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:
20.93%
Gain 0%
Monthly
0.89%
Yearly
11.19%
Drawdown
15.59%
$154.53M
Equity
Holdings
$154.53M
Investment
$128.87M
$25.66M
Profit -$8,388.93
Realized
-$10,393.7
Unrealized
$25.67M
Dividends
$3.91M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
-$8,388.93
Win %
64%
This Week
Compared To Last Week
Gain
0.55%
Profit
$845,103.93
Win %
64%
This Month
Compared to last month
Gain
2.22%
Profit
$3.36M
Win %
64%
This Year
Compared to last year
Gain
4.67%
Profit
$6.9M
Win %
65%
FDXF FedEx Freight Holding Company Inc.
+2.52%
+$831.22 
BLDR Builders FirstSource, Inc.
+2.52%
+$1,377 
F Ford Motor Company
+2.48%
+$2,635.2 
BTI British American Tobacco p.l.c. ADR
+2.42%
+$14.05 
NOC Northrop Grumman Corporation
+2.39%
+$5,296.06 
LMT Lockheed Martin Corporation
+2.3%
+$612 
UL Unilever PLC Sponsored American Depositary Receipt
+2.15%
+$13,868.03 
PEP PepsiCo, Inc.
+2.04%
+$44,525.25 
PEG Public Service Enterprise Group Incorporated
+1.85%
+$390 
FANG Diamondback Energy Inc
+1.85%
+$15,794.06 
USB U.S. Bancorp
+1.83%
+$31,157.7 
TJX The TJX Companies, Inc.
+1.76%
+$177.8 
C Citigroup Inc.
+1.75%
+$36,029.7 
EXC Exelon Corporation
+1.65%
+$1,003.1 
SO The Southern Company
+1.65%
+$1,234.8 
DUK Duke Energy Corporation
+1.62%
+$494.08 
AMT American Tower Corporation
+1.6%
+$8,558.31 
JPM JPMorgan Chase & Co.
+1.6%
+$72,467.2 
FCNCA First Citizens BancShares, Inc.
+1.58%
+$4,965.66 
MDLZ Mondelez International, Inc.
+1.54%
+$194 
CVX Chevron Corporation
+1.51%
+$19,953.14 
LHX L3Harris Technologies, Inc.
+1.48%
+$14,924.2 
KO The Coca-Cola Company
+1.42%
+$39,763.74 
GD General Dynamics Corporation
+1.41%
+$838.64 
XLE Energy Select Sector SPDR Fund
+1.38%
+$202.4 
HD The Home Depot, Inc.
+1.37%
+$8,340.03 
EPD Enterprise Products Partners L.P.
+1.36%
+$5,243.34 
MET MetLife Inc.
+1.33%
+$931 
VIK Viking Holdings Ltd
+1.29%
+$11,104.98 
OGE Oge Energy Corp.
+1.27%
+$180 
PG Procter & Gamble Co
+1.2%
+$13,388.75 
LOW Lowe's Companies Inc.
+1.19%
+$2,424.4 
D Dominion Energy, Inc.
+1.18%
+$5,927.4 
XLU Utilities Select Sector SPDR Fund
+1.18%
+$147 
COST Costco Wholesale Corporation
+1.17%
+$16,297.67 
NEE NextEra Energy, Inc.
+1.09%
+$62.28 
MO Altria Group, Inc.
+1.06%
+$613.08 
MRK Merck & Co., Inc.
+1.05%
+$3,584.79 
PTON Peloton Interactive, Inc.
+1.03%
+$1.65 
ZTS Zoetis Inc.
+1.01%
+$1,448.86 
XOM Exxon Mobil Corporation
+1%
+$4,350.02 
TXN Texas Instruments Inc
+0.96%
+$66.75 
KIM Kimco Realty Corporation
+0.95%
+$10.75 
ACN Accenture plc Class A
+0.93%
+$6,884.46 
HII Huntington Ingalls Industries Inc.
+0.92%
+$899.08 
O Realty Income Corporation
+0.89%
+$49.5 
DIS The Walt Disney Company
+0.86%
+$2,262.39 
AAPL Apple Inc.
+0.81%
+$69,917.57 
AXP American Express Company
+0.79%
+$6,423.73 
BRK-B Berkshire Hathaway Inc.
+0.79%
+$58,440.38 
BAC Bank of America Corporation
+0.77%
+$17,954.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$16,542.37 
IFRA iShares U.S. Infrastructure
+0.76%
+$406.78 
KR Kroger Co.
