Ccg Wealth Management, LLC Portfolio Holdings
Ccg Wealth Management, LLC
- $179 Million
- Q3 2024
Ccg Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $179 Million distributed in 72 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 $45.2M, Spdr Portfolio with a value of $21.1M, Ishares Russell Mid Cap ETF with a value of $13.9M, Schwab Strategic Tr Intl Eqty with a value of $12.8M, and Ishares Core S&P Sm Cap ETF with a value of $7.83M.
Examining the 13F form we can see an decrease of $1.5M in the current position value, from $180M to 179M.
Below you can find more details about Ccg Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$179 Million
ETFs: $134 Million
Technology: $11.2 Million
Consumer Defensive: $8.42 Million
Financial Services: $7.12 Million
Communication Services: $6.78 Million
Utilities: $4.01 Million
Consumer Cyclical: $3.52 Million
Industrials: $1.22 Million
Other: $2.44 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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