$127 Million is the total value of Chronos Wealth Management, LLC's 33 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $8,149,803 | +3.7% | 33,983 | +0.7% | 6.43% | -1.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $7,217,757 | +19.1% | 23,366 | +3.0% | 5.70% | +13.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $6,144,996 | -7.4% | 69,255 | +0.3% | 4.85% | -11.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $6,026,945 | +8.2% | 34,118 | +0.1% | 4.76% | +3.2% |
| SO | Buy | SOUTHERN CO | $5,539,702 | +14.0% | 77,576 | +8.6% | 4.37% | +8.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $4,944,190 | +22.4% | 32,622 | +2.0% | 3.90% | +16.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $3,505,658 | +30.6% | 34,737 | +5.9% | 2.77% | +24.5% |
| BLK | Buy | BLACKROCK INC | $2,093,293 | +31.2% | 2,954 | +1.8% | 1.65% | +25.1% |
| KMI | New | KINDER MORGAN INC DEL | $218,768 | – | 12,100 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-17
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.