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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Chancellor Financial Group WB LP

Quarter ended Q1 2025 · Filed May 5, 2025 · Accession 0001951757-25-000513

Total Value
$121.1M
Positions
133
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (133)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL78,726$17.5M14.44%
2MICROSOFT CORPMSFT28,445$10.7M8.82%
3ISHARES TR46428720011,242$6.3M5.22%
4AMAZON COM INCAMZN23,782$4.5M3.74%
5NVIDIA CORPORATIONNVDA32,559$3.5M2.91%
6VISA INCV9,794$3.4M2.83%
7NEXTERA ENERGY INCNEE-PW39,992$2.8M2.34%
8JOHNSON & JOHNSONJNJ16,652$2.8M2.28%
9ALPHABET INCGOOG16,317$2.5M2.08%
10BROWN FORMAN CORPBF-B69,059$2.3M1.94%
11UNITEDHEALTH GROUP INCUNH4,289$2.2M1.85%
12JPMORGAN CHASE & CO.VYLD8,235$2.0M1.67%
13CITIGROUP INCC-PR23,376$1.7M1.37%
14ALPHABET INCGOOG10,478$1.6M1.35%
15PEPSICO INCPEP10,917$1.6M1.35%
16PROCTER AND GAMBLE CO7427181098,955$1.5M1.26%
17BANK AMERICA CORP06050510435,336$1.5M1.22%
18PPL CORPPPLC39,435$1.4M1.18%
19BERKSHIRE HATHAWAY INC DELBRK-A2,652$1.4M1.17%
20COSTCO WHSL CORP NEW22160K1051,487$1.4M1.16%
21CUMMINS INCCMI3,657$1.1M0.95%
22ABBVIE INCABBV5,205$1.1M0.90%
23MASTERCARD INCORPORATEDMA1,970$1.1M0.89%
24BROADCOM INCAVGO6,392$1.1M0.88%
25HANCOCK JOHN FINL OPPTYS FD40973520630,520$1.0M0.86%
26DEERE & CODE2,024$949,8510.78%
27CATERPILLAR INCCAT2,859$942,9430.78%
28VERIZON COMMUNICATIONS INCVZ20,443$927,3130.77%
29COCA COLA COKO12,499$895,1770.74%
30MCDONALDS CORPMCD2,812$878,3680.73%
31VANGUARD SPECIALIZED FUNDS9219088444,520$876,7520.72%
32HEICO CORP NEWHEI-A3,272$874,2150.72%
33ELI LILLY & COLLY1,053$869,7010.72%
34ISHARES TR4642873098,832$819,8710.68%
35DISNEY WALT CO2546871068,194$808,7480.67%
36WASTE MGMT INC DEL94106L1093,410$789,4000.65%
37META PLATFORMS INCMETA1,360$783,8660.65%
38EXXON MOBIL CORPXOM6,365$756,9840.63%
39CITIGROUP INCC-PR305$750,6000.62%
40HOME DEPOT INCHD1,961$718,5550.59%
41EATON VANCE ENHANCED EQUITYETN33,955$716,4440.59%
42CHEVRON CORP NEWCVX4,257$712,2030.59%
43GE AEROSPACE3696043013,300$660,5430.55%
44ARCHER DANIELS MIDLAND COADM13,439$645,2060.53%
45ISHARES TR4642876553,119$622,2220.51%
46YUM BRANDS INCYUM3,913$615,8240.51%
47DANAHER CORPORATION2358511022,861$586,5050.48%
48RELIANCE INCRS2,000$577,5000.48%
49PHILIP MORRIS INTL INC7181721093,585$569,1150.47%
50ABBOTT LABSABLZF4,067$539,5100.45%
51NUTRIEN LTDNTR10,500$521,5350.43%
52AMERICAN TOWER CORP NEW03027X1002,373$516,4150.43%
53MONDELEZ INTL INC6092071057,504$509,1750.42%
54LEIDOS HOLDINGS INCLDOS3,385$456,7720.38%
55ISHARES TR4642871683,382$454,2110.38%
56AT&T INCT-PC15,739$445,1030.37%
57ISHARES TR4642872264,408$436,0090.36%
58INVESCO QQQ TRIVZ924$433,2820.36%
59ISHARES TR4642875077,257$423,4230.35%
60BROADRIDGE FINL SOLUTIONS IN11133T1031,739$421,6380.35%
61TESLA INCTSLA1,625$421,1350.35%
62MERCK & CO INCMRK4,544$407,9080.34%
63FORTUNE BRANDS INNOVATIONS IFBIN6,700$407,8960.34%
64VANGUARD INDEX FDS9229087691,483$407,7170.34%
65WALMART INCWMT4,629$406,3730.34%
