HoldingsChannel.com
CCG Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the CCG Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by CCG Wealth Management LLC. In the CCG Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by CCG Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the CCG Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SPDR SER TR (SPLG) 743,930 +112,610 $32,986
     SPLG743,930+112,610$32,986
SCHWAB STRATEGIC TR 265,656 +38,264 $19,029
     SCHD265,656+38,264$19,029
ISHARES TR (IEFA) 216,928 +32,302 $12,766
     IEFA216,928+32,302$12,766
SPDR SER TR (SPYG) 197,671 +33,690 $10,334
     SPYG197,671+33,690$10,334
MICROSOFT CORP      $7,771
     MSFT31,211+1,472$8,016
     Put11,000UNCH$245
ISHARES TR (IJH) 33,819 +4,912 $7,651
     IJH33,819+4,912$7,651
PIMCO ETF TR (MINT) 76,725 -11,902 $7,604
     MINT76,725-11,902$7,604
HOMESTREET INC      $7,324
     HMST213,151-399$7,390
     Put100,000UNCH$66
ISHARES TR (ICSH) 133,573 +12,161 $6,684
     ICSH133,573+12,161$6,684
ISHARES TR (IJR) 68,974 +9,140 $6,374
     IJR68,974+9,140$6,374
SEMPRA 25,819 UNCH $3,880
     SRE25,819UNCH$3,880
VANGUARD INDEX FDS (VTI) 17,375 +1,367 $3,277
     VTI17,375+1,367$3,277
ISHARES INC (EEMV) 57,191 +8,127 $3,170
     EEMV57,191+8,127$3,170
ALPHABET INC 1,299 -12 $2,841
     GOOG1,299-12$2,841
APPLE INC 15,413 +1,441 $2,107
     AAPL15,413+1,441$2,107
SPDR S&P 500 ETF TR (SPY) 5,482 -6,688 $2,068
     SPY5,482-6,688$2,068
INVESCO QQQ TR 5,937 -860 $1,664
     QQQ5,937-860$1,664
ISHARES TR (IVW) 27,560 -23 $1,663
     IVW27,560-23$1,663
SCHWAB STRATEGIC TR 34,423 -361 $1,537
     SCHX34,423-361$1,537
ISHARES TR (MTUM) 10,492 -59 $1,431
     MTUM10,492-59$1,431
ISHARES TR (USMV) 18,707 UNCH $1,313
     USMV18,707UNCH$1,313
ISHARES TR (IWF) 5,933 -170 $1,298
     IWF5,933-170$1,298
VANGUARD WORLD FDS (VHT) 5,513 UNCH $1,298
     VHT5,513UNCH$1,298
JOHNSON & JOHNSON 5,606 +460 $995
     JNJ5,606+460$995
UNITED AIRLS HLDGS INC 24,100 UNCH $854
     UAL24,100UNCH$854
SOUTHWEST AIRLS CO 22,611 UNCH $817
     LUV22,611UNCH$817
DELTA AIR LINES INC DEL 28,000 UNCH $811
     DAL28,000UNCH$811
UNITEDHEALTH GROUP INC 1,490 UNCH $765
     UNH1,490UNCH$765
SPDR SER TR (XOP) 5,748 +399 $687
     XOP5,748+399$687
INVESCO ACTIVELY MANAGED ETF (GSY) 13,850 -8,174 $686
     GSY13,850-8,174$686
PFIZER INC 12,996 -828 $681
     PFE12,996-828$681
AMAZON COM INC 5,912 +5,622 $628
     AMZN5,912+5,622$628
TESLA INC 925 +15 $623
     TSLA925+15$623
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,425 -80 $589
     MDY1,425-80$589
HOME DEPOT INC 2,112 +8 $579
     HD2,112+8$579
SCHWAB STRATEGIC TR 18,230 +151 $573
     SCHF18,230+151$573
CATERPILLAR INC 3,176 +55 $568
     CAT3,176+55$568
ISHARES TR (IVV) 1,432 -27 $543
     IVV1,432-27$543
PROCTER AND GAMBLE CO 3,606 -98 $518
     PG3,606-98$518
ISHARES TR (IWN) 3,691 -187 $503
     IWN3,691-187$503
ISHARES TR (AOA) 7,815 UNCH $468
     AOA7,815UNCH$468
TELEDYNE TECHNOLOGIES INC 1,227 -154 $460
     TDY1,227-154$460
PEPSICO INC 2,756 UNCH $459
     PEP2,756UNCH$459
WALMART INC 3,621 +933 $440
     WMT3,621+933$440
QUALCOMM INC 3,418 +126 $437
     QCOM3,418+126$437
RAYTHEON TECHNOLOGIES CORP 4,540 +11 $436
     RTX4,540+11$436
THERMO FISHER SCIENTIFIC INC 798 +8 $434
     TMO798+8$434
LOCKHEED MARTIN CORP 987 UNCH $424
     LMT987UNCH$424
COSTCO WHSL CORP NEW 868 +31 $416
     COST868+31$416
BERKSHIRE HATHAWAY INC DEL      $405
     BRK.B1,483UNCH$405

See Full List: All Stocks Held By CCG Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By CCG Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $177,533
At 03/31/2022: $204,067

CCG Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CCG Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

CCG Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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