Chapman Financial Group, Llc

13F Holdings
Filed: 2025-02-14
Portfolio Value
124.96M
Number of Holdings
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Reporting Date
2024-12-31
Key Stats trending_flat
CIK
0002056577
Filing Date
2025-02-14 00:00:00
Address
437a Hualani Street
Kailua
HI
Prior Value
-
Top 10 Holdings %
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Portfolio Value
Chapman Financial Group, Llc
(13F - 2024-12-31)
Apple Inc
-
2025-02-14
Value
6.93M
Shares
27.67K
Portfolio %
5.54%
Berkshire Hathaway Inc Del
-
2025-02-14
Value
6.37M
Shares
14.05K
Portfolio %
5.10%
Microsoft Corp
-
2025-02-14
Value
5.37M
Shares
12.73K
Portfolio %
4.29%
Alphabet Inc
-
2025-02-14
Value
4.81M
Shares
25.23K
Portfolio %
3.85%
Schwab Strategic Tr
-
2025-02-14
Value
3.62M
Shares
156.11K
Portfolio %
2.90%
Jpmorgan Chase & Co.
-
2025-02-14
Value
3.39M
Shares
14.13K
Portfolio %
2.71%
Amazon Com Inc
-
2025-02-14
Value
3.07M
Shares
13.98K
Portfolio %
2.45%
Schwab Strategic Tr
-
2025-02-14
Value
3.01M
Shares
132.48K
Portfolio %
2.41%
Thermo Fisher Scientific Inc
-
2025-02-14
Value
2.63M
Shares
5.06K
Portfolio %
2.11%
Pepsico Inc
-
2025-02-14
Value
2.51M
Shares
16.54K
Portfolio %
2.01%
Chapman Financial Group, Llc (13F - 2024-12-31)
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date