Challenger Wealth Management Top Holdings and 13F Report (2025) About Challenger Wealth ManagementInvestment ActivityChallenger Wealth Management has $126.20 million in total holdings as of March 31, 2025.Challenger Wealth Management owns shares of 109 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 16.10% of the portfolio was purchased this quarter.About 5.40% of the portfolio was sold this quarter.This quarter, Challenger Wealth Management has purchased 109 new stocks and bought additional shares in 35 stocks.Challenger Wealth Management sold shares of 38 stocks and completely divested from 16 stocks this quarter.Largest Holdings Capital Group Dividend Value ETF $16,139,205Capital Group Growth ETF $13,361,707Capital Group Core Equity ETF $8,445,524Ares Capital $5,272,725Apple $4,969,354 Largest New Holdings this Quarter 136385101 - Canadian Natural Resources $438,900 Holding743315103 - Progressive $311,311 Holding169656105 - Chipotle Mexican Grill $284,942 Holding37045V100 - General Motors $277,477 Holding983793100 - XPO $249,586 Holding Largest Purchases this Quarter Capital Group Growth ETF 183,765 shares (about $6.29M)Capital Group Dividend Value ETF 136,690 shares (about $4.87M)Capital Group Core Equity ETF 73,990 shares (about $2.47M)Ares Capital 20,941 shares (about $464.05K)Exxon Mobil 3,773 shares (about $448.72K) Largest Sales this Quarter Microsoft 1,492 shares (about $560.07K)Tesla 765 shares (about $198.26K)Lockheed Martin 267 shares (about $119.27K)Duke Energy 944 shares (about $115.14K)Verizon Communications 2,423 shares (about $109.90K) 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$16,139,205$4,871,628 ▲43.2%452,84012.8%ETFCGGRCapital Group Growth ETF$13,361,707$6,293,949 ▲89.1%390,12310.6%ETFCGUSCapital Group Core Equity ETF$8,445,524$2,471,266 ▲41.4%252,8606.7%ETFARCCAres Capital$5,272,725$464,052 ▲9.7%237,9394.2%FinanceAAPLApple$4,969,354$28,211 ▼-0.6%22,3713.9%Computer and TechnologyTSLATesla$3,611,395$198,257 ▼-5.2%13,9352.9%Auto/Tires/TrucksCAPITAL GROUP CORE BALANCED$3,603,792$432,947 ▲13.7%116,3262.9%SHSMSFTMicrosoft$3,596,529$560,069 ▼-13.5%9,5812.8%Computer and TechnologyCVXChevron$3,444,720$170,806 ▲5.2%20,5912.7%EnergyXOMExxon Mobil$3,409,238$448,722 ▲15.2%28,6662.7%EnergyAMZNAmazon.com$2,680,193$2,473 ▼-0.1%14,0872.1%Retail/WholesaleCOSTCostco Wholesale$2,398,438$5,675 ▼-0.2%2,5361.9%Retail/WholesalePGProcter & Gamble$2,354,335$62,885 ▼-2.6%13,8151.9%Consumer StaplesVVisa$2,169,245$67,285 ▲3.2%6,1901.7%Business ServicesNVDANVIDIA$1,795,029$66,113 ▲3.8%16,5621.4%Computer and TechnologyGOOGLAlphabet$1,792,179$47,167 ▲2.7%11,5891.4%Computer and TechnologyTMUST-Mobile US$1,724,490$2,400 ▼-0.1%6,4661.4%Computer and TechnologyADPAutomatic Data Processing$1,595,844$7,333 ▲0.5%5,2231.3%Business ServicesMAMastercard$1,497,458$1,096 ▼-0.1%2,7321.2%Business ServicesHDHome Depot$1,446,523$43,978 ▲3.1%3,9471.1%Retail/WholesaleLMTLockheed Martin$1,394,149$119,269 ▼-7.9%3,1211.1%AerospaceDVYiShares Select Dividend ETF$1,374,995$86,483 ▲6.7%10,2391.1%ETFTJXTJX Companies$1,245,677$244 ▲0.0%10,2271.0%Retail/WholesaleDUKDuke Energy$1,200,582$115,143 ▼-8.8%9,8431.0%UtilitiesJPMJPMorgan Chase & Co.$1,094,767$129,518 ▲13.4%4,4630.9%FinanceTTTrane Technologies$1,075,786$4,043 ▼-0.4%3,1930.9%ConstructionBRK.BBerkshire Hathaway$1,016,695$13,847 ▼-1.3%1,9090.8%FinanceCTASCintas$996,420$1,439 ▲0.1%4,8480.8%Business ServicesOKEONEOK$812,562$15,876 ▼-1.9%8,1890.6%EnergyHIGThe Hartford Financial Services Group$812,482$2,474 ▲0.3%6,5670.6%FinanceUNHUnitedHealth Group$811,067$103,151 ▼-11.3%1,5490.6%MedicalACNAccenture$793,518$29,332 ▼-3.6%2,5430.6%Computer and TechnologyWMTWalmart$780,665$439 ▼-0.1%8,8920.6%Retail/WholesaleASMLASML$766,0000.0%1,1560.6%Computer and TechnologyMPCMarathon Petroleum$717,966$61,045 ▼-7.8%4,9280.6%EnergyHCAHCA Healthcare$716,945$108,492 ▼-13.1%2,0750.6%MedicalTSMTaiwan Semiconductor