Ccg Wealth Management, LLC Sells in Q3 2024

Ccg Wealth Management, LLC

  • $179 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-48.1K
- 56.98%
$160.76 - $177.82 $7.74M - $8.56M
36.3K $6.29M
STGW
Stagwell Inc

Communication Services
-381K
- 86.42%
$6.02 - $7.37 $2.29M - $2.81M
59.9K $420K
AX
Axos Financial, Inc.

Financial Services
-39K
- 71.96%
$56.59 - $77.61 $2.21M - $3.03M
15.2K $955K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.06K
- 19.6%
$434.77 - $502.96 $896K - $1.04M
8.46K $4.13M
GOOG
Alphabet Inc.

Communication Services
-39
- 0.16%
$149.54 - $192.66 $5.83K - $7.51K
24.9K $4.16M
VHT
Vanguard Health Care ETF

ETFs
-734
- 16.19%
$261.88 - $288.1 $192K - $211K
3.8K $1.07M
GOOGL
Alphabet Inc.

Communication Services
-344
- 7.92%
$148.65 - $191.18 $51.1K - $65.8K
4K $662K
QCOM
Qualcomm Inc

Technology
-48
- 1.26%
$156.12 - $209.64 $7.49K - $10.1K
3.77K $640K
CVX
Chevron Corp

Energy
-35
- 0.56%
$137.88 - $161.97 $4.83K - $5.67K
6.17K $909K
AMZN
Amazon Com Inc

Consumer Cyclical
-89
- 1.44%
$161.02 - $200.0 $14.3K - $17.8K
6.11K $1.14M
GLD
Spdr Gold Trust

ETFs
-524
- 13.1%
$215.56 - $246.98 $113K - $129K
3.48K $845K
VTI
Vanguard Total Stock Market Et

ETFs
-735
- 5.87%
$255.18 - $283.2 $188K - $208K
11.8K $3.34M
IWP
Ishares Russell Mid Cap Growth

ETFs
-211
- 10.19%
$103.87 - $117.59 $21.9K - $24.8K
1.86K $218K
HD
Home Depot, Inc.

Consumer Cyclical
-348
- 15.82%
$333.64 - $405.2 $116K - $141K
1.85K $750K
PFE
Pfizer Inc

Healthcare
-378
- 4.68%
$27.7 - $31.39 $10.5K - $11.9K
7.7K $222K
NRZ
New Residential Investment Corp.

Real Estate
-246
- 1.68%
N/A
14.4K $104K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-30
- 5.0%
$475.2 - $527.7 $14.3K - $15.8K
570 $300K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-440
- 7.64%
$71.9 - $79.86 $31.6K - $35.1K
5.32K $422K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
-128
- 0.77%
$1.32 - $1.84 $169 - $236
16.4K $26K
IWN
Ishares Russell2000 Val ETF

ETFs
-71
- 4.58%
$150.05 - $171.34 $10.7K - $12.2K
1.48K $246K
APO
Apollo Global Management, Inc.

Financial Services
-37
- 1.27%
$99.16 - $125.81 $3.67K - $4.65K
2.88K $359K
VBK
Vanguard Small Cap Growth ETF

ETFs
-7
- 0.35%
$240.48 - $267.94 $1.68K - $1.88K
1.98K $529K
IVV
Ishares Core S&P 500 ETF

ETFs
-38
- 1.74%
$520.18 - $576.82 $19.8K - $21.9K
2.14K $1.24M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-55
- 0.69%
$175.46 - $203.3 $9.65K - $11.2K
7.96K $1.61M
SRE
Sempra Energy

Utilities
-4.03K
- 7.75%
$74.97 - $84.04 $302K - $338K
47.9K $4.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
-164
- 0.72%
$84.77 - $97.13 $13.9K - $15.9K
22.8K $2.18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-619
- 1.8%
$61.11 - $67.85 $37.8K - $42K
33.7K $2.29M
IWM
Ishares Russell 2000 ETF

ETFs
-13
- 0.26%
$200.87 - $224.6 $2.61K - $2.92K
5K $1.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 0.36%
$517.38 - $573.86 $7.24K - $8.03K
3.86K $2.22M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-84
- 0.52%
$83.76 - $91.82 $7.04K - $7.71K
16.1K $1.47M
CW
Curtiss Wright Corp

Industrials
-2
- 0.09%
$265.18 - $332.22 $530 - $664
2.13K $698K
WMT
Walmart Inc.

Consumer Defensive
-76
- 0.58%
$66.91 - $81.4 $5.09K - $6.19K
13.1K $1.06M
AAPL
Apple Inc.

Technology
-50
- 0.36%
$207.23 - $234.82 $10.4K - $11.7K
13.7K $3.2M
SPYG
Spdr Portfolio

ETFs
-877
- 0.34%
$73.38 - $84.1 $64.4K - $73.8K
254K $21.1M
HMST
Home Street, Inc.

Financial Services
-141
- 0.06%
$11.0 - $16.0 $1.55K - $2.26K
230K $3.62M
Activity Summary
Buys All Purchases 27 New Holdings 6 Increased Positions 21 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Ccg Wealth Management, LLC Portfolio

Follow Ccg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ccg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ccg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email