Ccg Wealth Management, LLC Reduced Holdings in Q1 2025

Ccg Wealth Management, LLC

  • $165 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-59.8K
- 9.11%
$64.88 - $72.1 $3.88M - $4.31M
597K $39.3M
SPYG
Spdr Portfolio

ETFs
-29.2K
- 11.74%
$80.05 - $92.39 $2.34M - $2.7M
220K $17.7M
PG
Procter & Gamble CO

Consumer Defensive
-20.4K
- 56.84%
$158.56 - $176.26 $3.23M - $3.59M
15.5K $2.64M
SRE
Sempra Energy

Utilities
-35
- 0.07%
$67.85 - $87.67 $2.37K - $3.07K
47.9K $3.42M
GOOG
Alphabet Inc.

Communication Services
-8
- 0.04%
$156.06 - $207.71 $1.25K - $1.66K
21K $3.28M
AAPL
Apple Inc.

Technology
-960
- 7.01%
$209.68 - $247.1 $201K - $237K
12.7K $2.83M
HMST
Home Street, Inc.

Financial Services
-57.2K
- 24.93%
$8.61 - $11.74 $493K - $672K
172K $2.02M
IVW
Ishares S&P 500 Growth ETF

ETFs
-28
- 0.12%
$92.45 - $106.69 $2.59K - $2.99K
22.7K $2.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.9K
- 1.88%
$21.75 - $24.28 $41.4K - $46.2K
99.2K $2.19M
HD
Home Depot, Inc.

Consumer Cyclical
-193
- 9.41%
$347.25 - $424.87 $67K - $82K
1.86K $680K
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.1%
$551.42 - $612.93 $2.21K - $2.45K
3.87K $2.16M
CW
Curtiss Wright Corp

Industrials
-1
- 0.05%
$304.82 - $384.07 $305 - $384
2.13K $674K
STGW
Stagwell Inc

Communication Services
-6.59K
- 11.68%
$5.93 - $6.75 $39.1K - $44.5K
49.8K $301K
BX
Blackstone Inc.

Financial Services
-12
- 0.62%
$136.53 - $186.74 $1.64K - $2.24K
1.93K $269K
COST
Costco Wholesale Corp

Consumer Defensive
-93
- 10.47%
$890.62 - $1076.86 $82.8K - $100K
795 $751K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1
- 0.05%
$247.97 - $296.33 $248 - $296
1.98K $498K
WMT
Walmart Inc.

Consumer Defensive
-72
- 0.56%
$84.5 - $105.05 $6.08K - $7.56K
12.8K $1.13M
QCOM
Qualcomm Inc

Technology
-108
- 3.01%
$151.94 - $175.86 $16.4K - $19K
3.48K $534K
CSGP
Costar Group, Inc.

Real Estate
-362
- 7.95%
$69.29 - $80.37 $25.1K - $29.1K
4.19K $331K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-339
- 1.17%
$27.01 - $28.54 $9.16K - $9.68K
28.7K $801K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-37.7K
- 6.21%
$18.36 - $20.51 $693K - $774K
570K $11.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-94
- 0.58%
$87.68 - $94.52 $8.24K - $8.88K
16K $1.5M
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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