+0.68%
+$42.5 
ASML ASML Holding N.V. New York Registry Shares
+0.67%
+$5,593.39 
EWU iShares MSCI United Kingdom ETF
+0.66%
+$2,137.28 
DFIV Dimensional International Value ETF
+0.65%
+$120.45 
V Visa Inc. Class A
+0.65%
+$7,953.89 
ITW Illinois Tool Works Inc.
+0.64%
+$5,996.18 
LLY Eli Lilly and Company
+0.63%
+$5,523.01 
SWK Stanley Black & Decker Inc.
+0.56%
+$41.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.55%
+$37.74 
XLF Financial Select Sector SPDR Fund
+0.53%
+$518.52 
JNJ Johnson & Johnson
+0.51%
+$8,716.5 
VNQ Vanguard Real Estate ETF
+0.44%
+$603.2 
ABBV AbbVie Inc.
+0.44%
+$4,794.31 
PPG PPG Industries Inc.
+0.43%
+$289.23 
FAST Fastenal Co.
+0.43%
+$1,032 
WMT Walmart Inc.
+0.42%
+$1,425 
NVS Novartis AG Sponsored ADR
+0.41%
+$1,436.55 
SCHC Schwab International Small-Cap Equity ETF
+0.4%
+$271.25 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.4%
+$693.11 
KDP Keurig Dr Pepper Inc.
+0.38%
+$4,045.59 
PFE Pfizer Inc.
+0.37%
+$769.78 
ZBH Zimmer Biomet Holdings, Inc.
+0.37%
+$592.55 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$1,291.49 
BTT BlackRock Municipal 2030 Target Term Trust
+0.37%
+$160 
XAR SPDR S&P Aerospace & Defense ETF
+0.36%
+$804.8 
VTV Vanguard Value ETF
+0.33%
+$3,212.73 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.32%
+$4,056.81 
CAT Caterpillar Inc.
+0.32%
+$97.44 
ADP Automatic Data Processing Inc.
+0.31%
+$244.75 
BA Boeing Company
+0.29%
+$527.04 
VOE Vanguard Mid-Cap Value ETF
+0.27%
+$436.15 
MCD McDonald's Corporation
+0.25%
+$2,247.64 
SBUX Starbucks Corporation
+0.2%
+$1,424.24 
VLO Valero Energy Corporation
+0.19%
+$24.07 
SCHF Schwab International Equity ETF
+0.18%
+$6,190.31 
IUSV iShares Core S&P U.S. Value ETF
+0.18%
+$26 
AMGN Amgen Inc.
+0.17%
+$24.09 
LDOS Leidos Holdings Inc.
+0.14%
+$1,762.6 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.14%
+$3,035.9 
PICB Invesco International Corporate Bond ETF
+0.13%
+$828.83 
SCHV Schwab U.S. Large-Cap Value ETF
+0.13%
+$547.02 
NVDA NVIDIA Corporation
+0.12%
+$1,505.52 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.11%
+$242 
IVE ISHARES S&P 500 VALUE ETF
+0.11%
+$7.28 
B BARRICK MINING CORP Common Stock (ABR0)
+0.1%
+$2 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$23.75 
GNMA iShares GNMA Bond ETF
+0.09%
+$1,159.53 
SCHP Schwab U.S. TIPS ETF
+0.09%
+$697.97 
IGOV iShares International Treasury Bond ETF
+0.09%
+$651.66 
AVUV Avantis U.S. Small Cap Value ETF
+0.09%
+$41.79 
FLJP Franklin FTSE Japan ETF
+0.09%
+$478.62 
WM Waste Management, Inc.
+0.07%
+$653.89 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$6.54 
APRH Innovative Premium Income Fund April Series
+0.06%
+$72 
ELV Elevance Health, Inc.
+0.06%
+$166.75 
MA Mastercard Incorporated
+0.06%
+$88.55 
IJUL Innovator International Developed Power Buffer ETF
+0.06%
+$48.6 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$7 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$40.55 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.02%
+$56.15 
CP Canadian Pacific Kansas City Limited
+0.01%
+$7.03 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.01%
+$8.09 
AVB AvalonBay Communities, Inc.
0%
$0 
BIP Brookfield Infrastructure Partners L.P.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
MRNA Moderna, Inc.
-9.64%
-$114 
BLZE Backblaze Inc.
-9.55%
-$946.3 
PANW Palo Alto Networks, Inc.
