Fund HoldingsChancellor Financial Group WB LP

Total Portfolio Value
$139.68M
Total Bought
$8.91M
Total Sold
$12.15M
Net Transaction
-$3.24M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
JOHNSON & JOHNSON(JNJ)15,87115,926+553,2843,8932.79%+608
NEXTERA ENERGY INC(NEE)40,47040,494+243,2493,7612.69%+512
THE CIGNA GROUP(CI)01,623+1,62304330.31%+433
CATERPILLAR INC(CAT)2,8712,873+21,6452,0361.46%+391
EXXON MOBIL CORP6,0606,103+437291,0350.74%+306
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
01,737+1,73702880.21%+288
COSTCO WHOLESALE CORPORATION(COST)01,498+1,49801,4931.07%+1,493
AMAZON COM INC(Call)0000257+257
CHEVRON CORPORATION(CVX)04,610+4,61009540.68%+954
SMUCKER J M CO(SJM)02,430+2,43002340.17%+234
VANECK ETF TRUST
SEMICONDUCTR ETF
0606+60602320.17%+232
HONEYWELL INTL INC(HON)0998+99802260.16%+226
DEVON ENERGY CORP NEW(DVN)04,445+4,44502240.16%+224
AIR PRODUCTS AND CHEMICALS I0768+76802230.16%+223
GE VERNOVA INC(GEV)1,0161,01606648870.63%+223
DUKE ENERGY CORP NEW(DUK)01,628+1,62802130.15%+213
ONEOK INC NEW(OKE)02,328+2,32802100.15%+210
CME GROUP INC(CME)0703+70302080.15%+208
ARCHER DANIELS MIDLAND CO013,520+13,52009830.70%+983
PUBLIC SVC ENTERPRISE GROUP(PEG)02,527+2,52702050.15%+205
DEERE & CO(DE)2,0892,08909731,1770.84%+204
LOCKHEED MARTIN CORP(LMT)0336+33602030.15%+203
BOEING CO(BA)1,7732,937+1,1643855850.42%+200
VERIZON COMMUNICATIONS INC(VZ)020,599+20,59901,0340.74%+1,034
TTEC HLDGS INC32,390109,590+77,2001172740.20%+157
PPL CORP(PPL)039,624+39,62401,5141.08%+1,514
QUANTA SVCS INC98898804175420.39%+125
CUMMINS INC(CMI)3,6573,65701,8671,9681.41%+101
HOME DEPOT INC(HD)01,808+1,80805950.43%+595
GORMAN RUPP CO(GRC)5,0005,00002393110.22%+72
AT&T INC(T)015,642+15,64204530.32%+453
NVIDIA CORPORATION(NVDA)035,189+35,18906,1374.39%+6,137
PLAINS ALL AMERN PIPELINE L(PAA)15,45715,45702783450.25%+68
WALMART INC(WMT)5,0085,009+15586220.45%+64
ALTRIA GROUP INC(MO)06,640+6,64004380.31%+438
ENERGY TRANSFER L P(ET)23,59723,297-3003894500.32%+61
CORNING INC(GLW)2,4281,980-4482132690.19%+57
MERCK & CO INC(MRK)6,2825,919-3636617120.51%+51
WASTE MGMT INC DEL(WM)3,3513,368+177367740.55%+38
BLACKROCK UTILS INFRASTRUCTU11,50712,607+1,1002963330.24%+37
ENTERPRISE PRODS PARTNERS L(EPD)8,8808,445-4352853200.23%+35
PACER FDS TR
US CASH COWS 100
4,7605,135+3752863210.23%+35
MONDELEZ INTL INC(MDLZ)07,784+7,78404490.32%+449
KIMBERLY-CLARK CORP(KMB)2,7773,244+4672803130.22%+33
HANCOCK JOHN FINL OPPTYS031,197+31,19701,1190.80%+1,119
RELIANCE INC(RS)2,0002,00005786080.44%+30
INTERNATIONAL BUSINESS MACHS(IBM)1,2671,667+4003754040.29%+29
