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Chancellor Financial Group WB LP
Chancellor Financial Group WB LP is an independently owned and operated registered investment adviser based in Wilkes-Barre, Pennsylvania. Founded in 2011, the firm specializes in providing investment advisory services, strategic asset allocation, equities, retirement and goal planning, and employee benefit solutions. The firm serves individuals, families, and businesses with a focus on wealth management, leveraging a disciplined investment research process and a team with extensive experience in financial services.
Investment Strategy
Chancellor Financial Group WB LP employs a disciplined investment research process emphasizing strategic asset allocation across equities, fixed income, and other asset classes. Their approach is tailored to client-specific objectives, combining in-depth portfolio analysis, retirement and goal planning, and offering benefit plan solutions to businesses. The firm uses open architecture to access a broad range of investment and insurance products and aims to provide client-focused advisory with a commitment to individual financial and retirement goals.
Latest 13F Filing Activity
Chancellor Financial Group WB LP filed their most recent 13F report on Jun 30, 2025 disclosing 133 equity positions with a total 13F market value of $129M. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Amazon Com Inc. among other positions. Chancellor Financial Group WB LP reduced exposure to Apple Inc., Unitedhealth Group Inc., Nutrien LTD among others.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 12.44% | $16.1M | 78,536 | $250.42 | $205.17 | -$1.4M |
M MSFT | MICROSOFT CORP | 11.00% | $14.2M | 28,626 | $421.76 | $497.41 | +$3.6M |
I IVV | ISHARES TR | 5.46% | $7.1M | 11,380 | $589.07 | $620.90 | +$748.7K |
A AMZN | AMAZON COM INC | 4.12% | $5.3M | 24,306 | $219.26 | $219.39 | +$807.7K |
N NVDA | NVIDIA CORPORATION | 3.90% | $5.0M | 31,957 | $131.88 | $157.99 | +$1.5M |
Industry Allocation
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