Chancellor-Financial-Group-Wb-Lp
AI_NATIVE detailed information: This accession holds the following tickers:[ "ESSA", "NTR", null, "ACN", "ABT", "ABBV", "APD", "PAA", "GOOGL", "T", "BLK", "CAT", "AVGO", "LOW", "BUI", "BITF", "LXP", "CMI", null, "AMWL", "HON", "HD", null, "MCD", "INTU", "FBIN", "UNP", "QCOM", "BTO", "ICE", "META", "IVW", null, "IJH", null, "NQP", "PWR", "MA", "MSFT", "MDLZ", "EPM", "GAB", "GE", "HEI", "ADM", "IJR", "ORCL", "OKE", "EOS", "PEP", null, "IVV", "UNH", "AAPL", "SPY", "NVDA", "LDOS", "PFE", "PG", "MRK", "VZ", "AMGN", "RS", "RTX", "AMT", "TMO", "TJX", "TFC", "UBER", "UPS", "NEM", "TTEC", null, "VIG", "SAIC", "AON", "SDY", "F", "WM", "IWR", "EPAC", "PEG", "AMZN", "CHY", "VOOG", "VOO", "V", "WMT", null, "YUM", "ET", "DVY", "MSCI", "PPL", "MTUM", "GEV", "AME", "ADP", "BAC", null, "BRK-B", "BA", "BMY", "BF-B", "BR", "CNI", "CVX", "CB", "CSCO", "C", "KO", "CMCSA", "COST", "DHR", "DELL", "DE", "DVN", "USMV", "NEE", "QQQ", "IWM", "EPD", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PM", "MO", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-05
- Total Holdings
- 133
- Total Value
- 121109592
- Accession Number
- 0001951757-25-000513
- Form Type
- 13F-HR
- Manager Name
- Chancellor-Financial-Group-Wb-Lp
Data Enrichment
93% identified124 identified9 unidentified
Holdings
133 positions • $121.1M total value
Manager:
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808524854
Shares:10.1K
Value:$250.4K
% of Portfolio:0.2% ($250.4K/$121.1M)
Shares:22.2K
Value:$249.3K
% of Portfolio:0.2% ($249.3K/$121.1M)
Shares:23.1K
Value:$233.2K
% of Portfolio:0.2% ($233.2K/$121.1M)
Shares:759
Value:$223.8K
% of Portfolio:0.2% ($223.8K/$121.1M)
Shares:11.0K
Value:$219.1K
% of Portfolio:0.2% ($219.1K/$121.1M)
Shares:1.0K
Value:$217.0K
% of Portfolio:0.2% ($217.0K/$121.1M)
Shares:6.3K
Value:$216.1K
% of Portfolio:0.2% ($216.1K/$121.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
2.1K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $250.7K | 0.2% ($250.7K/$121.1M) | YoY- | |
(cusip808524854)✕ | 10.1K | QoQ +0.01% (+2)YoY- | All Managers (Combined) | $250.4K | 0.2% ($250.4K/$121.1M) | YoY- |
22.2K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $249.3K | 0.2% ($249.3K/$121.1M) | YoY- | |
5.2K | YoY- | All Managers (Combined) | $248.6K | 0.2% ($248.6K/$121.1M) | YoY- | |
ORACLE CORP(ORCLcusip68389X105) | 1.7K | YoY- | All Managers (Combined) | $243.5K | 0.2% ($243.5K/$121.1M) | YoY- |
725 | YoY- | All Managers (Combined) | $242.5K | 0.2% ($242.5K/$121.1M) | YoY- | |
2.2K | QoQ -8.40% (-200)YoY- | All Managers (Combined) | $239.8K | 0.2% ($239.8K/$121.1M) | YoY- | |
6.3K | QoQ NEW(+6.3K) YoY- | All Managers (Combined) | $237.3K | 0.2% ($237.3K/$121.1M) | QoQ NEW(+$237.3K) YoY- | |
461 | QoQ -7.80% (-39)YoY- | All Managers (Combined) | $236.8K | 0.2% ($236.8K/$121.1M) | YoY- | |
GE Vernova Inc.(GEVcusip36828A101) | 769 | QoQ -1.78% (-14)YoY- | All Managers (Combined) | $234.8K | 0.2% ($234.8K/$121.1M) | YoY- |
23.1K | YoY- | All Managers (Combined) | $233.2K | 0.2% ($233.2K/$121.1M) | YoY- | |
ONEOK INC /NEW/(OKEcusip682680103) | 2.3K | QoQ -4.16% (-99)YoY- | All Managers (Combined) | $226.2K | 0.2% ($226.2K/$121.1M) | YoY- |
402 | QoQ NEW(+402) YoY- | All Managers (Combined) | $224.8K | 0.2% ($224.8K/$121.1M) | QoQ NEW(+$224.8K) YoY- | |
759 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $223.8K | 0.2% ($223.8K/$121.1M) | YoY- | |
1.6K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $220.1K | 0.2% ($220.1K/$121.1M) | YoY- | |
11.0K | QoQ NEW(+11.0K) YoY- | All Managers (Combined) | $219.1K | 0.2% ($219.1K/$121.1M) | QoQ NEW(+$219.1K) YoY- | |
1.0K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $217.0K | 0.2% ($217.0K/$121.1M) | YoY- | |
6.3K | QoQ NEW(+6.3K) YoY- | All Managers (Combined) | $216.1K | 0.2% ($216.1K/$121.1M) | QoQ NEW(+$216.1K) YoY- | |
1.1K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $215.9K | 0.2% ($215.9K/$121.1M) | YoY- | |
11.3K | QoQ NEW(+11.3K) YoY- | All Managers (Combined) | $213.9K | 0.2% ($213.9K/$121.1M) | QoQ NEW(+$213.9K) YoY- |