Cgc Financial Services, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $296 Billion distributed in 331 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded F with a value of $67B, Schwab Strategic Tr Us Dividen with a value of $59.8B, Fidelity Covington Trust with a value of $38.2B, J P Morgan Exchange Traded F with a value of $23.7B, and J P Morgan Exchange Traded Fd with a value of $21.8B.
Examining the 13F form we can see an increase of $43.2B in the current position value, from $253B to 296B.
Cgc Financial Services, LLC is based out at Lake Oswego, OR
Below you can find more details about Cgc Financial Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$296 Billion
ETFs: $148 Billion
Technology: $6.17 Billion
Consumer Cyclical: $2.04 Billion
Healthcare: $1.86 Billion
Industrials: $1.8 Billion
Consumer Defensive: $1.7 Billion
Financial Services: $1.65 Billion
Energy: $912 Million
Other: $1.35 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
