CF

CHAPMAN FINANCIAL GROUP, LLC

13F
CHAPMAN FINANCIAL GROUP, LLC
Last update 2025-02-16 219 Stocks (0 new)
Value $124.00 Mil Turnover 0 %
Countries:
Top Holdings: AAPL(5.59%)BRK.B(5.14%)MSFT(4.33%)GOOG(3.88%)SCHX(2.92%)
Summary Stock Picks Current Portfolio
CHAPMAN FINANCIAL GROUP, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
27,667
6,928.4
0%
5.590
0%
0.000
+12.06%
-14.69%
3,182,973.9
Hardware
BRK.B
Berkshire Hathaway Inc
14,046
6,366.8
0%
5.140
0%
0.000
-7.31%
+5.47%
1,032,068.7
Insurance
MSFT
Microsoft Corp
12,730
5,365.7
0%
4.330
0%
0.000
+31.18%
+18.92%
3,711,292.1
Software
GOOG
Alphabet Inc
25,234
4,805.6
0%
3.880
0%
0.000
+14.12%
-6.79%
2,142,143.5
Interactive Media
SCHX
Schwab U.S. Large-Cap ETF
156,110
3,618.6
0%
2.920
0%
0.010
+19.85%
+7.45%
56,618.8
 
JPM
JPMorgan Chase & Co
14,127
3,386.4
0%
2.730
0%
0.000
+26.80%
+21.50%
796,488.5
Banks
AMZN
Amazon.com Inc
13,980
3,067.1
0%
2.470
0%
0.000
+22.12%
+0.88%
2,349,505.0
Retail - Cyclical
SCHB
Schwab U.S. Broad Market ETF
132,478
3,007.3
0%
2.430
0%
0.010
+20.09%
+7.02%
34,754.3
 
TMO
Thermo Fisher Scientific Inc
5,058
2,631.3
0%
2.120
0%
0.000
+1.59%
-16.46%
163,756.9
Medical Diagnostics & Research
PEP
PepsiCo Inc
16,538
2,514.7
0%
2.030
0%
0.000
-4.23%
-8.41%
187,220.9
Beverages - Non-Alcoholic

CHAPMAN FINANCIAL GROUP, LLC's Historical Top Holdings Breakdowns

CHAPMAN FINANCIAL GROUP, LLC Total Holding History ($B)

To

CHAPMAN FINANCIAL GROUP, LLC's Asset Allocation

To

CHAPMAN FINANCIAL GROUP, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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CHAPMAN FINANCIAL GROUP, LLC's Hypothetical Growth since 2024-12-31

CHAPMAN FINANCIAL GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CHAPMAN FINANCIAL GROUP, LLC's Holdings Heat Map

Size field:

CHAPMAN FINANCIAL GROUP, LLC's Holdings Bubble Chart

CHAPMAN FINANCIAL GROUP, LLC News

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