-7.26%
-$246,220.71 
CRWD CrowdStrike Holdings, Inc.
-7.13%
-$697.6 
RKLB Rocket Lab Corporation
-5.86%
-$1,604.56 
ASTS AST SpaceMobile, Inc.
-4.96%
-$1,934.06 
LAW CS Disco Inc.
-4.26%
-$200 
INTC Intel Corporation
-4.11%
-$7,786.94 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.83%
-$173.7 
IDNA iShares Genomics Immunology and Healthcare ETF
-3.45%
-$3,178.4 
AMBA Ambarella, Inc.
-3.03%
-$124.87 
AVGO Broadcom Inc.
-2.85%
-$11,776.33 
WDAY Workday Inc.
-2.83%
-$11,418.5 
QS QuantumScape Corp
-2.77%
-$4.68 
DELL Dell Technologies Inc.
-2.71%
-$2,325.85 
CRM Salesforce Inc
-2.63%
-$35,701.55 
RIVN Rivian Automotive, Inc.
-2.42%
-$519.75 
MTB M&T Bank Corporation
-2.27%
-$6,193.75 
IYW iShares U.S. Technology ETF
-1.96%
-$65.98 
XLK State Street Technology Select Sector SPDR ETF
-1.94%
-$1,438.38 
MSFT Microsoft Corp.
-1.88%
-$139,935.82 
VBK Vanguard Small-Cap Growth ETF
-1.85%
-$1,754.6 
VGT Vanguard Information Technology ETF
-1.83%
-$5,985.28 
FTEC Fidelity MSCI Information Technology Index ETF
-1.74%
-$81.44 
CSCO Cisco Systems, Inc.
-1.72%
-$3,937.76 
ULTA Ulta Beauty Inc.
-1.68%
-$613.8 
LMND Lemonade Inc.
-1.65%
-$0.76 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$59,141.59 
EW Edwards Lifesciences Corporation
-1.57%
-$1,104 
GOOGL Alphabet Inc
-1.55%
-$4,887 
IQV IQVIA Holdings Inc.
-1.5%
-$31,054.17 
QQQ Invesco QQQ Trust, Series 1
-1.46%
-$15,509.17 
DE Deere & Company
-1.46%
-$9,867.72 
SPCX Space Exploration Technologies Corp. Class A
-1.43%
-$36.21 
GOOG Alphabet Inc
-1.41%
-$104,592.06 
UNH UnitedHealth Group Incorporated
-1.34%
-$180.18 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.23%
-$8,296.64 
VUG Vanguard Growth ETF
-1.19%
-$7,017.06 
TOST Toast Inc.
-1.18%
-$18,070.52 
IEMG iShares Core MSCI Emerging Markets ETF
-1.15%
-$154.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.12%
-$93.81 
FCOM Fidelity MSCI Communication Services Index ETF
-1.1%
-$39.45 
KARS KraneShares Electric Vehicles and Future Mobility Index ETF
-1.1%
-$6.71 
TSLA Tesla, Inc.
-1.07%
-$315.09 
VOOG Vanguard S&P 500 Growth ETF
-1.06%
-$1,540.31 
CBRE CBRE Group Inc.
-1.06%
-$12,252.03 
IUSG iShares Core S&P U.S. Growth ETF
-1.06%
-$175.44 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.05%
-$614.08 
VWO Vanguard FTSE Emerging Markets ETF
-0.99%
-$29 
SCHE Schwab Emerging Markets Equity ETF
-0.95%
-$2,431.22 
SCHA Schwab U.S. Small-Cap ETF
-0.95%
-$748.96 
VB Vanguard Small-Cap ETF
-0.88%
-$228.6 
IBM International Business Machines Corporation
-0.79%
-$2,261.36 
UBER Uber Technologies, Inc.
-0.79%
-$7,174.16 
CMG Chipotle Mexican Grill, Inc.
-0.79%
-$2,698.32 
MDT Medtronic plc
-0.71%
-$528.36 
SCHM Schwab U.S. Mid-Cap ETF
-0.67%
-$2,575.77 
SCHB Schwab U.S. Broad Market ETF
-0.64%
-$28,536.48 
AMZN Amazon.com Inc
-0.62%
-$21,178.19 
SCHX Schwab U.S. Large-Cap ETF
-0.58%
-$28,566.83 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$642.02 
IVV iShares Core S&P 500 ETF
-0.54%
-$3,718.37 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$3,055.72 
NTSX WisdomTree U.S. Efficient Core Fund
-0.53%
-$315 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$640 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$247.5 
VOO Vanguard S&P 500 ETF
-0.51%
-$8,191.02 
MDY SPDR S&P MidCap 400 ETF Trust
-0.5%
-$46.69 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$460.68 
LUV Southwest Airlines Co.
