CF

Chancellor Financial Group WB LP

13F
Chancellor Financial Group WB LP
Last update 2025-05-06 133 Stocks (10 new)
Value $121.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(14.44%)MSFT(8.82%)IVV(5.22%)AMZN(3.74%)NVDA(2.91%)
Summary Stock Picks Current Portfolio
Chancellor Financial Group WB ... 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
AAPL
Apple Inc
78,726
17,487.4
-2.47%
14.440
-0.40%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
MSFT
Microsoft Corp
28,445
10,678.1
+0.49%
8.820
+0.04%
0.000
+38.00%
+20.34%
3,755,441.4
Software
IVV
iShares Core S&P 500 ETF
11,242
6,317.0
-0.50%
5.220
-0.03%
0.000
+19.34%
+7.31%
636,576.3
 
AMZN
Amazon.com Inc
23,782
4,524.8
+0.46%
3.740
+0.02%
0.000
+31.35%
+3.68%
2,414,901.7
Retail - Cyclical
NVDA
NVIDIA Corp
32,559
3,528.8
+10.25%
2.910
+0.27%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
V
Visa Inc
9,794
3,432.5
+0.10%
2.830
0%
0.000
+6.35%
+11.71%
687,358.6
Credit Services
NEE
NextEra Energy Inc
39,992
2,835.1
+0.04%
2.340
0%
0.000
+17.30%
+9.93%
159,626.3
Utilities - Regulated
JNJ
Johnson & Johnson
16,652
2,761.5
-2.52%
2.280
-0.05%
0.000
+7.37%
+18.05%
404,051.9
Drug Manufacturers
GOOGL
Alphabet Inc
16,317
2,523.3
+4.31%
2.080
+0.09%
0.000
+26.47%
+1.32%
2,326,066.7
Interactive Media
BF.B
Brown-Forman Corp
69,059
2,343.9
+5.06%
1.940
+0.09%
0.010
-12.32%
-19.35%
14,262.3
Beverages - Alcoholic

Chancellor Financial Group WB LP's Historical Top Holdings Breakdowns

Chancellor Financial Group WB LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PPL
PPL Corp
2025-03-31
Add
Add
+0.43%
●
31.68 ($33.91) 36.11
$36.81
8.55%
Add 56.89%
39,435
14,300
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.40%
●
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -2.47%
78,726
-1,996
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.27%
●
106.98 ($126.74) 149.43
$167.03
31.79%
Add 10.25%
32,559
3,028
NEM
Newmont Corp
2025-03-31
Reduce
Reduce
-0.26%
●
37.79 ($43.9) 48.39
$61.70
40.55%
Reduce -62.27%
5,150
-8,500
XAR
SPDR S&P Aerospace & Defense ETF
2025-03-31
New Buy
New Buy
+0.22%
●
157.71 ($168.09) 180.77
$215.72
28.34%
New holding
1,660
1,660
DVN
Devon Energy Corp
2025-03-31
New Buy
New Buy
+0.20%
●
33.15 ($35.5) 38.55
$32.81
-7.58%
New holding
6,345
6,345
NTR
Nutrien Ltd
2025-03-31
Add
Add
+0.20%
●
45.28 ($51.16) 53.84
$60.03
17.34%
Add 89.19%
10,500
4,950
SPY
SPDR S&P 500 ETF Trust
2025-03-31
New Buy
New Buy
+0.19%
●
551.42 ($587.78) 612.93
$628.86
6.99%
New holding
402
402
C
Citigroup Inc
2025-03-31
Add
Add
+0.18%
●
67.23 ($76.25) 84.63
$94.00
23.28%
Add 15.25%
23,376
3,093
EPD
Enterprise Products Partners LP
2025-03-31
New Buy
New Buy
+0.18%
●
31.75 ($33.3) 34.14
$31.33
-5.92%
New holding
6,330
6,330

Chancellor Financial Group WB LP Total Holding History ($B)

To

Chancellor Financial Group WB LP's Asset Allocation

To

Chancellor Financial Group WB LP Past Portfolios

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

Top Ranked Articles

  • 1

Chancellor Financial Group WB LP's Hypothetical Growth since 2025-03-31

Chancellor Financial Group WB LP's Yearly Returns

Year Portfolio % % Excess Gain %

Chancellor Financial Group WB LP's Holdings Heat Map

Size field:

Chancellor Financial Group WB LP's Holdings Bubble Chart

Chancellor Financial Group WB LP News

  • 1

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