Challenger Wealth Management Purchases in Q4 2024

Challenger Wealth Management

  • $116 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGDV
Capital Group Divid Value ETF

ETFs
316K
New
$35.16 - $37.12 $11.1M - $11.7M
316K $11.1B
CGGR
Capital Group Growth ETF Shs C

ETFs
206K
New
$34.49 - $39.24 $7.12M - $8.1M
206K $7.67B
CGUS
Capital Group Core Equity ETF
179K
New
$33.96 - $36.24 $6.07M - $6.48M
179K $6.26B
TSLA
Tesla, Inc.

Consumer Cyclical
14.7K
New
$213.65 - $479.86 $3.14M - $7.05M
14.7K $5.94B
AAPL
Apple Inc.

Technology
22.5K
New
$221.69 - $259.02 $4.99M - $5.83M
22.5K $5.63B
ARCC
Ares Capital Corp

Financial Services
217K
New
$20.74 - $22.27 $4.5M - $4.83M
217K $4.75B
MSFT
Microsoft Corp

Technology
11.1K
New
$406.35 - $454.46 $4.5M - $5.03M
11.1K $4.67B
Capital Group Core Balanced
102K
New
N/A
102K $3.2B
AMZN
Amazon Com Inc

Consumer Cyclical
14.1K
New
$180.88 - $232.93 $2.55M - $3.28M
14.1K $3.09B
CVX
Chevron Corp

Energy
19.6K
New
$141.15 - $162.53 $2.76M - $3.18M
19.6K $2.83B
PG
Procter & Gamble CO

Consumer Defensive
14.2K
New
$161.05 - $179.7 $2.28M - $2.55M
14.2K $2.38B
COST
Costco Wholesale Corp

Consumer Defensive
2.54K
New
$873.59 - $994.69 $2.22M - $2.53M
2.54K $2.33B
NVDA
Nvidia Corp

Technology
16K
New
$117.0 - $148.88 $1.87M - $2.37M
16K $2.14B
GOOGL
Alphabet Inc.

Communication Services
11.3K
New
$161.86 - $196.66 $1.83M - $2.22M
11.3K $2.14B
V
Visa Inc.

Financial Services
6K
New
$273.87 - $320.91 $1.64M - $1.92M
6K $1.9B
LMT
Lockheed Martin Corp

Industrials
3.39K
New
$479.66 - $614.62 $1.63M - $2.08M
3.39K $1.65B
ADP
Automatic Data Processing Inc

Industrials
5.2K
New
$280.08 - $307.97 $1.46M - $1.6M
5.2K $1.52B
HD
Home Depot, Inc.

Consumer Cyclical
3.83K
New
$385.02 - $431.37 $1.47M - $1.65M
3.83K $1.49B
MA
Mastercard Inc

Financial Services
2.73K
New
$491.3 - $536.15 $1.34M - $1.47M
2.73K $1.44B
TMUS
T Mobile Us, Inc.

Communication Services
6.48K
New
$206.1 - $246.94 $1.33M - $1.6M
6.48K $1.43B
DVY
Ishares Tr

ETFs
9.6K
New
$129.55 - $143.41 $1.24M - $1.38M
9.6K $1.26B
TJX
Tjx Companies Inc

Consumer Cyclical
10.2K
New
$112.15 - $127.2 $1.15M - $1.3M
10.2K $1.24B
TT
Trane Technologies PLC

Industrials
3.21K
New
$369.35 - $419.14 $1.18M - $1.34M
3.21K $1.18B
DUK
Duke Energy Corp

Utilities
10.8K
New
$105.76 - $120.76 $1.14M - $1.3M
10.8K $1.16B
JPM
Jpmorgan Chase & CO

Financial Services
3.94K
New
$205.18 - $250.29 $807K - $985K
3.94K $943M
ACN
Accenture PLC

Technology
2.64K
New
$343.9 - $376.86 $907K - $994K
2.64K $928M
CTAS
Cintas Corp

Industrials
4.84K
New
$182.7 - $226.47 $884K - $1.1M
4.84K $884M
UNH
Unitedhealth Group Inc

Healthcare
1.75K
New
$485.52 - $625.25 $848K - $1.09M
1.75K $883M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.94K
New
$442.29 - $483.08 $856K - $935K
1.94K $877M
OKE
Oneok Inc

Energy
8.35K
New
$92.28 - $117.05 $770K - $977K
8.35K $838M
WMT
Walmart Inc.

Consumer Defensive
8.9K
New
$79.1 - $95.7 $704K - $851K
8.9K $804M
AVGO
Broadcom Inc.

Technology
3.46K
New
$159.67 - $250.0 $552K - $865K
3.46K $802M
ASML
Asml Holding Nv

Technology
1.16K
New
$658.43 - $872.27 $761K - $1.01M
1.16K $801M
ADBE
Adobe Inc.

Technology
1.74K
New
$437.39 - $552.96 $762K - $963K
1.74K $775M
MPC
Marathon Petroleum Corp

Energy
5.35K
New
$131.65 - $174.84 $704K - $935K
5.35K $746M
HCA
Hca Healthcare, Inc.

Healthcare
2.39K
New
$297.52 - $415.61 $711K - $993K
2.39K $717M
HIG
Hartford Financial Services Group, Inc.

Financial Services
6.55K
New
$107.06 - $123.74 $701K - $810K
6.55K $716M
PHM
Pultegroup Inc

Consumer Cyclical
6.53K
New
$108.86 - $149.04 $711K - $974K
6.53K $711M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.53K
New
$172.07 - $207.36 $608K - $733K
3.53K $698M
KO
Coca Cola CO

Consumer Defensive
11K
New
$61.74 - $71.71 $679K - $789K
11K $685M
MET
Metlife Inc

Financial Services
7.63K
New
$78.15 - $88.25 $596K - $673K
7.63K $625M
NOC
Northrop Grumman Corp

Industrials
1.32K
New
$466.52 - $543.88 $614K - $716K
1.32K $618M
PWR
Quanta Services, Inc.

Industrials
1.93K
New
$296.05 - $346.6 $572K - $669K
1.93K $610M
CB
Chubb LTD

Financial Services
1.95K
New
$271.57 - $301.89 $530K - $589K
1.95K $539M
IVV
Ishares Core S&P 500 ETF

ETFs
872
New
$570.51 - $610.59 $497K - $532K
872 $513M
META
Meta Platforms, Inc.

Communication Services
856
New
$554.08 - $632.68 $474K - $542K
856 $501M
PEP
Pepsico Inc

Consumer Defensive
3.29K
New
$151.29 - $176.1 $497K - $578K
3.29K $500M
PH
Parker Hannifin Corp

Industrials
716
New
$621.74 - $709.46 $445K - $508K
716 $455M
WMB
Williams Companies, Inc.

Energy
8.37K
New
$46.37 - $59.74 $388K - $500K
8.37K $453M
Activity Summary
Buys All Purchases 109 New Holdings 109 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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