-0.47%
-$1.9 
CEG Constellation Energy Corporation
-0.43%
-$324.5 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.42%
-$117.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.41%
-$2,991.26 
UPS United Parcel Service, Inc.
-0.4%
-$929.37 
BSEP Innovator U.S. Equity Buffer ETF
-0.4%
-$65.16 
UNP Union Pacific Corporation
-0.35%
-$1,088.99 
BJUL Innovator U.S. Equity Buffer ETF
-0.35%
-$1,713.83 
EMR Emerson Electric Co.
-0.34%
-$1,924.42 
BAUG Innovator U.S. Equity Buffer ETF
-0.34%
-$5,290.9 
BAB Invesco Taxable Municipal Bond ETF
-0.33%
-$3,856.87 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.31%
-$186 
BMAY Innovator U.S. Equity Buffer Fund
-0.3%
-$116.16 
USMV iShares MSCI USA Min Vol Factor ETF
-0.29%
-$220.5 
TREX Trex Company, Inc.
-0.28%
-$584.35 
YUM Yum! Brands, Inc.
-0.27%
-$163.18 
AVUS Avantis U.S. Equity ETF
-0.27%
-$957.25 
EPI WisdomTree India Earnings Fund
-0.27%
-$2,928.53 
CSX CSX Corporation
-0.26%
-$630.25 
BMAR Innovator U.S. Equity Buffer ETF
-0.25%
-$45.42 
NLY Annaly Capital Management, Inc.
-0.24%
-$2,244.37 
BUFF Innovator Laddered Allocation Fund
-0.24%
-$1,647.23 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.24%
-$1.02 
XLV Health Care Select Sector SPDR Fund
-0.24%
-$27.3 
BUFB Innovator Laddered Allocation Buffer ETF
-0.23%
-$855.95 
FDX FedEx Corporation
-0.23%
-$1,363.46 
KTOS Kratos Defense & Security Solutions, Inc.
-0.23%
-$90.92 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.23%
-$1,687.07 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.23%
-$49 
SPHY SPDR Portfolio High Yield Bond ETF
-0.22%
-$115.45 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.22%
-$77 
UJUN Innovator U.S. Equity Ultra Fund
-0.22%
-$68 
IAU iShares Gold Trust
-0.21%
-$5.61 
J Jacobs Solutions Inc.
-0.2%
-$400.2 
BIPC Brookfield Infrastructure Partners L.P.
-0.2%
-$502.2 
IAUM iShares Gold Trust Micro
-0.19%
-$643.92 
PJUN Innovator U.S. Equity Power Buffer ETF - June
-0.19%
-$178.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.19%
-$420.2 
CEF Sprott Physical Gold and Silver Trust
-0.18%
-$210 
IMTB iShares Core 5-10 Year USD Bond ETF
-0.18%
-$169.28 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.17%
-$4.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$453.6 
GWW W.W. Grainger, Inc.
-0.15%
-$1,020 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.13%
-$228.02 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.12%
-$1,749.28 
ABT Abbott Laboratories
-0.12%
-$480.62 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.12%
-$1.45 
IEF iShares 7-10 Year Treasury Bond ETF
-0.1%
-$220.4 
MBB iShares MBS ETF
-0.1%
-$1,261.8 
PRF Invesco FTSE RAFI US 1000 ETF
-0.1%
-$912.78 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.1%
-$13.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.1%
-$634.64 
BAPR Innovator U.S. Equity Buffer ETF
-0.09%
-$150.15 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.09%
-$649.04 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.09%
-$13.5 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.08%
-$394.2 
SMBS Schwab Mortgage-Backed Securities ETF
-0.08%
-$521 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.08%
-$215.47 
NSC Norfolk Southern Corporation
-0.07%
-$70.14 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$48.6 
SCMB Schwab Municipal Bond ETF
-0.06%
-$241.5 
GEHC GE HealthCare Technologies Inc.
-0.06%
-$162 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.06%
-$298.37 
BMY Bristol-Myers Squibb Company
-0.05%
-$91.35 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$51.1 
BAC-PL Bank of America Corporation
-0.03%
-$1.56 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.03%
-$55.51 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.02%
-$123.83 
ABNB Airbnb, Inc.
