Cgc Financial Services, LLC Purchases and Sells in Q2 2025

Cgc Financial Services, LLC

$296 Billion
Q2 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
J P MORGAN EXCHANGE TRADED F	15.6K + 1.48%	N/A	1.07M $67B
JMEE	19.4K + 5.55%	$49.07 - $59.23 $951K - $1.15M	369K $21.8B
AVUV	7.14K + 4.37%	$75.17 - $91.21 $536K - $651K	170K $15.5B
IJH	4.66K + 4.54%	$51.16 - $62.02 $239K - $289K	107K $6.65B
VUG	291 + 12.94%	$329.49 - $438.4 $95.9K - $128K	2.54K $1.11B
NFLX	168 + 1866.67%	$855.86 - $1339.13 $144K - $225K	177 $237M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIDELITY COVINGTON TRUST	1.15M New	N/A	1.15M $38.2B
J P MORGAN EXCHANGE TRADED F	443K New	N/A	443K $23.7B
IWY	31.8K New	$187.5 - $246.51 $5.96M - $7.83M	31.8K $7.83B
NUDV	218K New	$24.71 - $28.36 $5.37M - $6.17M	218K $6.17B
NUEM	19.8K New	$25.97 - $33.21 $514K - $658K	19.8K $658M
AXP	582 New	$231.39 - $318.98 $135K - $186K	582 $186M

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	-469K - 99.68%	$67.83 - $84.09 $31.8M - $39.4M	1.5K $125M
NULV	-151K - 97.6%	$36.02 - $41.92 $5.44M - $6.33M	3.71K $155M
AAPL	-157 - 1.08%	$172.42 - $223.89 $27.1K - $35.2K	14.3K $2.94B
NKE	-3.33K - 17.64%	$53.27 - $72.04 $177K - $240K	15.5K $1.1B
BIV	-1.18K - 7.77%	$75.05 - $77.34 $88.9K - $91.6K	14K $1.09B
PIMCO ETF TR	-3.22K - 8.87%	N/A	33.1K $878M

Activity Summary All Purchases 49 New Holdings 16 Increased Positions 33 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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