CFG
Chapman Financial Group LLC Portfolio
Invests via Chapman Financial Group LLC | Managed by Todd D. Erskine
Invests via Chapman Financial Group LLC
Managed by Todd D. Erskine
Automatically Tracked
Company Profile
Regional wealth manager and independent broker-dealer offering wealth management, financial planning, and retirement advisory services to high-net-worth individuals and small institutions. Chapman Financial Group LLC emphasizes advisory-driven fee and commission hybrid models, custody relationships with major custodians, and strategic client-service growth across the Southeast U.S., positioning for steady recurring revenue.
Regional wealth manager and independent broker-dealer offering wealth management, financial planning, and retirement advisory services to high-net-worth individuals and small institutions. Chapman Financial Group LLC emphasizes advisory-driven fee and commission hybrid models, custody relationships with major custodians, and strategic client-service growth across the Southeast U.S., positioning for steady recurring revenue.
Investment Philosophy & Strategy
Regional wealth manager that prioritizes recurring advisory revenue via fee-and-commission hybrid models, allocating capital to scalable client-facing technology, talent acquisition, and custody partnerships to deepen AUM and improve margins. Portfolio approach favors diversified, multi-asset allocations tailored to high-net-worth and institutional retirement mandates with emphasis on income generation, tax-aware strategies, and liability-driven planning. Underwriting stresses durable cash flows, regulatory transparency, and alignment of incentives through advisor-led referrals. Growth orientation balances organic client retention and strategic regional expansion across the Southeast, supported by disciplined risk management, conservative liquidity buffers, and multi-year horizons for client outcomes.
Regional wealth manager that prioritizes recurring advisory revenue via fee-and-commission hybrid models, allocating capital to scalable client-facing technology, talent acquisition, and custody partnerships to deepen AUM and improve margins. Portfolio approach favors diversified, multi-asset allocations tailored to high-net-worth and institutional retirement mandates with emphasis on income generation, tax-aware strategies, and liability-driven planning. Underwriting stresses durable cash flows, regulatory transparency, and alignment of incentives through advisor-led referrals. Growth orientation balances organic client retention and strategic regional expansion across the Southeast, supported by disciplined risk management, conservative liquidity buffers, and multi-year horizons for client outcomes.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
21.61%
Gain +0.21%
Monthly
0.98%
Yearly
12.46%
Drawdown
15.6%
$156.53M
Equity
Holdings
$156.53M
Investment
$130.01M
$26.4M
Profit +$275,277.07
Realized
-$118,547.66
Unrealized
$26.52M
Dividends
$3.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$275,277.07
Win %
71%
This Week
Compared To Last Week
Gain
0.18%
Profit
$275,277.07
Win %
71%
This Month
Compared to last month
Gain
1.78%
Profit
$2.73M
Win %
71%
This Year
Compared to last year
Gain
13.72%
Profit
$18.88M
Win %
71%
B BARRICK MINING CORP Common Stock (ABR0)
+7.45%
+$142.25 
KTOS Kratos Defense & Security Solutions, Inc.
+6.75%
+$3,017 
LLY Eli Lilly and Company
+4.86%
+$37,925.96 
TREX Trex Company, Inc.
+4.81%
+$10,158.7 
AMBA Ambarella, Inc.
+4.58%
+$245.05 
GLD SPDR Gold Shares
+3.97%
+$2,184.42 
DIS The Walt Disney Company
+3.65%
+$8,481.02 
NVDA NVIDIA Corporation
+3.44%
+$40,593.28 
YUM Yum! Brands, Inc.
+3.18%
+$1,870.6 
TOST Toast Inc.
+2.48%
+$40,281.36 
ZBH Zimmer Biomet Holdings, Inc.
+2.45%
+$4,897.4 
EMR Emerson Electric Co.
+2.31%
+$13,318.43 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+2.31%
+$4,158.66 
MCD McDonald's Corporation
+2.09%
+$21,033.79 
CMG Chipotle Mexican Grill, Inc.
+2.01%
+$8,372.84 
DELL Dell Technologies Inc.
