CWM
Chronos Wealth Management Portfolio holdings
AUM
$204M
1-Year Est. Return
14.72%
1 Year Est. Return
+14.72%
AUM
$204M
AUM Growth
+$10.9M
(+5.7%)
Holding
41
Top Buys
| 1 | +$1.89M | |
| 2 | +$264K | |
| 3 | +$220K | |
| 4 |
CSX Corp
CSX
|
+$90.6K |
Top Sells
| 1 | +$2.06M | |
| 2 | +$503K | |
| 3 | +$468K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$417K |
| 5 |
Eli Lilly
LLY
|
+$287K |
Sector Composition
| 1 | Financials | 21.62% |
| 2 | Technology | 19.02% |
| 3 | Healthcare | 17.2% |
| 4 | Consumer Discretionary | 10% |
| 5 | Industrials | 9.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Eli Lilly
LLY
$904B
| $16.8M | 8.21% |
21,959
-376
|
|
||
2
Microsoft
MSFT
$3.59T
| $16.2M | 7.95% |
31,297
-972
|
|
||
3
Alphabet (Google) Class C
GOOG
$3.89T
| $15.9M | 7.82% |
65,455
-1,920
|
|
||
4
Apple
AAPL
$4.12T
| $15M | 7.37% |
59,078
-698
|
|
||
5
JPMorgan Chase
JPM
$858B
| $12.8M | 6.28% |
40,619
-568
|
|
||
6
Amazon
AMZN
$2.45T
| $11.9M | 5.85% |
54,311
-552
|
|
||
7
Berkshire Hathaway Class B
BRK.B
$1.09T
| $11.2M | 5.51% |
22,347
-53
|
|
||
8
Visa
V
$639B
| $10.4M | 5.11% |
30,539
-97
|
|
||
9
Home Depot
HD
$353B
| $8.47M | 4.15% |
20,910
-77
|
|
||
10
Southern Company
SO
$95B
| $8.16M | 4% |
86,093
-452
|
|
||
11
Costco
COST
$397B
| $6.68M | 3.27% |
7,212
-246
|
|
||
12
Stryker
SYK
$139B
| $6.61M | 3.24% |
17,875
-278
|
|
||
13
ASML
ASML
$427B
| $6.58M | 3.23% |
6,802
-29
|
|
||
14
Johnson & Johnson
JNJ
$487B
| $6.04M | 2.96% |
32,588
-592
|
|
||
15
RTX Corp
RTX
$229B
| $6.02M | 2.95% |
35,967
-334
|
|
||
16
Lockheed Martin
LMT
$105B
| $5.76M | 2.82% |
11,534
-236
|
|
||
17
Digital Realty Trust
DLR
$56.6B
| $5.66M | 2.77% |
32,731
-155
|
|
||
18
Illinois Tool Works
ITW
$72.4B
| $5.58M | 2.73% |
21,388
-603
|
|
||
19
UnitedHealth
UNH
$300B
| $5.39M | 2.64% |
15,600
-87
|
|
||
20
Procter & Gamble
PG
$335B
| $5.33M | 2.61% |
34,689
-416
|
|
||
21
PNC Financial Services
PNC
$77.6B
| $4.26M | 2.09% |
21,182
-142
|
|
||
22
Blackrock
BLK
$166B
| $3.6M | 1.77% |
3,092
-8
|
|
||
23
Constellation Energy
CEG
$112B
| $2.36M | 1.16% |
7,179
+5,749
|
|
||
24
Xcel Energy
XEL
$45.7B
| $927K | 0.45% |
11,491
|
|
||
|
25
Berkshire Hathaway Class A
BRK.A
$1.09T
| $754K | 0.37% |
1
|
|