Chancellor Financial Group Wb Lp Top Holdings and 13F Report (2026) About Chancellor Financial Group Wb LpInvestment ActivityChancellor Financial Group Wb Lp has $168.67 million in total holdings as of September 30, 2026.Chancellor Financial Group Wb Lp owns shares of 149 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 3.90% of the portfolio was purchased this quarter.About 2.62% of the portfolio was sold this quarter.This quarter, Chancellor Financial Group Wb Lp has purchased 149 new stocks and bought additional shares in 53 stocks.Chancellor Financial Group Wb Lp sold shares of 37 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $26,192,178Microsoft $15,100,893iShares Core S&P 500 ETF $8,471,636NVIDIA $7,849,763Amazon.com $6,189,384 Largest New Holdings this Quarter 172967904 - CITIGROUP INC $1,608,750 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $947,872 Holding594918904 - MICROSOFT CORP $377,250 Holding573874104 - Marvell Technology $359,899 Holding22788C105 - CrowdStrike $289,107 Holding Largest Purchases this Quarter CITIGROUP INC 250 shares (about $1.61M)EXXONMOBIL HOLDINGS CORP 5,824 shares (about $947.87K)MICROSOFT CORP 15 shares (about $377.25K)Marvell Technology 1,362 shares (about $359.90K)CrowdStrike 1,092 shares (about $289.11K) Largest Sales this Quarter Microsoft 1,338 shares (about $686.26K)TeleTech 170,000 shares (about $221K)Amazon.com 780 shares (about $194.34K)Apple 368 shares (about $122.55K)Taiwan Semiconductor Manufacturing 223 shares (about $101.72K) 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$26,192,178$122,552 ▼-0.5%78,65015.5%TechnologyMSFTMicrosoft$15,100,893$686,264 ▼-4.3%29,4429.0%TechnologyIVViShares Core S&P 500 ETF$8,471,636$138,616 ▲1.7%11,0625.0%ETFNVDANVIDIA$7,849,763$108,707 ▲1.4%34,3724.7%TechnologyAMZNAmazon.com$6,189,384$194,337 ▼-3.0%24,8423.7%Consumer DiscretionaryGOOGLAlphabet$5,630,725$48,170 ▲0.9%16,3653.3%Communication ServicesJNJJohnson & Johnson$4,425,740$91,072 ▲2.1%16,7172.6%HealthcareVVisa$3,498,840$23,357 ▲0.7%9,7372.1%FinanceCCitigroup$3,113,929$111,226 ▲3.7%24,0491.8%FinanceNEENextEra Energy$3,034,983$32,871 ▼-1.1%40,0711.8%UtilitiesJPMJPMorgan Chase & Co.$2,903,166$6,948 ▲0.2%8,7751.7%FinanceGOOGAlphabet$2,759,313$56,904 ▼-2.0%8,0981.6%Communication ServicesAVGOBroadcom$2,226,463$37,576 ▼-1.7%6,3401.3%TechnologyBACBank of America$1,906,770$15,567 ▼-0.8%35,0321.1%FinanceCMICummins$1,889,5860.0%3,6581.1%IndustrialsBF.BBrown-Forman$1,766,168$6,733 ▼-0.4%67,4111.0%Consumer StaplesPEPPepsiCo$1,694,735$96,940 ▲6.1%13,3741.0%Consumer StaplesCITIGROUP INC$1,608,750$1,608,750 ▲New Holding2501.0%CALLUNHUnitedHealth Group$1,582,992$2,937 ▼-0.2%4,3120.9%HealthcarePGProcter & Gamble$1,549,689$7,845 ▼-0.5%10,6670.9%Consumer StaplesVTIVanguard Total Stock Market ETF$1,437,2570.0%3,8400.9%ETFABBVAbbVie$1,431,198$5,232 ▲0.4%5,4710.8%HealthcareDEDeere & Company$1,390,442$11,419 ▼-0.8%2,0700.8%IndustrialsBRK.BBerkshire Hathaway$1,358,906$6,971 ▼-0.5%2,7290.8%FinanceCOSTCostco Wholesale$1,342,992$20,942 ▼-1.5%1,4750.8%Consumer StaplesMETAMeta Platforms$1,293,134$9,428 ▲0.7%1,7830.8%Communication ServicesPPLPPL$1,145,071$18,451 ▼-1.6%34,8150.7%UtilitiesGEGE Aerospace$1,120,659$93,987 ▲9.2%3,5890.7%IndustrialsBTOJohn Hancock Financial Opportunities Fund$1,117,862$7,535 ▼-0.7%31,1560.7%FinanceCATCaterpillar$1,111,544$50,267 ▼-4.3%1,3710.7%IndustrialsLLYEli Lilly and Company$1,076,265$13,887 ▲1.3%9300.6%HealthcareADMArcher Daniels Midland$1,075,539$1,111 ▲0.1%13,5490.6%Consumer StaplesMAMastercard$1,056,519$28,674 ▼-2.6%1,9160.6%FinanceCVXChevron$1,020,261$63,715 ▲6.7%4,9960.6%EnergyHEIHeico$992,3440.0%3,2730.6%IndustrialsVIGVanguard Dividend Appreciation ETF$986,213$10,966 ▼-1.1%4,2270.6%ETFGE VERNOVA INC$975,230$9,505 ▲1.0%1,0260.6%COMMRKMerck & Co., Inc.