Investor Details
| Filer Name: | CHANCELLOR FINANCIAL GROUP WB LP |
|---|---|
| CIK: | 2059742 |
| Period: | 2024-12-31 |
| Filed At: | 2025-03-19 |
| Number of Holdings: | 128 |
| Portfolio Value: | $0.12B |
Chancellor Financial Group Wb Lp Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 80,722 | $20M | 16.28% | - | - |
| MSFT | US | MICROSOFT CORP | 28,306 | $12M | 9.61% | - | - |
| IVV | US | ISHARES CORE S&P 500 ETF | 11,298 | $7M | 5.36% | - | - |
| AMZN | US | AMAZON.COM INC | 23,672 | $5M | 4.18% | - | - |
| NVDA | US | NVIDIA CORP | 29,531 | $4M | 3.19% | - | - |
| V | US | VISA INC-CLASS A SHARES | 9,784 | $3M | 2.49% | - | - |
| GOOGL | US | ALPHABET INC-CL A | 15,643 | $3M | 2.38% | - | - |
| NEE | US | NEXTERA ENERGY INC | 39,975 | $3M | 2.31% | - | - |
| BF/B | US | BROWN-FORMAN CORP-CLASS B | 65,731 | $2M | 2.01% | - | - |
| JNJ | US | JOHNSON & JOHNSON | 17,083 | $2M | 1.99% | - | - |
| UNH | US | UNITEDHEALTH GROUP INC | 4,289 | $2M | 1.75% | - | - |
| GOOG | US | ALPHABET INC-CL C | 10,393 | $2M | 1.59% | - | - |
| JPM | US | JPMORGAN CHASE & CO | 8,030 | $2M | 1.55% | - | - |
| BAC | US | BANK OF AMERICA CORP | 36,198 | $2M | 1.28% | - | - |
| PEP | US | PEPSICO INC | 10,267 | $2M | 1.26% | - | - |
| PG | US | PROCTER & GAMBLE CO/THE | 8,945 | $1M | 1.21% | - | - |
| COST | US | COSTCO WHOLESALE CORP | 1,572 | $1M | 1.16% | - | - |
| C | US | CITIGROUP INC | 20,283 | $1M | 1.15% | - | - |
| AVGO | US | BROADCOM INC | 6,016 | $1M | 1.12% | - | - |
| CMI | US | CUMMINS INC | 3,657 | $1M | 1.03% | - | - |