Manufacturing$707,492$121,014 ▲20.6%4,2620.6%Computer and TechnologyNOCNorthrop Grumman$698,924$24,578 ▲3.6%1,3650.6%AerospaceMETAMeta Platforms$687,506$194,207 ▲39.4%1,1930.5%Computer and TechnologyKOCoca-Cola$680,571$107,568 ▼-13.6%9,5030.5%Consumer StaplesADBEAdobe$658,905$9,205 ▼-1.4%1,7180.5%Computer and TechnologyMETMetLife$615,279$2,891 ▲0.5%7,6630.5%FinanceAVGOBroadcom$586,601$7,533 ▲1.3%3,5040.5%Computer and TechnologyCBChubb$547,459$41,973 ▼-7.1%1,8130.4%FinanceCATCaterpillar$527,680$197,880 ▲60.0%1,6000.4%IndustrialsWMBWilliams Companies$501,343$896 ▲0.2%8,3890.4%EnergyIVViShares Core S&P 500 ETF$491,671$1,686 ▲0.3%8750.4%ETFPAYXPaychex$482,579$2,006 ▲0.4%3,1280.4%Business ServicesDEDeere & Company$469,3500.0%1,0000.4%IndustrialsMOAltria Group$463,033$42,012 ▼-8.3%7,7150.4%Consumer StaplesPWRQuanta Services$456,690$34,055 ▼-6.9%1,7970.4%ConstructionIBMInternational Business Machines$449,224$994 ▼-0.2%1,8070.4%Computer and TechnologyCNQCanadian Natural Resources$438,900$438,900 ▲New Holding14,2500.3%EnergyMCDMcDonald's$435,215$3,749 ▲0.9%1,3930.3%Retail/WholesaleAJGArthur J. Gallagher & Co.$432,518$345 ▲0.1%1,2530.3%FinancePHParker-Hannifin$417,186$18,244 ▼-4.2%6860.3%IndustrialsINGING Groep$411,3900.0%21,0000.3%FinancePEPPepsiCo$400,494$92,064 ▼-18.7%2,6710.3%Consumer StaplesSPROTT PHYSICAL GOLD TR$374,686$24,060 ▼-6.0%15,5730.3%UNITROPRoper Technologies$372,165$67,237 ▼-15.3%6310.3%Computer and TechnologyRTXRTX$361,996$26,888 ▲8.0%2,7330.3%AerospaceCOFCapital One Financial$360,393$16,137 ▼-4.3%2,0100.3%FinanceNXPINXP Semiconductors$360,164$30,980 ▼-7.9%1,8950.3%Computer and TechnologyTMOThermo Fisher Scientific$354,642$56,703 ▼-13.8%7130.3%MedicalSONYSony Group$342,7650.0%13,5000.3%Consumer StaplesVZVerizon Communications$337,921$109,904 ▼-24.5%7,4500.3%Computer and TechnologyLINDE PLC$332,605$23,758 ▼-6.7%7140.3%SHSAIGAmerican International Group$321,6780.0%3,7000.3%FinanceDOORDASH INC$319,848$45,693 ▲16.7%1,7500.3%CL AIPInternational Paper$313,125$9,230 ▼-2.9%5,8690.2%Basic MaterialsPGRProgressive$311,311$311,311 ▲New Holding1,1000.2%FinanceKMBKimberly-Clark$309,253$33,571 ▼-9.8%2,1740.2%Consumer StaplesCARRCarrier Global$291,640$38,040 ▲15.0%4,6000.2%Computer and TechnologyUBERUber Technologies$291,4400.0%4,0000.2%Computer and TechnologyEPDEnterprise Products Partners$286,497$751 ▲0.3%8,3920.2%EnergyCMGChipotle Mexican Grill$284,942$284,942 ▲New Holding5,6750.2%Retail/WholesaleFITBFifth Third Bancorp$283,582$15,955 ▼-5.3%7,2340.2%FinanceXELXcel Energy$283,443$283 ▲0.1%4,0040.2%UtilitiesUNMUnum Group$282,852$4,562 ▼-1.6%3,4720.2%FinanceGMGeneral Motors$277,477$277,477 ▲New Holding5,9000.2%Auto/Tires/TrucksAVAAvista$272,1550.0%6,5000.2%UtilitiesNETCloudflare$259,1870.0%2,3000.2%Computer and TechnologyEPAMEPAM Systems$253,2600.0%1,5000.2%Computer and TechnologyXPOXPO$249,586$249,586 ▲New Holding2,3200.2%TransportationFLEXFlex$248,1000.0%7,5000.2%Computer and TechnologyPYPLPayPal$244,688$244,688 ▲New Holding3,7500.2%Computer and TechnologySAIASaia$244,601$69,886 ▲40.0%7000.2%TransportationHONHoneywell International$243,878$212 ▲0.1%1,1520.2%Multi-Sector ConglomeratesFDXFedEx$243,7800.0%1,0000.2%TransportationCEGConstellation Energy$241,9560.0%1,2000.2%EnergyCOPConocoPhillips$241,749$241,749 ▲New Holding2,3020.2%EnergyCVECenovus Energy$236,4700.0%17,0000.2%EnergyAPDAir Products and Chemicals$235,9360.0%8000.2%Basic MaterialsTAT&T$233,385$233,385 ▲New Holding8,2530.2%Computer and TechnologyAIZAssurant$230,7250.0%1,1000.2%FinanceWELLWelltower$227,211$227,211 ▲New Holding1,4830.2%FinanceMUMicron Technology$225,914$225,914 ▲New Holding2,6000.2%Computer and TechnologyCHTRCharter Communications$221,1180.0%6000.2%Consumer DiscretionaryFIFiserv$220,8300.0%1,0000.2%Business ServicesBKRBaker Hughes$219,7500.0%5,0000.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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