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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 Q2 2025 · Filed August 6, 2025 · Accession 0001951757-25-001038

Total Value
$129.5M
Positions
135
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (135)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL78,536$16.1M12.44%
2MICROSOFT CORPMSFT28,626$14.2M11.00%
3ISHARES TR46428720011,380$7.1M5.46%
4AMAZON COM INCAMZN24,306$5.3M4.12%
5NVIDIA CORPORATIONNVDA31,957$5.0M3.90%
6VISA INCV9,839$3.5M2.70%
7ALPHABET INCGOOG16,197$2.9M2.20%
8NEXTERA ENERGY INCNEE-PW40,255$2.8M2.16%
9JOHNSON & JOHNSONJNJ16,703$2.6M1.97%
10JPMORGAN CHASE & CO.VYLD8,372$2.4M1.87%
11CITIGROUP INCC-PR22,771$1.9M1.50%
12BROWN FORMAN CORPBF-B67,740$1.8M1.41%
13BANK AMERICA CORP06050510435,348$1.7M1.29%
14BROADCOM INCAVGO5,968$1.6M1.27%
15ALPHABET INCGOOG8,658$1.5M1.19%
16PEPSICO INCPEP11,122$1.5M1.13%
17PROCTER AND GAMBLE CO7427181099,065$1.4M1.12%
18COSTCO WHSL CORP NEW22160K1051,437$1.4M1.10%
19UNITEDHEALTH GROUP INCUNH4,495$1.4M1.08%
20PPL CORPPPLC39,450$1.3M1.03%
21BERKSHIRE HATHAWAY INC DELBRK-A2,536$1.2M0.95%
22CUMMINS INCCMI3,657$1.2M0.92%
23CATERPILLAR INCCAT2,864$1.1M0.86%
24MASTERCARD INCORPORATEDMA1,972$1.1M0.86%
25HANCOCK JOHN FINL OPPTYS FD40973520630,677$1.1M0.84%
26COCA COLA COKO15,222$1.1M0.83%
27HEICO CORP NEWHEI-A3,272$1.1M0.83%
28DEERE & CODE2,026$1.0M0.80%
29META PLATFORMS INCMETA1,390$1.0M0.79%
30ABBVIE INCABBV5,363$995,5260.77%
31DISNEY WALT CO2546871068,024$995,0560.77%
32ISHARES TR4642873098,833$972,5220.75%
33VERIZON COMMUNICATIONS INCVZ21,395$925,7420.71%
34VANGUARD SPECIALIZED FUNDS9219088444,506$922,1460.71%
35GE AEROSPACE3696043013,300$849,4640.66%
36MCDONALDS CORPMCD2,852$833,2540.64%
37ELI LILLY & COLLY1,053$820,8820.63%
38CITIGROUP INCC-PR200$806,0000.62%
39EATON VANCE ENHANCED EQUITYETN31,933$773,0990.60%
40WASTE MGMT INC DEL94106L1093,250$743,7200.57%
41HOME DEPOT INCHD1,978$725,1190.56%
42ARCHER DANIELS MIDLAND COADM13,463$710,5630.55%
43CHEVRON CORP NEWCVX4,870$697,3540.54%
44VANGUARD INDEX FDS9229087692,225$676,3870.52%
45EXXON MOBIL CORPXOM6,195$667,8110.52%
46PHILIP MORRIS INTL INC7181721093,596$654,9550.51%
47RELIANCE INCRS2,000$627,8000.48%
48YUM BRANDS INCYUM3,915$580,1090.45%
49ABBOTT LABSABLZF4,217$573,5780.44%
50TESLA INCTSLA1,785$567,0230.44%
51DANAHER CORPORATION2358511022,861$565,1620.44%
52GE VERNOVA INCGEV1,025$542,3820.42%
53MONDELEZ INTL INC6092071057,507$506,2890.39%
54AMERICAN TOWER CORP NEW03027X1002,283$504,5890.39%
55MERCK & CO INCMRK5,918$468,5070.36%
56AT&T INCT-PC15,920$460,7140.36%
57WALMART INCWMT4,673$456,9470.35%
58INVESCO QQQ TRIVZ824$454,5510.35%
59ISHARES TR4642871683,383$449,2480.35%
60ISHARES TR4642875077,222$447,9360.35%
61ISHARES TR4642876552,072$447,1700.35%
62ORACLE CORPORCL-PD2,042$446,4420.34%
63QUALCOMM INCQCOM2,759$439,3540.34%
64ISHARES TR4642872264,400$436,4680.34%
65TRUIST FINL CORP89832Q1099,946$427,5790.33%
66BROADRIDGE FINL SOLUTIONS IN11133T1031,739$422,6290.33%
67BRISTOL-MYERS SQUIBB COCELG-RI8,458$391,5040.30%
