Ccg Wealth Management, LLC Purchases and Sells in Q3 2025

Ccg Wealth Management, LLC

$211 Million
Q3 2025

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	11.9K + 1.95%	$72.65 - $78.68 $866K - $937K	622K $48.7M
TSLA	4.75K + 85.63%	$293.94 - $444.72 $1.4M - $2.11M	10.3K $4.58M
SPYG	191 + 0.09%	$94.33 - $105.31 $18K - $20.1K	219K $22.9M
IWR	6.59K + 2.98%	$92.26 - $97.51 $608K - $643K	228K $22M
AAPL	2.89K + 22.79%	$202.38 - $256.87 $584K - $742K	15.6K $3.96M
HD	2.97K + 146.17%	$357.4 - $423.42 $1.06M - $1.26M	5.01K $2.03M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	12.7K New	$28.92 - $32.19 $367K - $409K	12.7K $405K
TQQQ	3.38K New	$80.89 - $104.72 $274K - $354K	3.38K $349K
IAU	4.07K New	$61.62 - $72.77 $251K - $296K	4.07K $296K
SCHV	8.92K New	$27.61 - $29.15 $246K - $260K	8.92K $259K
UNH	737 New	$237.77 - $353.61 $175K - $261K	737 $254K
APH	1.7K New	$97.39 - $125.4 $165K - $213K	1.7K $209K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-2.99K - 31.11%	$303.93 - $329.86 $910K - $988K	6.63K $2.18M
XOM	-869 - 25.87%	$105.83 - $117.22 $92K - $102K	2.49K $280K
IVV	-266 - 12.35%	$620.67 - $670.08 $165K - $178K	1.89K $1.26M
HMST	-299 - 0.17%	$12.63 - $14.0 $3.78K - $4.19K	171K $2.19M
PFE	-2.15K - 18.49%	$23.29 - $25.88 $50.1K - $55.7K	9.49K $241K
IWM	-229 - 14.44%	$214.92 - $244.84 $49.2K - $56.1K	1.36K $328K

Activity Summary All Purchases 53 New Holdings 8 Increased Positions 45 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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