StockDriftsStockDriftsTop 50 Challenger Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 16.11% | 473.8K | $20.2M | -2.42%(-11.76K) | $35.96(+36.13%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 14.26% | 444.2K | $17.9M | +0.34%(+1.51K) | $36.24(+28.40%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 8.12% | 264.6K | $10.2M | -0.71%(-1.88K) | $34.56(+27.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.17% | 20.6K | $5.2M | -1.87%(-391) | $231.55(+33.29%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.82% | 28.2K | $4.8M | -1.98%(-570) | $112.53(+21.82%) | 2026-03-31 | |
| TSLA | TESLA INC | 3.42% | 11.5K | $4.3M | +0.42%(+48) | $339.42(+15.92%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 3.42% | 124.3K | $4.3M | -1.45%(-1.83K) | $31.62(+19.37%) | 2026-03-31 | |
| ARCC | ARES CAPITAL CORP | 3.24% | 225.2K | $4.1M | -8.39%(-20.61K) | $21.48(-12.80%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.11% | 18.8K | $3.9M | +0.04%(+8) | $146.90(+15.18%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.99% | 21.4K | $3.7M | +1.09%(+231) | $132.51(+47.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.21% | +23.21% |
| Top 20 Holdings Unweighted | +9.01% | +29.53% |
Sign up free to track Challenger Wealth Management, compare funds side by side, and get alerts the moment positions change.