Ccg Wealth Management, LLC Sells in Q4 2025

Ccg Wealth Management, LLC

  • $225 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-5.81K
- 56.37%
$401.99 - $468.37 $2.34M - $2.72M
4.5K $1.84M
HMST
Home Street, Inc.

Financial Services
-113K
- 66.32%
N/A
57.6K $736K
GLD
Spdr Gold Trust

ETFs
-2.99K
- 43.65%
$354.79 - $403.15 $1.06M - $1.21M
3.86K $1.45M
VTI
Vanguard Total Stock Market Et

ETFs
-1.02K
- 15.37%
$321.8 - $337.95 $328K - $344K
5.61K $1.85M
PG
Procter & Gamble CO

Consumer Defensive
-728
- 5.11%
$145.5 - $153.18 $106K - $112K
13.5K $1.97M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-283
- 9.5%
$475.68 - $513.11 $135K - $145K
2.7K $1.37M
BX
Blackstone Inc.

Financial Services
-227
- 10.14%
$138.42 - $168.45 $31.4K - $38.2K
2.01K $278K
BAC
Bank Of America Corp

Financial Services
-1.92K
- 29.14%
$48.65 - $54.11 $93.6K - $104K
4.68K $240K
CVX
Chevron Corp

Energy
-514
- 7.38%
$148.9 - $157.72 $76.5K - $81.1K
6.45K $998K
JPM
Jpmorgan Chase & CO

Financial Services
-131
- 5.15%
$294.11 - $320.41 $38.5K - $42K
2.42K $725K
CSGP
Costar Group, Inc.

Real Estate
-12
- 0.29%
$67.23 - $84.8 $807 - $1.02K
4.17K $283K
TDY
Teledyne Technologies Inc

Technology
-1
- 0.19%
$501.23 - $593.62 $501 - $594
533 $267K
SPYG
Spdr Portfolio

ETFs
-943
- 0.43%
$102.4 - $109.39 $96.6K - $103K
218K $22.9M
VO
Vanguard Mid Cap ETF

ETFs
-23
- 2.31%
$286.27 - $296.23 $6.58K - $6.81K
974 $279K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-43
- 0.66%
$80.59 - $84.32 $3.47K - $3.63K
6.49K $531K
IWM
Ishares Russell 2000 ETF

ETFs
-26
- 1.92%
$236.79 - $250.33 $6.16K - $6.51K
1.33K $316K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-294
- 1.03%
$26.44 - $27.53 $7.77K - $8.09K
28.4K $772K
IWN
Ishares Russell2000 Val ETF

ETFs
-37
- 2.69%
$172.34 - $181.51 $6.38K - $6.72K
1.34K $233K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-283
- 2.23%
$31.41 - $33.69 $8.89K - $9.53K
12.4K $400K
QCOM
Qualcomm Inc

Technology
-12
- 0.31%
$153.59 - $187.68 $1.84K - $2.25K
3.85K $641K
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.11%
$656.2 - $690.71 $1.31K - $1.38K
1.89K $1.27M
APH
Amphenol Corp

Technology
-23
- 1.36%
$121.7 - $143.85 $2.8K - $3.31K
1.67K $223K
LLY
Eli Lilly & CO

Healthcare
-57
- 10.18%
$799.57 - $1025.28 $45.6K - $58.4K
503 $513K
ATI
Allegheny Technologies Inc

Industrials
-5
- 0.06%
$80.04 - $103.0 $400 - $515
7.78K $773K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-6.99K
- 1.23%
$23.02 - $24.23 $161K - $169K
561K $13.4M
Activity Summary
Buys All Purchases 58 New Holdings 16 Increased Positions 42 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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