Ccg Wealth Management, LLC Purchases and Sells in Q2 2025

Ccg Wealth Management, LLC

$187 Million
Q2 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	13.2K + 2.2%	$58.41 - $72.69 $768K - $956K	610K $44.4M
IWR	12.9K + 6.22%	$74.88 - $91.97 $968K - $1.19M	221K $20.3M
MSFT	773 + 6.21%	$354.56 - $497.45 $274K - $385K	13.2K $6.57M
IJR	5.47K + 7.26%	$90.56 - $109.49 $495K - $598K	80.7K $8.82M
QQQ	5 + 0.05%	$416.06 - $551.64 $2.08K - $2.76K	9.39K $5.18M
NVDA	1.37K + 13.46%	$94.31 - $157.99 $129K - $216K	11.5K $1.82M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BAC	6.06K New	$34.39 - $47.46 $208K - $287K	6.06K $286K
CAT	667 New	$273.94 - $388.21 $183K - $259K	667 $258K
SYK	547 New	$337.37 - $395.63 $185K - $216K	547 $216K
IBM	732 New	$221.03 - $294.78 $162K - $216K	732 $215K
BTBT	56K New	$1.73 - $2.69 $96.9K - $151K	56K $122K
WHEELS UP EXPERIENCE INC	11.5K New	N/A	11.5K $0

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	-3.17K - 24.76%	$243.75 - $303.93 $772K - $963K	9.63K $2.93M
PG	-1.52K - 9.81%	$157.66 - $172.39 $239K - $262K	14K $2.22M
AAPL	-61 - 0.48%	$172.42 - $223.89 $10.5K - $13.7K	12.7K $2.6M
CVX	-32 - 0.51%	$133.73 - $168.51 $4.28K - $5.39K	6.3K $902K
BRK-B	-3 - 0.11%	$483.48 - $539.8 $1.45K - $1.62K	2.84K $1.38M
ABBV	-46 - 2.48%	$170.16 - $206.27 $7.83K - $9.49K	1.81K $335K

Activity Summary All Purchases 41 New Holdings 6 Increased Positions 35 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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