$132 Million is the total value of Chronos Wealth Management, LLC's 47 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UL | New | UNILEVER PLCspon adr new | $1,621,000 | – | 29,027 | +100.0% | 1.23% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $1,574,000 | – | 10,624 | +100.0% | 1.19% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $310,000 | – | 1,369 | +100.0% | 0.24% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $227,000 | – | 110 | +100.0% | 0.17% | – |
| PEP | New | PEPSICO INC | $216,000 | – | 1,525 | +100.0% | 0.16% | – |
| BA | New | BOEING CO | $213,000 | – | 836 | +100.0% | 0.16% | – |
| ABT | New | ABBOTT LABS | $210,000 | – | 1,750 | +100.0% | 0.16% | – |
| TGT | New | TARGET CORP | $206,000 | – | 1,040 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 9.1% |
| MICROSOFT CORP | 16 | Q3 2023 | 8.1% |
| LILLY ELI & CO | 16 | Q3 2023 | 10.1% |
| AMAZON COM INC | 16 | Q3 2023 | 8.4% |
| UNITEDHEALTH GROUP INC | 16 | Q3 2023 | 7.4% |
| ALPHABET INC | 16 | Q3 2023 | 6.7% |
| VISA INC | 16 | Q3 2023 | 5.8% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 5.7% |
| HOME DEPOT INC | 16 | Q3 2023 | 5.1% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 4.8% |
View Chronos Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-12 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-20 |
View Chronos Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.