Chronos Wealth Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Chronos Wealth Management, LLC reported 39 stock positions worth $193.1 million. Its top holding was Eli Lilly (LLY) at 9.0% of the portfolio, followed by Microsoft (MSFT, 8.3%) and Apple (AAPL, 6.4%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 17 and reduced 10. The biggest buy was JPMorgan Chase (JPM, shares +0%) and the biggest sale Unitedhealth (UNH, shares −10%).

Most Recent 13F
Q2 2026
Location
Clearwater, FL
CIK
0001801792
Portfolio Value
$193.1M (Q2 2025)
SEC Filing
0001085146-25-003806 ↗ filed Jul 15, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $171.0M Q1 2024 Q2 2024: $179.9M Q2 2024 Q3 2024: $191.8M Q3 2024 Q4 2024: $195.8M Q4 2024 Q1 2025: $186.5M Q1 2025 Q2 2025: $193.1M $193.1M Q2 2025 Q3 2025: $204.0M Q3 2025 Q4 2025: $216.0M Q4 2025 Q1 2026: $206.7M Q1 2026 Q2 2026: $225.4M Q2 2026

Holdings 39 stocks · $193.1M

LLY Eli Lilly & Co. 9.02% 22,335 $17.4M Add +2.5%
MSFT Microsoft Corp. 8.31% 32,269 $16.1M Reduce -1.0%
AAPL Apple Inc. 6.35% 59,776 $12.3M Add +0.3%
AMZN Amazon.com Inc. 6.23% 54,863 $12.0M Add +0.6%
GOOG Alphabet Inc. Class C 6.19% 67,375 $12.0M Add +0.2%
JPM JPMorgan Chase & Co. 6.19% 41,187 $11.9M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 5.64% 22,400 $10.9M Reduce -0.9%
V Visa Inc. Class A 5.63% 30,636 $10.9M Reduce -0.0%
SO The Southern Co. 4.12% 86,545 $7.9M Add +0.9%
HD Home Depot Inc. 3.99% 20,987 $7.7M Add +1.4%
COST Costco Wholesale Corp. 3.82% 7,458 $7.4M Reduce -3.1%
SYK Stryker Corp. 3.72% 18,153 $7.2M Add +1.1%
DLR Digital Realty Trust Inc. 2.97% 32,886 $5.7M Add +1.9%
PG The Procter & Gamble Co. 2.90% 35,105 $5.6M Add +0.8%
ASML ASML Holding NV-NY Reg SHS 2.84% 6,831 $5.5M Add +1.4%
LMT Lockheed Martin Corp. 2.82% 11,770 $5.5M Add +0.5%
ITW Illinois Tool Works 2.82% 21,991 $5.4M Add +2.0%
RTX RTX Corp. 2.75% 36,301 $5.3M Add +0.1%
JNJ Johnson & Johnson 2.63% 33,180 $5.1M Add +0.1%
UNH Unitedhealth Group Inc. 2.54% 15,687 $4.9M Reduce -10.1%
PNC PNC Financial Services Group 2.06% 21,324 $4.0M Add +2.2%
BLK BlackRock Inc. 1.68% 3,100 $3.3M Add +6.3%
ADBE Adobe Inc. 1.35% 6,755 $2.6M Reduce -0.7%
XEL Xcel Energy Inc. 0.41% 11,491 $783K No change
BRK.A Berkshire Hathaway Inc. Class A 0.38% 1 $729K No change
MCO Moody's Corp. 0.32% 1,250 $627K Reduce -3.9%
CSX CSX Corp. 0.29% 17,110 $558K No change
KMI Kinder Morgan Inc. 0.28% 18,300 $538K Reduce -0.3%
CEG Constellation Energy 0.24% 1,430 $462K Reduce -1.7%
USB US Bancorp 0.23% 9,970 $451K No change
META Meta Platforms Inc. Class A 0.22% 565 $417K No change
NVDA Nvidia Corp. 0.16% 1,942 $307K New
AEP American Electric Power 0.15% 2,800 $291K No change
PSX Phillips 66 0.15% 2,359 $281K New
MOG.A Moog Inc. Class A 0.15% 1,550 $281K New
GOOGL Alphabet Inc. Class A 0.12% 1,350 $238K No change
ORCL Oracle Corp. 0.12% 1,060 $232K New
ABBV Abbvie Inc. 0.12% 1,244 $231K No change
OEF iShares S&P 100 ETF 0.11% 700 $213K Reduce -24.3%

