Chaney Capital Management as of March 31, 2025
Portfolio Holdings for Chaney Capital Management
Chaney Capital Management holds 35 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core Us Aggbd Et (AGG) | 19.6 | $44M | 446k | 98.92 | |
| Vanguard Index Fds Value Etf (VTV) | 19.2 | $43M | 250k | 172.74 | |
| Vanguard Index Fds Growth Etf (VUG) | 18.7 | $42M | 113k | 370.82 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 7.1 | $16M | 407k | 39.37 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.9 | $13M | 28k | 468.92 | |
| Microsoft Corporation (MSFT) | 4.2 | $9.3M | 25k | 375.38 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) | 3.9 | $8.8M | 295k | 29.94 | |
| Apple (AAPL) | 3.5 | $7.9M | 36k | 222.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $6.6M | 43k | 154.64 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.7 | $6.2M | 48k | 128.96 | |
| Amazon (AMZN) | 2.5 | $5.6M | 29k | 190.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.1 | $4.8M | 9.0k | 532.58 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.5 | $3.3M | 47k | 71.43 | |
| Charles Schwab Corporation (SCHW) | 1.1 | $2.4M | 31k | 78.28 | |
| Owl Rock Capital Corporation (OBDC) | 0.7 | $1.5M | 101k | 14.66 | |
| Brown & Brown (BRO) | 0.6 | $1.4M | 11k | 124.40 | |
| Costco Wholesale Corporation (COST) | 0.5 | $1.1M | 1.1k | 945.99 | |
| Starbucks Corporation (SBUX) | 0.4 | $875k | 8.9k | 98.09 | |
| NVIDIA Corporation (NVDA) | 0.4 | $797k | 7.4k | 108.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $748k | 4.8k | 156.23 | |
| Tesla Motors (TSLA) | 0.3 | $621k | 2.4k | 259.16 | |
| Boeing Company (BA) | 0.2 | $490k | 2.9k | 170.58 | |
| Medtronic SHS (MDT) | 0.2 | $431k | 4.8k | 89.86 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $418k | 2.2k | 193.99 | |
| Cisco Systems (CSCO) | 0.2 | $358k | 5.8k | 61.71 | |
| salesforce (CRM) | 0.1 | $334k | 1.2k | 268.36 | |
| Johnson & Johnson (JNJ) | 0.1 | $330k | 2.0k | 165.83 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $329k | 641.00 | 513.95 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $300k | 1.1k | 274.84 | |
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $289k | 532.00 | 542.64 | |
| Ross Stores (ROST) | 0.1 | $255k | 2.0k | 127.79 | |
| Paychex (PAYX) | 0.1 | $248k | 1.6k | 154.27 | |
| Block Cl A (XYZ) | 0.1 | $216k | 4.0k | 54.33 | |
| First Northwest Ban (FNWB) | 0.1 | $133k | 13k | 10.16 | |
| Lexicon Pharmaceuticals Com New (LXRX) | 0.0 | $5.1k | 11k | 0.46 |
