Ccg Wealth Management, LLC Incresed Positions in Q2 2025

Ccg Wealth Management, LLC

  • $187 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
13.2K
+ 2.2%
$58.41 - $72.69 $768K - $956K
610K $44.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
12.9K
+ 6.22%
$74.88 - $91.97 $968K - $1.19M
221K $20.3M
MSFT
Microsoft Corp

Technology
773
+ 6.21%
$354.56 - $497.45 $274K - $385K
13.2K $6.57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.47K
+ 7.26%
$90.56 - $109.49 $495K - $598K
80.7K $8.82M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.05%
$416.06 - $551.64 $2.08K - $2.76K
9.39K $5.18M
NVDA
Nvidia Corp

Technology
1.37K
+ 13.46%
$94.31 - $157.99 $129K - $216K
11.5K $1.82M
META
Meta Platforms, Inc.

Communication Services
38
+ 1.6%
$484.66 - $738.09 $18.4K - $28K
2.41K $1.78M
TSLA
Tesla, Inc.

Consumer Cyclical
82
+ 1.5%
$221.86 - $362.89 $18.2K - $29.8K
5.55K $1.76M
SPY
Spdr S&P 500 ETF Trust

ETFs
173
+ 4.48%
$496.48 - $617.85 $85.9K - $107K
4.04K $2.49M
AVGO
Broadcom Inc.

Technology
120
+ 4.8%
$146.29 - $275.65 $17.6K - $33.1K
2.62K $722K
AMZN
Amazon Com Inc

Consumer Cyclical
140
+ 2.08%
$167.32 - $223.3 $23.4K - $31.3K
6.86K $1.5M
SRE
Sempra Energy

Utilities
48
+ 0.1%
$63.78 - $78.91 $3.06K - $3.79K
47.9K $3.63M
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 7.07%
$4164.15 - $5789.24 $29.1K - $40.5K
106 $613K
AVLV
American Centy ETF Tr Avantis
1.74K
+ 18.81%
$56.85 - $68.21 $99K - $119K
11K $750K
WMT
Walmart Inc.

Consumer Defensive
93
+ 0.73%
$81.79 - $99.98 $7.61K - $9.3K
12.9K $1.26M
NFLX
Netflix Inc

Communication Services
3
+ 1.0%
$855.86 - $1339.13 $2.57K - $4.02K
302 $404K
XOM
Exxon Mobil Corp

Energy
1.34K
+ 66.2%
$99.93 - $119.04 $134K - $159K
3.36K $362K
JPM
Jpmorgan Chase & CO

Financial Services
104
+ 5.66%
$210.28 - $289.91 $21.9K - $30.2K
1.94K $563K
GOOGL
Alphabet Inc.

Communication Services
72
+ 1.72%
$144.7 - $178.6 $10.4K - $12.9K
4.25K $748K
GS
Goldman Sachs Group Inc

Financial Services
6
+ 1.23%
$462.22 - $707.75 $2.77K - $4.25K
494 $349K
QCOM
Qualcomm Inc

Technology
392
+ 11.27%
$124.66 - $159.48 $48.9K - $62.5K
3.87K $616K
PFE
Pfizer Inc

Healthcare
3.74K
+ 47.27%
$21.59 - $24.84 $80.7K - $92.8K
11.6K $282K
HD
Home Depot, Inc.

Consumer Cyclical
176
+ 9.47%
$335.24 - $380.78 $59K - $67K
2.03K $745K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
145
+ 1.03%
$51.16 - $62.02 $7.42K - $8.99K
14.3K $884K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
792
+ 1.57%
$50.52 - $50.92 $40K - $40.3K
51.1K $2.6M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.25%
$908.13 - $1056.85 $1.82K - $2.11K
797 $788K
VO
Vanguard Mid Cap ETF

ETFs
47
+ 4.95%
$228.54 - $279.83 $10.7K - $13.2K
997 $278K
IWM
Ishares Russell 2000 ETF

ETFs
18
+ 1.15%
$174.82 - $215.79 $3.15K - $3.88K
1.59K $342K
BX
Blackstone Inc.

Financial Services
30
+ 1.56%
$120.07 - $151.11 $3.6K - $4.53K
1.96K $292K
V
Visa Inc.

Financial Services
57
+ 8.31%
$308.27 - $373.31 $17.6K - $21.3K
743 $263K
MA
Mastercard Inc

Financial Services
8
+ 1.92%
$479.92 - $590.74 $3.84K - $4.73K
425 $238K
JNJ
Johnson & Johnson

Healthcare
172
+ 11.32%
$146.36 - $159.82 $25.2K - $27.5K
1.69K $258K
KO
Coca Cola CO

Consumer Defensive
23
+ 0.53%
$68.37 - $73.9 $1.57K - $1.7K
4.35K $307K
VHT
Vanguard Health Care ETF

ETFs
120
+ 3.72%
$236.71 - $261.92 $28.4K - $31.4K
3.35K $831K
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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