Ccg Wealth Management, LLC Purchases and Sells in Q1 2025

Ccg Wealth Management, LLC

$165 Million
Q1 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWR	53.1K + 34.27%	$82.81 - $92.93 $4.4M - $4.93M	208K $17.7M
GLD	2.84K + 281.94%	$243.19 - $288.14 $691K - $819K	3.85K $1.11M
JMST	14.1K + 38.79%	$50.72 - $50.92 $713K - $716K	50.3K $2.56M
VTI	1.87K + 17.14%	$271.18 - $303.12 $508K - $567K	12.8K $3.52M
IJR	9.03K + 13.64%	$102.49 - $119.96 $926K - $1.08M	75.2K $7.87M
BRK-B	1 + 0.04%	$442.66 - $534.52 $443 - $535	2.84K $1.51M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	1.52K New	$142.06 - $167.7 $216K - $255K	1.52K $251K
HCI	1.65K New	$110.25 - $150.47 $182K - $248K	1.65K $246K
VO	950 New	$251.87 - $277.95 $239K - $264K	950 $245K
XOM	2.02K New	$105.44 - $118.93 $213K - $240K	2.02K $240K
V	686 New	$306.92 - $362.71 $211K - $249K	686 $240K
IWN	1.37K New	$149.27 - $169.4 $204K - $232K	1.37K $206K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-59.8K - 9.11%	$64.88 - $72.1 $3.88M - $4.31M	597K $39.3M
SPYG	-29.2K - 11.74%	$80.05 - $92.39 $2.34M - $2.7M	220K $17.7M
PG	-20.4K - 56.84%	$158.56 - $176.26 $3.23M - $3.59M	15.5K $2.64M
SRE	-35 - 0.07%	$67.85 - $87.67 $2.37K - $3.07K	47.9K $3.42M
GOOG	-8 - 0.04%	$156.06 - $207.71 $1.25K - $1.66K	21K $3.28M
AAPL	-960 - 7.01%	$209.68 - $247.1 $201K - $237K	12.7K $2.83M

Activity Summary All Purchases 37 New Holdings 8 Increased Positions 29 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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