Ccg Wealth Management, LLC Incresed Positions in Q3 2025

Ccg Wealth Management, LLC

  • $211 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.9K
+ 1.95%
$72.65 - $78.68 $866K - $937K
622K $48.7M
TSLA
Tesla, Inc.

Consumer Cyclical
4.75K
+ 85.63%
$293.94 - $444.72 $1.4M - $2.11M
10.3K $4.58M
SPYG
Spdr Portfolio

ETFs
191
+ 0.09%
$94.33 - $105.31 $18K - $20.1K
219K $22.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.59K
+ 2.98%
$92.26 - $97.51 $608K - $643K
228K $22M
AAPL
Apple Inc.

Technology
2.89K
+ 22.79%
$202.38 - $256.87 $584K - $742K
15.6K $3.96M
HD
Home Depot, Inc.

Consumer Cyclical
2.97K
+ 146.17%
$357.4 - $423.42 $1.06M - $1.26M
5.01K $2.03M
GLD
Spdr Gold Trust

ETFs
3K
+ 77.92%
$300.96 - $355.47 $903K - $1.07M
6.85K $2.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.32K
+ 14.02%
$546.99 - $602.2 $720K - $793K
10.7K $6.43M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.55K
+ 3.16%
$108.46 - $120.63 $276K - $307K
83.3K $9.89M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.46K
+ 0.97%
$21.69 - $23.34 $118K - $127K
568K $13.2M
SRE
Sempra Energy

Utilities
21
+ 0.04%
$74.14 - $89.98 $1.56K - $1.89K
47.9K $4.31M
GOOGL
Alphabet Inc.

Communication Services
621
+ 14.62%
$174.36 - $254.72 $108K - $158K
4.87K $1.18M
NVDA
Nvidia Corp

Technology
545
+ 4.73%
$153.3 - $186.58 $83.5K - $102K
12.1K $2.25M
AVGO
Broadcom Inc.

Technology
511
+ 19.49%
$264.74 - $369.57 $135K - $189K
3.13K $1.03M
BTBT
Bit Digital, Inc

Financial Services
88K
+ 157.14%
$2.38 - $4.12 $209K - $363K
144K $426K
JPM
Jpmorgan Chase & CO

Financial Services
603
+ 31.03%
$282.78 - $316.06 $171K - $191K
2.55K $803K
CVX
Chevron Corp

Energy
660
+ 10.47%
$145.57 - $161.83 $96.1K - $107K
6.96K $1.08M
PLTR
Palantir Technologies Inc.

Technology
105
+ 3.09%
$130.68 - $186.97 $13.7K - $19.6K
3.51K $639K
AMZN
Amazon Com Inc

Consumer Cyclical
786
+ 11.47%
$211.65 - $238.24 $166K - $187K
7.64K $1.68M
WMT
Walmart Inc.

Consumer Defensive
787
+ 6.1%
$94.4 - $104.27 $74.3K - $82.1K
13.7K $1.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
142
+ 5.0%
$459.11 - $506.91 $65.2K - $72K
2.98K $1.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.17K
+ 4.25%
$50.81 - $51.07 $110K - $111K
53.3K $2.72M
V
Visa Inc.

Financial Services
347
+ 46.7%
$332.09 - $358.86 $115K - $125K
1.09K $372K
ABBV
Abb Vie Inc.

Healthcare
92
+ 5.08%
$184.85 - $231.54 $17K - $21.3K
1.9K $440K
META
Meta Platforms, Inc.

Communication Services
155
+ 6.44%
$695.21 - $791.73 $108K - $123K
2.56K $1.88M
VHT
Vanguard Health Care ETF

ETFs
257
+ 7.68%
$239.12 - $259.95 $61.5K - $66.8K
3.61K $935K
IWP
Ishares Russell Mid Cap Growth

ETFs
653
+ 35.13%
$137.51 - $145.26 $89.8K - $94.9K
2.51K $357K
AVLV
American Centy ETF Tr Avantis
725
+ 6.59%
$68.33 - $72.69 $49.5K - $52.7K
11.7K $847K
BX
Blackstone Inc.

Financial Services
284
+ 14.53%
$152.77 - $188.68 $43.4K - $53.6K
2.24K $382K
VBK
Vanguard Small Cap Growth ETF

ETFs
162
+ 8.18%
$276.51 - $305.12 $44.8K - $49.4K
2.14K $637K
GS
Goldman Sachs Group Inc

Financial Services
21
+ 4.25%
$696.56 - $806.32 $14.6K - $16.9K
515 $410K
BAC
Bank Of America Corp

Financial Services
545
+ 9.0%
$44.92 - $52.42 $24.5K - $28.6K
6.6K $340K
TDY
Teledyne Technologies Inc

Technology
2
+ 0.38%
$509.51 - $586.04 $1.02K - $1.17K
534 $312K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
83
+ 1.29%
$78.88 - $85.2 $6.55K - $7.07K
6.53K $544K
IWN
Ishares Russell2000 Val ETF

ETFs
6
+ 0.44%
$157.1 - $178.94 $943 - $1.07K
1.37K $242K
MA
Mastercard Inc

Financial Services
30
+ 7.06%
$550.18 - $598.96 $16.5K - $18K
455 $258K
CSGP
Costar Group, Inc.

Real Estate
12
+ 0.29%
$81.42 - $96.83 $977 - $1.16K
4.18K $352K
LLY
Eli Lilly & CO

Healthcare
15
+ 2.75%
$625.65 - $812.69 $9.38K - $12.2K
560 $427K
IBM
International Business Machines Corp

Technology
2
+ 0.27%
$234.77 - $292.47 $470 - $585
734 $207K
KO
Coca Cola CO

Consumer Defensive
29
+ 0.67%
$65.67 - $71.67 $1.9K - $2.08K
4.38K $290K
APO
Apollo Global Management, Inc.

Financial Services
19
+ 0.65%
$131.55 - $156.05 $2.5K - $2.96K
2.93K $390K
COST
Costco Wholesale Corp

Consumer Defensive
24
+ 3.01%
$915.95 - $994.57 $22K - $23.9K
821 $759K
NFLX
Netflix Inc

Communication Services
8
+ 2.65%
$1147.87 - $1297.18 $9.18K - $10.4K
310 $371K
PG
Procter & Gamble CO

Consumer Defensive
287
+ 2.06%
$150.47 - $161.22 $43.2K - $46.3K
14.2K $2.19M
Activity Summary
Buys All Purchases 53 New Holdings 8 Increased Positions 45 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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