Latest Chronos Wealth Management, LLC Stock Portfolio

Chronos Wealth Management, LLC Performance:

2025 Q2: 3%YTD: 0.59%2024: 17.6%

Performance for 2025 Q2 is 3%, and YTD is 0.59%, and 2024 is 17.6%.

About Chronos Wealth Management, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Chronos Wealth Management, LLC reported an equity portfolio of $193.1 Millions as of 30 Jun, 2025.

The top stock holdings of Chronos Wealth Management, LLC are LLY, MSFT, AAPL. The fund has invested 9% of it's portfolio in ELI LILLY & CO and 8.3% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off AUTOMATIC DATA PROCESSING IN (ADP) and DEVON ENERGY CORP NEW (DVN) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), UNITEDHEALTH GROUP INC (UNH) and MOODYS CORP (MCO). Chronos Wealth Management, LLC opened new stock positions in NVIDIA CORPORATION (NVDA), PHILLIPS 66 (PSX) and MOOG INC. The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK INC, ELI LILLY & CO (LLY) and PNC FINL SVCS GROUP INC (PNC).

Chronos Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Chronos Wealth Management, LLC made a return of 3% in the last quarter. In trailing 12 months, it's portfolio return was 5.39%.

New Buys

Ticker	$ Bought
nvidia corporation	306,817
phillips 66	281,429
moog inc	280,504
oracle corp	231,748

New stocks bought by Chronos Wealth Management, LLC

Additions

Ticker	% Inc.
blackrock inc	6.35
eli lilly & co	2.52
pnc finl svcs group inc	2.2
illinois tool wks inc	2.04
digital rlty tr inc	1.95
asml holding n v	1.43
home depot inc	1.36
stryker corporation	1.1

Additions to existing portfolio by Chronos Wealth Management, LLC

Reductions

Ticker	% Reduced
ishares tr	-24.32
unitedhealth group inc	-10.09
moodys corp	-3.85
costco whsl corp new	-3.12
constellation energy corp	-1.72
microsoft corp	-0.96
berkshire hathaway inc del	-0.9
adobe inc	-0.66

Chronos Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
devon energy corp new	-236,555
automatic data processing in	-250,535

Chronos Wealth Management, LLC got rid off the above stocks

Sector Distribution

Chronos Wealth Management, LLC has about 18% of it's holdings in Healthcare sector.

Sector	%
Healthcare	18
Technology	16.3
Financial Services	14.4
Others	10.8
Consumer Cyclical	10.2
Industrials	8.7
Consumer Defensive	6.7
Communication Services	6.5
Utilities	4.9
Real Estate	3

Market Cap. Distribution

Chronos Wealth Management, LLC has about 89.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	65.9
LARGE-CAP	23.3
UNALLOCATED	10.8

Stocks belong to which Index?

About 89.2% of the stocks held by Chronos Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	89.2
Others	10.8

Top 5 Winners (%)		%
CEG	constellation energy corp	59.8 %
ORCL	oracle corp	40.1 %
MSFT	microsoft corp	32.4 %
META	meta platforms inc	28.1 %
DLR	digital rlty tr inc	21.3 %

Top 5 Winners ($)		$
MSFT	microsoft corp	4.0 M
JPM	jpmorgan chase & co.	1.8 M
AMZN	amazon com inc	1.6 M
GOOG	alphabet inc	1.4 M
DLR	digital rlty tr inc	1.0 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-40.4 %
ABBV	abbvie inc	-11.4 %
JNJ	johnson & johnson	-7.9 %
AAPL	apple inc	-7.6 %
PG	procter and gamble co	-6.5 %

Top 5 Losers ($)		$
UNH	unitedhealth group inc	-3.7 M
AAPL	apple inc	-1.0 M
LLY	eli lilly & co	-1.0 M
JNJ	johnson & johnson	-0.4 M
PG	procter and gamble co	-0.4 M

Chronos Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Chronos Wealth Management, LLC

Chronos Wealth Management, LLC has 39 stocks in it's portfolio. About 61.7% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Chronos Wealth Management, LLC last quarter.

Last Reported on: 15 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	LLY	eli lilly & co	9.02	22,335	17,410,800	added	2.52
Historical Trend of ELI LILLY & CO Position Held By Chronos Wealth Management, LLC What % of Portfolio is LLY?: Number of LLY shares held: Change in No. of Shares Held:
	MSFT	microsoft corp	8.31	32,269	16,050,900	reduced	-0.96

	AAPL	apple inc	6.35	59,776	12,264,300	added	0.29

	AMZN	amazon com inc	6.24	54,863	12,036,400	added	0.6

	GOOG	alphabet inc	6.19	67,375	11,951,700	added	0.22

	JPM	jpmorgan chase & co.	6.18	41,187	11,940,700	added	0.3

		berkshire hathaway inc del	5.64	22,400	10,881,200	reduced	-0.9

	V	visa inc	5.63	30,636	10,877,300	reduced	-0.04

	SO	southern co	4.12	86,545	7,947,430	added	0.94

	HD	home depot inc	3.99	20,987	7,694,670	added	1.36

	COST	costco whsl corp new	3.82	7,458	7,382,970	reduced	-3.12

	SYK	stryker corporation	3.72	18,153	7,181,870	added	1.1

	DLR	digital rlty tr inc	2.97	32,886	5,733,020	added	1.95

	PG	procter and gamble co	2.90	35,105	5,592,930	added	0.78

		asml holding n v	2.84	6,831	5,474,300	added	1.43

	LMT	lockheed martin corp	2.82	11,770	5,451,160	added	0.5

	ITW	illinois tool wks inc	2.82	21,991	5,437,280	added	2.04

	RTX	rtx corporation	2.75	36,301	5,300,670	added	0.12

	JNJ	johnson & johnson	2.62	33,180	5,068,240	added	0.1

	UNH	unitedhealth group inc	2.54	15,687	4,893,870	reduced	-10.09