
| Abbvie (ABBV) | 0.1 | $246k | NEW | 1.2k | 197.48 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $231k | -9% | 437.00 | 527.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $224k | 1.4k | 165.85 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $222k | +8% | 1.8k | 121.44 |
|
Past Filings by Chronos Wealth Management
SEC 13F filings are viewable for Chronos Wealth Management going back to 2019
- Chronos Wealth Management 2024 Q3 filed Oct. 17, 2024
- Chronos Wealth Management 2024 Q2 filed Aug. 8, 2024
- 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