Chancellor Financial Group Wb Lp Top Holdings and 13F Report (2025) About Chancellor Financial Group Wb LpInvestment ActivityChancellor Financial Group Wb Lp has $129.48 million in total holdings as of June 30, 2025.Chancellor Financial Group Wb Lp owns shares of 135 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 3.10% of the portfolio was purchased this quarter.About 2.94% of the portfolio was sold this quarter.This quarter, Chancellor Financial Group Wb Lp has purchased 133 new stocks and bought additional shares in 57 stocks.Chancellor Financial Group Wb Lp sold shares of 33 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $16,113,141Microsoft $14,238,957iShares Core S&P 500 ETF $7,065,730Amazon.com $5,332,493NVIDIA $5,048,869 Largest New Holdings this Quarter 459200101 - International Business Machines $302,739 Holding874039100 - Taiwan Semiconductor Manufacturing $255,170 Holding921909768 - Vanguard Total International Stock ETF $255,137 Holding872590104 - T-Mobile US $250,888 Holding21036P108 - Constellation Brands $231,656 Holding Largest Purchases this Quarter International Business Machines 1,027 shares (about $302.74K)Taiwan Semiconductor Manufacturing 1,127 shares (about $255.17K)Vanguard Total International Stock ETF 3,693 shares (about $255.14K)T-Mobile US 1,053 shares (about $250.89K)Constellation Brands 1,424 shares (about $231.66K) Largest Sales this Quarter CITIGROUP INC 105 shares (about $423.15K)Alphabet 1,820 shares (about $322.85K)iShares Russell 2000 ETF 1,047 shares (about $225.96K)Leidos 1,185 shares (about $186.95K)Broadcom 424 shares (about $116.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChancellor Financial Group Wb Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$16,113,141$38,982 ▼-0.2%78,53612.4%Computer and TechnologyMSFTMicrosoft$14,238,957$90,032 ▲0.6%28,62611.0%Computer and TechnologyIVViShares Core S&P 500 ETF$7,065,730$85,683 ▲1.2%11,3805.5%ETFAMZNAmazon.com$5,332,493$114,960 ▲2.2%24,3064.1%Retail/WholesaleNVDANVIDIA$5,048,869$95,110 ▼-1.8%31,9573.9%Computer and TechnologyVVisa$3,493,370$15,977 ▲0.5%9,8392.7%Business ServicesGOOGLAlphabet$2,854,371$21,147 ▼-0.7%16,1972.2%Computer and TechnologyNEENextEra Energy$2,794,479$18,257 ▲0.7%40,2552.2%UtilitiesJNJJohnson & Johnson$2,551,453$7,790 ▲0.3%16,7032.0%MedicalJPMJPMorgan Chase & Co.$2,427,109$39,717 ▲1.7%8,3721.9%FinanceCCitigroup$1,938,228$51,497 ▼-2.6%22,7711.5%Financial ServicesBF.BBrown-Forman$1,822,876$35,494 ▼-1.9%67,7401.4%Consumer StaplesBACBank of America$1,672,689$568 ▲0.0%35,3481.3%FinanceAVGOBroadcom$1,644,998$116,870 ▼-6.6%5,9681.3%Computer and TechnologyGOOGAlphabet$1,535,843$322,850 ▼-17.4%8,6581.2%Computer and TechnologyPEPPepsiCo$1,468,511$27,068 ▲1.9%11,1221.1%Consumer StaplesPGProcter & Gamble$1,444,273$17,526 ▲1.2%9,0651.1%Consumer StaplesCOSTCostco Wholesale$1,422,647$49,501 ▼-3.4%1,4371.1%Retail/WholesaleUNHUnitedHealth Group$1,402,457$64,273 ▲4.8%4,4951.1%MedicalPPLPPL$1,336,948$508 ▲0.0%39,4501.0%UtilitiesBRK.BBerkshire Hathaway$1,231,913$56,349 ▼-4.4%2,5361.0%FinanceCMICummins$1,197,6500.0%3,6570.9%Auto/Tires/TrucksCATCaterpillar$1,111,715$1,941 ▲0.2%2,8640.9%IndustrialsMAMastercard$1,108,267$1,124 ▲0.1%1,9720.9%Business ServicesBTOJohn Hancock Financial Opportunities Fund$1,086,595$5,561 ▲0.5%30,6770.8%FinanceKOCocaCola$1,076,955$192,652 ▲21.8%15,2220.8%Consumer StaplesHEIHeico$1,073,1790.0%3,2720.8%AerospaceDEDeere & Company$1,029,961$1,017 ▲0.1%2,0260.8%IndustrialsMETAMeta Platforms$1,025,984$22,144 ▲2.2%1,3900.8%Computer and TechnologyABBVAbbVie$995,526$29,329 ▲3.0%5,3630.8%MedicalDISWalt Disney$995,056$21,082 ▼-2.1%8,0240.8%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$972,522$110 ▲0.0%8,8330.8%ETFVZVerizon Communications$925,742$41,192 ▲4.7%21,3950.