Portfolio Sells Q1 2025 → Q2 2025

UNH Unitedhealth Group Inc. Reduce -10.1% 2.54% −2.36
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.9% 5.64% −0.82
ADP Automatic Data Processing Sold out 0.00% −0.13
DVN Devon Energy Corp. Sold out 0.00% −0.13
V Visa Inc. Class A Reduce -0.0% 5.63% −0.12
COST Costco Wholesale Corp. Reduce -3.1% 3.82% −0.08
ADBE Adobe Inc. Reduce -0.7% 1.35% −0.04
OEF iShares S&P 100 ETF Reduce -24.3% 0.11% −0.02
KMI Kinder Morgan Inc. Reduce -0.3% 0.28% −0.00
MCO Moody's Corp. Reduce -3.9% 0.32% +0.00
CEG Constellation Energy Reduce -1.7% 0.24% +0.08
MSFT Microsoft Corp. Reduce -1.0% 8.31% +1.76

Portfolio Buys Q1 2025 → Q2 2025

JPM JPMorgan Chase & Co. Add +0.3% 6.19% +0.78
AMZN Amazon.com Inc. Add +0.6% 6.23% +0.67
GOOG Alphabet Inc. Class C Add +0.2% 6.19% +0.56
DLR Digital Realty Trust Inc. Add +1.9% 2.97% +0.49
ASML ASML Holding NV-NY Reg SHS Add +1.4% 2.84% +0.44
BLK BlackRock Inc. Add +6.3% 1.68% +0.21
RTX RTX Corp. Add +0.1% 2.75% +0.17
NVDA Nvidia Corp. New 0.16% +0.16
PSX Phillips 66 New 0.15% +0.15
MOG.A Moog Inc. Class A New 0.15% +0.15
SYK Stryker Corp. Add +1.1% 3.72% +0.14
ORCL Oracle Corp. New 0.12% +0.12
PNC PNC Financial Services Group Add +2.2% 2.06% +0.09
LMT Lockheed Martin Corp. Add +0.5% 2.82% +0.02
ITW Illinois Tool Works Add +2.0% 2.82% −0.05
HD Home Depot Inc. Add +1.4% 3.99% −0.08
SO The Southern Co. Add +0.9% 4.12% −0.11
PG The Procter & Gamble Co. Add +0.8% 2.90% −0.29
JNJ Johnson & Johnson Add +0.1% 2.63% −0.32
LLY Eli Lilly & Co. Add +2.5% 9.02% −0.63
AAPL Apple Inc. Add +0.3% 6.35% −0.75

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 38$225.4MLLY, GOOG, AAPL, JPM, AMZN
Q1 2026 38$206.7MLLY, GOOG, AAPL, JPM, MSFT
Q4 2025 39$216.0MLLY, GOOG, AAPL, MSFT, JPM
Q3 2025 40$204.0MLLY, MSFT, GOOG, AAPL, JPM
Q2 2025 39$193.1MLLY, MSFT, AAPL, AMZN, GOOG
Q1 2025 37$186.5MLLY, AAPL, MSFT, BRK.B, V
Q4 2024 43$195.8MLLY, AAPL, MSFT, GOOG, AMZN
Q3 2024 41$191.8MLLY, AAPL, MSFT, GOOG, BRK.B
Q2 2024 40$179.9MLLY, MSFT, AAPL, GOOG, AMZN
Q1 2024 39$171.0MLLY, MSFT, GOOG, AAPL, AMZN