Chb Investment Group, LLC Top Holdings and 13F Report (2025) About Chb Investment Group, LLCInvestment ActivityChb Investment Group, LLC has $188.12 thousand in total holdings as of March 31, 2025.Chb Investment Group, LLC owns shares of 74 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 1.10% of the portfolio was purchased this quarter.About 0.63% of the portfolio was sold this quarter.This quarter, Chb Investment Group, LLC has purchased 74 new stocks and bought additional shares in 40 stocks.Chb Investment Group, LLC sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Bond ETF $13,246iShares iBoxx $ Investment Grade Corporate Bond ETF $12,859VanEck Fallen Angel High Yield Bond ETF $8,812Vanguard Intermediate-Term Corporate Bond ETF $6,577Axon Enterprise $4,558 Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 2,908 shares (about $222.66)iShares MSCI World ETF 1,199 shares (about $183.64)iShares 0-5 Year TIPS Bond ETF 1,610 shares (about $166.60)PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund 2,063 shares (about $147.81)Vanguard Intermediate-Term Corporate Bond ETF 1,579 shares (about $129.10) Largest Sales this Quarter Schwab US Broad Market ETF 6,770 shares (about $145.76)SmartETFs Dividend Builder ETF 3,857 shares (about $112.62)Vanguard S&P 500 ETF 194 shares (about $99.69)iShares Russell Top 200 Growth ETF 472 shares (about $99.55)Axon Enterprise 181 shares (about $95.20) Sector Allocation Over TimeMap of 500 Largest Holdings ofChb Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIVVanguard Intermediate-Term Bond ETF$13,246$223 ▲1.7%172,9937.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$12,859$126 ▲1.0%118,3096.8%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$8,812$42 ▲0.5%305,3374.7%ManufacturingVCITVanguard Intermediate-Term Corporate Bond ETF$6,577$129 ▲2.0%80,4423.5%ETFAXONAxon Enterprise$4,558$95 ▼-2.0%8,6662.4%AerospaceFIFiserv$3,843$36 ▼-0.9%17,4042.0%Business ServicesBROBrown & Brown$3,652$2 ▼0.0%29,3601.9%FinanceWRBW. R. Berkley$3,598$12 ▲0.3%50,5571.9%FinanceSTIPiShares 0-5 Year TIPS Bond ETF$3,478$167 ▲5.0%33,6111.8%ETFBSXBoston Scientific$3,462$14 ▼-0.4%34,3171.8%MedicalPGRProgressive$3,439$3 ▲0.1%12,1501.8%FinanceBRK.BBerkshire Hathaway$3,422$4 ▲0.1%6,4251.8%FinanceCBOECboe Global Markets$3,410$10 ▲0.3%15,0681.8%Financial ServicesRSGRepublic Services$3,376$3 ▼-0.1%13,9401.8%Business ServicesALLAllstate$3,281$6 ▲0.2%15,8431.7%FinanceHIGThe Hartford Financial Services Group$3,277$17 ▲0.5%26,4831.7%FinanceAMGNAmgen$3,2450.0%10,4161.7%MedicalAGZiShares Agency Bond ETF$3,177$72 ▲2.3%29,0301.7%FinanceCORCencora$3,172$19 ▲0.6%11,4081.7%MedicalMCKMcKesson$3,125$24 ▲0.8%4,6431.7%MedicalWMWaste Management$3,040$21 ▲0.7%13,1291.6%Business ServicesMSIMotorola Solutions$3,028$3 ▲0.1%6,9171.6%Computer and TechnologyTJXTJX Companies$2,959$18 ▲0.6%24,2911.6%Retail/WholesaleCOSTCostco Wholesale$2,869$9 ▲0.3%3,0331.5%Retail/WholesaleNOWServiceNow$2,779$4 ▼-0.1%3,4901.5%Computer and TechnologySCHBSchwab US Broad Market ETF$2,778$146 ▼-5.0%129,0281.5%ETFSCHDSchwab US Dividend Equity ETF$2,670$21 ▲0.8%95,4931.4%ETFLLYEli Lilly and Company$2,613$40 ▲1.5%3,1641.4%MedicalCIThe Cigna Group$2,589$47 ▲1.9%7,8701.4%MedicalACGLArch Capital Group$2,574$39 ▲1.5%26,7641.4%FinanceIRMIron Mountain$2,510$31 ▲1.2%29,1751.3%Business ServicesSPGPInvesco S&P 500 GARP ETF$2,503$4 ▲0.2%25,0621.3%ETFLDOSLeidos$2,489$40 ▲1.6%18,4431.3%AerospaceMSFTMicrosoft$2,478$45 ▲1.9%6,6021.3%Computer and TechnologyVMCVulcan Materials$2,464$30 ▲1.2%10,5601.3%ConstructionIWYiShares Russell Top 200 Growth ETF$2,451$100 ▼-3.9%11,6211.3%ETFDOMINOS PIZZA INC$2,428$42 ▲1.8%5,2841.3%COMPCARPACCAR$2,403$32 ▲1.4%24,6811.3%Auto/Tires/TrucksEQWLInvesco S&P 100 Equal Weight ETF$2,368$38 ▼-1.6%22,9741.3%ETFNDSNNordson$2,346$42 ▲1.8%11,6291.2%IndustrialsMLMMartin Marietta Materials$2,333$39 ▲1.7%4,8791.2%ConstructionHUBBHubbell$2,308$23 ▲1.0%6,9761.2%IndustrialsZROZPIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund$2,286$148 ▲6.9%31,9071.2%ETFVONGVanguard Russell 1000 Growth ETF$2,259$69 ▼-3.0%24,3471.2%ETFLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$2,138$123 ▲6.1%38,9941.1%ETFXMHQInvesco S&P MidCap Quality ETF$2,119$22 ▲1.0%23,1561.1%ETFXOMExxon Mobil$2,045$51 ▼-2.4%17,1961.1%EnergyVOOVanguard S&P 500 ETF$2,038$100 ▼-4.7%3,9661.1%ETFIOOiShares Global 100 ETF$1,841$59 ▼-3.1%19,1161.0%ETFTOKiShares MSCI Kokusai ETF$1,805$58 ▼-3.1%15,8331.0%ETFDGTSPDR Global Dow ETF$1,774$25 ▲1.4%12,6890.9%ETFVOVanguard Mid-Cap ETF$1,720$51 ▼-2.9%6,6500.9%ETFREGNRegeneron Pharmaceuticals$1,647$53 ▲3.3%2,5970.9%MedicalXSVMInvesco S&P SmallCap Value with Momentum ETF$1,359$43 ▼-3.1%27,0630.7%MiscellaneousVBVanguard Small-Cap ETF$1,271$71 ▼-5.3%5,7310.7%ETFSCHMSchwab U.S. Mid-Cap ETF$1,264$54 ▼-4.1%48,2480.7%ETFURTHiShares MSCI World ETF$1,181$184 ▲18.4%7,7110.6%ETFDIVSSmartETFs Dividend Builder ETF$1,063$113 ▼-9.6%36,4070.6%ETFIJRiShares Core S&P Small-Cap ETF$1,025$68 ▼-6.3%9,7990.5%ETFRWJInvesco S&P SmallCap 600 Revenue ETF$985$128 ▲14.9%24,2020.5%ETFJNJJohnson & Johnson$5970.0%3,6020.3%MedicalABBVAbbVie$4710.0%2,2500.3%MedicalQQQInvesco QQQ$449$5 ▼-1.0%9570.2%FinanceFLTRVanEck Floating Rate ETF$326$1 ▼-0.2%12,7680.2%ETFUPSUnited Parcel Service$2950.0%2,6800.2%TransportationIBMInternational Business Machines$2900.0%1,1660.2%Computer and TechnologyUNPUnion Pacific$2810.0%1,1900.1%TransportationABTAbbott Laboratories$2770.0%2,0910.1%MedicalGOOGLAlphabet$2450.0%1,5870.1%Computer and TechnologyEMEEMCOR Group$2430.0%6570.1%ConstructionNSCNorfolk Southern$2200.0%9280.1%TransportationJPMJPMorgan Chase & Co.$2150.0%8780.1%FinanceORCLOracle$202$0 ▲0.2%1,4460.1%Computer and TechnologyCPCanadian Pacific Kansas City$2010.0%2,8600.1%TransportationShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