+1.95%
+$893.76 
XLE Energy Select Sector SPDR Fund
+1.76%
+$226.6 
ABNB Airbnb, Inc.
+1.71%
+$12.85 
TJX The TJX Companies, Inc.
+1.5%
+$165.9 
UNH UnitedHealth Group Incorporated
+1.28%
+$171.6 
HD The Home Depot, Inc.
+1.06%
+$7,523.93 
CRM Salesforce Inc
+1.04%
+$9,440.51 
SBUX Starbucks Corporation
+0.87%
+$7,822.36 
LOW Lowe's Companies Inc.
+0.85%
+$1,943.7 
SWK Stanley Black & Decker Inc.
+0.85%
+$69.6 
MDLZ Mondelez International, Inc.
+0.84%
+$104 
STIP iShares 0-5 Year TIPS Bond ETF
+0.73%
+$185 
BLDR Builders FirstSource, Inc.
+0.65%
+$536.55 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.59%
+$13,165.46 
C Citigroup Inc.
+0.56%
+$12,942.16 
BAC Bank of America Corporation
+0.56%
+$15,816.5 
MO Altria Group, Inc.
+0.54%
+$290.82 
AAPL Apple Inc.
+0.52%
+$41,237.35 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.49%
+$35 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.49%
+$3,371.53 
PANW Palo Alto Networks, Inc.
+0.47%
+$15,703.6 
FTEC Fidelity MSCI Information Technology Index ETF
+0.46%
+$21.2 
UL Unilever PLC Sponsored American Depositary Receipt
+0.44%
+$236.04 
BIP Brookfield Infrastructure Partners L.P.
+0.43%
+$4,659.24 
DE Deere & Company
+0.39%
+$2,490.38 
BAC-PL Bank of America Corporation
+0.27%
+$14 
MRK Merck & Co., Inc.
+0.26%
+$839.19 
BMAY Innovator U.S. Equity Buffer Fund
+0.25%
+$96.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$1,342.99 
INTC Intel Corporation
+0.2%
+$397.8 
LUV Southwest Airlines Co.
+0.18%
+$0.9 
ACN Accenture plc Class A
+0.18%
+$1,046.43 
CSX CSX Corporation
+0.18%
+$453.79 
IEFA iShares Core MSCI EAFE ETF
+0.16%
+$582.08 
EWU iShares MSCI United Kingdom ETF
+0.14%
+$502.95 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$444.24 
NSC Norfolk Southern Corporation
+0.14%
+$156.98 
VOO Vanguard S&P 500 ETF
+0.08%
+$1,241.56 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$64.72 
TLH iShares 10-20 Year Treasury Bond ETF
+0.08%
+$7.28 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.07%
+$140.52 
IEF iShares 7-10 Year Treasury Bond ETF
+0.06%
+$148.2 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$8 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$4.36 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.04%
+$0.96 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$48.66 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.03%
+$223.16 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$68.25 
XAR SPDR S&P Aerospace & Defense ETF
+0.02%
+$55.33 
BTI British American Tobacco p.l.c. ADR
+0.02%
+$0.1 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
ASTS AST SpaceMobile, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
CBRE CBRE Group Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
EXC Exelon Corporation
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FAST Fastenal Co.
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
GD General Dynamics Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IONQ IonQ, Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KDP Keurig Dr Pepper Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PTON Peloton Interactive, Inc.
0%
$0 
RIVN Rivian Automotive, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
WMT Walmart Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
KARS KraneShares Electric Vehicles and Future Mobility Index ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
VTEI Vanguard International Tax-Exempt Bond Fund
0%
$0 
DTCR Global X Data Center & Digital Infrastructure ETF
0%
$0 
SMBS Schwab Mortgage-Backed Securities ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BLZE Backblaze Inc.
-21.22%
-$4,200 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-11.96%
-$648.6 
QS QuantumScape Corp
-8.26%
-$18.8 
UBER Uber Technologies, Inc.
