Chaney Capital Management as of March 31, 2024
Portfolio Holdings for Chaney Capital Management
Chaney Capital Management holds 31 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 26.2 | $33M | 200k | 162.86 | |
| Vanguard Index Fds Growth Etf (VUG) | 25.3 | $31M | 91k | 344.20 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.5 | $11M | 24k | 444.01 | |
| Microsoft Corporation (MSFT) | 7.8 | $9.7M | 23k | 420.71 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 5.3 | $6.5M | 54k | 120.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $6.3M | 42k | 150.93 | |
| Amazon (AMZN) | 4.4 | $5.4M | 30k | 180.38 | |
| Apple (AAPL) | 4.1 | $5.1M | 30k | 171.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $3.7M | 8.9k | 420.52 | |
| Charles Schwab Corporation (SCHW) | 1.2 | $1.5M | 21k | 72.34 | |
| Starbucks Corporation (SBUX) | 1.1 | $1.4M | 15k | 91.39 | |
| Owl Rock Capital Corporation (OBDC) | 1.1 | $1.3M | 85k | 15.38 | |
| Brown & Brown (BRO) | 0.8 | $951k | 11k | 87.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $933k | 6.1k | 152.26 | |
| Kinder Morgan (KMI) | 0.6 | $738k | 40k | 18.34 | |
| Costco Wholesale Corporation (COST) | 0.6 | $694k | 947.00 | 732.71 | |
| NVIDIA Corporation (NVDA) | 0.5 | $672k | 744.00 | 903.57 | |
| Tesla Motors (TSLA) | 0.4 | $550k | 3.1k | 175.79 | |
| salesforce (CRM) | 0.4 | $540k | 1.8k | 301.18 | |
| Boeing Company (BA) | 0.4 | $524k | 2.7k | 193.02 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $425k | 2.3k | 182.61 | |
| United Parcel Service CL B (UPS) | 0.3 | $361k | 2.4k | 148.64 | |
| Southern Company (SO) | 0.3 | $360k | 5.0k | 71.74 | |
| Ross Stores (ROST) | 0.2 | $293k | 2.0k | 146.76 | |
| Cisco Systems (CSCO) | 0.2 | $289k | 5.8k | 49.91 | |
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $279k | 532.00 | 524.42 | |
| Philip Morris International (PM) | 0.2 | $277k | 3.0k | 91.62 | |
| Paychex (PAYX) | 0.2 | $244k | 2.0k | 122.82 | |
| CVS Caremark Corporation (CVS) | 0.2 | $243k | 3.0k | 79.76 | |
| First Northwest Ban (FNWB) | 0.2 | $204k | 13k | 15.65 | |
| Horizon Ban (HBNC) | 0.1 | $183k | 14k | 12.83 |