$949,087$727 ▲0.1%6,5310.6%HealthcareEXXONMOBIL HOLDINGS CORP$947,872$947,872 ▲New Holding5,8240.6%COM SHSIVWiShares S&P 500 Growth ETF$935,990$70,423 ▼-7.0%6,5790.6%ETFWMWaste Management$920,927$163,140 ▲21.5%4,5160.5%IndustrialsVZVerizon Communications$871,959$86,100 ▼-9.0%19,0090.5%Communication ServicesQCOMQualcomm$861,921$274,239 ▲46.7%4,6830.5%TechnologyWALMART INC$857,034$4,780 ▼-0.6%8,2470.5%COMEOSEaton Vance Enhanced Equity Income Fund II$781,485$22,919 ▲3.0%36,6890.5%ETFRSReliance$769,5000.0%2,0000.5%IndustrialsMCDMcDonald's$747,5410.0%3,2370.4%Consumer DiscretionaryAMDAdvanced Micro Devices$732,888$3,671 ▲0.5%1,1980.4%TechnologyDISWalt Disney$713,1030.0%6,7980.4%Communication ServicesPMPhilip Morris International$702,146$1,717 ▲0.2%3,6800.4%Consumer StaplesPWRQuanta Services$645,080$10,280 ▲1.6%1,0040.4%IndustrialsDHRDanaher$633,8550.0%2,8610.4%HealthcareQQQInvesco QQQ$615,4890.0%8320.4%ETFCSCOCisco Systems$613,604$108 ▲0.0%5,7010.4%TechnologyPWBInvesco Large Cap Growth ETF$607,8720.0%3,7490.4%ETFSCHDSchwab US Dividend Equity ETF$599,288$748 ▲0.1%18,4230.4%ETFTSLATesla$582,243$28,740 ▲5.2%1,6410.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$556,882$116,280 ▲26.4%7950.3%ETFIBBiShares Biotechnology ETF$547,1890.0%2,5990.3%ETFTJXTJX Companies$542,476$268,856 ▲98.3%4,1000.3%Consumer DiscretionaryIBMInternational Business Machines$541,248$21,993 ▲4.2%2,4610.3%TechnologyYUMYum! Brands$534,050$409 ▼-0.1%3,9170.3%Consumer DiscretionaryTMOThermo Fisher Scientific$527,2140.0%7810.3%HealthcareAMEAMETEK$495,4600.0%2,0000.3%TechnologyENERGY TRANSFER L P$486,283$1,977 ▼-0.4%24,5970.3%COM UT LTD PTNMDLZMondelez International$479,006$39,146 ▲8.9%8,2840.3%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$474,799$1,727 ▼-0.4%6,5990.3%ETFRTXRTX$472,584$186 ▲0.0%2,5460.3%IndustrialsSMHVanEck Semiconductor ETF$472,533$3,045 ▲0.6%7760.3%ETFMOAltria Group$472,279$943 ▲0.2%7,0130.3%Consumer StaplesIWMiShares Russell 2000 ETF$465,430$32,789 ▼-6.6%1,6750.3%ETFTFCTruist Financial$464,389$6,945 ▲1.5%10,0300.3%FinanceBABoeing$452,2880.0%2,4310.3%IndustrialsQQQXNuveen NASDAQ 100 Dynamic Overwrite Fund$452,135$83,075 ▲22.5%14,8580.3%FinanceKOCoca-Cola$451,3010.0%5,2430.3%Consumer StaplesXLKTechnology Select Sector SPDR Fund$450,4610.0%2,3010.3%ETFHDHome Depot$449,365$87,313 ▼-16.3%1,5800.3%Consumer DiscretionaryCHYCalamos Convertible and High Income Fund$445,764$9,438 ▲2.2%38,0670.3%FinanceMUMicron Technology$436,695$121,423 ▲38.5%4100.3%TechnologyCNICanadian National Railway$413,129$713 ▲0.2%3,4750.2%IndustrialsCOHRCoherent$405,8120.0%1,4100.2%TechnologyTAT&T$399,817$20,447 ▲5.4%16,3860.2%Communication ServicesCOWZPacer US Cash Cows 100 ETF$385,205$11,683 ▲3.1%5,7700.2%ETFVOOGVanguard S&P 500 Growth ETF$379,554$7,694 ▲2.1%4,4400.2%ETFMICROSOFT CORP$377,250$377,250 ▲New Holding150.2%CALLABTAbbott Laboratories$376,1640.0%3,8060.2%HealthcareUNPUnion Pacific$372,8180.0%1,3700.2%IndustrialsGRCGorman-Rupp$372,4000.0%5,0000.2%IndustrialsKIMBERLY-CLARK CORP$372,398$6,138 ▼-1.6%3,8220.2%COMPLAINS ALL AMERN PIPELINE L$366,6400.0%15,4570.2%UNIT LTD PARTNUBERUber Technologies$365,0210.0%5,3280.2%IndustrialsPNCThe PNC Financial Services Group$362,506$11,113 ▲3.2%1,6310.2%FinanceBMYBristol Myers Squibb$361,498$62 ▲0.0%5,7930.2%HealthcareMRVLMarvell Technology$359,899$359,899 ▲New Holding1,3620.2%TechnologyQUALiShares MSCI USA Quality Factor ETF$356,536$15,560 ▲4.6%1,6040.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$347,666$5,359 ▼-1.5%3,5680.2%ETFBLACKROCK INC$345,0030.0%3260.2%COMIJRiShares Core S&P Small-Cap ETF$344,8070.0%2,5350.2%ETFXLEEnergy Select Sector SPDR Fund$337,5250.0%5,4880.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$332,2550.0%1,0470.2%ETFShowing largest 100 holdings. 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