Chancellor Financial Group Wb Lp Top Holdings and 13F Report (2026) About Chancellor Financial Group Wb LpInvestment ActivityChancellor Financial Group Wb Lp has $141.29 million in total holdings as of March 31, 2026.Chancellor Financial Group Wb Lp owns shares of 140 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 3.79% of the portfolio was purchased this quarter.About 4.06% of the portfolio was sold this quarter.This quarter, Chancellor Financial Group Wb Lp has purchased 137 new stocks and bought additional shares in 55 stocks.Chancellor Financial Group Wb Lp sold shares of 39 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $19,567,990Microsoft $10,686,811iShares Core S&P 500 ETF $7,597,415NVIDIA $6,136,899Amazon.com $5,032,220 Largest New Holdings this Quarter 125523100 - Cigna Group $432,935 Holding46137V100 - Invesco Aerospace & Defense ETF $287,885 Holding023135906 - AMAZON COM INC $256,700 Holding832696405 - J. M. Smucker $234,349 Holding92189F676 - VanEck Semiconductor ETF $232,308 Holding Largest Purchases this Quarter NVIDIA 2,658 shares (about $463.55K)Cigna Group 1,623 shares (about $432.94K)iShares Core S&P 500 ETF 473 shares (about $308.97K)Invesco Aerospace & Defense ETF 1,737 shares (about $287.89K)AMAZON COM INC 30 shares (about $256.70K) Largest Sales this Quarter Microsoft 1,191 shares (about $440.87K)PepsiCo 2,835 shares (about $440.23K)Amazon.com 1,644 shares (about $342.40K)Bristol Myers Squibb 5,299 shares (about $321.39K)Taiwan Semiconductor Manufacturing 454 shares (about $153.47K) 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$19,567,990$50,504 â–²0.3%77,10313.8%Computer and TechnologyMSFTMicrosoft$10,686,811$440,873 â–¼-4.0%28,8707.6%Computer and TechnologyIVViShares Core S&P 500 ETF$7,597,415$308,965 â–²4.2%11,6315.4%ETFNVDANVIDIA$6,136,899$463,550 â–²8.2%35,1894.3%Computer and TechnologyAMZNAmazon.com$5,032,220$342,396 â–¼-6.4%24,1623.6%Retail/WholesaleGOOGLAlphabet$4,423,788$24,442 â–¼-0.5%15,3843.1%Computer and TechnologyJNJJohnson & Johnson$3,892,956$13,444 â–²0.3%15,9262.8%MedicalNEENextEra Energy$3,761,129$2,229 â–²0.1%40,4942.7%UtilitiesVVisa$2,912,723$20,553 â–¼-0.7%9,6372.1%Business ServicesCCitigroup$2,645,025$47,065 â–²1.8%23,3231.9%Financial ServicesGOOGAlphabet$2,416,509$38,439 â–²1.6%8,4241.7%Computer and TechnologyJPMJPMorgan Chase & Co.$2,372,482$34,712 â–¼-1.4%8,0651.7%FinanceAVGOBroadcom$2,127,005$237,710 â–²12.6%6,8721.5%Computer and TechnologyCATCaterpillar$2,035,551$1,417 â–²0.1%2,8731.4%IndustrialsCMICummins$1,967,5110.0%3,6571.4%Auto/Tires/TrucksBF.BBrown-Forman$1,788,806$132 â–²0.0%67,6551.3%Consumer StaplesPEPPepsiCo$1,769,935$440,232 â–¼-19.9%11,3981.3%Consumer StaplesBACBank of America$1,708,031$4,192 â–¼-0.2%35,0371.2%FinancePPLPPL$1,513,623$5,768 â–²0.4%39,6241.1%UtilitiesCOSTCostco Wholesale$1,492,840$74,742 â–²5.3%1,4981.1%Retail/WholesaleCITIGROUP INC$1,348,904$21,933 â–¼-1.6%2461.0%CALLPGProcter & Gamble$1,300,882$2,456 â–²0.2%9,0060.9%Consumer StaplesBRK.BBerkshire Hathaway$1,259,3380.0%2,6280.9%FinanceABBVAbbVie$1,182,447$11,527 â–²1.0%5,4370.8%MedicalDEDeere & Company$1,176,9970.0%2,0890.8%IndustrialsUNHUnitedHealth Group$1,148,072$271 â–¼0.0%4,2430.8%MedicalBTOJohn Hancock Financial Opportunities Fund$1,119,023$7,497 â–²0.7%31,1970.8%FinanceXOMExxonMobil$1,035,374$7,295 â–²0.7%6,1030.7%EnergyVZVerizon Communications$1,034,089$351 â–¼0.0%20,5990.7%Computer and TechnologyMAMastercard$986,386$1,499 â–¼-0.2%1,9740.7%Business ServicesADMArcher Daniels Midland$982,736$1,308 â–²0.1%13,5200.7%Consumer StaplesCVXChevron$953,757$15,930 â–¼-1.6%4,6100.7%EnergyVIGVanguard Dividend Appreciation ETF$953,4030.0%4,4330.7%ETFGEGE Aerospace$926,0620.0%3,2630.7%AerospaceIVWiShares S&P 500 Growth ETF$925,853$28,279 â–¼-3.0%8,1850.7%ETFHEIHeico$897,373$274 â–²0.0%3,2730.6%AerospaceMCDMcDonald's$889,776$3,419 â–²0.4%2,8630.6%Retail/WholesaleGE VERNOVA INC$886,8850.0%1,0160.6%COMLLYEli Lilly and Company$830,659$22,997 â–¼-2.7%9030.6%MedicalWMWaste Management$773,872$3,906 â–²0.5%3,3680.5%Business ServicesMETAMeta Platforms$769,592$60,652 â–¼-7.3%1,3450.