
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
743,930 | +112,610 | $32,986 |
SPLG | 743,930 | +112,610 | $32,986 |
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265,656 | +38,264 | $19,029 |
SCHD | 265,656 | +38,264 | $19,029 |
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216,928 | +32,302 | $12,766 |
IEFA | 216,928 | +32,302 | $12,766 |
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197,671 | +33,690 | $10,334 |
SPYG | 197,671 | +33,690 | $10,334 |
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$7,771 | ||
MSFT | 31,211 | +1,472 | $8,016 |
Put | 11,000 | UNCH | $245 |
![]() |
33,819 | +4,912 | $7,651 |
IJH | 33,819 | +4,912 | $7,651 |
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76,725 | -11,902 | $7,604 |
MINT | 76,725 | -11,902 | $7,604 |
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$7,324 | ||
HMST | 213,151 | -399 | $7,390 |
Put | 100,000 | UNCH | $66 |
![]() |
133,573 | +12,161 | $6,684 |
ICSH | 133,573 | +12,161 | $6,684 |
![]() |
68,974 | +9,140 | $6,374 |
IJR | 68,974 | +9,140 | $6,374 |
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25,819 | UNCH | $3,880 |
SRE | 25,819 | UNCH | $3,880 |
![]() |
17,375 | +1,367 | $3,277 |
VTI | 17,375 | +1,367 | $3,277 |
![]() |
57,191 | +8,127 | $3,170 |
EEMV | 57,191 | +8,127 | $3,170 |
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1,299 | -12 | $2,841 |
GOOG | 1,299 | -12 | $2,841 |
![]() |
15,413 | +1,441 | $2,107 |
AAPL | 15,413 | +1,441 | $2,107 |
![]() |
5,482 | -6,688 | $2,068 |
SPY | 5,482 | -6,688 | $2,068 |
![]() |
5,937 | -860 | $1,664 |
QQQ | 5,937 | -860 | $1,664 |
![]() |
27,560 | -23 | $1,663 |
IVW | 27,560 | -23 | $1,663 |
![]() |
34,423 | -361 | $1,537 |
SCHX | 34,423 | -361 | $1,537 |
![]() |
10,492 | -59 | $1,431 |
MTUM | 10,492 | -59 | $1,431 |
![]() |
18,707 | UNCH | $1,313 |
USMV | 18,707 | UNCH | $1,313 |
![]() |
5,933 | -170 | $1,298 |
IWF | 5,933 | -170 | $1,298 |
![]() |
5,513 | UNCH | $1,298 |
VHT | 5,513 | UNCH | $1,298 |
![]() |
5,606 | +460 | $995 |
JNJ | 5,606 | +460 | $995 |
![]() |
24,100 | UNCH | $854 |
UAL | 24,100 | UNCH | $854 |
![]() |
22,611 | UNCH | $817 |
LUV | 22,611 | UNCH | $817 |
![]() |
28,000 | UNCH | $811 |
DAL | 28,000 | UNCH | $811 |
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1,490 | UNCH | $765 |
UNH | 1,490 | UNCH | $765 |
![]() |
5,748 | +399 | $687 |
XOP | 5,748 | +399 | $687 |
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13,850 | -8,174 | $686 |
GSY | 13,850 | -8,174 | $686 |
![]() |
12,996 | -828 | $681 |
PFE | 12,996 | -828 | $681 |
![]() |
5,912 | +5,622 | $628 |
AMZN | 5,912 | +5,622 | $628 |
![]() |
925 | +15 | $623 |
TSLA | 925 | +15 | $623 |
![]() |
1,425 | -80 | $589 |
MDY | 1,425 | -80 | $589 |
![]() |
2,112 | +8 | $579 |
HD | 2,112 | +8 | $579 |
![]() |
18,230 | +151 | $573 |
SCHF | 18,230 | +151 | $573 |
![]() |
3,176 | +55 | $568 |
CAT | 3,176 | +55 | $568 |
![]() |
1,432 | -27 | $543 |
IVV | 1,432 | -27 | $543 |
![]() |
3,606 | -98 | $518 |
PG | 3,606 | -98 | $518 |
![]() |
3,691 | -187 | $503 |
IWN | 3,691 | -187 | $503 |
![]() |
7,815 | UNCH | $468 |
AOA | 7,815 | UNCH | $468 |
![]() |
1,227 | -154 | $460 |
TDY | 1,227 | -154 | $460 |
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2,756 | UNCH | $459 |
PEP | 2,756 | UNCH | $459 |
![]() |
3,621 | +933 | $440 |
WMT | 3,621 | +933 | $440 |
![]() |
3,418 | +126 | $437 |
QCOM | 3,418 | +126 | $437 |
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4,540 | +11 | $436 |
RTX | 4,540 | +11 | $436 |
![]() |
798 | +8 | $434 |
TMO | 798 | +8 | $434 |
![]() |
987 | UNCH | $424 |
LMT | 987 | UNCH | $424 |
![]() |
868 | +31 | $416 |
COST | 868 | +31 | $416 |
![]() |
$405 | ||
BRK.B | 1,483 | UNCH | $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
![]() 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 |