Cgc Financial Services, LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $230 Billion distributed in 353 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded F with a value of $60.3B, Schwab Strategic Tr Us Dividen with a value of $54.1B, Ishares Tr with a value of $30.3B, J P Morgan Exchange Traded Fd with a value of $18.1B, and American Centy ETF Tr Avantis with a value of $13.8B.
Examining the 13F form we can see an increase of $39.4B in the current position value, from $191B to 230B.
Cgc Financial Services, LLC is based out at Lake Oswego, OR
Below you can find more details about Cgc Financial Services, LLC portfolio as well as his latest detailed transactions.