CIK 2059742
Chancellor Financial Group WB LP
Institutional 13F holdings & portfolio
Holdings
137
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 137
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 77K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 30K | $1M+ | SH |
| IVV | ISHARES TR | 11K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 33K | $1M+ | SH |
| AMZN | AMAZON COM INC | 26K | $1M+ | SH |
| GOOGL | ALPHABET INC | 15K | $1M+ | SH |
| V | VISA INC | 10K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 16K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 40K | $1M+ | SH |
| C | CITIGROUP INC | 23K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 8K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| PEP | PEPSICO INC | 14K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 35K | $1M+ | SH |
| CMI | CUMMINS INC | 4K | $1M+ | SH |
| BF.B | BROWN FORMAN CORP | 68K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| — | CITIGROUP INC | 250 | $1M+ | PRN (Call) |
| UNH | UNITEDHEALTH GROUP INC | 4K | $1M+ | SH |
| PPL | PPL CORP | 39K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 9K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| BTO | HANCOCK JOHN FINL OPPTYS FD | 31K | $1M+ | SH |
| HEI | HEICO CORP NEW | 3K | $1M+ | SH |
| IVW | ISHARES TR | 8K | $1M+ | SH |
| GE | GE AEROSPACE | 3K | $1M+ | SH |
| LLY | ELI LILLY & CO | 928 | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 21K | $500K+ | SH |
| EOS | EATON VANCE ENHANCED EQUITY | 34K | $500K+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 14K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| QCOM | QUALCOMM INC | 4K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| YUM | YUM BRANDS INC | 4K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 11K | $500K+ | SH |