Ccg Wealth Management, LLC Portfolio Holdings
Ccg Wealth Management, LLC
- $180 Million
- Q2 2024
Ccg Wealth Management, LLC has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $180 Million distributed in 70 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 $42.1M, Spdr Portfolio with a value of $20.5M, Procter & Gamble CO with a value of $13.9M, Ishares Russell Mid Cap ETF with a value of $12M, and Schwab Strategic Tr Intl Eqty with a value of $11.9M.
Examining the 13F form we can see an increase of $14.4M in the current position value, from $166M to 180M.
Below you can find more details about Ccg Wealth Management, LLC portfolio as well as his latest detailed transactions.