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$714,915$963 â–²0.1%2,2280.5%ETFEATON VANCE ENHANCED EQUITY$713,634$8,880 â–²1.3%34,8790.5%COMDISWalt Disney$713,553$96 â–²0.0%7,4040.5%Consumer DiscretionaryMRKMerck & Co., Inc.$712,022$43,667 â–¼-5.8%5,9190.5%MedicalWALMART INC$622,459$124 â–²0.0%5,0090.4%COMYUMYum! Brands$609,329$155 â–²0.0%3,9190.4%Retail/WholesaleRSReliance$607,8400.0%2,0000.4%Basic MaterialsPMPhilip Morris International$599,651$1,819 â–²0.3%3,6270.4%Consumer StaplesHDHome Depot$594,738$107,237 â–²22.0%1,8080.4%Retail/WholesaleBABoeing$584,551$231,671 â–²65.7%2,9370.4%AerospaceTSLATesla$572,4950.0%1,5400.4%Auto/Tires/TrucksDHRDanaher$542,4460.0%2,8610.4%MedicalPWRQuanta Services$542,4320.0%9880.4%ConstructionQCOMQualcomm$512,227$129 â–²0.0%3,9780.4%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$486,0420.0%7,1970.3%ETFIWMiShares Russell 2000 ETF$480,824$8,927 â–¼-1.8%1,9390.3%FinanceRTXRTX$478,974$1,350 â–²0.3%2,4830.3%AerospaceQQQInvesco QQQ$475,596$43,288 â–¼-8.3%8240.3%FinanceABTAbbott Laboratories$462,546$9,035 â–²2.0%4,5050.3%MedicalTFCTruist Financial$454,919$6,895 â–²1.5%9,8960.3%FinanceTAT&T$453,475$6,349 â–²1.4%15,6420.3%Computer and TechnologyETEnergy Transfer$449,632$5,790 â–¼-1.3%23,2970.3%EnergyMDLZMondelez International$448,679$4,093 â–²0.9%7,7840.3%Consumer StaplesIBBiShares Biotechnology ETF$438,835$169 â–²0.0%2,5990.3%FinanceMOAltria Group$438,164$8,710 â–²2.0%6,6400.3%Consumer StaplesCICigna Group$432,935$432,935 â–²New Holding1,6230.3%MedicalAMEAMETEK$428,7200.0%2,0000.3%Computer and TechnologyPWBInvesco Large Cap Growth ETF$427,385$3,904 â–²0.9%3,3940.3%ETFXARSPDR S&P Aerospace & Defense ETF$421,6070.0%1,6600.3%ETFIBMInternational Business Machines$404,064$96,956 â–²31.6%1,6670.3%Computer and TechnologyCHYCalamos Convertible and High Income Fund$397,223$9,485 â–²2.4%36,4760.3%Financial ServicesKOCocaCola$390,274$3,422 â–¼-0.9%5,1320.3%Consumer StaplesTMOThermo Fisher Scientific$383,8850.0%7810.3%MedicalCSCOCisco Systems$370,369$3,957 â–¼-1.1%4,7730.3%Computer and TechnologyCNICanadian National Railway$355,800$719 â–²0.2%3,4620.3%TransportationAMTAmerican Tower$352,926$12,943 â–¼-3.5%2,0450.2%FinancePLAINS ALL AMERN PIPELINE L$345,1550.0%15,4570.2%UNIT LTD PARTNBMYBristol Myers Squibb$344,804$321,393 â–¼-48.2%5,6850.2%MedicalUBERUber Technologies$336,560$60,421 â–²21.9%4,6790.2%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$335,997$11,129 â–¼-3.2%3,6230.2%ETFCOHRCoherent$335,876$71,463 â–¼-17.5%1,4100.2%Business ServicesIJRiShares Core S&P Small-Cap ETF$333,4560.0%2,6820.2%ETFBUIBlackRock Utilities, Infrastructure & Power Opportunities Trust$332,562$29,017 â–²9.6%12,6070.2%Financial ServicesTJXTJX Companies$330,2600.0%2,0680.2%Retail/WholesaleUNPUnion Pacific$326,324$2,669 â–¼-0.8%1,3450.2%TransportationVOOVanguard S&P 500 ETF$323,126$7,765 â–²2.5%5410.2%ETFCOWZPacer US Cash Cows 100 ETF$321,246$23,460 â–²7.9%5,1350.2%ETFEPDEnterprise Products Partners$319,547$16,460 â–¼-4.9%8,4450.2%EnergyKIMBERLY-CLARK CORP$312,953$45,052 â–²16.8%3,2440.2%COMAGGiShares Core U.S. Aggregate Bond ETF$311,403$125,673 â–¼-28.8%3,1370.2%FinanceLDOSLeidos$311,040$31,104 â–¼-9.1%2,0000.2%Computer and TechnologyGRCGorman-Rupp$310,6500.0%5,0000.2%IndustrialsBLACKROCK INC$304,8620.0%3170.2%COMHEDJWisdomTree Europe Hedged Equity Fund$297,878$21,964 â–¼-6.9%5,6960.2%FinanceVOOGVanguard S&P 500 Growth ETF$295,5900.0%7250.2%ETFQUALiShares MSCI USA Quality Factor ETF$290,538$192 â–²0.1%1,5150.2%ETFPPAInvesco Aerospace & Defense ETF$287,885$287,885 â–²New Holding1,7370.2%ETFCCNECNB Financial$286,783$58 â–²0.0%9,9030.2%FinanceBRBroadridge Financial Solutions$282,5530.0%1,7390.2%Computer and TechnologyShowing 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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