Ccg Wealth Management, LLC Portfolio Holdings
Ccg Wealth Management, LLC
- $187 Million
- Q2 2025
Ccg Wealth Management, LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $187 Million distributed in 80 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $44.4M, Spdr Portfolio with a value of $20.9M, Ishares Russell Mid Cap ETF with a value of $20.3M, Schwab Strategic Tr Intl Eqty with a value of $12.4M, and Ishares Core S&P Sm Cap ETF with a value of $8.82M.
Examining the 13F form we can see an increase of $22.1M in the current position value, from $165M to 187M.
Below you can find more details about Ccg Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$187 Million
ETFs: $140 Million
Technology: $13.3 Million
Financial Services: $7.77 Million
Communication Services: $6.88 Million
Consumer Cyclical: $4.62 Million
Consumer Defensive: $4.58 Million
Utilities: $3.63 Million
Industrials: $1.96 Million
Other: $3.11 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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