Chapman Financial Group, LLC Incresed Positions in Q3 2025

Chapman Financial Group, LLC

  • $145 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.35K
+ 5.19%
$202.38 - $256.87 $273K - $347K
27.4K $6.97B
GOOG
Alphabet Inc.

Communication Services
90
+ 0.38%
$175.16 - $255.24 $15.8K - $23K
23.8K $5.79B
MSFT
Microsoft Corp

Technology
1.73K
+ 14.59%
$491.09 - $535.64 $850K - $927K
13.6K $7.04B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34K
+ 29.32%
$23.82 - $25.84 $810K - $879K
150K $3.86B
SCHX
Schwab Strategic Tr Us Large C

ETFs
19.1K
+ 12.77%
$24.46 - $26.5 $466K - $505K
168K $4.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
872
+ 6.39%
$459.11 - $506.91 $400K - $442K
14.5K $7.3B
JPM
Jpmorgan Chase & CO

Financial Services
974
+ 7.15%
$282.78 - $316.06 $275K - $308K
14.6K $4.61B
TMO
Thermo Fisher Scientific Inc.

Healthcare
497
+ 10.08%
$404.94 - $499.99 $201K - $248K
5.43K $2.63B
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
19.4K
+ 1212.5%
$26.15 - $27.4 $507K - $532K
21K $573M
MBB
Ishares Tr

ETFs
5.22K
+ 56.67%
$92.46 - $95.73 $483K - $500K
14.4K $1.37B
PSEP
Innovator U.S. Equity Power Bu
9.97K
+ 123.22%
N/A
18.1K $775M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.6K
+ 11.15%
$21.69 - $23.34 $274K - $294K
126K $2.93B
IVV
Ishares Core S&P 500 ETF

ETFs
596
+ 198.67%
$620.67 - $670.08 $370K - $399K
896 $600M
ABBV
Abb Vie Inc.

Healthcare
1.22K
+ 42.63%
$184.85 - $231.54 $225K - $281K
4.07K $941M
VTV
Vanguard Value ETF

ETFs
1.97K
+ 76.37%
$175.51 - $186.57 $346K - $368K
4.55K $849M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.3K
+ 24.11%
$26.38 - $27.95 $326K - $345K
63.5K $1.73B
MCD
Mcdonalds Corp

Consumer Cyclical
1K
+ 36.0%
$291.67 - $316.99 $292K - $317K
3.78K $1.15B
LLY
Eli Lilly & CO

Healthcare
436
+ 171.65%
$625.65 - $812.69 $273K - $354K
690 $526M
PEP
Pepsico Inc

Consumer Defensive
1.23K
+ 7.49%
$133.81 - $152.16 $165K - $188K
17.7K $2.49B
IEFA
Ishares Tr

ETFs
3.35K
+ 620.0%
$81.7 - $87.53 $274K - $293K
3.89K $339M
XOM
Exxon Mobil Corp

Energy
2.08K
+ 347.0%
$105.83 - $117.22 $220K - $244K
2.68K $302M
WMT
Walmart Inc.

Consumer Defensive
2.25K
+ 375.0%
$94.4 - $104.27 $212K - $235K
2.85K $294M
EMR
Emerson Electric CO

Industrials
1.82K
+ 94.58%
$128.6 - $149.63 $234K - $272K
3.74K $490M
SCMB
Schwab Strategic Tr Mun Bd ETF
8K
+ 137.93%
N/A
13.8K $353M
PANW
Palo Alto Networks Inc

Technology
1.03K
+ 12.24%
$167.06 - $208.19 $172K - $214K
9.45K $1.92B
PG
Procter & Gamble CO

Consumer Defensive
1.39K
+ 23.56%
$150.47 - $161.22 $210K - $225K
7.31K $1.12B
PFE
Pfizer Inc

Healthcare
6.2K
+ 58.0%
$23.29 - $25.88 $144K - $161K
16.9K $431M
Schwab Strategic Tr
6.36K
+ 35.77%
N/A
24.1K $620M
Annaly Capital Management In
5.64K
+ 15.96%
N/A
41K $828M
PJUL
Innovator U.S. Equity Power Bu

ETFs
3.29K
+ 274.25%
$43.83 - $45.64 $144K - $150K
4.49K $205M
INTC
Intel Corp

Technology
4.12K
+ 474.11%
$19.31 - $35.5 $79.6K - $146K
4.99K $167M
MRK
Merck & Co., Inc.

Healthcare
1.68K
+ 157.56%
$77.6 - $87.37 $130K - $147K
2.74K $230M
AVGO
Broadcom Inc.

Technology
293
+ 41.27%
$264.74 - $369.57 $77.6K - $108K
1K $331M
VBR
Vanguard Small Cap Value ETF

ETFs
471
+ 24.22%
$195.41 - $212.37 $92K - $100K
2.42K $504M
CSCO
Cisco Systems, Inc.

Technology
1.83K
+ 703.46%
$66.2 - $71.79 $121K - $131K
2.09K $143M
GNMA
Ishares Gnma Bond ETF

ETFs
2.55K
+ 9.93%
$43.21 - $44.75 $110K - $114K
28.2K $1.25B
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.02K
+ 18.98%
$26.44 - $27.1 $106K - $109K
25.2K $678M
USB
Us Bancorp \De\

Financial Services
1
+ 0.0%
$43.94 - $50.41 $43.9 - $50.4
32.3K $1.56B
ASML
Asml Holding Nv

Technology
6
+ 1.18%
$689.63 - $968.09 $4.14K - $5.81K
516 $500M
XLF
Financial Sector Spdr

ETFs
1.29K
+ 429.33%
$51.37 - $54.25 $66.2K - $69.9K
1.59K $85.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.46K
+ 1575.0%
$25.29 - $28.33 $62.1K - $69.6K
2.61K $72.9M
IEF
Ishares Barclays

ETFs
520
+ 37.68%
$93.91 - $97.26 $48.8K - $50.6K
1.9K $183M
VCIT
Vanguard Intermediate Term Cor

ETFs
600
+ 161.29%
$81.75 - $84.54 $49.1K - $50.7K
972 $81.8M
PRF
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.04%
$42.04 - $45.23 $252 - $271
16.8K $760M
VNQ
Vanguard Specialized Funds Van

ETFs
455
+ 43.21%
$88.47 - $93.24 $40.3K - $42.4K
1.51K $138M
UL
Unilever PLC

Consumer Defensive
750
+ 375.0%
$58.43 - $65.01 $43.8K - $48.8K
950 $56.3M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
215
+ 9.0%
$90.62 - $107.71 $19.5K - $23.2K
2.6K $256M
MDT
Medtronic PLC

Healthcare
358
+ 85.44%
$87.67 - $95.74 $31.4K - $34.3K
777 $74M
UNP
Union Pacific Corp

Industrials
125
+ 11.75%
$214.91 - $237.16 $26.9K - $29.6K
1.19K $281M
Activity Summary
Buys All Purchases 130 New Holdings 61 Increased Positions 69 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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