Cgc Financial Services, LLC Purchases in Q4 2024

Cgc Financial Services, LLC

  • $251 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
16.2K
+ 3104.6%
$176.42 - $186.91 $2.86M - $3.03M
16.7K $2.98B
Pimco ETF Tr
39.9K
New
N/A
39.9K $1.04B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
14.8K
+ 18.81%
$61.68 - $67.87 $915K - $1.01M
93.7K $5.84B
JMEE
J P Morgan Exchange Traded Fd

ETFs
14.2K
+ 4.35%
$60.1 - $66.4 $855K - $945K
341K $20.6B
AVUV
American Centy ETF Tr Avantis

ETFs
4.87K
+ 3.12%
$94.37 - $106.41 $459K - $518K
161K $15.5B
AAPL
Apple Inc.

Technology
1.16K
+ 7.97%
$221.69 - $259.02 $256K - $300K
15.7K $3.92B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.89K
+ 2887.0%
$124.61 - $133.96 $360K - $387K
2.99K $385M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
6.24K
New
$55.86 - $60.21 $348K - $375K
6.24K $357M
Blackrock Inc
75
New
N/A
75 $76.9M
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 16.57%
$873.59 - $994.69 $48K - $54.7K
387 $355M
LMT
Lockheed Martin Corp

Industrials
93
+ 134.78%
$479.66 - $614.62 $44.6K - $57.2K
162 $78.6M
DUK
Duke Energy Corp

Utilities
242
+ 366.67%
$105.76 - $120.76 $25.6K - $29.2K
308 $33.2M
PRU
Prudential Financial Inc

Financial Services
124
+ 82.12%
$114.59 - $129.52 $14.2K - $16.1K
275 $32.6M
ED
Consolidated Edison Inc

Utilities
213
+ 63.96%
$88.87 - $107.38 $18.9K - $22.9K
546 $48.7M
Te Connectivity PLC
98
New
N/A
98 $14M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
227
+ 1.68%
$50.0 - $50.27 $11.4K - $11.4K
13.7K $689M
UL
Unilever PLC

Consumer Defensive
179
New
$56.7 - $64.64 $10.1K - $11.6K
179 $10.1M
LDOS
Leidos Holdings, Inc.

Technology
65
New
$143.17 - $201.39 $9.31K - $13.1K
65 $9.36M
PG
Procter & Gamble CO

Consumer Defensive
72
+ 12.88%
$161.05 - $179.7 $11.6K - $12.9K
631 $106M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
118
+ 1.39%
$100.22 - $100.73 $11.8K - $11.9K
8.59K $862M
ICSH
Blackrock Ultra Short Term Bon

ETFs
246
+ 1.93%
$50.35 - $50.69 $12.4K - $12.5K
13K $655M
SHEL
Shell PLC

Energy
138
+ 74.19%
$60.63 - $70.23 $8.37K - $9.69K
324 $20.3M
Lam Research Corp
102
New
N/A
102 $7.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 3.97%
$521.84 - $558.82 $3.13K - $3.35K
157 $84.6M
BAC
Bank Of America Corp

Financial Services
88
New
$39.22 - $47.77 $3.45K - $4.2K
88 $3.87M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.55%
$280.04 - $302.45 $560 - $605
364 $106M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2K
+ 200.0%
$22.4 - $68.28 $44.8K - $137K
3K $69.5M
SCHG
Schwab Strategic Tr Us Large C

ETFs
600
+ 300.0%
$25.93 - $105.3 $15.6K - $63.2K
800 $22.3M
South Bow Corp
57
New
N/A
57 $1.34M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
56
+ 13.76%
$20.92 - $23.57 $1.17K - $1.32K
463 $9.9M
PCG
Pg&E Corp

Utilities
8
+ 10.0%
$19.2 - $21.63 $154 - $173
88 $1.78M
Fuelcell Energy Inc
6
New
N/A
6 $54K
BND
Vanguard Bd Index Fd Inc Total

ETFs
12
+ 1.26%
$71.75 - $75.11 $861 - $901
968 $69.6M
UNP
Union Pacific Corp

Industrials
6
+ 2.94%
$223.15 - $249.32 $1.34K - $1.5K
210 $48M
STLD
Steel Dynamics Inc

Basic Materials
1
+ 0.43%
N/A
232 $26.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12
+ 1.72%
$58.88 - $64.8 $707 - $778
710 $41.8M
CVX
Chevron Corp

Energy
1
+ 0.05%
$141.15 - $162.53 $141 - $163
1.92K $278M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.48M
+ 208.96%
$26.93 - $84.95 $39.8M - $126M
2.18M $59.7B
IEFA
Ishares Tr

ETFs
22K
+ 5.12%
$70.06 - $77.43 $1.54M - $1.71M
453K $31.8B
Activity Summary
Buys All Purchases 40 New Holdings 10 Increased Positions 30 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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