C

Chronos Wealth Management, LLC

RIA/Wealth

Chronos Wealth Management, LLC is a RIA/Wealth based in Clearwater, FL led by William Wallace Chamberlain, reporting $247.7M in AUM as of Q3 2025 with 62% concentrated in top 10 holdings.

Managing PartnerWilliam Wallace Chamberlain
Portfolio Value
$204.0M
Positions
40
Top Holding
LLY at 8.21%
Last Reported
Q3 2025
Address1432 Court Street, Clearwater, FL, 33756, United States

Top Holdings

Largest long holdings in Chronos Wealth Management, LLC's portfolio (62.3% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Drug Manufacturers - General
Healthcare
$16.8M
8.21%
-$286.9K
Sold
0.00%
22.0K shares
Software - Infrastructure
Technology
$16.2M
7.95%
-$503.4K
Sold
0.00%
31.3K shares
Internet Content & Information
Communication Services
$15.9M
7.82%
-$467.6K
Sold
0.00%
65.5K shares
4
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$15.0M
7.37%
-$177.7K
Sold
0.00%
59.1K shares
Banks - Diversified
Financial Services
$12.8M
6.28%
-$179.2K
Sold
0.00%
40.6K shares
6
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$11.9M
5.85%
-$121.2K
Sold
0.00%
54.3K shares
Insurance - Diversified
Financial Services
$11.2M
5.51%
-$26.6K
Sold
0.00%
22.3K shares
Financial - Credit Services
Financial Services
$10.4M
5.11%
-$33.1K
Sold
0.00%
30.5K shares
Home Improvement
Consumer Cyclical
$8.5M
4.15%
-$31.2K
Sold
0.00%
20.9K shares
Regulated Electric
Utilities
$8.2M
4.00%
-$42.8K
Sold
0.01%
86.1K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Chronos Wealth Management, LLC's latest filing

See all changes
Market Value
$204.0M
Prior: $193.1M
Q/Q Change
+5.66%
+$10.9M
Net Flows % of MV
-1.68%
Turnover Ratio
1.93%
New Purchases
0 stocks
-
Added To
2 stocks
+$2.0M
Sold Out Of
1 stocks
$417.0K
Reduced Holdings
27 stocks
-$5.0M

Increased Positions

PositionShares Δ
+402.03%
2
CSX logo
CSX
CSX
+14.9%

Decreased Positions

PositionShares Δ
Sold
2
Adobe logo
Adobe
ADBE
-86.48%
-12.0%
4
Oracle logo
Oracle
ORCL
-7.08%
-3.3%

Analytics

Portfolio insights and performance metrics for Chronos Wealth Management, LLC

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Sector Allocation

Financial Services: 21.60%Financial ServicesHealthcare: 17.20%HealthcareTechnology: 15.80%TechnologyConsumer Cyclical: 10.00%Consumer CyclicalIndustrials: 8.80%IndustrialsCommunication Services: 8.00%Consumer Defensive: 5.90%Utilities: 5.80%Real Estate: 2.80%Energy: 0.40%ETF: 0.40%
Financial Services
21.60%
Healthcare
17.20%
Technology
15.80%
Consumer Cyclical
10.00%
Industrials
8.80%
Communication Services
8.00%
Consumer Defensive
5.90%
Utilities
5.80%
Real Estate
2.80%
Energy
0.40%
ETF
0.40%

Market Cap Distribution

Mega Cap (> $200B): 73.67%Mega Cap (> $200B)Large Cap ($10B - $200B): 22.59%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.16%N/A (ETF or Unknown): 3.58%
Mega Cap (> $200B)
73.67%
Large Cap ($10B - $200B)
22.59%
Mid Cap ($2B - $10B)
0.16%
N/A (ETF or Unknown)
3.58%

Portfolio Concentration

Top 10 Holdings %
62.25%
Top 20 Holdings %
91.49%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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