Challenger Wealth Management
CIK 2057602 · Holdings on Dec 31, 2024 · First reported Feb 24, 2025
Top ten holdings
Q4 2024- CGDV9.60%
- CGGR6.61%
- CGUS5.39%
- TSLA5.11%
- AAPL4.85%
- ARCC4.09%
- MSFT4.02%
- CGBL2.76%
- AMZN2.66%
- CVX2.44%
Share classes counted separately47.53%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CGDVCAP GROUP DIVIDEND VALUESHS CREATION UNI View history and evidence | $11.15M | 9.60% | 316.15K shares | Prior unavailable — | — | ↗▾ |
| 02 | CGGRCAP GROUP GROWTH EQUITYSHS CREATION UNI View history and evidence | $7.67M | 6.61% | 206.36K shares | Prior unavailable — | — | ↗▾ |
| 03 | CGUSCAP GROUP CORE EQUITYSHS CREATION UNI View history and evidence | $6.26M | 5.39% | 178.87K shares | Prior unavailable — | — | ↗▾ |
| 04 | TSLATESLA INC View history and evidence | $5.94M | 5.11% | 14.70K shares | Prior unavailable — | — | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $5.63M | 4.85% | 22.50K shares | Prior unavailable — | — | ↗▾ |
| 06 | ARCCARES CAPITAL CORP View history and evidence | $4.75M | 4.09% | 217.00K shares | Prior unavailable — | — | ↗▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $4.67M | 4.02% | 11.07K shares | Prior unavailable — | — | ↗▾ |
| 08 | CGBLCAP GROUP CORE BALANCEDSHS View history and evidence | $3.20M | 2.76% | 102.35K shares | Prior unavailable — | — | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $3.09M | 2.66% | 14.10K shares | Prior unavailable — | — | ↗▾ |
| 10 | CVXCHEVRON CORP View history and evidence | $2.83M | 2.44% | 19.57K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2057602 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-24
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 116108525
}Research all 109 reported holdings.
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