Ccg Wealth Management, LLC Purchases in Q4 2024

Ccg Wealth Management, LLC

  • $175 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
585
+ 12.33%
$213.65 - $479.86 $125K - $281K
5.33K $2.15M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.6K
+ 18.26%
$50.67 - $50.9 $284K - $285K
36.3K $1.84M
AMZN
Amazon Com Inc

Consumer Cyclical
232
+ 3.8%
$180.88 - $232.93 $42K - $54K
6.34K $1.39M
CRM
Salesforce, Inc.

Technology
717
New
$270.87 - $367.87 $194K - $264K
717 $239K
GS
Goldman Sachs Group Inc

Financial Services
383
New
$486.1 - $608.57 $186K - $233K
383 $219K
MA
Mastercard Inc

Financial Services
399
New
$491.3 - $536.15 $196K - $214K
399 $210K
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.3%
$481.22 - $538.17 $12K - $13.5K
8.48K $4.34M
SRE
Sempra Energy

Utilities
4
+ 0.01%
$80.81 - $94.77 $323 - $379
47.9K $4.2M
AVLV
American Centy ETF Tr Avantis
2.01K
+ 47.14%
$65.51 - $71.22 $132K - $143K
6.29K $419K
APO
Apollo Global Management, Inc.

Financial Services
6
+ 0.21%
$131.36 - $178.61 $788 - $1.07K
2.89K $476K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 4.35%
$4100.99 - $5300.34 $16.4K - $21.2K
96 $476K
JPM
Jpmorgan Chase & CO

Financial Services
132
+ 9.46%
$205.18 - $250.29 $27.1K - $33K
1.53K $366K
SCHX
Schwab Strategic Tr Us Large C

ETFs
67.4K
+ 200.01%
$22.4 - $68.28 $1.51M - $4.6M
101K $2.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.23%
$567.81 - $607.81 $5.11K - $5.47K
3.87K $2.27M
META
Meta Platforms, Inc.

Communication Services
20
+ 0.88%
$554.08 - $632.68 $11.1K - $12.7K
2.3K $1.36M
HD
Home Depot, Inc.

Consumer Cyclical
199
+ 10.75%
$385.02 - $431.37 $76.6K - $85.8K
2.05K $797K
IVV
Ishares Core S&P 500 ETF

ETFs
10
+ 0.47%
$570.51 - $610.59 $5.71K - $6.11K
2.15K $1.27M
TDY
Teledyne Technologies Inc

Technology
2
+ 0.38%
$436.59 - $489.24 $873 - $978
530 $245K
Structure Therapeutics Inc
150K
New
N/A
150K $0
CVX
Chevron Corp

Energy
15
+ 0.24%
$141.15 - $162.53 $2.12K - $2.44K
6.19K $896K
KO
Coca Cola CO

Consumer Defensive
254
+ 7.03%
$61.74 - $71.71 $15.7K - $18.2K
3.87K $240K
ABBV
Abb Vie Inc.

Healthcare
35
+ 2.07%
$164.99 - $203.87 $5.77K - $7.14K
1.73K $307K
MSFT
Microsoft Corp

Technology
161
+ 1.33%
$406.35 - $454.46 $65.4K - $73.2K
12.3K $5.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.7K
+ 156.82%
$26.93 - $84.95 $477K - $1.5M
29K $792K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
296K
+ 94.81%
$18.41 - $40.87 $5.44M - $12.1M
607K $11.2M
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 1
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