Challenger Wealth Management Top Holdings and 13F Report (2025) About Challenger Wealth ManagementInvestment ActivityChallenger Wealth Management has $144.20 million in total holdings as of June 30, 2025.Challenger Wealth Management owns shares of 109 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 8.72% of the portfolio was purchased this quarter.About 3.28% of the portfolio was sold this quarter.This quarter, Challenger Wealth Management has purchased 109 new stocks and bought additional shares in 56 stocks.Challenger Wealth Management sold shares of 31 stocks and completely divested from 11 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $19,064,766Capital Group Growth ETF $17,631,036Capital Group Core Equity ETF $10,067,156Ares Capital $5,482,925Apple $4,801,972 Largest New Holdings this Quarter 369604301 - GE Aerospace $392,953 Holding00827B106 - Affirm $277,943 Holding82509L107 - Shopify $268,419 HoldingV7780T103 - Royal Caribbean Cruises $257,088 Holding038222105 - Applied Materials $247,877 Holding Largest Purchases this Quarter Capital Group Growth ETF 43,605 shares (about $1.77M)Broadcom 4,766 shares (about $1.31M)NVIDIA 7,683 shares (about $1.21M)Capital Group Dividend Value ETF 29,935 shares (about $1.18M)Amazon.com 4,459 shares (about $978.26K) Largest Sales this Quarter Accenture 1,560 shares (about $466.27K)ASML 343 shares (about $274.88K)CAPITAL GROUP CORE BALANCED 7,068 shares (about $236.35K)LINDE PLC 247 shares (about $115.86K)Microsoft 202 shares (about $100.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChallenger Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGDVCapital Group Dividend Value ETF$19,064,766$1,182,132 ▲6.6%482,77513.2%ETFCGGRCapital Group Growth ETF$17,631,036$1,772,543 ▲11.2%433,72812.2%ETFCGUSCapital Group Core Equity ETF$10,067,156$729,035 ▲7.8%272,6017.0%ETFARCCAres Capital$5,482,925$257,788 ▲4.9%249,6783.8%FinanceAAPLApple$4,801,972$212,144 ▲4.6%23,4053.3%Computer and TechnologyMSFTMicrosoft$4,665,162$100,476 ▼-2.1%9,3793.2%Computer and TechnologyTSLATesla$4,457,087$30,495 ▲0.7%14,0313.1%Auto/Tires/TrucksAMZNAmazon.com$4,068,807$978,260 ▲31.7%18,5462.8%Retail/WholesaleNVDANVIDIA$3,830,485$1,213,843 ▲46.4%24,2452.7%Computer and TechnologyCAPITAL GROUP CORE BALANCED$3,653,578$236,353 ▼-6.1%109,2582.5%SHSXOMExxon Mobil$3,396,051$305,831 ▲9.9%31,5032.4%EnergyCVXChevron$3,076,480$128,014 ▲4.3%21,4852.1%EnergyCOSTCostco Wholesale$2,702,056$192,014 ▲7.6%2,7301.9%Retail/WholesaleVVisa$2,332,458$134,572 ▲6.1%6,5691.6%Business ServicesAVGOBroadcom$2,279,589$1,313,727 ▲136.0%8,2701.6%Computer and TechnologyGOOGLAlphabet$2,195,519$153,147 ▲7.5%12,4581.5%Computer and TechnologyPGProcter & Gamble$2,190,269$10,674 ▼-0.5%13,7481.5%Consumer StaplesADPAutomatic Data Processing$1,818,346$207,555 ▲12.9%5,8961.3%Computer and TechnologyTMUST-Mobile US$1,663,966$123,416 ▲8.0%6,9841.2%Computer and TechnologyTTTrane Technologies$1,606,607$209,957 ▲15.0%3,6731.1%ConstructionMAMastercard$1,530,342$5,058 ▼-0.3%2,7231.1%Business ServicesHDHome Depot$1,465,794$18,698 ▲1.3%3,9981.0%Retail/WholesaleLMTLockheed Martin$1,448,944$3,705 ▲0.3%3,1291.0%AerospaceDVYiShares Select Dividend ETF$1,312,694$47,148 ▼-3.5%9,8840.9%ETFTSMTaiwan Semiconductor Manufacturing$1,298,241$332,940 ▲34.5%5,7320.9%Computer and TechnologyJPMJPMorgan Chase & Co.$1,291,375$2,609 ▼-0.2%4,4540.9%FinanceTJXTJX Companies$1,278,498$15,560 ▲1.2%10,3530.9%Retail/WholesaleDUKDuke Energy$1,166,626$5,192 ▲0.4%9,8870.8%UtilitiesCTASCintas$1,113,628$33,206 ▲3.1%4,9970.8%Business ServicesBRK.BBerkshire Hathaway$917,620$9,715 ▼-1.0%1,8890.6%FinanceMETAMeta Platforms$899,844$19,193 ▲2.2%1,2190.6%Computer and TechnologyWMTWalmart$849,128$20,338 ▼-2.3%8,6840.6%Retail/WholesaleHIGThe Hartford Insurance Group$837,792$4,694 ▲0.6%6,6040.6%FinanceHCAHCA Healthcare$797,003$1,916 ▲0.2%2,0800.6%MedicalMPCMarathon Petroleum$771,068$47,507 ▼-5.8%4,6420.5%EnergyNOCNorthrop Grumman$715,822$33,492 ▲4.9%1,4320.5%AerospaceOKEONEOK$673,181$4,734 ▲0.7%8,2470.5%EnergyKOCocaCola$671,650$708 ▼-0.1%9,4930.5%Consumer StaplesPWRQuanta Services$663,965$15,503 ▼-2.3%1,7560.5%ConstructionASMLASML$651,530$274,877 ▼-29.7%8130.5%Computer and TechnologyCATCaterpillar$623,853$2,717 ▲0.4%1,6070.4%IndustrialsMETMetLife$580,620$35,625 ▼-5.8%7,2200.4%FinanceADBEAdobe$571,422$93,238 ▼-14.0%1,4770.4%Computer and TechnologyCBChubb$554,903$29,556 ▲5.6%1,9150.4%FinanceIBMInternational Business Machines$534,532$1,769 ▲0.3%1,8130.4%Computer and TechnologyWMBWilliams Companies$519,051$7,851 ▼-1.5%8,2640.4%EnergyDEDeere & Company$508,4900.0%1,0000.4%IndustrialsIVViShares Core S&P 500 ETF$488,888$54,666 ▼-10.1%7870.3%ETFPHParker-Hannifin$476,862$2,095 ▼-0.4%6830.3%IndustrialsUNHUnitedHealth Group$463,834$19,339 ▼-4.0%1,4870.3%MedicalINGING Group$459,2700.0%21,0000.3%FinancePAYXPaychex$457,049$2,037 ▲0.4%3,1420.3%Computer and TechnologyNETCloudflare$453,934$3,525 ▲0.8%2,3180.3%Computer and TechnologyMOAltria Group$453,395$1,055 ▲0.2%7,7330.3%Consumer StaplesDOORDASH INC$434,597$3,205 ▲0.7%1,7630.3%CL ACNQCanadian Natural Resources$430,054$17,396 ▼-3.9%13,6960.3%EnergyCOFCapital One Financial$425,520$2,128 ▼-0.5%2,0000.3%FinanceRTXRTX$406,624$7,592 ▲1.9%2,7850.3%AerospaceSPROTT PHYSICAL GOLD TR$394,7760.0%15,5730.3%UNITGEGE Aerospace$392,953$392,953 ▲New Holding1,5270.3%AerospaceCEGConstellation Energy$388,603$1,291 ▲0.3%1,2040.3%EnergyFLEXFlex$374,4000.0%7,5000.3%Computer and TechnologyAJGArthur J. Gallagher & Co.$368,624$32,319 ▼-8.1%1,1520.3%FinanceMCDMcDonald's$364,644$42,366 ▼-10.4%1,2480.3%Retail/WholesaleSONYSony$351,4050.0%13,5000.2%Consumer DiscretionaryROPRoper Technologies$342,898$14,736 ▼-4.1%6050.2%Computer and TechnologyCARRCarrier Global$339,162$2,488 ▲0.7%4,6340.2%ConstructionAPDAir Products and Chemicals$338,472$112,824 ▲50.0%1,2000.2%Basic MaterialsMUMicron Technology$322,580$2,095 ▲0.7%2,6170.2%Computer and TechnologyAIGAmerican International Group$316,6830.0%3,7000.2%FinanceVZVerizon Communications$311,964$10,384 ▼-3.2%7,2100.2%Computer and TechnologyNFLXNetflix$302,643$8,035 ▲2.7%2260.2%Consumer DiscretionaryTMOThermo Fisher Scientific$298,086$8,922 ▲3.1%7350.2%MedicalPGRProgressive$295,948$2,402 ▲0.8%1,1090.2%FinanceACNAccenture$293,809$466,269 ▼-61.3%9830.2%Computer and TechnologyXPOXPO$293,751$758 ▲0.3%2,3260.2%TransportationGMGeneral Motors$291,274$935 ▲0.3%5,9190.2%Auto/Tires/TrucksCMGChipotle Mexican Grill$280,918$37,733 ▼-11.8%5,0030.2%Retail/WholesaleUNMUnum Group$280,679$242 ▲0.1%3,4750.2%FinanceAFRMAffirm$277,943$277,943 ▲New Holding4,0200.2%Computer and TechnologyKMBKimberly-Clark$277,548$2,707 ▼-1.0%2,1530.2%Consumer StaplesIPInternational Paper$274,735$94 ▼0.0%5,8670.2%Basic MaterialsSHOPShopify$268,419$268,419 ▲New Holding2,3270.2%Computer and TechnologyHONHoneywell International$268,3880.0%1,1520.2%Multi-Sector ConglomeratesURIUnited Rentals$263,6900.0%3500.2%ConstructionEPDEnterprise Products Partners$260,952$713 ▲0.3%8,4150.2%EnergyRCLRoyal Caribbean Cruises$257,088$257,088 ▲New Holding8210.2%Consumer DiscretionaryAMATApplied Materials$247,877$247,877 ▲New Holding1,3540.2%Computer and TechnologyCHTRCharter Communications$246,921$1,635 ▲0.7%6040.2%Consumer DiscretionaryAVAAvista$246,6750.0%6,5000.2%UtilitiesWFCWells Fargo & Company$238,677$1,923 ▲0.8%2,9790.2%FinanceGOOGAlphabet$236,783$9,046 ▲4.0%1,3350.2%Computer and TechnologyTAT&T$232,380$6,453 ▼-2.7%8,0300.2%Computer and TechnologyCVECenovus Energy$232,302$1,102 ▲0.5%17,0810.2%EnergyWELLWelltower$229,016$1,076 ▲0.5%1,4900.2%FinanceFDXFedEx$227,3100.0%1,0000.2%TransportationFCXFreeport-McMoRan$226,725$226,725 ▲New Holding5,2300.2%Basic MaterialsTRPTC Energy$224,434$224,434 ▲New Holding4,6000.2%EnergyTFIITFI International$224,175$224,175 ▲New Holding2,5000.2%TransportationLINDE PLC$219,064$115,865 ▼-34.6%4670.2%SHSShowing largest 100 holdings. 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