Chancellor Financial Group WB LP 13F Holdings
CIK 0002059742 · WILKES-BARRE, PA
As of Sep 30, 2025, Chancellor Financial Group WB LP reported 132 positions worth
CIK 0002059742 · WILKES-BARRE, PA
As of Sep 30, 2025, Chancellor Financial Group WB LP reported 132 positions worth
41.7M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 78,795 | $20.1M | 14.16% |
| MICROSOFT CORP | MSFT | Technology | 30,002 | 5.5M | 10.96% |
| ISHARES CORE S&P 500 ETF | IVV | — | 11,351 | $7.6M | 5.36% |
| NVIDIA CORP | NVDA | Technology | 33,313 | $6.2M | 4.39% |
| AMAZON.COM INC | AMZN | Equity | 25,591 | $5.6M | 3.96% |
| ALPHABET INC | GOOGL | Equity | 16,193 | $3.9M | 2.78% |
| VISA INC-CLASS A SHARES | V | Financial Services | 9,849 | $3.4M | 2.37% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 17,299 | $3.2M | 2.26% |
| NEXTERA ENERGY INC | NEE | Utilities | 40,320 | $3.0M | 2.15% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,278 | $2.6M | 1.84% |
| CITIGROUP INC | C | Financial Services | 22,828 | $2.3M | 1.63% |
| ALPHABET INC | GOOG | Equity | 9,003 | $2.2M | 1.55% |
| BROADCOM INC | AVGO | Technology | 5,973 | $2.0M | 1.39% |
| BROWN FORMAN CORP | BF.B | Consumer Defensive | 69,748 | .9M | 1.33% |
| BANK OF AMERICA CORP | BAC | Financial Services | 35,111 | .8M | 1.28% |
| PEPSICO INC | PEP | Consumer Defensive | 11,999 | .7M | 1.19% |
| CUMMINS INC | CMI | Industrials | 3,657 | .5M | 1.09% |
| PPL CORP | PPL | Utilities | 39,465 | .5M | 1.03% |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 4,097 | .4M | 1.00% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 9,037 | .4M | 0.98% |
| CATERPILLAR INC | CAT | Industrials | 2,868 | .4M | 0.97% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,412 | .3M | 0.92% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 2,536 | .3M | 0.90% |
| ABBVIE INC | ABBV | Equity | 5,374 | .2M | 0.88% |
| CITIGROUP INC | — | — | 260 | .2M | 0.83% |