Cgc Financial Services, LLC Purchases and Sells in Q1 2025

Cgc Financial Services, LLC

$253 Billion
Q1 2025

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	17.6K + 3.89%	$69.57 - $78.65 $1.23M - $1.39M	470K $35.6B
SCHD	68.7K + 3.14%	$27.01 - $28.54 $1.86M - $1.96M	2.25M $63B
NULV	4.05K + 2.69%	$38.89 - $41.6 $158K - $169K	155K $6.26B
BOTZ	8.62K + 829.16%	$28.46 - $34.53 $245K - $297K	9.65K $275M
IJH	8.97K + 9.57%	$57.21 - $65.8 $513K - $590K	103K $5.99B
COST	100 + 25.84%	$890.62 - $1076.86 $89.1K - $108K	487 $461M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EOS	3K New	$21.0 - $24.67 $63K - $74.1K	3K $63.3M
XEL	326 New	$63.37 - $72.1 $20.7K - $23.5K	326 $23.1M
RC	235 New	$4.9 - $7.05 $1.15K - $1.66K	235 $1.2M
RIVN	69 New	$10.61 - $16.49 $732 - $1.14K	69 $859K
PAAS	2 New	$20.61 - $26.7 $41.2 - $53.4	2 $52K
JOE	1 New	$43.61 - $49.45 $43.6 - $49.5	1 $47K

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.16K - 7.43%	$209.68 - $247.1 $244K - $288K	14.5K $3.22B
NKE	-85 - 0.45%	$63.29 - $81.72 $5.38K - $6.95K	18.8K $1.2B
QUAL	-645 - 3.86%	$168.16 - $186.21 $108K - $120K	16.1K $2.75B
MSFT	-138 - 6.61%	$375.39 - $447.2 $51.8K - $61.7K	1.95K $732M
TSLA	-212 - 35.51%	$222.15 - $428.22 $47.1K - $90.8K	385 $99.8M
VUG	-81 - 3.48%	$369.1 - $427.61 $29.9K - $34.6K	2.25K $834M

Activity Summary All Purchases 36 New Holdings 7 Increased Positions 29 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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