Cgc Financial Services, LLC Incresed Positions in Q1 2024

Cgc Financial Services, LLC

  • $191 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
65.9K
+ 10.73%
$75.25 - $80.63 $4.96M - $5.31M
680K $54.8B
IEFA
Ishares Tr

ETFs
15.5K
+ 3.88%
$68.14 - $74.43 $1.06M - $1.15M
415K $30.8B
J P Morgan Exchange Traded F
16.4K
+ 3.06%
N/A
551K $30.9B
AVUV
American Centy ETF Tr Avantis

ETFs
8.68K
+ 3.68%
$84.87 - $93.71 $736K - $813K
245K $22.9B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
15.3K
+ 11.29%
$35.41 - $38.86 $543K - $596K
151K $5.88B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.47K
+ 18.62%
$74.51 - $76.61 $184K - $189K
15.7K $1.19B
NUSC
Nuveen Esg Small Cap ETF

ETFs
218
+ 0.43%
$37.34 - $41.59 $8.14K - $9.07K
51.2K $2.13B
MSFT
Microsoft Corp

Technology
53
+ 2.19%
$367.75 - $429.37 $19.5K - $22.8K
2.47K $1.04B
VUG
Vanguard Growth ETF

ETFs
108
+ 5.47%
$301.05 - $346.61 $32.5K - $37.4K
2.08K $717M
GNR
Spdr S&P Global Natural Resour

ETFs
919
+ 17.27%
$51.98 - $57.93 $47.8K - $53.2K
6.24K $361M
XOM
Exxon Mobil Corp

Energy
105
+ 5.11%
$96.8 - $116.24 $10.2K - $12.2K
2.16K $251M
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 4.16%
$338.26 - $395.2 $10.1K - $11.9K
752 $288M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
682
+ 5.82%
$39.04 - $42.23 $26.6K - $28.8K
12.4K $518M
ABBV
Abb Vie Inc.

Healthcare
68
+ 7.96%
$159.82 - $182.1 $10.9K - $12.4K
922 $168M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 3.01%
$644.69 - $785.59 $7.09K - $8.64K
376 $275M
META
Meta Platforms, Inc.

Communication Services
36
+ 29.51%
$344.47 - $512.19 $12.4K - $18.4K
158 $76.7M
IJS
Ishares S&P Smallcap 600 Value

ETFs
334
+ 7.03%
$95.88 - $102.78 $32K - $34.3K
5.09K $523M
MU
Micron Technology Inc

Technology
200
+ 4000.0%
$79.5 - $119.25 $15.9K - $23.9K
205 $24.2M
CSX
Csx Corp

Industrials
26
+ 0.32%
$34.39 - $38.38 $894 - $998
8.27K $307M
V
Visa Inc.

Financial Services
65
+ 92.86%
$257.98 - $290.37 $16.8K - $18.9K
135 $37.7M
WMT
Walmart Inc.

Consumer Defensive
1.33K
+ 200.0%
$58.61 - $175.86 $78.1K - $234K
2K $120M
ENPH
Enphase Energy, Inc.

Technology
117
+ 1170.0%
$97.8 - $136.39 $11.4K - $16K
127 $15.4M
ADP
Automatic Data Processing Inc

Industrials
34
+ 12.19%
$232.51 - $255.87 $7.91K - $8.7K
313 $78.2M
GOOG
Alphabet Inc.

Communication Services
80
+ 166.67%
$132.56 - $154.84 $10.6K - $12.4K
128 $19.5M
PFE
Pfizer Inc

Healthcare
492
+ 24.81%
$25.89 - $29.73 $12.7K - $14.6K
2.48K $68.7M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.28%
$232.77 - $260.14 $233 - $260
361 $93.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
156
+ 51.66%
$50.23 - $50.49 $7.84K - $7.88K
458 $23.1M
STLD
Steel Dynamics Inc

Basic Materials
2
+ 0.88%
N/A
230 $34.1M
ITW
Illinois Tool Works Inc

Industrials
24
+ 66.67%
$250.22 - $270.33 $6.01K - $6.49K
60 $16.1M
AMT
American Tower Corp

Real Estate
32
+ 640.0%
$186.68 - $218.81 $5.97K - $7K
37 $7.31M
T
At&T Inc.

Communication Services
186
+ 11.54%
$16.23 - $18.04 $3.02K - $3.36K
1.8K $31.6M
EPC
Edgewell Personal Care CO

Consumer Defensive
100
+ 100.0%
$35.59 - $39.86 $3.56K - $3.99K
200 $7.73M
ENR
Energizer Holdings, Inc.

Industrials
100
+ 100.0%
$27.72 - $32.94 $2.77K - $3.29K
200 $5.89M
NVO
Novo Nordisk A S

Healthcare
5
+ 8.33%
$102.11 - $135.92 $511 - $680
65 $8.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.44%
$55.74 - $60.35 $167 - $181
690 $41.6M
EAOA
Ishares Esg Aware Aggressive A

Technology
32
+ 12.6%
$31.46 - $34.08 $1.01K - $1.09K
286 $9.75M
VTRS
Viatris Inc

Healthcare
61
+ 29.76%
$11.27 - $13.53 $687 - $825
266 $3.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 10.0%
$396.28 - $446.38 $396 - $446
11 $4.88M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10
+ 66.67%
$56.13 - $66.99 $561 - $670
25 $1.68M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
56
+ 400.0%
$56.98 - $284.98 $3.19K - $16K
70 $4.25M
LMT
Lockheed Martin Corp

Industrials
1
+ 1.49%
$418.19 - $463.18 $418 - $463
68 $30.9M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
1
+ 1.08%
$21.74 - $22.97 $21.7 - $23
94 $2.16M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
+ 0.54%
$71.76 - $73.66 $359 - $368
939 $68.2M
WBD
Warner Bros. Discovery, Inc.

Communication Services
67
+ 11.26%
$8.11 - $11.66 $543 - $781
662 $5.78M
NWN
Northwest Natural Holding CO

Utilities
1
+ 0.08%
$35.13 - $39.93 $35.1 - $39.9
1.26K $47M
ADBE
Adobe Inc.

Technology
17
+ 3.09%
$492.46 - $634.76 $8.37K - $10.8K
567 $286M
Activity Summary
Buys All Purchases 63 New Holdings 16 Increased Positions 47 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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