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

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Chronos Wealth Management

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
Eli Lilly & Co. (LLY) 9.3 $15M -7% 25k 582.92
 View chart
Microsoft Corporation (MSFT) 7.6 $12M -2% 32k 376.04
 View chart
Apple (AAPL) 7.4 $12M 60k 192.53
 View chart
Alphabet Cap Stk Cl C (GOOG) 6.1 $9.7M 69k 140.93
 View chart
UnitedHealth (UNH) 5.6 $8.7M -2% 17k 526.47
 View chart
Amazon (AMZN) 5.3 $8.3M 55k 151.94
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.1 $8.1M 23k 356.66
 View chart
Visa Com Cl A (V) 5.1 $8.0M 31k 260.35
 View chart
Home Depot (HD) 4.5 $7.0M 20k 346.55
 View chart
JPMorgan Chase & Co. (JPM) 4.4 $6.9M 41k 170.10
 View chart
Costco Wholesale Corporation (COST) 3.6 $5.7M -2% 8.7k 660.08
 View chart
Southern Company (SO) 3.6 $5.6M 81k 70.12
 View chart
Illinois Tool Works (ITW) 3.6 $5.6M 21k 261.94
 View chart
Johnson & Johnson (JNJ) 3.5 $5.5M 35k 156.74
 View chart
Stryker Corporation (SYK) 3.5 $5.5M -2% 18k 299.46
 View chart
Lockheed Martin Corporation (LMT) 3.3 $5.2M 12k 453.24
 View chart
Procter & Gamble Company (PG) 3.2 $5.0M 34k 146.54
 View chart
Digital Realty Trust (DLR) 2.3 $3.6M +23% 27k 134.58
 View chart
Adobe Systems Incorporated (ADBE) 2.1 $3.3M -3% 5.5k 596.60
 View chart
PNC Financial Services (PNC) 2.0 $3.1M -5% 20k 154.85
 View chart
Raytheon Technologies Corp (RTX) 1.9 $3.0M 36k 84.14
 View chart
BlackRock (BLK) 1.5 $2.4M 2.9k 811.80
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $1.4M +2% 26k 54.98
 View chart
Lululemon Athletica (LULU) 0.7 $1.1M 2.2k 511.29
 View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.7 $1.1M -6% 20k 51.68
 View chart
Xcel Energy (XEL) 0.5 $711k 12k 61.91
 View chart
Microchip Technology (MCHP) 0.4 $703k 7.8k 90.18
 View chart
Us Bancorp Del Com New (USB) 0.4 $570k -4% 13k 43.28
 View chart
Bhp Group Sponsored Ads (BHP) 0.3 $499k -2% 7.3k 68.31
 View chart
Automatic Data Processing (ADP) 0.2 $366k 1.6k 232.97
 View chart
CSX Corporation (CSX) 0.2 $362k -23% 10k 34.67
 View chart
Kinder Morgan (KMI) 0.2 $330k -17% 19k 17.64
 View chart
Pepsi (PEP) 0.2 $276k +8% 1.6k 169.84
 View chart
Ishares Tr S&p 100 Etf (OEF) 0.2 $241k 1.1k 223.39
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.2 $238k NEW 1.7k 139.69
 View chart
Cisco Systems (CSCO) 0.1 $232k -20% 4.6k 50.52
 View chart
American Electric Power Company (AEP) 0.1 $219k 2.7k 81.22
 View chart
Boeing Company (BA) 0.1 $218k NEW 836.00 260.66
 View chart

Past Filings by Chronos Wealth Management

SEC 13F filings are viewable for Chronos Wealth Management going back to 2019