Cmc Financial Group Portfolio Holdings

Cmc Financial Group

  • $56.9 Million
  • Q2 2024

Cmc Financial Group has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $56.9 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pacer Fds Tr Us Cash Cows 100 with a value of $20.5M, Pacer Fds Tr Pacer Us Small Ca with a value of $18.6M, Vaneck ETF Tr Gold Miners ETF with a value of $5.56M, Sprott Fds Tr Uranium Miners E with a value of $4.18M, and A Mark Precious Metals, Inc. with a value of $1.81M.

Examining the 13F form we can see an decrease of $10.8M in the current position value, from $67.7M to 56.9M.

Cmc Financial Group is based out at Atlanta, GA

Below you can find more details about Cmc Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $56.9 Million
ETFs: $50.4 Million
Technology: $3.1 Million
Financial Services: $2.93 Million
Energy: $254,000
Consumer Cyclical: $231,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.03T
$1.4 Million 2.46% of portfolio
3,135
Q2 2024 Added 0.9%
$587B
$1.12 Million 1.96% of portfolio
2,743
Q1 2024 Reduced 5.09%
$3.62T
$792,000 1.39% of portfolio
3,762
Q2 2024 Reduced 34.27%
$1.9T
$231,000 0.41% of portfolio
1,200
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $56.9 Million
  • Prior Value $67.7 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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