Ccg Wealth Management, LLC Incresed Positions in Q1 2025

Ccg Wealth Management, LLC

  • $165 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWR
Ishares Russell Mid Cap ETF

ETFs
53.1K
+ 34.27%
$82.81 - $92.93 $4.4M - $4.93M
208K $17.7M
GLD
Spdr Gold Trust

ETFs
2.84K
+ 281.94%
$243.19 - $288.14 $691K - $819K
3.85K $1.11M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
14.1K
+ 38.79%
$50.72 - $50.92 $713K - $716K
50.3K $2.56M
VTI
Vanguard Total Stock Market Et

ETFs
1.87K
+ 17.14%
$271.18 - $303.12 $508K - $567K
12.8K $3.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.03K
+ 13.64%
$102.49 - $119.96 $926K - $1.08M
75.2K $7.87M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.04%
$442.66 - $534.52 $443 - $535
2.84K $1.51M
AVLV
American Centy ETF Tr Avantis
2.98K
+ 47.34%
$63.51 - $70.42 $189K - $210K
9.26K $603K
CVX
Chevron Corp

Energy
145
+ 2.34%
$146.71 - $167.97 $21.3K - $24.4K
6.33K $1.06M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1.39K
+ 27.52%
$75.47 - $84.24 $105K - $117K
6.45K $496K
JPM
Jpmorgan Chase & CO

Financial Services
312
+ 20.43%
$225.19 - $279.95 $70.3K - $87.3K
1.84K $451K
KO
Coca Cola CO

Consumer Defensive
460
+ 11.89%
$60.81 - $72.32 $28K - $33.3K
4.33K $309K
QQQ
Invesco Qqq Trust, Series 1

ETFs
906
+ 10.68%
$468.34 - $539.52 $424K - $489K
9.39K $4.4M
LLY
Eli Lilly & CO

Healthcare
40
+ 7.78%
$725.72 - $929.72 $29K - $37.2K
554 $457K
GS
Goldman Sachs Group Inc

Financial Services
105
+ 27.42%
$524.81 - $672.19 $55.1K - $70.6K
488 $266K
NFLX
Netflix Inc

Communication Services
22
+ 7.94%
$828.4 - $1058.6 $18.2K - $23.3K
299 $278K
TDY
Teledyne Technologies Inc

Technology
2
+ 0.38%
$455.51 - $518.84 $911 - $1.04K
532 $264K
MA
Mastercard Inc

Financial Services
18
+ 4.51%
$504.67 - $576.31 $9.08K - $10.4K
417 $228K
IWM
Ishares Russell 2000 ETF

ETFs
215
+ 15.89%
$198.1 - $229.79 $42.6K - $49.4K
1.57K $312K
META
Meta Platforms, Inc.

Communication Services
66
+ 2.87%
$576.36 - $736.67 $38K - $48.6K
2.37K $1.36M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 3.13%
$4295.4 - $5141.88 $12.9K - $15.4K
99 $456K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.28%
$554.06 - $615.85 $3.32K - $3.7K
2.16K $1.21M
APO
Apollo Global Management, Inc.

Financial Services
22
+ 0.76%
$126.01 - $172.06 $2.77K - $3.79K
2.91K $398K
AVGO
Broadcom Inc.

Technology
306
+ 13.93%
$167.43 - $244.7 $51.2K - $74.9K
2.5K $418K
AMZN
Amazon Com Inc

Consumer Cyclical
377
+ 5.95%
$190.26 - $242.06 $71.7K - $91.3K
6.72K $1.28M
GOOGL
Alphabet Inc.

Communication Services
155
+ 3.86%
$154.33 - $206.19 $23.9K - $32K
4.18K $645K
NVDA
Nvidia Corp

Technology
270
+ 2.73%
$106.98 - $149.43 $28.9K - $40.3K
10.2K $1.1M
MSFT
Microsoft Corp

Technology
181
+ 1.48%
$375.39 - $447.2 $67.9K - $80.9K
12.4K $4.67M
TSLA
Tesla, Inc.

Consumer Cyclical
140
+ 2.63%
$222.15 - $428.22 $31.1K - $60K
5.47K $1.42M
Activity Summary
Buys All Purchases 37 New Holdings 8 Increased Positions 29 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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