Challenger Wealth Management Reduced Holdings in Q3 2025

Challenger Wealth Management

  • $128 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-502
- 18.39%
$915.95 - $994.57 $460K - $499K
2.23K $2.06B
ARCC
Ares Capital Corp

Financial Services
-7.32K
- 2.93%
$20.41 - $23.25 $149K - $170K
242K $4.95B
META
Meta Platforms, Inc.

Communication Services
-679
- 55.7%
$695.21 - $791.73 $472K - $538K
540 $397M
V
Visa Inc.

Financial Services
-1.2K
- 18.3%
$332.09 - $358.86 $399K - $431K
5.37K $1.83B
ADP
Automatic Data Processing Inc

Industrials
-1.03K
- 17.47%
$288.69 - $310.94 $297K - $320K
4.87K $1.43B
PG
Procter & Gamble CO

Consumer Defensive
-1.89K
- 13.75%
$150.47 - $161.22 $285K - $305K
11.9K $1.82B
TT
Trane Technologies PLC

Industrials
-694
- 18.89%
$398.96 - $472.54 $277K - $328K
2.98K $1.26B
TMUS
T Mobile Us, Inc.

Communication Services
-1.49K
- 21.36%
$226.02 - $259.01 $337K - $386K
5.49K $1.31B
DUK
Duke Energy Corp

Utilities
-3.16K
- 31.98%
$116.31 - $125.93 $368K - $398K
6.73K $832M
CB
Chubb LTD

Financial Services
-1.09K
- 56.92%
$265.99 - $289.59 $290K - $316K
825 $233M
ADBE
Adobe Inc.

Technology
-641
- 43.4%
$333.65 - $392.1 $214K - $251K
836 $295M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-610
- 32.29%
$459.11 - $506.91 $280K - $309K
1.28K $643M
MA
Mastercard Inc

Financial Services
-471
- 17.3%
$550.18 - $598.96 $259K - $282K
2.25K $1.28B
HIG
Hartford Financial Services Group, Inc.

Financial Services
-1.81K
- 27.36%
$119.73 - $134.7 $216K - $243K
4.8K $640M
MSFT
Microsoft Corp

Technology
-753
- 8.03%
$491.09 - $535.64 $370K - $403K
8.63K $4.47B
LMT
Lockheed Martin Corp

Industrials
-610
- 19.5%
$410.74 - $499.21 $251K - $305K
2.52K $1.26B
UNH
Unitedhealth Group Inc

Healthcare
-685
- 46.07%
$237.77 - $353.61 $163K - $242K
802 $277M
PAYX
Paychex Inc

Industrials
-992
- 31.57%
$126.69 - $147.99 $126K - $147K
2.15K $273M
KO
Coca Cola CO

Consumer Defensive
-1.93K
- 20.34%
$65.67 - $71.67 $127K - $138K
7.56K $502M
CNQ
Canadian Natural Resources LTD

Energy
-5.35K
- 39.07%
$29.31 - $32.93 $157K - $176K
8.35K $267M
NOC
Northrop Grumman Corp

Industrials
-504
- 35.2%
$498.9 - $609.32 $251K - $307K
928 $566M
HD
Home Depot, Inc.

Consumer Cyclical
-720
- 18.01%
$357.4 - $423.42 $257K - $305K
3.28K $1.33B
AVGO
Broadcom Inc.

Technology
-1.77K
- 21.43%
$264.74 - $369.57 $469K - $655K
6.5K $2.14B
OKE
Oneok Inc

Energy
-662
- 8.03%
$71.36 - $83.47 $47.2K - $55.3K
7.59K $553M
ROP
Roper Technologies Inc

Industrials
-122
- 20.17%
$495.03 - $573.0 $60.4K - $69.9K
483 $241M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.35K
- 23.55%
$224.68 - $282.71 $303K - $382K
4.38K $1.22B
CVX
Chevron Corp

Energy
-2.09K
- 9.7%
$145.57 - $161.83 $304K - $337K
19.4K $3.01B
TJX
Tjx Companies Inc

Consumer Cyclical
-1.83K
- 17.64%
$121.35 - $144.54 $222K - $264K
8.53K $1.23B
KMB
Kimberly Clark Corp

Consumer Defensive
-261
- 12.12%
$121.72 - $136.77 $31.8K - $35.7K
1.89K $235M
NVDA
Nvidia Corp

Technology
-3.94K
- 16.25%
$153.3 - $186.58 $604K - $735K
20.3K $3.79B
WMB
Williams Companies, Inc.

Energy
-641
- 7.76%
$56.52 - $64.01 $36.2K - $41K
7.62K $483M
JPM
Jpmorgan Chase & CO

Financial Services
-453
- 10.17%
$282.78 - $316.06 $128K - $143K
4K $1.26B
MCD
Mcdonalds Corp

Consumer Cyclical
-77
- 6.17%
$291.67 - $316.99 $22.5K - $24.4K
1.17K $356M
T
At&T Inc.

Communication Services
-30
- 0.37%
$26.94 - $29.62 $808 - $889
8K $226M
PH
Parker Hannifin Corp

Industrials
-42
- 6.15%
$697.13 - $769.67 $29.3K - $32.3K
641 $486M
HCA
Hca Healthcare, Inc.

Healthcare
-159
- 7.64%
$334.32 - $426.2 $53.2K - $67.8K
1.92K $819M
IVV
Ishares Core S&P 500 ETF

ETFs
-21
- 2.67%
$620.67 - $670.08 $13K - $14.1K
766 $512M
WMT
Walmart Inc.

Consumer Defensive
-111
- 1.28%
$94.4 - $104.27 $10.5K - $11.6K
8.57K $884M
XOM
Exxon Mobil Corp

Energy
-1.04K
- 3.31%
$105.83 - $117.22 $110K - $122K
30.5K $3.43B
PWR
Quanta Services, Inc.

Industrials
-62
- 3.53%
$372.29 - $421.68 $23.1K - $26.1K
1.69K $702M
GOOG
Alphabet Inc.

Communication Services
-55
- 4.12%
$175.16 - $255.24 $9.63K - $14K
1.28K $312M
ASML
Asml Holding Nv

Technology
-60
- 7.38%
$689.63 - $968.09 $41.4K - $58.1K
753 $729M
MPC
Marathon Petroleum Corp

Energy
-98
- 2.11%
$158.59 - $198.69 $15.5K - $19.5K
4.54K $876M
GOOGL
Alphabet Inc.

Communication Services
-2.59K
- 20.79%
$174.36 - $254.72 $452K - $660K
9.87K $2.4B
TSLA
Tesla, Inc.

Consumer Cyclical
-3.27K
- 23.32%
$293.94 - $444.72 $962K - $1.46M
10.8K $4.78B
CGUS
Capital Group Core Equity ETF
-7.32K
- 2.68%
$36.89 - $39.72 $270K - $291K
265K $10.5B
AAPL
Apple Inc.

Technology
-2.32K
- 9.92%
$202.38 - $256.87 $470K - $596K
21.1K $5.37B
CGDV
Capital Group Divid Value ETF

ETFs
-5.47K
- 1.13%
$39.59 - $42.21 $217K - $231K
477K $20.1B
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.95K
- 0.45%
$40.2 - $44.58 $78.4K - $86.9K
432K $19B
Activity Summary
Buys All Purchases 12 New Holdings 2 Increased Positions 10 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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