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$922,146$2,865 ▼-0.3%4,5060.7%ETFGEGE Aerospace$849,4640.0%3,3000.7%AerospaceMCDMcDonald's$833,254$11,687 ▲1.4%2,8520.6%Retail/WholesaleLLYEli Lilly and Company$820,8820.0%1,0530.6%MedicalCITIGROUP INC$806,000$423,150 ▼-34.4%2000.6%CALLEATON VANCE ENHANCED EQUITY$773,099$48,953 ▼-6.0%31,9330.6%COMWMWaste Management$743,720$36,614 ▼-4.7%3,2500.6%Business ServicesHDHome Depot$725,119$6,232 ▲0.9%1,9780.6%Retail/WholesaleADMArcher Daniels Midland$710,563$1,267 ▲0.2%13,4630.5%Consumer StaplesCVXChevron$697,354$87,778 ▲14.4%4,8700.5%EnergyVTIVanguard Total Stock Market ETF$676,387$225,564 ▲50.0%2,2250.5%ETFXOMExxon Mobil$667,811$18,326 ▼-2.7%6,1950.5%EnergyPMPhilip Morris International$654,955$2,003 ▲0.3%3,5960.5%Consumer StaplesRSReliance$627,8000.0%2,0000.5%Basic MaterialsYUMYum! Brands$580,109$296 ▲0.1%3,9150.4%Retail/WholesaleABTAbbott Laboratories$573,578$20,402 ▲3.7%4,2170.4%MedicalTSLATesla$567,023$50,826 ▲9.8%1,7850.4%Auto/Tires/TrucksDHRDanaher$565,1620.0%2,8610.4%MedicalGE VERNOVA INC$542,382$135,463 ▲33.3%1,0250.4%COMMDLZMondelez International$506,289$202 ▲0.0%7,5070.4%Consumer StaplesAMTAmerican Tower$504,589$19,892 ▼-3.8%2,2830.4%FinanceMRKMerck & Co., Inc.$468,507$108,775 ▲30.2%5,9180.4%MedicalTAT&T$460,714$5,238 ▲1.2%15,9200.4%Computer and TechnologyWMTWalmart$456,947$4,303 ▲1.0%4,6730.4%Retail/WholesaleQQQInvesco QQQ$454,551$55,164 ▼-10.8%8240.4%FinanceDVYiShares Select Dividend ETF$449,248$133 ▲0.0%3,3830.3%ETFIJHiShares Core S&P Mid-Cap ETF$447,936$2,171 ▼-0.5%7,2220.3%ETFIWMiShares Russell 2000 ETF$447,170$225,959 ▼-33.6%2,0720.3%FinanceORCLOracle$446,442$65,589 ▲17.2%2,0420.3%Computer and TechnologyQCOMQUALCOMM$439,354$167,365 ▲61.5%2,7590.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$436,468$794 ▼-0.2%4,4000.3%FinanceTFCTruist Financial$427,579$66,635 ▲18.5%9,9460.3%FinanceBRBroadridge Financial Solutions$422,6290.0%1,7390.3%Computer and TechnologyBMYBristol Myers Squibb$391,504$94,890 ▲32.0%8,4580.3%MedicalADPAutomatic Data Processing$381,7990.0%1,2380.3%Computer and TechnologyMOAltria Group$378,252$16,357 ▲4.5%6,4520.3%Consumer StaplesPWRQuanta Services$373,5430.0%9880.3%ConstructionBABoeing$370,8680.0%1,7700.3%AerospaceUSMViShares MSCI USA Min Vol Factor ETF$369,003$21,121 ▼-5.4%3,9310.3%ETFAMEAMETEK$361,9200.0%2,0000.3%Computer and TechnologyRTXRTX$361,358$146 ▲0.0%2,4750.3%AerospaceUBERUber Technologies$358,179$9,330 ▼-2.5%3,8390.3%Computer and TechnologyCNICanadian National Railway$358,053$624 ▲0.2%3,4410.3%TransportationXARSPDR S&P Aerospace & Defense ETF$350,1600.0%1,6600.3%ETFLDOSLeidos$347,072$186,946 ▼-35.0%2,2000.3%Computer and TechnologyFBINFortune Brands Innovations$344,9160.0%6,7000.3%Retail/WholesaleETEnergy Transfer$337,164$36,260 ▲12.1%18,5970.3%EnergyCSCOCisco Systems$333,017$24,629 ▲8.0%4,8000.3%Computer and TechnologyBLACKROCK INC$332,6120.0%3170.3%COMIBBiShares Biotechnology ETF$328,5670.0%2,5970.3%FinanceDELLDell Technologies$324,277$116,470 ▼-26.4%2,6450.3%Computer and TechnologyACNAccenture$323,3990.0%1,0820.2%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$322,932$16,679 ▼-4.9%7,6090.2%ETFTMOThermo Fisher Scientific$316,6640.0%7810.2%MedicalUNPUnion Pacific$311,9880.0%1,3560.2%TransportationHEDJWisdomTree Europe Hedged Equity Fund$303,417$144 ▲0.0%6,3050.2%FinanceIBMInternational Business Machines$302,739$302,739 ▲New Holding1,0270.2%Computer and TechnologyVOOVanguard S&P 500 ETF$296,958$35,203 ▲13.4%5230.2%ETFIJRiShares Core S&P Small-Cap ETF$294,017$1,421 ▼-0.5%2,6900.2%ETFVOOGVanguard S&P 500 Growth ETF$287,5010.0%7250.2%ETFICEIntercontinental Exchange$281,0760.0%1,5320.2%FinanceIWRiShares Russell Mid-Cap ETF$280,141$92 ▲0.0%3,0460.2%ETFBUIBlackRock Utilities, Infrastructure & Power Opportunities Trust$276,983$14,162 ▼-4.9%10,7570.2%Financial ServicesQUALiShares MSCI USA Quality Factor ETF$276,721$2,742 ▼-1.0%1,5140.2%ETFPFEPfizer$273,587$27,608 ▲11.2%11,2870.2%MedicalCMCSAComcast$270,1940.0%7,5710.2%Consumer DiscretionaryMSCIMSCI$269,3380.0%4670.2%FinanceShowing 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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