-6.88%
-$63,974 
IYW iShares U.S. Technology ETF
-6.12%
-$201.63 
VGT Vanguard Information Technology ETF
-5.83%
-$18,704 
VOOG Vanguard S&P 500 Growth ETF
-4.41%
-$6,390 
IUSG iShares Core S&P U.S. Growth ETF
-4.37%
-$726.7 
VUG Vanguard Growth ETF
-4.37%
-$25,510.59 
SCHA Schwab U.S. Small-Cap ETF
-4.25%
-$3,599.84 
FCOM Fidelity MSCI Communication Services Index ETF
-4.19%
-$147 
AMT American Tower Corporation
-4.1%
-$21,116.36 
GOOGL Alphabet Inc
-4.03%
-$13,697.99 
SCHM Schwab U.S. Mid-Cap ETF
-3.9%
-$16,881.93 
VOT Vanguard Mid-Cap Growth ETF
-3.79%
-$116.4 
LMND Lemonade Inc.
-3.79%
-$2.05 
BMY Bristol-Myers Squibb Company
-3.43%
-$6,881.7 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$3,455.09 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-3.24%
-$3,742.84 
SCHX Schwab U.S. Large-Cap ETF
-3.22%
-$158,501.28 
SCHB Schwab U.S. Broad Market ETF
-3.19%
-$144,170.1 
NTSX WisdomTree U.S. Efficient Core Fund
-3.1%
-$1,870 
VIK Viking Holdings Ltd
-2.95%
-$32,603.45 
SCHC Schwab International Small-Cap Equity ETF
-2.89%
-$2,003.04 
LAW CS Disco Inc.
-2.88%
-$120 
AVUS Avantis U.S. Equity ETF
-2.84%
-$10,201.55 
ITW Illinois Tool Works Inc.
-2.75%
-$28,109.22 
SCHV Schwab U.S. Large-Cap Value ETF
-2.38%
-$10,089.48 
RSP Invesco S&P 500 Equal Weight ETF
-2.37%
-$6,055.21 
PRF Invesco FTSE RAFI US 1000 ETF
-2.27%
-$21,076.9 
FLJP Franklin FTSE Japan ETF
-2.21%
-$12,615.75 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$65 
TXN Texas Instruments Inc
-2.08%
-$147.75 
VLO Valero Energy Corporation
-2.05%
-$183.86 
LMT Lockheed Martin Corporation
-2.04%
-$600 
SCHF Schwab International Equity ETF
-2.04%
-$69,726.39 
ASML ASML Holding N.V. New York Registry Shares
-1.97%
-$17,104.37 
KR Kroger Co.
-1.92%
-$111 
CP Canadian Pacific Kansas City Limited
-1.92%
-$1,223.22 
CEF Sprott Physical Gold and Silver Trust
-1.89%
-$3,284.83 
BAUG Innovator U.S. Equity Buffer ETF
-1.85%
-$29,590.72 
BJUL Innovator U.S. Equity Buffer ETF
-1.85%
-$19,471.98 
TSLA Tesla, Inc.
-1.77%
-$469.8 
VTV Vanguard Value ETF
-1.75%
-$17,251.92 
IFRA iShares U.S. Infrastructure
-1.74%
-$1,012.22 
IUSV iShares Core S&P U.S. Value ETF
-1.72%
-$254.8 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-1.66%
-$21,403.13 
HII Huntington Ingalls Industries Inc.
-1.66%
-$1,951.04 
XLF Financial Select Sector SPDR Fund
-1.62%
-$1,680.72 
BUFB Innovator Laddered Allocation Buffer ETF
-1.59%
-$5,766.4 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-1.59%
-$2,170.01 
PJUL Innovator U.S. Equity Power Buffer ETF July
-1.55%
-$924 
EPI WisdomTree India Earnings Fund
-1.53%
-$18,038.41 
XOM Exxon Mobil Corporation
-1.51%
-$5,825.02 
BJAN Innovator U.S. Equity Buffer ETF - January
-1.4%
-$293.65 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-1.39%
-$377.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.39%
-$3,969 
BMAR Innovator U.S. Equity Buffer ETF
-1.37%
-$242.1 
UPS United Parcel Service, Inc.
-1.29%
-$3,360.03 
MRNA Moderna, Inc.
-1.29%
-$3.67 
BUFF Innovator Laddered Allocation Fund
-1.16%
-$7,515.02 
MSFT Microsoft Corp.
