CW

Challenger Wealth Management

13F
Challenger Wealth Management
Last update 2025-05-16 109 Stocks (16 new)
Value $126.00 Mil Turnover 16 %
Countries:
Top Holdings: CGDV(12.79%)CGGR(10.59%)CGUS(6.69%)ARCC(4.18%)AAPL(3.94%)
Summary Stock Picks Current Portfolio
Challenger Wealth Management Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGDV
Capital Group Dividend Value ETF
452,840
16,139.2
+43.24%
12.790
+3.86%
0.110
+24.38%
+13.89%
18,631.4
 
CGGR
Capital Group Growth ETF
390,123
13,361.7
+89.05%
10.590
+4.99%
0.130
+30.62%
+8.87%
13,271.4
 
CGUS
Capital Group Core Equity ETF
252,860
8,445.5
+41.37%
6.690
+1.96%
0.170
+23.54%
+6.82%
5,905.0
 
ARCC
Ares Capital Corp
237,939
5,272.7
+9.65%
4.180
+0.37%
0.030
+17.80%
+6.30%
15,451.1
Asset Management
AAPL
Apple Inc
22,371
4,969.4
-0.56%
3.940
-0.03%
0.000
+16.22%
-15.69%
3,145,634.3
Hardware
TSLA
Tesla Inc
13,935
3,611.4
-5.20%
2.860
-0.27%
0.000
+25.35%
-27.59%
941,872.0
Vehicles & Parts
CGBL
Capital Group Core Balanced ETF
116,326
3,603.8
+13.65%
2.860
+0.34%
0.180
+16.25%
+8.09%
2,516.2
 
MSFT
Microsoft Corp
9,581
3,596.5
-13.47%
2.850
-0.54%
0.000
+39.28%
+18.49%
3,697,764.9
Software
CVX
Chevron Corp
20,591
3,444.7
+5.22%
2.730
+0.14%
0.000
+5.31%
+3.03%
252,593.2
Oil & Gas
XOM
Exxon Mobil Corp
28,666
3,409.2
+15.16%
2.700
+0.36%
0.000
+8.58%
+4.84%
477,314.0
Oil & Gas

Challenger Wealth Management's Historical Top Holdings Breakdowns

Challenger Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGGR
Capital Group Growth ETF
2025-03-31
Add
Add
+4.99%
●
33.98 ($37.42) 39.84
$40.47
8.14%
Add 89.05%
390,123
183,765
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+3.86%
●
34.95 ($36.32) 37.36
$39.91
9.87%
Add 43.24%
452,840
136,690
CGUS
Capital Group Core Equity ETF
2025-03-31
Add
Add
+1.96%
●
33.08 ($35.13) 36.62
$37.21
5.92%
Add 41.37%
252,860
73,990
PHM
PulteGroup Inc
2025-03-31
Sold Out
Sold Out
-0.61%
●
101.09 ($108.01) 118.51
$107.38
-0.58%
Sold Out
0
-6,533
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.54%
●
375.39 ($407.71) 447.2
$497.51
22.03%
Reduce -13.47%
9,581
-1,492
ARCC
Ares Capital Corp
2025-03-31
Add
Add
+0.37%
●
21.28 ($22.7) 23.81
$22.25
-2.00%
Add 9.65%
237,939
20,941
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+0.36%
●
105.44 ($110.59) 118.93
$110.83
0.22%
Add 15.16%
28,666
3,773
CNQ
Canadian Natural Resources Ltd
2025-03-31
New Buy
New Buy
+0.35%
●
26.72 ($30.31) 32.74
$31.57
4.17%
New holding
14,250
14,250
CGBL
Capital Group Core Balanced ETF
2025-03-31
Add
Add
+0.34%
●
30.81 ($31.74) 32.56
$33.50
5.55%
Add 13.65%
116,326
13,975
TOL
Toll Brothers Inc
2025-03-31
Sold Out
Sold Out
-0.28%
●
103.02 ($120.06) 140.69
$115.99
-3.39%
Sold Out
0
-2,594

Challenger Wealth Management Total Holding History ($B)

To

Challenger Wealth Management's Asset Allocation

To

Challenger Wealth Management Past Portfolios

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

Top Ranked Articles

  • 1

Challenger Wealth Management's Hypothetical Growth since 2025-03-31

Challenger Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

Challenger Wealth Management's Holdings Heat Map

Size field:

Challenger Wealth Management's Holdings Bubble Chart

Challenger Wealth Management News

  • 1

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