The Analysis of CHB Investment Group, LLC's Holdings


Currently, CHB Investment Group, LLC holds 69 types of securities in its portfolio with a total value $196.1K. In the most recent quarter, they have increased their positions in NRG (+25.5K shares, valued at $4.1K), AFL (+37.3K shares, valued at $3.9K), TMUS (+16.5K shares, valued at $3.9K); decreased their positions in AMGN (-5.0K shares, valued at $1.4K), LQD (-3.6K shares, valued at $393.06808573694894), ANGL (-7.8K shares, valued at $228.02649647621064); initiated new positions in NRG (+25.5K shares, valued at $4.1K), AFL (+37.3K shares, valued at $3.9K), TMUS (+16.5K shares, valued at $3.9K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BIV VANGUARD BD INDEX FDS171.0K shares-1.17%2025-06-302025-07-15history
LQD ISHARES TR114.7K shares-3.03%2025-06-302025-07-15history
ANGL VANECK ETF TRUST297.5K shares-2.55%2025-06-302025-07-15history
VCIT VANGUARD SCOTTSDALE FDS79.4K shares-1.24%2025-06-302025-07-15history
NRG NRG ENERGY INC25.5K sharesnew addition2025-06-302025-07-15history
AFL AFLAC INC37.3K sharesnew addition2025-06-302025-07-15history
TMUS T-MOBILE US INC16.5K sharesnew addition2025-06-302025-07-15history
SYK STRYKER CORPORATION9.7K sharesnew addition2025-06-302025-07-15history
Sponsored
WRB BERKLEY W R CORP52.3K shares3.54%2025-06-302025-07-15history
BSX BOSTON SCIENTIFIC CORP35.8K shares4.27%2025-06-302025-07-15history
ORLY OREILLY AUTOMOTIVE INC42.4K sharesnew addition2025-06-302025-07-15history
BR BROADRIDGE FINL SOLUTIONS IN15.7K sharesnew addition2025-06-302025-07-15history
MSI MOTOROLA SOLUTIONS INC9.1K shares30.98%2025-06-302025-07-15history
DRI DARDEN RESTAURANTS INC17.4K sharesnew addition2025-06-302025-07-15history
ADP AUTOMATIC DATA PROCESSING IN12.2K sharesnew addition2025-06-302025-07-15history
ROL ROLLINS INC66.9K sharesnew addition2025-06-302025-07-15history
Sponsored
NOW SERVICENOW INC3.7K shares4.87%2025-06-302025-07-15history
GRMN GARMIN LTD18.0K sharesnew addition2025-06-302025-07-15history
WMT WALMART INC38.4K sharesnew addition2025-06-302025-07-15history
CBOE CBOE GLOBAL MKTS INC16.0K shares6.26%2025-06-302025-07-15history
BRO BROWN & BROWN INC32.8K shares11.78%2025-06-302025-07-15history
V VISA INC10.1K sharesnew addition2025-06-302025-07-15history
HIG HARTFORD INSURANCE GROUP INC28.0K shares5.85%2025-06-302025-07-15history
RSG REPUBLIC SVCS INC14.4K shares3.05%2025-06-302025-07-15history
Sponsored
STIP ISHARES TR34.1K shares1.50%2025-06-302025-07-15history
AZO AUTOZONE INC945 sharesnew addition2025-06-302025-07-15history
MCK MCKESSON CORP4.8K shares2.76%2025-06-302025-07-15history
PGR PROGRESSIVE CORP13.0K shares6.80%2025-06-302025-07-15history
BRK.B BERKSHIRE HATHAWAY INC DEL7.1K shares10.58%2025-06-302025-07-15history
ALL ALLSTATE CORP17.1K shares7.88%2025-06-302025-07-15history
TJX TJX COS INC NEW27.1K shares11.65%2025-06-302025-07-15history
COST COSTCO WHSL CORP NEW3.3K shares9.36%2025-06-302025-07-15history
Sponsored
AGZ ISHARES TR29.0K shares-0.05%2025-06-302025-07-15history
SCHB SCHWAB STRATEGIC TR128.9K shares-0.07%2025-06-302025-07-15history
IWY ISHARES TR11.8K shares1.72%2025-06-302025-07-15history
SPGP INVESCO EXCHANGE TRADED FD T25.0K shares-0.10%2025-06-302025-07-15history
VONG VANGUARD SCOTTSDALE FDS23.8K shares-2.24%2025-06-302025-07-15history
SCHD SCHWAB STRATEGIC TR96.2K shares0.73%2025-06-302025-07-15history
EQWL INVESCO EXCHANGE TRADED FD T23.0K shares-0.03%2025-06-302025-07-15history
VOO VANGUARD INDEX FDS4.0K shares0.48%2025-06-302025-07-15history
Sponsored
XMHQ INVESCO EXCHANGE TRADED FD T23.0K shares-0.75%2025-06-302025-07-15history
ZROZ PIMCO ETF TR32.3K shares1.10%2025-06-302025-07-15history
LTPZ PIMCO ETF TR40.2K shares3.20%2025-06-302025-07-15history
IOO ISHARES TR18.9K shares-0.96%2025-06-302025-07-15history
TOK ISHARES TR15.2K shares-3.99%2025-06-302025-07-15history
DGT SPDR SERIES TRUST12.6K shares-0.53%2025-06-302025-07-15history
XOM EXXON MOBIL CORP17.2K shares0.00%2025-06-302025-07-15history
VO VANGUARD INDEX FDS6.6K shares-0.78%2025-06-302025-07-15history
Sponsored
AMGN AMGEN INC5.4K shares-48.30%2025-06-302025-07-15history
XSVM INVESCO EXCHANGE TRADED FD T26.7K shares-1.25%2025-06-302025-07-15history
VB VANGUARD INDEX FDS5.6K shares-2.56%2025-06-302025-07-15history
SCHM SCHWAB STRATEGIC TR46.3K shares-4.05%2025-06-302025-07-15history
URTH ISHARES INC7.6K shares-1.52%2025-06-302025-07-15history
DIVS GUINNESS ATKINSON FDS36.4K shares-0.03%2025-06-302025-07-15history
RWJ INVESCO EXCH TRADED FD TR II24.0K shares-0.91%2025-06-302025-07-15history
IJR ISHARES TR9.4K shares-4.43%2025-06-302025-07-15history
Sponsored
QQQ INVESCO QQQ TR1.0K shares9.61%2025-06-302025-07-15history
ABBV ABBVIE INC2.3K shares0.00%2025-06-302025-07-15history
EME EMCOR GROUP INC657 shares0.00%2025-06-302025-07-15history
ORCL ORACLE CORP1.5K shares3.67%2025-06-302025-07-15history
FLTR VANECK ETF TRUST12.4K shares-2.95%2025-06-302025-07-15history
GOOGL ALPHABET INC1.6K shares-1.95%2025-06-302025-07-15history
UNP UNION PAC CORP1.2K shares0.00%2025-06-302025-07-15history
ABT ABBOTT LABS2.0K shares-4.11%2025-06-302025-07-15history
Sponsored
UPS UNITED PARCEL SERVICE INC2.7K shares-0.04%2025-06-302025-07-15history
IBM INTERNATIONAL BUSINESS MACHS866 shares-25.73%2025-06-302025-07-15history
NSC NORFOLK SOUTHN CORP928 shares0.00%2025-06-302025-07-15history
CP CANADIAN PACIFIC KANSAS CITY2.9K shares0.00%2025-06-302025-07-15history
COF CAPITAL ONE FINL CORP1.0K sharesnew addition2025-06-302025-07-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available