0002057602-25-000001.txt : 20250224
0002057602-25-000001.hdr.sgml : 20250224
20250221191332
ACCESSION NUMBER: 0002057602-25-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20241231
FILED AS OF DATE: 20250224
DATE AS OF CHANGE: 20250221
EFFECTIVENESS DATE: 20250224
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Challenger Wealth Management
CENTRAL INDEX KEY: 0002057602
ORGANIZATION NAME:
IRS NUMBER: 460483626
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-25401
FILM NUMBER: 25653714
BUSINESS ADDRESS:
STREET 1: 6BLIBERTY B 140
CITY: ALISO VIEJO
STATE: CA
ZIP: 92656
BUSINESS PHONE: 9497540464
MAIL ADDRESS:
STREET 1: 6BLIBERTY B 140
CITY: ALISO VIEJO
STATE: CA
ZIP: 92656
13F-HR
1
primary_doc.xml
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0002057602
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12-31-2024
12-31-2024
Challenger Wealth Management
6BLIBERTY B 140
ALISO VIEJO
CA
92656
13F HOLDINGS REPORT
028-25401
000121498
801-130287
N
NANCY H CHALLENGER
PRESIDENT
9497540464
NANCY H CHALLENGER
ALISO VIEJO
CA
02-21-2025
0
109
116108525
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INFORMATION TABLE
2
ChallengerWealthMgmtInc_13f.xml
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ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
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ADOBE INC
COM
00724F101
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1742
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SOLE
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AFFIRM HLDGS INC
COM CL A
00827B106
243600
4000
SH
SOLE
0
0
0
4000
AIR PRODS & CHEMS INC
COM
009158106
232032
800
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SOLE
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0
0
800
ALPHABET INC
CAP STK CL A
02079K305
2136028
11284
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SOLE
0
0
0
11284
ALTRIA GROUP INC
COM
02209S103
440034
8415
SH
SOLE
0
0
0
8415
AMAZON COM INC
COM
023135106
3093399
14100
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SOLE
0
0
0
14100
AMERICAN INTL GROUP INC
COM NEW
026874784
269360
3700
SH
SOLE
0
0
0
3700
APPLE INC
COM
037833100
5633995
22498
SH
SOLE
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0
0
22498
ARCHER DANIELS MIDLAND CO
COM
039483102
308573
6108
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SOLE
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0
0
6108
ARES CAPITAL CORP
COM
04010L103
4750082
216998
SH
SOLE
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0
0
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ARISTA NETWORKS INC
COM SHS
040413205
221060
2000
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SOLE
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2000
ASML HOLDING N V
N Y REGISTRY SHS
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SOLE
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ASSURANT INC
COM
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SOLE
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AUTOMATIC DATA PROCESSING IN
COM
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AVISTA CORP
COM
05379B107
238095
6500
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SOLE
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0
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6500
BAKER HUGHES COMPANY
CL A
05722G100
205100
5000
SH
SOLE
0
0
0
5000
BANK AMERICA CORP
COM
060505104
318231
7241
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SOLE
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0
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
877097
1935
SH
SOLE
0
0
0
1935
BROADCOM INC