68AUTOMATIC DATA PROCESSING INADP1,238$381,7990.29%
69ALTRIA GROUP INCMO6,452$378,2520.29%
70QUANTA SVCS INC74762E102988$373,5430.29%
71BOEING COBA-PA1,770$370,8680.29%
72ISHARES TR46429B6973,931$369,0030.28%
73AMETEK INCAME2,000$361,9200.28%
74RTX CORPORATIONRTX2,475$361,3580.28%
75UBER TECHNOLOGIES INCUBER3,839$358,1790.28%
76CANADIAN NATL RY CO1363751023,441$358,0530.28%
77SPDR SERIES TRUST78464A6311,660$350,1600.27%
78LEIDOS HOLDINGS INCLDOS2,200$347,0720.27%
79FORTUNE BRANDS INNOVATIONS IFBIN6,700$344,9160.27%
80ENERGY TRANSFER L PET-PI18,597$337,1640.26%
81CISCO SYS INCCSCO4,800$333,0170.26%
82BLACKROCK INCBLK317$332,6120.26%
83ISHARES TR4642875562,597$328,5670.25%
84DELL TECHNOLOGIES INCDELL2,645$324,2770.25%
85ACCENTURE PLC IRELANDACN1,082$323,3990.25%
86SPDR SERIES TRUST78468R7887,609$322,9320.25%
87THERMO FISHER SCIENTIFIC INCTMO781$316,6640.24%
88UNION PAC CORPUNP1,356$311,9880.24%
89WISDOMTREE TRWT6,305$303,4170.23%
90INTERNATIONAL BUSINESS MACHSINTR1,027$302,7390.23%
91VANGUARD INDEX FDS922908363523$296,9580.23%
92ISHARES TR4642878042,690$294,0170.23%
93VANGUARD ADMIRAL FDS INC921932505725$287,5010.22%
94INTERCONTINENTAL EXCHANGE IN45866F1041,532$281,0760.22%
95ISHARES TR4642874993,046$280,1410.22%
96BLACKROCK UTILS INFRASTRUCTUBLK10,757$276,9830.21%
97ISHARES TR46432F3391,514$276,7210.21%
98PFIZER INCPFE11,287$273,5870.21%
99COMCAST CORP NEWCCZ7,571$270,1940.21%
100MSCI INCMSCI467$269,3380.21%
101INTUITINTU337$265,4310.20%
102CALAMOS CONV & HIGH INCOME F12811P10824,032$264,1140.20%
103ISHARES TR46432F3961,068$256,6620.20%
104TJX COS INC NEW8725401092,068$255,3770.20%
105TAIWAN SEMICONDUCTOR MFG LTD8740391001,127$255,1700.20%
106VANGUARD STAR FDS9219097683,693$255,1370.20%
107SCHWAB STRATEGIC TR80852485410,067$251,9850.19%
108T-MOBILE US INCTMUSZ1,053$250,8880.19%
109NUVEEN PENNSYLVANIA QLT MUNNU22,218$249,2860.19%
110INVESCO EXCHANGE TRADED FD TIVZ2,106$247,3790.19%
111ENERPAC TOOL GROUP CORPEPAC6,025$244,3740.19%
112LOWES COS INC5486611071,083$240,3160.19%
113HONEYWELL INTL INC4385161061,025$238,7020.18%
114SPDR S&P 500 ETF TRSPY383$236,6190.18%
115CONSTELLATION BRANDS INCSTZ1,424$231,6560.18%
116UNITED PARCEL SERVICE INCUPS2,280$230,1430.18%
117AON PLCAON642$229,0400.18%
118ENTERPRISE PRODS PARTNERS L2937921077,130$221,0910.17%
119ESSA BANCORP INC29667D10411,350$220,1900.17%
120PLAINS ALL AMERN PIPELINE L72650310511,957$219,0520.17%
121ONEOK INC NEWOKE2,682$218,9070.17%
122SPDR SERIES TRUST78464A7631,612$218,7970.17%
123PACER FDS TR69374H8813,900$214,8900.17%
124AIR PRODS & CHEMS INCAIIR759$214,0840.17%
125VANGUARD BD INDEX FDS9219378352,906$213,9690.17%
126CINTAS CORPCTAS952$212,1720.16%
127PUBLIC SVC ENTERPRISE GRP IN7445731062,441$205,4800.16%
128CHUBB LIMITEDCB705$204,2530.16%
129FORD MTR CO34537086013,415$145,5530.11%
130TTEC HLDGS INCTTEC28,690$137,9990.11%
131LXP INDUSTRIAL TRUSTLXP-PC14,240$117,6220.09%
132GABELLI EQUITY TR INCGAB-PK19,010$110,6360.09%
133AMERICAN WELL CORPAMWL11,105$98,7230.08%
134EVOLUTION PETE CORP30049A10711,650$54,7550.04%
135BITFARMS LTDBITF17,231$14,4770.01%