66BRISTOL-MYERS SQUIBB COCELG-RI6,408$390,8010.32%
67ISHARES TR46429B6974,156$389,2510.32%
68THERMO FISHER SCIENTIFIC INCTMO781$388,6260.32%
69AUTOMATIC DATA PROCESSING INADP1,238$378,2460.31%
70ALTRIA GROUP INCMO6,173$370,5300.31%
71SPDR SER TR78468R7888,002$354,1650.29%
72TRUIST FINL CORP89832Q1098,396$345,4950.29%
73AMETEK INCAME2,000$344,2800.28%
74ACCENTURE PLC IRELANDACN1,082$337,6270.28%
75CANADIAN NATL RY CO1363751023,435$334,7670.28%
76ISHARES TR4642875562,597$332,1770.27%
77DELL TECHNOLOGIES INCDELL3,595$327,6840.27%
78RTX CORPORATIONRTX2,474$327,6730.27%
79UNION PAC CORPUNP1,356$320,3410.26%
80ENERGY TRANSFER L PET-PI16,597$308,5380.25%
81BOEING COBA-PA1,770$301,8740.25%
82BLACKROCK INCBLK317$300,0340.25%
83WISDOMTREE TRWT6,302$299,1960.25%
84BARRICK GOLD CORP06790110815,200$295,4880.24%
85UBER TECHNOLOGIES INCUBER3,939$286,9960.24%
86ISHARES TR4642878042,703$282,6730.23%
87COMCAST CORP NEWCCZ7,571$279,3540.23%
88CISCO SYS INCCSCO4,445$274,2730.23%
89ENERPAC TOOL GROUP CORPEPAC6,025$270,2820.22%
90SPDR SER TR78464A6311,660$266,7450.22%
91INTERCONTINENTAL EXCHANGE IN45866F1041,532$264,2700.22%
92MSCI INCMSCI467$264,0880.22%
93QUALCOMM INCQCOM1,708$262,4350.22%
94ISHARES TR46432F3391,529$261,3530.22%
95ISHARES TR4642874993,045$259,0710.21%
96PFIZER INCPFE10,148$257,1600.21%
97AON PLCAON642$256,2160.21%
98BLACKROCK UTILS INFRASTRUCTUBLK11,307$255,8690.21%
99LOWES COS INC5486611071,083$252,5850.21%
100QUANTA SVCS INC74762E102988$251,1300.21%
101TJX COS INC NEW8725401092,058$250,6640.21%
102SCHWAB STRATEGIC TR80852485410,071$250,3750.21%
103NUVEEN PENNSYLVANIA QLT MUNNU22,218$249,2860.21%
104NEWMONT CORPNEMCL5,150$248,6420.21%
105ORACLE CORPORCL-PD1,742$243,5490.20%
106VANGUARD ADMIRAL FDS INC921932505725$242,5050.20%
107UNITED PARCEL SERVICE INCUPS2,180$239,7780.20%
108DEVON ENERGY CORP NEW25179M1036,345$237,3030.20%
109VANGUARD INDEX FDS922908363461$236,8020.20%
110GE VERNOVA INCGEV769$234,7610.19%
111CALAMOS CONV & HIGH INCOME F12811P10823,093$233,2380.19%
112ONEOK INC NEWOKE2,280$226,2310.19%
113SPDR S&P 500 ETF TRSPY402$224,8360.19%
114AIR PRODS & CHEMS INCAIIR759$223,8440.18%
115SPDR SER TR78464A7631,622$220,0730.18%
116PLAINS ALL AMERN PIPELINE L72650310510,957$219,1400.18%
117HONEYWELL INTL INC4385161061,025$217,0440.18%
118ENTERPRISE PRODS PARTNERS L2937921076,330$216,0950.18%
119ISHARES TR46432F3961,068$215,8750.18%
120ESSA BANCORP INC29667D10411,350$213,9480.18%
121CHUBB LIMITEDCB705$212,9030.18%
122SCIENCE APPLICATIONS INTL CO8086251071,890$212,1900.18%
123AMGEN INCAMGN676$210,6080.17%
124INTUITINTU337$206,9150.17%
125INVESCO EXCHANGE TRADED FD TIVZ2,106$202,2980.17%
126PUBLIC SVC ENTERPRISE GRP IN7445731062,441$200,8910.17%
127FORD MTR CO34537086018,404$184,5900.15%
128LXP INDUSTRIAL TRUSTLXP-PC14,240$123,1760.10%
129GABELLI EQUITY TR INCGAB-PK18,692$102,9920.09%
130TTEC HLDGS INCTTEC28,690$94,3900.08%
131AMERICAN WELL CORPAMWL11,480$90,4620.07%
132EVOLUTION PETE CORP30049A10711,550$59,8290.05%
133BITFARMS LTDBITF17,231$13,5810.01%