Ccg Wealth Management, LLC Sells in Q2 2025

Ccg Wealth Management, LLC

  • $187 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-3.17K
- 24.76%
$243.75 - $303.93 $772K - $963K
9.63K $2.93M
PG
Procter & Gamble CO

Consumer Defensive
-1.52K
- 9.81%
$157.66 - $172.39 $239K - $262K
14K $2.22M
AAPL
Apple Inc.

Technology
-61
- 0.48%
$172.42 - $223.89 $10.5K - $13.7K
12.7K $2.6M
CVX
Chevron Corp

Energy
-32
- 0.51%
$133.73 - $168.51 $4.28K - $5.39K
6.3K $902K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.11%
$483.48 - $539.8 $1.45K - $1.62K
2.84K $1.38M
ABBV
Abb Vie Inc.

Healthcare
-46
- 2.48%
$170.16 - $206.27 $7.83K - $9.49K
1.81K $335K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-165
- 11.48%
$468.22 - $566.51 $77.3K - $93.5K
1.27K $720K
LLY
Eli Lilly & CO

Healthcare
-9
- 1.62%
$713.71 - $898.95 $6.42K - $8.09K
545 $424K
VGT
Vanguard Information Technolog

ETFs
-158
- 21.79%
$470.37 - $663.28 $74.3K - $105K
567 $376K
HCI
Hci Group, Inc.

Financial Services
-118
- 7.16%
$137.07 - $171.28 $16.2K - $20.2K
1.53K $233K
APO
Apollo Global Management, Inc.

Financial Services
-1
- 0.03%
$108.68 - $145.07 $109 - $145
2.91K $412K
IVV
Ishares Core S&P 500 ETF

ETFs
-7
- 0.32%
$498.8 - $620.9 $3.49K - $4.35K
2.15K $1.34M
PLTR
Palantir Technologies Inc.

Technology
-227
- 6.26%
$74.01 - $144.25 $16.8K - $32.7K
3.4K $463K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-396
- 7.01%
$320.42 - $424.58 $127K - $168K
5.25K $2.23M
HMST
Home Street, Inc.

Financial Services
-897
- 0.52%
$10.56 - $13.07 $9.47K - $11.7K
171K $2.24M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-434
- 0.44%
$19.6 - $24.44 $8.51K - $10.6K
98.8K $2.41M
CW
Curtiss Wright Corp

Industrials
-13
- 0.61%
$283.18 - $488.55 $3.68K - $6.35K
2.11K $1.03M
IVW
Ishares S&P 500 Growth ETF

ETFs
-69
- 0.3%
$82.96 - $110.1 $5.72K - $7.6K
22.6K $2.49M
GOOG
Alphabet Inc.

Communication Services
-50
- 0.24%
$146.58 - $180.01 $7.33K - $9K
20.9K $3.71M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-7.55K
- 1.32%
$17.76 - $22.1 $134K - $167K
562K $12.4M
SPYG
Spdr Portfolio

ETFs
-541
- 0.25%
$71.83 - $95.32 $38.9K - $51.6K
219K $20.9M
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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