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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Page 7 of 7
Shares:1.9K
Value:$212.2K
% of Portfolio:0.2% ($212.2K/$121.1M)
46137V746
Shares:2.1K
Value:$202.3K
% of Portfolio:0.2% ($202.3K/$121.1M)
Shares:2.4K
Value:$200.9K
% of Portfolio:0.2% ($200.9K/$121.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
705 | QoQ NEW(+705) YoY- | All Managers (Combined) | $212.9K | 0.2% ($212.9K/$121.1M) | QoQ NEW(+$212.9K) YoY- | |
1.9K | QoQ -9.56% (-200)YoY- | All Managers (Combined) | $212.2K | 0.2% ($212.2K/$121.1M) | YoY- | |
676 | QoQ NEW(+676) YoY- | All Managers (Combined) | $210.6K | 0.2% ($210.6K/$121.1M) | QoQ NEW(+$210.6K) YoY- | |
INTUIT INC.(INTUcusip461202103) | 337 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $206.9K | 0.2% ($206.9K/$121.1M) | YoY- |
(cusip46137V746)✕ | 2.1K | QoQ +0.28% (-6)YoY- | All Managers (Combined) | $202.3K | 0.2% ($202.3K/$121.1M) | YoY- |
2.4K | QoQ NEW(+2.4K) YoY- | All Managers (Combined) | $200.9K | 0.2% ($200.9K/$121.1M) | QoQ NEW(+$200.9K) YoY- | |
FORD MOTOR CO(Fcusip345370860) | 18.4K | QoQ +0.36% (+67)YoY- | All Managers (Combined) | $184.6K | 0.2% ($184.6K/$121.1M) | YoY- |
14.2K | QoQ -3.39% (-500)YoY- | All Managers (Combined) | $123.2K | 0.1% ($123.2K/$121.1M) | YoY- | |
18.7K | QoQ +1.72% (+317)YoY- | All Managers (Combined) | $103.0K | 0.1% ($103.0K/$121.1M) | YoY- | |
28.7K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $94.4K | 0.1% ($94.4K/$121.1M) | YoY- | |
11.5K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $90.5K | 0.1% ($90.5K/$121.1M) | YoY- | |
11.6K | QoQ +5.00% (+550)YoY- | All Managers (Combined) | $59.8K | 0.0% ($59.8K/$121.1M) | YoY- | |
Bitfarms Ltd(BITFcusip09173B107) | 17.2K | QoQ NEW(+17.2K) YoY- | All Managers (Combined) | $13.6K | 0.0% ($13.6K/$121.1M) | QoQ NEW(+$13.6K) YoY- |