• 13F History

Challenger Wealth Management

13F Filings History

Latest 13F report
Q4 2024 - Feb 24, 2025
Value $
$116M
Signature - Title
Nancy H Challenger - PRESIDENT
Location
Aliso Viejo, CA
Summary
This page shows a list of all the recent 13F filings made by Challenger Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Challenger Wealth Management reported 109 stock holdings with total value $116M as of Q4 2024. Top holdings included CGDV, CGGR, CGUS, TSLA, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 109 $116M $0 $0 CGDV, CGGR, CGUS, TSLA, AAPL 13F-HR 2/21/2025, 07:13 PM