Chancellor Financial Group Wb Lp Top Holdings and 13F Report (2025) About Chancellor Financial Group Wb LpInvestment ActivityChancellor Financial Group Wb Lp has $121.11 million in total holdings as of March 31, 2025.Chancellor Financial Group Wb Lp owns shares of 133 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 4.62% of the portfolio was purchased this quarter.About 2.78% of the portfolio was sold this quarter.This quarter, Chancellor Financial Group Wb Lp has purchased 128 new stocks and bought additional shares in 53 stocks.Chancellor Financial Group Wb Lp sold shares of 35 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $17,487,361Microsoft $10,678,078iShares Core S&P 500 ETF $6,317,015Amazon.com $4,524,763NVIDIA $3,528,798 Largest New Holdings this Quarter 172967904 - CITIGROUP INC $750,600 Holding78464A631 - SPDR S&P Aerospace & Defense ETF $266,745 Holding25179M103 - Devon Energy $237,303 Holding78462F103 - SPDR S&P 500 ETF Trust $224,836 Holding726503105 - Plains All American Pipeline $219,140 Holding Largest Purchases this Quarter CITIGROUP INC 305 shares (about $750.60K)PPL 14,300 shares (about $516.38K)NVIDIA 3,028 shares (about $328.18K)SPDR S&P Aerospace & Defense ETF 1,660 shares (about $266.75K)Nutrien 4,950 shares (about $245.87K) Largest Sales this Quarter Apple 1,996 shares (about $443.37K)Newmont 8,500 shares (about $410.38K)Bristol-Myers Squibb 2,265 shares (about $138.13K)John Hancock Financial Opportunities Fund 3,109 shares (about $106.05K)Merck & Co., Inc. 1,095 shares (about $98.30K) 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$17,487,361$443,370 ▼-2.5%78,72614.4%Computer and TechnologyMSFTMicrosoft$10,678,078$52,180 ▲0.5%28,4458.8%Computer and TechnologyIVViShares Core S&P 500 ETF$6,317,015$31,467 ▼-0.5%11,2425.2%ETFAMZNAmazon.com$4,524,763$20,929 ▲0.5%23,7823.7%Retail/WholesaleNVDANVIDIA$3,528,798$328,180 ▲10.3%32,5592.9%Computer and TechnologyVVisa$3,432,525$3,505 ▲0.1%9,7942.8%Business ServicesNEENextEra Energy$2,835,059$1,205 ▲0.0%39,9922.3%UtilitiesJNJJohnson & Johnson$2,761,526$71,476 ▼-2.5%16,6522.3%MedicalGOOGLAlphabet$2,523,298$104,229 ▲4.3%16,3172.1%Computer and TechnologyBF.BBrown-Forman$2,343,875$112,953 ▲5.1%69,0591.9%Consumer StaplesUNHUnitedHealth Group$2,246,5290.0%4,2891.9%MedicalJPMJPMorgan Chase & Co.$2,020,075$50,287 ▲2.6%8,2351.7%FinanceCCitigroup$1,659,495$219,576 ▲15.2%23,3761.4%FinanceGOOGAlphabet$1,636,983$13,280 ▲0.8%10,4781.4%Computer and TechnologyPEPPepsiCo$1,636,921$97,463 ▲6.3%10,9171.4%Consumer StaplesPGProcter & Gamble$1,526,107$1,704 ▲0.1%8,9551.3%Consumer StaplesBACBank of America$1,474,558$35,971 ▼-2.4%35,3361.2%FinancePPLPPL$1,424,005$516,376 ▲56.9%39,4351.2%UtilitiesBRK.BBerkshire Hathaway$1,412,402$12,249 ▼-0.9%2,6521.2%FinanceCOSTCostco Wholesale$1,406,451$80,396 ▼-5.4%1,4871.2%Retail/WholesaleCMICummins$1,146,2340.0%3,6570.9%Auto/Tires/TrucksABBVAbbVie$1,090,492$66,624 ▼-5.8%5,2050.9%MedicalMAMastercard$1,079,682$3,836 ▼-0.4%1,9700.9%Business ServicesAVGOBroadcom$1,070,220$62,954 ▲6.3%6,3920.9%Computer and TechnologyBTOJohn Hancock Financial Opportunities Fund$1,041,025$106,047 ▼-9.2%30,5200.9%FinanceDEDeere & Company$949,851$939 ▲0.1%2,0240.8%IndustrialsCATCaterpillar$942,943$1,319 ▲0.1%2,8590.8%IndustrialsVZVerizon Communications$927,313$94,759 ▼-9.3%20,4430.8%Computer and TechnologyKOCoca-Cola$895,177$4,799 ▼-0.5%12,4990.7%Consumer StaplesMCDMcDonald's$878,368$171,800 ▲24.3%2,8120.7%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$876,752$45,195 ▲5.4%4,5200.7%ETFHEIHEICO$874,215$267 ▲0.0%3,2720.7%AerospaceLLYEli Lilly and Company$869,701$28,907 ▼-3.2%1,0530.7%MedicalIVWiShares S&P 500 Growth ETF$819,871$51,149 ▲6.7%8,8320.7%ETFDISWalt Disney$808,748$41,948 ▲5.5%8,1940.7%Consumer DiscretionaryWMWaste Management$789,400$75,236 ▲10.5%3,4100.7%Business ServicesMETAMeta