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
+6.32%
-15.48%
3,153,550.3
Hardware
BRK.B
Berkshire Hathaway Inc
14,046
6,366.8
0%
5.140
0%
0.000
-8.15%
+5.65%
1,033,828.1
Insurance
MSFT
Microsoft Corp
12,730
5,365.7
0%
4.330
0%
0.000
+29.18%
+19.92%
3,742,360.2
Software
GOOG
Alphabet Inc
25,234
4,805.6
0%
3.880
0%
0.000
+10.44%
-6.49%
2,148,917.1
Interactive Media
SCHX
Schwab U.S. Large-Cap ETF
156,110
3,618.6
0%
2.920
0%
0.010
+15.74%
+7.32%
56,551.3
 
JPM
JPMorgan Chase & Co
14,127
3,386.4
0%
2.730
0%
0.000
+21.42%
+20.04%
786,928.4
Banks
AMZN
Amazon.com Inc
13,980
3,067.1
0%
2.470
0%
0.000
+16.45%
+1.44%
2,362,563.1
Retail - Cyclical
SCHB
Schwab U.S. Broad Market ETF
132,478
3,007.3
0%
2.430
0%
0.010
+15.77%
+6.80%
34,682.3
 
TMO
Thermo Fisher Scientific Inc
5,058
2,631.3
0%
2.120
0%
0.000
-7.33%
-19.14%
158,502.1
Medical Diagnostics & Research
PEP
PepsiCo Inc
16,538
2,514.7
0%
2.030
0%
0.000
-6.62%
-9.80%
184,382.8
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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