Chronos Wealth Management
Latest statistics and disclosures from Chronos Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, MSFT, AAPL, GOOG, UNH, and represent 35.99% of Chronos Wealth Management's stock portfolio.
- Added to shares of these 9 stocks: DLR, GOOGL, BA, JPM, PG, JEPI, PEP, LULU, JNJ.
- Started 2 new stock positions in GOOGL, BA.
- Reduced shares in these 10 stocks: LLY, MSFT, UNH, PNC, AAPL, COST, SYK, CSX, ADBE, BRK.B.
- Chronos Wealth Management was a net seller of stock by $-1.8M.
- Chronos Wealth Management has $157M in assets under management (AUM), dropping by 10.02%.
- Central Index Key (CIK): 0001801792
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Chronos Wealth Management holds 38 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Eli Lilly & Co. (LLY) | 9.3 | $15M | -7% | 25k | 582.92 |
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Microsoft Corporation (MSFT) | 7.6 | $12M | -2% | 32k | 376.04 |
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Apple (AAPL) | 7.4 | $12M | 60k | 192.53 |
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Alphabet Cap Stk Cl C (GOOG) | 6.1 | $9.7M | 69k | 140.93 |
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UnitedHealth (UNH) | 5.6 | $8.7M | -2% | 17k | 526.47 |
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Amazon (AMZN) | 5.3 | $8.3M | 55k | 151.94 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.1 | $8.1M | 23k | 356.66 |
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Visa Com Cl A (V) | 5.1 | $8.0M | 31k | 260.35 |
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Home Depot (HD) | 4.5 | $7.0M | 20k | 346.55 |
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JPMorgan Chase & Co. (JPM) | 4.4 | $6.9M | 41k | 170.10 |
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Costco Wholesale Corporation (COST) | 3.6 | $5.7M | -2% | 8.7k | 660.08 |
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Southern Company (SO) | 3.6 | $5.6M | 81k | 70.12 |
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Illinois Tool Works (ITW) | 3.6 | $5.6M | 21k | 261.94 |
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Johnson & Johnson (JNJ) | 3.5 | $5.5M | 35k | 156.74 |
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Stryker Corporation (SYK) | 3.5 | $5.5M | -2% | 18k | 299.46 |
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Lockheed Martin Corporation (LMT) | 3.3 | $5.2M | 12k | 453.24 |
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Procter & Gamble Company (PG) | 3.2 | $5.0M | 34k | 146.54 |
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Digital Realty Trust (DLR) | 2.3 | $3.6M | +23% | 27k | 134.58 |
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Adobe Systems Incorporated (ADBE) | 2.1 | $3.3M | -3% | 5.5k | 596.60 |
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PNC Financial Services (PNC) | 2.0 | $3.1M | -5% | 20k | 154.85 |
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Raytheon Technologies Corp (RTX) | 1.9 | $3.0M | 36k | 84.14 |
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BlackRock (BLK) | 1.5 | $2.4M | 2.9k | 811.80 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $1.4M | +2% | 26k | 54.98 |
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Lululemon Athletica (LULU) | 0.7 | $1.1M | 2.2k | 511.29 |
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) | 0.7 | $1.1M | -6% | 20k | 51.68 |
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Xcel Energy (XEL) | 0.5 | $711k | 12k | 61.91 |
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Microchip Technology (MCHP) | 0.4 | $703k | 7.8k | 90.18 |
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Us Bancorp Del Com New (USB) | 0.4 | $570k | -4% | 13k | 43.28 |
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Bhp Group Sponsored Ads (BHP) | 0.3 | $499k | -2% | 7.3k | 68.31 |
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Automatic Data Processing (ADP) | 0.2 | $366k | 1.6k | 232.97 |
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CSX Corporation (CSX) | 0.2 | $362k | -23% | 10k | 34.67 |
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Kinder Morgan (KMI) | 0.2 | $330k | -17% | 19k | 17.64 |
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Pepsi (PEP) | 0.2 | $276k | +8% | 1.6k | 169.84 |
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Ishares Tr S&p 100 Etf (OEF) | 0.2 | $241k | 1.1k | 223.39 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $238k | NEW | 1.7k | 139.69 |
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Cisco Systems (CSCO) | 0.1 | $232k | -20% | 4.6k | 50.52 |
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American Electric Power Company (AEP) | 0.1 | $219k | 2.7k | 81.22 |
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Boeing Company (BA) | 0.1 | $218k | NEW | 836.00 | 260.66 |
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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 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
- Chronos Wealth Management 2020 Q1 filed April 29, 2020