Cgc Financial Services, LLC Incresed Positions in Q2 2025

Cgc Financial Services, LLC

  • $296 Billion
  • Q2 2025
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
J P Morgan Exchange Traded Fd

ETFs
19.4K
+ 5.55%
$49.07 - $59.23 $951K - $1.15M
369K $21.8B
AVUV
American Centy ETF Tr Avantis

ETFs
7.14K
+ 4.37%
$75.17 - $91.21 $536K - $651K
170K $15.5B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.66K
+ 4.54%
$51.16 - $62.02 $239K - $289K
107K $6.65B
VUG
Vanguard Growth ETF

ETFs
291
+ 12.94%
$329.49 - $438.4 $95.9K - $128K
2.54K $1.11B
NFLX
Netflix Inc

Communication Services
168
+ 1866.67%
$855.86 - $1339.13 $144K - $225K
177 $237M
NVDA
Nvidia Corp

Technology
1.04K
+ 495.24%
$94.31 - $157.99 $98.1K - $164K
1.25K $197M
NUSC
Nuveen Esg Small Cap ETF

ETFs
673
+ 1.28%
$33.38 - $40.81 $22.5K - $27.5K
53.1K $2.16B
VUSB
Vanguard Bd Index Fds
2.22K
+ 12.47%
N/A
20K $1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
94
+ 67.14%
$456.74 - $568.03 $42.9K - $53.4K
234 $133M
JNJ
Johnson & Johnson

Healthcare
496
+ 20.02%
$146.36 - $159.82 $72.6K - $79.3K
2.97K $454M
DE
Deere & CO

Industrials
43
+ 11.59%
$412.99 - $531.48 $17.8K - $22.9K
414 $211M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
315
+ 44.24%
$55.54 - $69.09 $17.5K - $21.8K
1.03K $71M
BAC
Bank Of America Corp

Financial Services
521
+ 585.39%
$34.39 - $47.46 $17.9K - $24.7K
610 $28.9M
CAT
Caterpillar Inc

Industrials
40
+ 31.75%
$273.94 - $388.21 $11K - $15.5K
166 $64.4M
WFC
Wells Fargo & Company

Financial Services
116
+ 41.43%
$60.98 - $80.12 $7.07K - $9.29K
396 $31.7M
DRI
Darden Restaurants Inc

Consumer Cyclical
22
+ 3.67%
$186.58 - $225.78 $4.1K - $4.97K
622 $136M
MO
Altria Group, Inc.

Consumer Defensive
112
+ 11.76%
$55.56 - $60.91 $6.22K - $6.82K
1.06K $62.4M
CCL
Carnival Corp

Consumer Cyclical
100
+ 44.25%
$16.43 - $28.12 $1.64K - $2.81K
326 $9.16M
PRU
Prudential Financial Inc

Financial Services
51
+ 18.55%
$95.12 - $112.71 $4.85K - $5.75K
326 $35M
ACN
Accenture PLC

Technology
14
+ 42.42%
$279.23 - $323.21 $3.91K - $4.52K
47 $14M
LMT
Lockheed Martin Corp

Industrials
1
+ 0.62%
$430.82 - $486.45 $431 - $486
163 $75.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10
+ 1.03%
$72.02 - $73.82 $720 - $738
984 $72.4M
ICSH
Blackrock Ultra Short Term Bon

ETFs
14
+ 0.13%
$50.48 - $50.71 $707 - $710
11.2K $569M
STLD
Steel Dynamics Inc

Basic Materials
1
+ 0.43%
N/A
234 $30M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11
+ 0.14%
$100.04 - $100.54 $1.1K - $1.11K
7.76K $780M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18
+ 9.0%
$483.48 - $539.8 $8.7K - $9.72K
218 $106M
CMCSA
Comcast Corp

Communication Services
1
+ 0.06%
$32.84 - $36.72 $32.8 - $36.7
1.76K $63M
NWN
Northwest Natural Holding CO

Utilities
1
+ 0.05%
$39.62 - $44.11 $39.6 - $44.1
2.09K $83.1M
XOM
Exxon Mobil Corp

Energy
32
+ 1.28%
$99.93 - $119.04 $3.2K - $3.81K
2.53K $273M
CVX
Chevron Corp

Energy
51
+ 2.71%
$133.73 - $168.51 $6.82K - $8.59K
1.93K $276M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.54K
+ 0.07%
$24.32 - $27.87 $37.5K - $43K
2.26M $59.8B
Activity Summary
Buys All Purchases 49 New Holdings 16 Increased Positions 33 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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