Challenger Wealth Management Top Holdings and 13F Report (2025) About Challenger Wealth ManagementInvestment ActivityChallenger Wealth Management has $116.11 million in total holdings as of December 31, 2024.Challenger Wealth Management owns shares of 109 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Largest Holdings Capital Group Dividend Value ETF $11,147,437Capital Group Growth ETF $7,670,320Capital Group Core Equity ETF $6,255,084Tesla $5,936,448Apple $5,633,995 Sector AllocationMap of 500 Largest Holdings ofChallenger Wealth Management Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorCGDVCapital Group Dividend Value ETF$11,147,437316,1509.6%ETFCGGRCapital Group Growth ETF$7,670,320206,3586.6%ETFCGUSCapital Group Core Equity ETF$6,255,084178,8705.4%ETFTSLATesla$5,936,44814,7005.1%Auto/Tires/TrucksAAPLApple$5,633,99522,4984.9%Computer and TechnologyARCCAres Capital$4,750,082216,9984.1%FinanceMSFTMicrosoft$4,667,34311,0734.0%Computer and TechnologyCAPITAL GROUP CORE BALANCED$3,200,528102,3512.8%SHSAMZNAmazon.com$3,093,39914,1002.7%Retail/WholesaleCVXChevron$2,834,48719,5702.4%Oils/EnergyXOMExxon Mobil$2,677,70024,8932.3%Oils/EnergyPGProcter & Gamble$2,377,99714,1842.0%Consumer StaplesCOSTCostco Wholesale$2,328,8052,5422.0%Retail/WholesaleNVDANVIDIA$2,142,24515,9521.8%Computer and TechnologyGOOGLAlphabet$2,136,02811,2841.8%Computer and TechnologyVVisa$1,895,6495,9981.6%Business ServicesLMTLockheed Martin$1,646,4443,3881.4%AerospaceADPAutomatic Data Processing$1,522,0445,1991.3%Business ServicesHDHome Depot$1,488,7573,8271.3%Retail/WholesaleMAMastercard$1,439,4772,7341.2%Business ServicesTMUST-Mobile US$1,429,3246,4751.2%Computer and TechnologyDVYiShares Select Dividend ETF$1,259,7289,5951.1%ETFTJXTJX Companies$1,235,22410,2251.1%Retail/WholesaleTTTrane Technologies$1,183,7673,2051.0%ConstructionDUKDuke Energy$1,162,22910,7871.0%UtilitiesJPMJPMorgan Chase & Co.$943,1683,9350.8%FinanceACNAccenture$927,6702,6370.8%Computer and TechnologyCTASCintas$884,4024,8410.8%Business ServicesUNHUnitedHealth Group$883,2101,7460.8%MedicalBRK.BBerkshire Hathaway$877,0971,9350.8%FinanceOKEONEOK$838,2538,3490.7%Oils/EnergyWMTWalmart$803,8518,8970.7%Retail/WholesaleAVGOBroadcom$801,8613,4590.7%Computer and TechnologyASMLASML$801,2001,1560.7%Computer and TechnologyADBEAdobe$774,6331,7420.7%Computer and TechnologyMPCMarathon Petroleum$745,9375,3470.6%Oils/EnergyHCAHCA Healthcare$717,0092,3890.6%MedicalHIGThe Hartford Financial Services Group$716,2836,5470.6%FinancePHMPulteGroup$711,4696,5330.6%ConstructionTSMTaiwan Semiconductor Manufacturing$697,7323,5330.6%Computer and TechnologyKOCoca-Cola$685,17611,0050.6%Consumer StaplesMETMetLife$624,5257,6270.5%FinanceNOCNorthrop Grumman$618,0091,3170.5%AerospacePWRQuanta Services$610,3871,9310.5%ConstructionCBChubb$539,4071,9520.5%FinanceIVViShares Core S&P 500 ETF$513,1398720.4%ETFMETAMeta Platforms$501,4758560.4%Computer and TechnologyPEPPepsiCo$499,5003,2850.4%Consumer StaplesPHParker-Hannifin$455,3707160.4%Industrial ProductsWMBWilliams Companies$453,2098,3740.4%Oils/EnergyMOAltria Group$440,0348,4150.4%Consumer StaplesPAYXPaychex$436,7263,1150.4%Business ServicesTMOThermo Fisher Scientific$430,4558270.4%MedicalNXPINXP Semiconductors$427,7552,0580.4%Computer and TechnologyDEDeere & Company$423,7001,0000.4%Industrial ProductsMCDMcDonald's$400,3721,3810.3%Retail/WholesaleIBMInternational Business Machines$398,1281,8110.3%Computer and TechnologyVZVerizon Communications$394,8359,8730.3%Computer and TechnologyROPRoper Technologies$387,5257450.3%Computer and TechnologyCOFCapital One Financial$374,4722,1000.3%FinanceCATCaterpillar$362,7601,0000.3%Industrial ProductsAJGArthur J. Gallagher & Co.$355,4691,2520.3%FinanceEPAMEPAM Systems$350,7301,5000.3%Computer and TechnologySPROTT PHYSICAL GOLD TR$333,78016,5730.3%UNITINGING Groep$329,07021,0000.3%FinanceTOLToll Brothers$326,6652,5940.3%ConstructionIPInternational Paper$325,1676,0420.3%Basic MaterialsFITBFifth Third Bancorp$323,0417,6410.3%FinanceLINDE PLC$320,1547650.3%SHSBACBank of America$318,2317,2410.3%FinanceKMBKimberly-Clark$315,8432,4100.3%Consumer StaplesADMArcher-Daniels-Midland$308,5736,1080.3%Consumer StaplesLYBLyondellBasell Industries$300,3254,0440.3%Basic MaterialsHUBBHubbell$293,2237000.3%Industrial ProductsRTXRTX$292,8172,5300.3%AerospaceFLEXFlex$287,9257,5000.2%Computer and TechnologySONYSony Group$285,66013,5000.2%Consumer StaplesCRMSalesforce$283,5128480.2%Computer and TechnologyFDXFedEx$281,3301,0000.2%TransportationDHID.R. Horton$279,6402,0000.2%ConstructionCARRCarrier Global$273,0404,0000.2%Computer and TechnologyMRKMerck & Co., Inc.$270,6642,7210.2%MedicalXELXcel Energy$270,0804,0000.2%UtilitiesAIGAmerican International Group$269,3603,7000.2%FinanceCEGConstellation Energy$268,4521,2000.2%Oils/EnergyEPDEnterprise Products Partners$262,4838,3700.2%Oils/EnergyDISWalt Disney$262,4142,3570.2%Consumer DiscretionaryHONHoneywell International$259,9791,1510.2%Multi-Sector ConglomeratesUNMUnum Group$257,6413,5280.2%FinanceCVECenovus Energy$257,55017,0000.2%Oils/EnergyBURLBurlington Stores$256,5549000.2%Retail/WholesaleDOORDASH INC$251,6251,5000.2%CL AFNDFloor & Decor$249,2502,5000.2%Retail/WholesaleNETCloudflare$247,6642,3000.2%Computer and TechnologyAFRMAffirm$243,6004,0000.2%Business ServicesUBERUber Technologies$241,2804,0000.2%Computer and TechnologyAVAAvista$238,0956,5000.2%UtilitiesAIZAssurant$234,5421,1000.2%FinanceODFLOld Dominion Freight Line$233,1141,3220.2%TransportationAPDAir Products and Chemicals$232,0328000.2%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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