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Chaney Capital Management, Inc.13F | |
| Chaney Capital Management, Inc. | |
| Last update 2025-04-28 | 35 Stocks (1 new) |
| Value $224.00 Mil | Turnover 10 % |
Chaney Capital Management, Inc... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 445,884 | 44,106.8 | +69.86% | 19.650 | +8.08% | 0.040 | +1.65% | +3.49% | 128,152.2 | ||
VTV | Vanguard Value ETF | 249,961 | 43,178.3 | +0.92% | 19.240 | +0.18% | 0.030 | +11.15% | +7.87% | 135,521.3 | ||
VUG | Vanguard Growth ETF | 113,283 | 42,007.6 | +1.23% | 18.710 | +0.23% | 0.030 | +25.10% | +10.01% | 165,393.5 | ||
SPEM | SPDR Portfolio Emerging Markets ETF | 407,236 | 16,032.9 | +8.85% | 7.140 | +0.58% | 0.150 | +15.59% | +16.70% | 12,745.7 | ||
QQQ | INVESCO QQQ Trust | 28,080 | 13,167.2 | +0.62% | 5.870 | +0.04% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
MSFT | Microsoft Corp | 24,894 | 9,344.8 | +7.95% | 4.160 | +0.31% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
IDHQ |
Invesco S&P International Developed Quality ETF
Invesco S&P International Developed Quality ETF
| 294,560 | 8,819.1 | +21.38% | 3.930 | +0.69% | 2.350 | +10.64% | +19.88% | 481.0 | ||
AAPL | Apple Inc | 35,515 | 7,889.0 | -0.06% | 3.510 | 0% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
GOOGL | Alphabet Inc | 42,602 | 6,588.0 | +1.33% | 2.930 | +0.04% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 47,690 | 6,150.1 | -2.60% | 2.740 | -0.08% | 0.010 | +12.89% | +8.53% | 59,769.5 |
Chaney Capital Management, Inc.'s Historical Top Holdings Breakdowns
Chaney Capital Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +8.08% | 95.85 ($97.76) 99.25 | $98.35 | 0.60% | Add 69.86% | 445,884 | 183,381 | |
IDHQ |
Invesco S&P International Developed Quality ETF
Invesco S&P International Developed Quality ETF
| 2025-03-31 | Add Add | +0.69% | 28.25 ($30.21) 31.51 | $33.40 | 10.56% | Add 21.38% | 294,560 | 51,888 | |
SPEM | SPDR Portfolio Emerging Markets ETF | 2025-03-31 | Add Add | +0.58% | 37.07 ($39.22) 40.63 | $44.21 | 12.72% | Add 8.85% | 407,236 | 33,094 | |
KMI | Kinder Morgan Inc | 2025-03-31 | Sold Out Sold Out | -0.52% | 26.1 ($27.69) 31.22 | $26.81 | -3.18% | Sold Out | 0 | -40,000 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.31% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Add 7.95% | 24,894 | 1,833 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.23% | 369.1 ($404.54) 427.61 | $450.40 | 11.34% | Add 1.23% | 113,283 | 1,372 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.18% | 167.73 ($174.39) 179.21 | $180.57 | 3.54% | Add 0.92% | 249,961 | 2,276 | |
PM | Philip Morris International Inc | 2025-03-31 | Sold Out Sold Out | -0.17% | 117.15 ($141.65) 158.79 | $164.67 | 16.25% | Sold Out | 0 | -3,028 | |
UPS | United Parcel Service Inc | 2025-03-31 | Sold Out Sold Out | -0.12% | 109.66 ($119.57) 136.26 | $103.53 | -13.41% | Sold Out | 0 | -2,020 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.10% | 156.06 ($183.12) 207.71 | $191.51 | 4.58% | Reduce -19.24% | 4,786 | -1,140 |
Chaney Capital Management, Inc. Total Holding History ($B)
Chaney Capital Management, Inc.'s Asset Allocation
Chaney Capital Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Chaney Capital Management, Inc.'s Hypothetical Growth since 2025-03-31
Chaney Capital Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Chaney Capital Management, Inc.'s Holdings Heat Map
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Chaney Capital Management, Inc.'s Holdings Bubble Chart
Chaney Capital Management, Inc. News
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