Ccg Wealth Management, LLC has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $166 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $41.2M, Spdr Portfolio with a value of $18.8M, Ishares Russell Mid Cap ETF with a value of $12.8M, Schwab Strategic Tr Intl Eqty with a value of $12.2M, and Ishares Core S&P Sm Cap ETF with a value of $7.11M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $149M to 166M.

Below you can find more details about Ccg Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
ETFs: $125 Million
Financial Services: $8.8 Million
Technology: $8.47 Million
Consumer Defensive: $6.93 Million
Communication Services: $6.56 Million
Utilities: $3.43 Million
Consumer Cyclical: $3.27 Million
Energy: $1.41 Million
Other: $1.94 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 72
  • Current Value $166 Million
  • Prior Value $149 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 22 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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