COCA COLA CO(KO)5,1775,132-453623900.28%+28
CNB FINL CORP PA(CCNE)9,9019,903+22592870.21%+28
BROWN FORMAN CORP(BF-A)067,655+67,65501,7891.28%+1,789
EVOLUTION PETE CORP014,602+14,6020670.05%+67
RTX CORPORATION(RTX)2,4762,483+74544790.34%+25
UBER TECHNOLOGIES INC(UBER)04,679+4,67903370.24%+337
SPDR SERIES TRUST
ST STR SP AERO
1,6601,66004004220.30%+21
COHERENT CORP(COHR)1,7101,410-3003163360.24%+20
PHILIP MORRIS INTL INC(PM)3,6163,627+115806000.43%+20
SPDR SERIES TRUST
ST STR SP DIV
1,6071,657+502242420.17%+18
MCDONALDS CORP(MCD)2,8522,863+118728900.64%+18
AMETEK INC2,0002,00004114290.31%+18
YUM BRANDS INC(YUM)3,9183,919+15936090.44%+17
AMGEN INC(AMGN)67667602212380.17%+17
BROADCOM INC(AVGO)6,1046,872+7682,1132,1271.52%+14
CANADIAN NATL RY CO(CNI)3,4553,462+73423560.25%+14
ADVANCED MICRO DEVICES INC(AMD)9721,092+1202082220.16%+14
CHUBB LTD SWITZ
COM
705715+102202330.17%+13
PROCTER & GAMBLE CO(PG)09,006+9,00601,3010.93%+1,301
UNION PAC CORP(UNP)01,345+1,34503260.23%+326
TJX COS INC NEW(TJX)2,0682,06803183300.24%+13
PACCAR INC(PCAR)2,0182,01802212330.17%+12
ISHARES TR2,6822,68203223330.24%+11
ISHARES TR7,1977,19704754860.35%+11
T-MOBILE US INC(TMUS)01,053+1,05302210.16%+221
SPDR SERIES TRUST
ST STR SP500DIV
4,8924,798-942122180.16%+7
LOWES COS INC(LOW)01,111+1,11102620.19%+262
NUVEEN PA INVT QUALITY MUN F22,21822,21802642650.19%+1
ISHARES TR2,5982,599+14394390.31%0
GABELLI EQUITY TR INC019,640+19,640000.00%0
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
3,3633,394+314274270.31%-0
SIMON PPTY GROUP INC NEW(SPG)1,2101,198-122242230.16%-1
CISCO SYS INC(CSCO)4,8244,773-513723700.27%-1
SCHWAB STRATEGIC TR10,07710,079+22532510.18%-2
ISHARES TR1,9751,939-364864810.34%-5
CALAMOS CONV & HIGH INCOME F
COM SHS
35,60536,476+8714033970.28%-5
BITFARMS LTD
COM
017,231+17,2310340.02%+34
VANGUARD INDEX FDS528541+133313230.23%-8
ISHARES TR2,8552,735-1202752660.19%-9
GABELLI EQUITY TR INC(GAB)19,62019,965+3451211120.08%-9
ISHARES TR
MSCI USA QLT FCT
1,5141,515+13012910.21%-10
ENERPAC TOOL GROUP CORP(EPAC)06,025+6,02502200.16%+220
PNC FINL SVCS GROUP INC(PNC)1,022972-502132020.14%-11
BARRICK MNG CORP(B)5,5755,57502432270.16%-15
ISHARES TR
MSCI USA MMENTM
1,0681,047-212672510.18%-16
MSCI INC(MSCI)46746702682520.18%-16
ISHARES TR
MSCI USA MIN ETF
03,623+3,62303360.24%+336
AMERICAN TOWER CORP(AMT)02,045+2,04503530.25%+353
AON PLC(AON)64264202272070.15%-19
VANGUARD SPECIALIZED FUNDS4,4334,43309749530.68%-21
NUVEEN NASDAQ 100 DYNAMIC OV(QQQX)10,20810,123-852912700.19%-21
TRUIST FINL CORP(TFC)9,7469,896+1504804550.33%-25
WISDOMTREE TR(WT)6,1165,696-4203242980.21%-27
Page 1 of 1