COM
11135F101
801861
3459
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SOLE
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BURLINGTON STORES INC
COM
122017106
256554
900
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SHS
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0
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CAPITAL ONE FINL CORP
COM
14040H105
374472
2100
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SOLE
0
0
0
2100
CARRIER GLOBAL CORPORATION
COM
14448C104
273040
4000
SH
SOLE
0
0
0
4000
CATERPILLAR INC
COM
149123101
362760
1000
SH
SOLE
0
0
0
1000
CENOVUS ENERGY INC
COM
15135U109
257550
17000
SH
SOLE
0
0
0
17000
CHARTER COMMUNICATIONS INC N
CL A
16119P108
205662
600
SH
SOLE
0
0
0
600
CHEVRON CORP NEW
COM
166764100
2834487
19570
SH
SOLE
0
0
0
19570
CHUBB LIMITED
COM
H1467J104
539407
1952
SH
SOLE
0
0
0
1952
CINTAS CORP
COM
172908105
884402
4841
SH
SOLE
0
0
0
4841
CLOUDFLARE INC
CL A COM
18915M107
247664
2300
SH
SOLE
0
0
0
2300
COCA COLA CO
COM
191216100
685176
11005
SH
SOLE
0
0
0
11005
CONSTELLATION ENERGY CORP
COM
21037T109
268452
1200
SH
SOLE
0
0
0
1200
COSTCO WHSL CORP NEW
COM
22160K105
2328805
2542
SH
SOLE
0
0
0
2542
D R HORTON INC
COM
23331A109
279640
2000
SH
SOLE
0
0
0
2000
DEERE & CO
COM
244199105
423700
1000
SH
SOLE
0
0
0
1000
DISNEY WALT CO
COM
254687106
262414
2357
SH
SOLE
0
0
0
2357
DOORDASH INC
CL A
25809K105
251625
1500
SH
SOLE
0
0
0
1500
DUKE ENERGY CORP NEW
COM NEW
26441C204
1162229
10787
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SOLE
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0
0
10787
ENTERPRISE PRODS PARTNERS L
COM
293792107
262483
8370
SH
SOLE
0
0
0
8370
EPAM SYS INC
COM
29414B104
350730
1500
SH
SOLE
0
0
0
1500
EXXON MOBIL CORP
COM
30231G102
2677700
24893
SH
SOLE
0
0
0
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FEDEX CORP
COM
31428X106
281330
1000
SH
SOLE
0
0
0
1000
FIFTH THIRD BANCORP
COM
316773100
323041
7641
SH
SOLE
0
0
0
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FISERV INC
COM
337738108
205420
1000
SH
SOLE
0
0
0
1000
FLEX LTD
ORD
Y2573F102
287925
7500
SH
SOLE
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0
0
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FLOOR & DECOR HLDGS INC
CL A
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249250
2500
SH
SOLE
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0
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2500
GALLAGHER ARTHUR J & CO
COM
363576109
355469
1252
SH
SOLE
0
0
0
1252
HARTFORD FINL SVCS GROUP INC
COM
416515104
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SH
SOLE
0
0
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HCA HEALTHCARE INC
COM
40412C101
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2389
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SOLE
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0
0
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HOME DEPOT INC
COM
437076102
1488757
3827
SH
SOLE
0
0
0
3827
HONEYWELL INTL INC
COM
438516106
259979
1151
SH
SOLE
0
0
0
1151
HUBBELL INC
COM
443510607
293223
700
SH
SOLE
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0
0
700
ING GROEP N.V.
SPONSORED ADR
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INTERNATIONAL BUSINESS MACHS
COM
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398128
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INTERNATIONAL PAPER CO
COM
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ISHARES TR
SELECT DIVID ETF
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ISHARES TR
CORE S&P500 ETF
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JPMORGAN CHASE & CO.
