Challenger Wealth Management Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$144.2B
Holdings
109
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (109 positions)
| Stock | Value |
|---|---|
CGDGCAPITAL GROUP DIVIDEND VALUE | $19.1M |
CGGRCAPITAL GROUP GROWTH ETF | $17.6M |
CGUSCAPITAL GROUP CORE EQUITY ET | $10.1M |
ARCCARES CAPITAL CORP | $5.5M |
AAPLAPPLE INC | $4.8M |
MSFTMICROSOFT CORP | $4.7M |
TSLATESLA INC | $4.5M |
AMZNAMAZON COM INC | $4.1M |
NVDANVIDIA CORPORATION | $3.8M |
CGBLCAPITAL GROUP CORE BALANCED | $3.7M |
XOMEXXON MOBIL CORP | $3.4M |
CVXCHEVRON CORP NEW | $3.1M |
COSTCOSTCO WHSL CORP NEW | $2.7M |
VVISA INC | $2.3M |
AVGOBROADCOM INC | $2.3M |
GOOGLALPHABET INC | $2.2M |
PGPROCTER AND GAMBLE CO | $2.2M |
ADPAUTOMATIC DATA PROCESSING IN | $1.8M |
TMUST-MOBILE US INC | $1.7M |
TTTRANE TECHNOLOGIES PLC | $1.6M |
MAMASTERCARD INCORPORATED | $1.5M |
HDHOME DEPOT INC | $1.5M |
LMTLOCKHEED MARTIN CORP | $1.4M |
AQLTISHARES TR | $1.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.3M |
JPMJPMORGAN CHASE & CO. | $1.3M |
TJXTJX COS INC NEW | $1.3M |
DUKDUKE ENERGY CORP NEW | $1.2M |
CITCINTAS CORP | $1.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $918K |
METAMETA PLATFORMS INC | $900K |
WMTWALMART INC | $849K |
HIGHARTFORD INSURANCE GROUP INC | $838K |
HCAHCA HEALTHCARE INC | $797K |
MPCMARATHON PETE CORP | $771K |
NOCNORTHROP GRUMMAN CORP | $716K |
OKEONEOK INC NEW | $673K |
KOCOCA COLA CO | $672K |
PWRQUANTA SVCS INC | $664K |
ASMLASML HOLDING N V | $652K |
CATCATERPILLAR INC | $624K |
METMETLIFE INC | $581K |
ADBEADOBE INC | $571K |
CBCHUBB LIMITED | $555K |
IBMINTERNATIONAL BUSINESS MACHS | $535K |
WMBWILLIAMS COS INC | $519K |
DEDEERE & CO | $508K |
IVVISHARES TR | $489K |
PHPARKER-HANNIFIN CORP | $477K |
UNHUNITEDHEALTH GROUP INC | $464K |
INGING GROEP N.V. | $459K |
PAYXPAYCHEX INC | $457K |
NETCLOUDFLARE INC | $454K |
MOALTRIA GROUP INC | $453K |
DASHDOORDASH INC | $435K |
CRCCANADIAN NAT RES LTD | $430K |
COFCAPITAL ONE FINL CORP | $426K |
RTXRTX CORPORATION | $407K |
PHYS/USPROTT PHYSICAL GOLD TR | $395K |
GEGE AEROSPACE | $393K |
CEGCONSTELLATION ENERGY CORP | $389K |
FLEXFLEX LTD | $374K |
AJGGALLAGHER ARTHUR J & CO | $369K |
MCDMCDONALDS CORP | $365K |
SONYSONY GROUP CORP | $351K |
ROPROPER TECHNOLOGIES INC | $343K |
CARRCARRIER GLOBAL CORPORATION | $339K |
APDAIR PRODS & CHEMS INC | $338K |
MUMICRON TECHNOLOGY INC | $323K |
AIGAMERICAN INTL GROUP INC | $317K |
BACVERIZON COMMUNICATIONS INC | $312K |
NFLXNETFLIX INC | $303K |
TMOTHERMO FISHER SCIENTIFIC INC | $298K |
PGRPROGRESSIVE CORP | $296K |
ACNACCENTURE PLC IRELAND | $294K |
XPOXPO INC | $294K |
GMGENERAL MTRS CO | $291K |
CMGCHIPOTLE MEXICAN GRILL INC | $281K |
UNMUNUM GROUP | $281K |
AFRMAFFIRM HLDGS INC | $278K |
KMBKIMBERLY-CLARK CORP | $278K |
IPINTERNATIONAL PAPER CO | $275K |
SHOPSHOPIFY INC | $268K |
HONHONEYWELL INTL INC | $268K |
URIUNITED RENTALS INC | $264K |
EPDENTERPRISE PRODS PARTNERS L | $261K |
RCLROYAL CARIBBEAN GROUP | $257K |
AMATAPPLIED MATLS INC | $248K |
CHTRCHARTER COMMUNICATIONS INC N | $247K |
AVAAVISTA CORP | $247K |
WFCWELLS FARGO CO NEW | $239K |
GOOGALPHABET INC | $237K |
TAT&T INC | $232K |
CVECENOVUS ENERGY INC | $232K |
WELLWELLTOWER INC | $229K |
FDXFEDEX CORP | $227K |
FCXFREEPORT-MCMORAN INC | $227K |
TRPTC ENERGY CORP | $224K |
TFIITFI INTL INC | $224K |
LINLINDE PLC | $219K |
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