Chapman Financial Group, LLC Sells in Q3 2025

Chapman Financial Group, LLC

  • $145 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAPR
Innovator U.S. Equity Buffer E

ETFs
-15.7K
- 79.68%
$45.17 - $46.89 $709K - $736K
4K $188M
ELV
Elevance Health, Inc.

Healthcare
-904
- 43.44%
$274.66 - $395.76 $248K - $358K
1.18K $380M
AMT
American Tower Corp

Real Estate
-1.09K
- 17.05%
$192.32 - $232.35 $210K - $254K
5.32K $1.02B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-845
- 93.37%
$473.44 - $553.71 $400K - $468K
60 $32.8M
ACN
Accenture PLC

Technology
-115
- 2.76%
$232.56 - $304.78 $26.7K - $35K
4.05K $998M
UPS
United Parcel Service Inc

Industrials
-1.77K
- 36.94%
$82.58 - $105.54 $146K - $187K
3.02K $252M
BMY
Bristol Myers Squibb CO

Healthcare
-3.3K
- 47.61%
$43.31 - $48.98 $143K - $162K
3.63K $164M
FDX
Fedex Corp

Industrials
-681
- 24.52%
$217.1 - $243.2 $148K - $166K
2.1K $494M
ZTS
Zoetis Inc.

Healthcare
-500
- 7.66%
$141.13 - $159.19 $70.6K - $79.6K
6.03K $882M
SBUX
Starbucks Corp

Consumer Cyclical
-401
- 3.67%
$81.9 - $96.86 $32.8K - $38.8K
10.5K $890M
FANG
Diamondback Energy, Inc.

Energy
-451
- 7.89%
$134.53 - $152.5 $60.7K - $68.8K
5.26K $753M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-50
- 1.87%
$48.34 - $67.22 $2.42K - $3.36K
2.63K $129M
CVX
Chevron Corp

Energy
-725
- 10.02%
$145.57 - $161.83 $106K - $117K
6.51K $1.01B
BMAY
Innovator U.S. Equity Buffer E

ETFs
-500
- 38.46%
$42.18 - $43.86 $21.1K - $21.9K
800 $35.1M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-300
- 30.0%
$50.19 - $53.05 $15.1K - $15.9K
700 $37.1M
TFLO
Ishares Treasury Floating Rate

ETFs
-250
- 21.46%
$50.45 - $50.65 $12.6K - $12.7K
915 $46.3M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-511
- 6.08%
$24.69 - $25.26 $12.6K - $12.9K
7.89K $198M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.37K
- 7.54%
$28.15 - $30.13 $38.4K - $41.1K
16.7K $496M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-250
- 55.56%
N/A
200 $9.15M
DUK
Duke Energy Corp

Utilities
-116
- 12.95%
$116.31 - $125.93 $13.5K - $14.6K
780 $96.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-200
- 2.09%
$55.61 - $57.37 $11.1K - $11.5K
9.35K $534M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.32K
- 4.58%
$37.99 - $39.69 $50K - $52.2K
27.4K $1.09B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-153
- 6.39%
$567.77 - $614.76 $86.9K - $94.1K
2.24K $1.37B
WTW
Willis Towers Watson PLC

Financial Services
-50
- 6.4%
$301.83 - $345.45 $15.1K - $17.3K
731 $253M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-315
- 27.04%
$43.07 - $91.37 $13.6K - $28.8K
850 $77.7M
BAUG
Innovator U.S. Equity Buffer E
-1.55K
- 4.37%
N/A
34K $1.67B
D
Dominion Energy, Inc

Utilities
-200
- 2.17%
$56.32 - $62.1 $11.3K - $12.4K
9.01K $551M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-30
- 2.83%
$546.99 - $602.2 $16.4K - $18.1K
1.03K $619M
HD
Home Depot, Inc.

Consumer Cyclical
-117
- 5.38%
$357.4 - $423.42 $41.8K - $49.5K
2.06K $834M
JNJ
Johnson & Johnson

Healthcare
-1.13K
- 13.89%
$155.17 - $185.42 $175K - $209K
6.99K $1.3B
NVDA
Nvidia Corp

Technology
-249
- 4.09%
$153.3 - $186.58 $38.2K - $46.5K
5.85K $1.09B
BAC
Bank Of America Corp

Financial Services
-494
- 1.05%
$44.92 - $52.42 $22.2K - $25.9K
46.5K $2.4B
C
Citigroup Inc

Financial Services
-65
- 0.38%
$85.57 - $103.49 $5.56K - $6.73K
17.3K $1.75B
LDOS
Leidos Holdings, Inc.

Technology
-283
- 2.3%
$159.2 - $188.96 $45.1K - $53.5K
12K $2.27B
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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