COM
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943168
3935
SH
SOLE
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3935
KIMBERLY-CLARK CORP
COM
494368103
315843
2410
SH
SOLE
0
0
0
2410
LINDE PLC
SHS
G54950103
320154
765
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SOLE
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0
0
765
LOCKHEED MARTIN CORP
COM
539830109
1646444
3388
SH
SOLE
0
0
0
3388
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
300325
4044
SH
SOLE
0
0
0
4044
MARATHON PETE CORP
COM
56585A102
745937
5347
SH
SOLE
0
0
0
5347
MASTERCARD INCORPORATED
CL A
57636Q104
1439477
2734
SH
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0
0
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MCDONALDS CORP
COM
580135101
400372
1381
SH
SOLE
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MERCK & CO INC
COM
58933Y105
270664
2721
SH
SOLE
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0
0
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META PLATFORMS INC
CL A
30303M102
501475
856
SH
SOLE
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0
856
METLIFE INC
COM
59156R108
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7627
SH
SOLE
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0
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MICROSOFT CORP
COM
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4667343
11073
SH
SOLE
0
0
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NORTHROP GRUMMAN CORP
COM
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1317
SH
SOLE
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NVIDIA CORPORATION
COM
67066G104
2142245
15952
SH
SOLE
0
0
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15952
NXP SEMICONDUCTORS N V
COM
N6596X109
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SH
SOLE
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OLD DOMINION FREIGHT LINE IN
COM
679580100
233114
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SOLE
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0
0
1322
ONEOK INC NEW
COM
682680103
838253
8349
SH
SOLE
0
0
0
8349
PARKER-HANNIFIN CORP
COM
701094104
455370
716
SH
SOLE
0
0
0
716
PAYCHEX INC
COM
704326107
436726
3115
SH
SOLE
0
0
0
3115
PEPSICO INC
COM
713448108
499500
3285
SH
SOLE
0
0
0
3285
PFIZER INC
COM
717081103
210250
7925
SH
SOLE
0
0
0
7925
PROCTER AND GAMBLE CO
COM
742718109
2377997
14184
SH
SOLE
0
0
0
14184
PULTE GROUP INC
COM
745867101
711469
6533
SH
SOLE
0
0
0
6533
QUANTA SVCS INC
COM
74762E102
610387
1931
SH
SOLE
0
0
0
1931
ROPER TECHNOLOGIES INC
COM
776696106
387525
745
SH
SOLE
0
0
0
745
RTX CORPORATION
COM
75513E101
292817
2530
SH
SOLE
0
0
0
2530
SAIA INC
COM
78709Y105
227865
500
SH
SOLE
0
0
0
500
SALESFORCE INC
COM
79466L302
283512
848
SH
SOLE
0
0
0
848
SERVICENOW INC
COM
81762P102
212024
200
SH
SOLE
0
0
0
200
SHOPIFY INC
CL A
82509L107
212660
2000
SH
SOLE
0
0
0
2000
SONY GROUP CORP
SPONSORED ADR
835699307
285660
13500
SH
SOLE
0
0
0
13500
SPROTT PHYSICAL GOLD TR
UNIT
85207H104
333780
16573
SH
SOLE
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0
0
16573
T-MOBILE US INC
COM
872590104
1429324
6475
SH
SOLE
0
0
0
6475
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
697732
3533
SH
SOLE
0
0
0
3533
TESLA INC
COM
88160R101
5936448
14700
SH
SOLE
0
0
0
14700
TFI INTL INC
COM
87241L109
202635
1500
SH
SOLE
0
0
0
1500
THERMO FISHER SCIENTIFIC INC
COM
883556102
430455
827
SH
SOLE
0
0
0
827
TJX COS INC NEW
COM
872540109
1235224
10225
SH
SOLE
0
0
0
10225
TOLL BROTHERS INC
COM
889478103
326665
2594
SH
SOLE
0
0
0
2594
TRANE TECHNOLOGIES PLC
SHS
G8994E103
1183767
3205
SH
SOLE
0
0
0
3205
UBER TECHNOLOGIES INC
COM
90353T100
241280
4000
SH
SOLE
0
0
0
4000
UNITEDHEALTH GROUP INC
COM
91324P102
883210
1746
SH
SOLE
0
0
0
1746
UNUM GROUP
COM
91529Y106
257641
3528
SH
SOLE
0
0
0
3528
VERIZON COMMUNICATIONS INC
COM
92343V104
394835
9873
SH
SOLE
0
0
0
9873
VISA INC
COM CL A
92826C839
1895649
5998
SH
SOLE
0
0
0
5998
WALMART INC
COM
931142103
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SH
SOLE
0
0
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8897
WILLIAMS COS INC
COM
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SH
SOLE
0
0
0
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XCEL ENERGY INC
COM
98389B100
270080
4000
SH
SOLE
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4000