Chancellor Financial Group WB LP's Q4 2024 13F: first filing on record
Form 13F-HR for the quarter ended Dec 31, 2024 · filed Mar 19, 2025 · 128 reported positions · accession 0001951757-25-000281
What changed this quarter
There is no comparable prior filing on record, so there are no changes to show.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 49.8% of the equity book
| # | Security | Weight now | |
|---|---|---|---|
| 1 | APPLE INC (AAPL) | 16.3% | |
| 2 | MICROSOFT CORP (MSFT) | 9.6% | |
| 3 | ISHARES TR (IVV) | 5.4% | |
| 4 | AMAZON COM INC (AMZN) | 4.2% | |
| 5 | NVIDIA CORPORATION (NVDA) | 3.2% | |
| 6 | VISA INC (V) | 2.5% | |
| 7 | ALPHABET INC (GOOGL) | 2.4% | |
| 8 | NEXTERA ENERGY INC (NEE) | 2.3% | |
| 9 | BROWN FORMAN CORP (BFB) | 2.0% | |
| 10 | JOHNSON & JOHNSON (JNJ) | 2.0% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).