-1.09%
-$73,027.5 
XLU Utilities Select Sector SPDR Fund
-1.05%
-$139.5 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-1.03%
-$144 
ADP Automatic Data Processing Inc.
-0.99%
-$737 
PEG Public Service Enterprise Group Incorporated
-0.98%
-$225 
EW Edwards Lifesciences Corporation
-0.98%
-$700 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.96%
-$504 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$9,556.44 
IGOV iShares International Treasury Bond ETF
-0.89%
-$6,891.65 
DUK Duke Energy Corporation
-0.87%
-$322.92 
PG Procter & Gamble Co
-0.86%
-$9,105.88 
BAPR Innovator U.S. Equity Buffer ETF
-0.84%
-$1,825.37 
OGE Oge Energy Corp.
-0.82%
-$117 
ELV Elevance Health, Inc.
-0.82%
-$2,718.7 
ULTA Ulta Beauty Inc.
-0.81%
-$264 
OKE ONEOK, Inc.
-0.79%
-$1,869.55 
IJUL Innovator International Developed Power Buffer ETF
-0.79%
-$1,139.7 
F Ford Motor Company
-0.77%
-$1,005.4 
BAB Invesco Taxable Municipal Bond ETF
-0.76%
-$8,835 
KIM Kimco Realty Corporation
-0.72%
-$9 
VB Vanguard Small-Cap ETF
-0.72%
-$198 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.7%
-$2,865.3 
BSEP Innovator U.S. Equity Buffer ETF
-0.69%
-$111.6 
IAUM iShares Gold Trust Micro
-0.69%
-$778.4 
IAU iShares Gold Trust
-0.68%
-$17.68 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.68%
-$3,713.74 
VBK Vanguard Small-Cap Growth ETF
-0.67%
-$676.37 
PICB Invesco International Corporate Bond ETF
-0.65%
-$4,214.4 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$54.4 
CAT Caterpillar Inc.
-0.62%
-$229.32 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.59%
-$16.24 
BIPC Brookfield Infrastructure Partners L.P.
-0.58%
-$2,055.31 
IAGG iShares International Aggregate Bond Fund
-0.56%
-$34.16 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.49%
-$6.38 
WM Waste Management, Inc.
-0.42%
-$3,725.22 
GNMA iShares GNMA Bond ETF
-0.41%
-$5,320.98 
WDAY Workday Inc.
-0.38%
-$1,588.01 
NLY Annaly Capital Management, Inc.
-0.35%
-$3,541.44 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$48.16 
IMTB iShares Core 5-10 Year USD Bond ETF
-0.33%
-$318.23 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.32%
-$161.72 
O Realty Income Corporation
-0.32%
-$20 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.32%
-$40.05 
DFIV Dimensional International Value ETF
-0.31%
-$59.4 
BTT BlackRock Municipal 2030 Target Term Trust
-0.31%
-$140 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$429.24 
VOE Vanguard Mid-Cap Value ETF
-0.28%
-$467.87 
APRH Innovative Premium Income Fund April Series
-0.28%
-$336 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$266 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$673.8 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$180.78 
IVE ISHARES S&P 500 VALUE ETF
-0.21%
-$14 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$246.4 
CSCO Cisco Systems, Inc.
-0.2%
-$501.36 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,281.26 
EPD Enterprise Products Partners L.P.
