Challenger Wealth Management Portfolio Holdings

Challenger Wealth Management

  • $116 Billion
  • Q4 2024

Challenger Wealth Management has filed its 13F form on February 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $116 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $11.1B, Capital Group Growth ETF Shs C with a value of $7.67B, Capital Group Core Equity ETF with a value of $6.26B, Tesla, Inc. with a value of $5.94B, and Apple Inc. with a value of $5.63B.

Examining the 13F form we can see an increase of $116B in the current position value.

Challenger Wealth Management is based out at Aliso Viejo, CA

Below you can find more details about Challenger Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $116 Billion
ETFs: $20.6 Billion
Technology: $19.8 Billion
Financial Services: $14.6 Billion
Consumer Cyclical: $14.3 Billion
Industrials: $10.6 Billion
Energy: $8.27 Billion
Consumer Defensive: $7.76 Billion
Communication Services: $5.18 Billion
Other: $4.98 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.2B
$233 Million 0.2% of portfolio
1,322
Q4 2024 New
Arista Networks Inc
-
$221 Million 0.19% of portfolio
-
Q4 2024 New
$148B
$210 Million 0.18% of portfolio
7,925
Q4 2024 New
$45.7B
$205 Million 0.18% of portfolio
5,000
Q4 2024 New
$190B
$212 Million 0.18% of portfolio
200
Q4 2024 New
$58B
$206 Million 0.18% of portfolio
600
Q4 2024 New
$138B
$213 Million 0.18% of portfolio
2,000
Q4 2024 New
$79.5B
$205 Million 0.18% of portfolio
1,000
Q4 2024 New
$8.26B
$203 Million 0.17% of portfolio
1,500
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $116 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 109 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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