Cgc Financial Services, LLC Incresed Positions in Q3 2024

Cgc Financial Services, LLC

  • $249 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.1K
+ 1.59%
$77.02 - $85.06 $854K - $943K
707K $59.8B
J P Morgan Exchange Traded F
15.3K
+ 1.48%
N/A
1.05M $63.9B
IEFA
Ishares Tr

ETFs
13.6K
+ 3.27%
$70.09 - $78.74 $955K - $1.07M
431K $33.6B
JMEE
J P Morgan Exchange Traded Fd

ETFs
6.72K
+ 2.1%
$55.81 - $61.01 $375K - $410K
327K $19.9B
AVUV
American Centy ETF Tr Avantis

ETFs
2.07K
+ 1.34%
$88.24 - $99.7 $182K - $206K
156K $15B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.9K
+ 16.11%
$57.32 - $62.65 $627K - $685K
78.8K $4.91B
AAPL
Apple Inc.

Technology
456
+ 3.24%
$207.23 - $234.82 $94.5K - $107K
14.5K $3.38B
NKE
Nike, Inc.

Consumer Cyclical
495
+ 2.69%
$71.09 - $89.44 $35.2K - $44.3K
18.9K $1.67B
NUSC
Nuveen Esg Small Cap ETF

ETFs
194
+ 0.38%
$38.89 - $42.97 $7.54K - $8.34K
51.8K $2.22B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
935
+ 5.51%
$74.26 - $78.84 $69.4K - $73.7K
17.9K $1.4B
VUG
Vanguard Growth ETF

ETFs
160
+ 6.61%
$341.08 - $391.94 $54.6K - $62.7K
2.58K $991M
HD
Home Depot, Inc.

Consumer Cyclical
92
+ 14.15%
$333.64 - $405.2 $30.7K - $37.3K
742 $301M
ABBV
Abb Vie Inc.

Healthcare
209
+ 22.67%
$163.84 - $199.33 $34.2K - $41.7K
1.13K $223M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
550
+ 7.33%
$94.39 - $96.15 $51.9K - $52.9K
8.05K $772M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.1K
+ 6.77%
$37.92 - $42.97 $41.7K - $47.3K
17.3K $730M
XOM
Exxon Mobil Corp

Energy
354
+ 16.4%
$109.72 - $119.0 $38.8K - $42.1K
2.51K $295M
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 5.43%
$520.18 - $576.82 $20.8K - $23.1K
777 $448M
KO
Coca Cola CO

Consumer Defensive
322
+ 13.74%
$62.69 - $73.01 $20.2K - $23.5K
2.67K $192M
IJS
Ishares S&P Smallcap 600 Value

ETFs
134
+ 5.44%
$95.81 - $109.03 $12.8K - $14.6K
2.6K $280M
NWN
Northwest Natural Holding CO

Utilities
827
+ 65.43%
$35.25 - $40.82 $29.2K - $33.8K
2.09K $85.3M
PM
Philip Morris International Inc.

Consumer Defensive
100
+ 7.45%
$101.25 - $127.45 $10.1K - $12.7K
1.44K $175M
GNR
Spdr S&P Global Natural Resour

ETFs
453
+ 6.88%
$53.02 - $57.84 $24K - $26.2K
7.04K $406M
PG
Procter & Gamble CO

Consumer Defensive
195
+ 53.57%
$160.76 - $177.82 $31.3K - $34.7K
559 $96.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
406
+ 4.42%
$44.65 - $47.21 $18.1K - $19.2K
9.6K $449M
MCD
Mcdonalds Corp

Consumer Cyclical
66
+ 23.24%
$245.82 - $304.51 $16.2K - $20.1K
350 $107M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
50
+ 49.5%
$475.2 - $527.7 $23.8K - $26.4K
151 $79.7M
ABT
Abbott Laboratories

Healthcare
209
+ 70.13%
$100.07 - $118.13 $20.9K - $24.7K
507 $57.8M
SO
Southern CO

Utilities
233
+ 388.33%
$77.0 - $90.52 $17.9K - $21.1K
293 $26.4M
PFE
Pfizer Inc

Healthcare
549
+ 22.18%
$27.7 - $31.39 $15.2K - $17.2K
3.02K $87.5M
WY
Weyerhaeuser CO

Real Estate
405
+ 55.86%
$27.05 - $33.84 $11K - $13.7K
1.13K $38.3M
EAOA
Ishares Esg Aware Aggressive A

Technology
379
+ 126.76%
$33.44 - $36.69 $12.7K - $13.9K
678 $24.8M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.05%
$161.9 - $179.3 $162 - $179
1.98K $336M
AVGO
Broadcom Inc.

Technology
765
+ 900.0%
$136.27 - $1745.86 $104K - $1.34M
850 $147M
CSX
Csx Corp

Industrials
30
+ 0.36%
$32.48 - $35.45 $974 - $1.06K
8.33K $288M
MO
Altria Group, Inc.

Consumer Defensive
100
+ 11.76%
$45.95 - $54.71 $4.6K - $5.47K
950 $48.5M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
310
+ 319.59%
$21.02 - $23.78 $6.52K - $7.37K
407 $9.06M
C
Citigroup Inc

Financial Services
99
+ 3300.0%
$56.11 - $67.61 $5.55K - $6.69K
102 $6.39M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.28%
$255.18 - $283.2 $255 - $283
362 $103M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
27
+ 27.0%
$147.95 - $191.05 $3.99K - $5.16K
127 $22.1M
CMCSA
Comcast Corp

Communication Services
1
+ 0.06%
$37.33 - $41.78 $37.3 - $41.8
1.76K $73.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8
+ 0.84%
$71.45 - $75.64 $572 - $605
956 $71.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.43%
$58.03 - $65.37 $174 - $196
698 $45.2M
WRB
Berkley W R Corp

Financial Services
140
+ 49.82%
$51.54 - $79.62 $7.22K - $11.1K
421 $23.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
22
+ 6.77%
$44.66 - $49.15 $983 - $1.08K
347 $16.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
5
+ 100.0%
$128.47 - $280.94 $642 - $1.4K
10 $1.55M
AMAT
Applied Materials Inc

Technology
20
+ 11.63%
$174.88 - $254.97 $3.5K - $5.1K
192 $38.8M
CVX
Chevron Corp

Energy
2
+ 0.1%
$137.88 - $161.97 $276 - $324
1.92K $282M
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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