-0.02%
-$0.19 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$2.67 
CWI SPDR MSCI ACWI ex-US ETF
-0.01%
-$28.87 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.01%
-$12.36 Events
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Dividends
Dividend Analysis
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No Data
| Trades 873 | Longs Won 573/873 65% | Profit Factor 5.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $183,999.65 |
| Average Win $55,853.83 | Best Trade (Oct 15) $3.28M | Sharpe Ratio -9.58 |
| Average Loss -$21,159.1 | Worst Trade (Oct 15) -$459,829.08 | Z-Score 5.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 6d | Expectancy $29,388.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,299 | 6,569 | 5,839 | 5,109 | 4,380 | 3,650 | 2,920 | 2,190 | 1,460 | 730 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,241 | $6.33M | $8.7M | - | $2.38M | 37.55% | +0.81% |
| ABBV AbbVie Inc. | 3,882 | $755,247.27 | $1.1M | - | $349,705.8 | 46.3% | +0.436% |
| ABNB Airbnb, Inc. | 5 | $658 | $871.21 | - | $213.21 | 32.4% | -0.022% |
| ABT Abbott Laboratories | 3,845 | $515,000 | $402,013.97 | - | -$112,986.03 | -21.94% | -0.119% |
| ACN Accenture plc Class A | 3,294 | $1.08M | $747,770.94 | - | -$329,929.98 | -30.61% | +0.929% |
| ADP Automatic Data Processing Inc. | 275 | $80,713 | $78,798.5 | - | -$1,914.5 | -2.37% | +0.312% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 15 | $1,357 | $4,356 | - | $2,999 | 221% | -3.835% |
| AMBA Ambarella, Inc. | 65 | $4,729 | $3,992.55 | - | -$736.45 | -15.57% | -3.033% |
| AMGN Amgen Inc. | 33 | $8,602 | $14,347.08 | - | $5,745.08 | 66.79% | +0.168% |
| AMT American Tower Corporation | 2,941 | $539,409.07 | $541,938.07 | - | $2,529 | 0.47% | +1.605% |
| AMZN Amazon.com Inc | 13,404 | $2.94M | $3.39M | - | $452,911.39 | 15.4% | -0.62% |
| APRH Innovative Premium Income Fund April Series | 4,800 | $118,368 | $119,304 | - | $936 | 0.79% | +0.06% |
| ASML ASML Holding N.V. New York Registry Shares | 503 | $354,663.82 | $839,285.68 | - | $484,621.86 | 136.64% | +0.671% |
| ASTS AST SpaceMobile, Inc. | 878 | $42,241.94 | $37,101.82 | - | -$5,140.12 | -12.17% | -4.955% |
| AVB AvalonBay Communities, Inc. | 2,235 | $376,237.77 | $411,374.1 | - | $35,136.33 | 9.34% | 0.0 |
| AVGO Broadcom Inc. | 1,198 | $343,025.35 | $400,731 | - | $57,705.65 | 16.82% | -2.855% |
| AVUS Avantis U.S. Equity ETF | 2,735 | $297,295 | $353,963.7 | - | $56,668.7 | 19.06% | -0.27% |
| AVUV Avantis U.S. Small Cap Value ETF | 398 | $39,613.12 | $47,976.91 | - | $8,363.79 | 21.11% | +0.087% |
| AXP American Express Company | 2,585 | $767,202.9 | $817,777.67 | - | $50,574.77 | 6.59% | +0.792% |
| B BARRICK MINING CORP Common Stock (ABR0) | 50 | $2,040 | $2,029.5 | - | -$10.5 | -0.51% | +0.099% |
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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: Alphabet Inc - $267,504, JPMorgan Chase & Co - $254,267.84, PepsiCo, Inc - $167,368.07, Liberty Broadband Corporation - $164,676.64, and Annaly Capital Management, Inc - $153,984.25. 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: Zoetis Inc - $331,083.34, Chipotle Mexican Grill, Inc - $287,470.19, Target Corporation - $185,201.11, Zimmer Biomet Holdings, Inc - $141,590.03, and Bruker Corporation - $138,851.9. 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 $3.91M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $169,797.39, JPMorgan Chase & Co - $163,027.45, Annaly Capital Management, Inc - $153,984.25, Schwab International Equity ETF - $121,983.57, and U.S. Bancorp - $114,200.32. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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 is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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