Platforms$783,8660.0%1,3600.6%Computer and TechnologyXOMExxon Mobil$756,984$23,429 ▼-3.0%6,3650.6%EnergyCITIGROUP INC$750,600$750,600 ▲New Holding3050.6%CALLHDHome Depot$718,5550.0%1,9610.6%Retail/WholesaleEATON VANCE ENHANCED EQUITY$716,444$91,615 ▲14.7%33,9550.6%COMCVXChevron$712,203$17,567 ▼-2.4%4,2570.6%EnergyGEGE Aerospace$660,543$11,409 ▼-1.7%3,3000.5%IndustrialsADMArcher-Daniels-Midland$645,206$1,056 ▲0.2%13,4390.5%Consumer StaplesIWMiShares Russell 2000 ETF$622,222$598 ▲0.1%3,1190.5%FinanceYUMYum! Brands$615,824$157 ▲0.0%3,9130.5%Retail/WholesaleDHRDanaher$586,5050.0%2,8610.5%MedicalRSReliance$577,5000.0%2,0000.5%Basic MaterialsPMPhilip Morris International$569,115$2,064 ▲0.4%3,5850.5%Consumer StaplesABTAbbott Laboratories$539,5100.0%4,0670.4%MedicalNTRNutrien$521,535$245,867 ▲89.2%10,5000.4%Basic MaterialsAMTAmerican Tower$516,415$10,663 ▼-2.0%2,3730.4%FinanceMDLZMondelez International$509,175$204 ▲0.0%7,5040.4%Consumer StaplesLDOSLeidos$456,772$53,976 ▼-10.6%3,3850.4%AerospaceDVYiShares Select Dividend ETF$454,2110.0%3,3820.4%ETFTAT&T$445,103$962 ▲0.2%15,7390.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$436,009$7,221 ▼-1.6%4,4080.4%FinanceQQQInvesco QQQ$433,282$128,953 ▲42.4%9240.4%FinanceIJHiShares Core S&P Mid-Cap ETF$423,423$233 ▼-0.1%7,2570.3%ETFBRBroadridge Financial Solutions$421,6380.0%1,7390.3%Business ServicesTSLATesla$421,135$50,536 ▲13.6%1,6250.3%Auto/Tires/TrucksMRKMerck & Co., Inc.$407,908$98,296 ▼-19.4%4,5440.3%MedicalFBINFortune Brands Innovations$407,896$33,484 ▼-7.6%6,7000.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$407,7170.0%1,4830.3%ETFWMTWalmart$406,373$17,997 ▲4.6%4,6290.3%Retail/WholesaleBMYBristol-Myers Squibb$390,801$138,134 ▼-26.1%6,4080.3%MedicalUSMViShares MSCI USA Min Vol Factor ETF$389,2510.0%4,1560.3%ETFTMOThermo Fisher Scientific$388,6260.0%7810.3%MedicalADPAutomatic Data Processing$378,2460.0%1,2380.3%Business ServicesMOAltria Group$370,530$7,623 ▲2.1%6,1730.3%Consumer StaplesSPYDSPDR Portfolio S&P 500 High Dividend ETF$354,165$266 ▲0.1%8,0020.3%ETFTFCTruist Financial$345,495$33,702 ▲10.8%8,3960.3%FinanceAMEAMETEK$344,2800.0%2,0000.3%Computer and TechnologyACNAccenture$337,6270.0%1,0820.3%Computer and TechnologyCNICanadian National Railway$334,767$585 ▲0.2%3,4350.3%TransportationIBBiShares Biotechnology ETF$332,177$128 ▲0.0%2,5970.3%FinanceDELLDell Technologies$327,684$80,212 ▲32.4%3,5950.3%Computer and TechnologyRTXRTX$327,673$132 ▲0.0%2,4740.3%AerospaceUNPUnion Pacific$320,3410.0%1,3560.3%TransportationETEnergy Transfer$308,538$21,007 ▲7.3%16,5970.3%EnergyBABoeing$301,8740.0%1,7700.2%AerospaceBLACKROCK INC$300,0340.0%3170.2%COMHEDJWisdomTree Europe Hedged Equity Fund$299,196$47 ▲0.0%6,3020.2%FinanceBARRICK GOLD CORP$295,488$77,760 ▼-20.8%15,2000.2%COMUBERUber Technologies$286,996$18,215 ▲6.8%3,9390.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$282,673$3,242 ▼-1.1%2,7030.2%ETFCMCSAComcast$279,354$58,225 ▼-17.2%7,5710.2%Consumer DiscretionaryCSCOCisco Systems$274,273$123 ▲0.0%4,4450.2%Computer and TechnologyEPACEnerpac Tool Group$270,2820.0%6,0250.2%IndustrialsXARSPDR S&P Aerospace & Defense ETF$266,745$266,745 ▲New Holding1,6600.2%ETFICEIntercontinental Exchange$264,2700.0%1,5320.2%FinanceMSCIMSCI$264,0880.0%4670.2%FinanceQCOMQUALCOMM$262,435$38,413 ▲17.1%1,7080.2%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$261,353$16,238 ▼-5.8%1,5290.2%ETFIWRiShares Russell Mid-Cap ETF$259,0710.0%3,0450.2%ETFPFEPfizer$257,160$19,994 ▼-7.2%10,1480.2%MedicalAONAON$256,2160.0%6420.2%FinanceBUIBlackRock Utilities, Infrastructure & Power Opportunities Trust$255,869$4,526 ▲1.8%11,3070.2%Financial ServicesLOWLowe's Companies$252,5850.0%1,0830.2%Retail/WholesalePWRQuanta Services$251,1300.0%9880.2%ConstructionShowing largest 100 holdings. 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