-0.18%
-$770.78 
SCHE Schwab Emerging Markets Equity ETF
-0.16%
-$406.56 
SO The Southern Company
-0.16%
-$126 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.14%
-$197.68 
UJUN Innovator U.S. Equity Ultra Fund
-0.11%
-$33.6 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.08%
-$187 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$34.52 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.05%
-$0.24 
NOC Northrop Grumman Corporation
-0.04%
-$101.89 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$35.08 
CWI SPDR MSCI ACWI ex-US ETF
-0.01%
-$28.86 
VEU Vanguard FTSE All-World ex-US ETF
-0.01%
-$27.11 
MBB iShares MBS ETF
-0.01%
-$70.7 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 781 | Longs Won 542/781 69% | Profit Factor 5.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $187,359.38 |
| Average Win $58,756.72 | Best Trade (Aug 06) $4.03M | Sharpe Ratio -9.76 |
| Average Loss -$22,794.73 | Worst Trade (Aug 07) -$689,696.4 | Z-Score 6.9 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 5d | Expectancy $33,800.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,455 | $6.38M | $7.92M | - | $1.54M | 24.08% | +0.524% |
| ABBV AbbVie Inc. | 3,882 | $755,247.27 | $946,431.6 | - | $191,184.33 | 25.31% | 0.0 |
| ABNB Airbnb, Inc. | 5 | $658 | $762.45 | - | $104.45 | 15.87% | +1.714% |
| ABT Abbott Laboratories | 3,845 | $515,000 | $405,493.7 | - | -$109,506.3 | -21.26% | 0.0 |
| ACN Accenture plc Class A | 3,488 | $1.15M | $595,506.24 | - | -$550,441.97 | -48.03% | +0.176% |
| ADP Automatic Data Processing Inc. | 275 | $80,713 | $73,683.5 | - | -$7,029.5 | -8.71% | -0.99% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 15 | $1,357 | $4,776.45 | - | $3,419.45 | 251.99% | -11.956% |
| AMBA Ambarella, Inc. | 65 | $4,729 | $5,590 | - | $861 | 18.21% | +4.585% |
| AMGN Amgen Inc. | 33 | $8,602 | $12,870.66 | - | $4,268.66 | 49.62% | 0.0 |
| AMT American Tower Corporation | 2,941 | $539,409.07 | $494,293.89 | - | -$45,115.18 | -8.36% | -4.097% |
| AMZN Amazon.com Inc | 13,514 | $2.96M | $3.75M | - | $784,207.79 | 26.45% | 0.0 |
| APRH Innovative Premium Income Fund April Series | 4,800 | $118,368 | $120,408 | - | $2,040 | 1.72% | -0.278% |
| ASML ASML Holding N.V. New York Registry Shares | 508 | $358,129.22 | $852,535.76 | - | $494,406.54 | 138.05% | -1.967% |
| ASTS AST SpaceMobile, Inc. | 878 | $42,241.94 | $61,732.18 | - | $19,490.24 | 46.14% | 0.0 |
| AVB AvalonBay Communities, Inc. | 1,795 | $293,214 | $339,703.75 | - | $46,489.75 | 15.86% | 0.0 |
| AVGO Broadcom Inc. | 1,273 | $360,413.45 | $532,317.68 | - | $171,904.23 | 47.7% | 0.0 |
| AVUS Avantis U.S. Equity ETF | 2,735 | $297,295 | $348,986 | - | $51,691 | 17.39% | -2.84% |
| AVUV Avantis U.S. Small Cap Value ETF | 398 | $39,613.12 | $51,238.52 | - | $11,625.4 | 29.35% | 0.0 |
| AXP American Express Company | 2,585 | $767,202.9 | $896,245.32 | - | $129,042.42 | 16.82% | 0.0 |
| B BARRICK MINING CORP Common Stock (ABR0) | 50 | $2,040 | $2,052.75 | - | $12.75 | 0.62% | +7.446% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Chapman Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $226,362.05, Alphabet Inc - $205,757.87, Liberty Broadband Corporation - $164,676.64, Schwab International Equity ETF - $147,550.6, and PepsiCo, Inc - $143,097.29. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Chipotle Mexican Grill, Inc - $259,329.17, Target Corporation - $185,201.11, Zoetis Inc - $172,840.7, Bruker Corporation - $138,851.9, and Zimmer Biomet Holdings, Inc - $133,933.33. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chapman Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.49M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $144,693.63, JPMorgan Chase & Co - $140,816.95, Schwab International Equity ETF - $121,983.57, Annaly Capital Management, Inc - $116,578, and U.S. Bancorp - $98,176.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chapman Financial Group LLC's monthly returns?
Chapman Financial Group LLC's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Chapman Financial Group LLC's strategy be considered aggressive or moderate?
Chapman Financial Group LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Chapman Financial Group LLC's strategy?
Chapman Financial Group LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
