HoldingsChannel.com
CCG Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
KEMPER CORP DEL 173,286 -2,749 $12,887
     KMPR173,286-2,749$12,887
TELEDYNE TECHNOLOGIES INC 27,683 -1,000 $8,229
     TDY27,683-1,000$8,229
SCHWAB STRATEGIC TR 121,133 -61,911 $7,419
     SCHX121,133-61,911$7,419
INVESCO QQQ TR 34,222 +22,389 $6,516
     QQQ34,222+22,389$6,516
INVESCO ACTIVELY MANAGED ETF (GSY) 121,433 +36,252 $5,988
     GSY121,433+36,252$5,988
GOLDMAN SACHS ETF TR (GBIL) 52,415 -6,214 $5,282
     GBIL52,415-6,214$5,282
SPDR SER TR (SPLG) 172,593 +63,319 $5,221
     SPLG172,593+63,319$5,221
PIMCO ETF TR (MINT) 51,914 +51,914 $5,138
     MINT51,914+51,914$5,138
SCHWAB STRATEGIC TR 110,194 -57,937 $4,957
     SCHD110,194-57,937$4,957
CURTISS WRIGHT CORP 47,400 UNCH $4,380
     CW47,400UNCH$4,380
ISHARES TR (IVW) 21,014 -8,164 $3,468
     IVW21,014-8,164$3,468
SEMPRA ENERGY 27,137 UNCH $3,066
     SRE27,137UNCH$3,066
ISHARES TR (MTUM) 23,326 -2,007 $2,484
     MTUM23,326-2,007$2,484
ISHARES TR (USMV) 41,313 -6,035 $2,231
     USMV41,313-6,035$2,231
SPDR SER TR (SPYG) 59,542 +20,532 $2,128
     SPYG59,542+20,532$2,128
ISHARES TR (IEFA) 38,621 -34,991 $1,927
     IEFA38,621-34,991$1,927
ISHARES TR (IJH) 12,939 -7,841 $1,861
     IJH12,939-7,841$1,861
VANGUARD WORLD FDS (VHT) 9,513 -830 $1,580
     VHT9,513-830$1,580
PROSHARES TR (NOBL) 22,634 -11,223 $1,305
     NOBL22,634-11,223$1,305
ISHARES TR (EFA) 22,206 -29,001 $1,187
     EFA22,206-29,001$1,187
ALLEGHENY TECHNOLOGIES INC 126,536 UNCH $1,076
     ATI126,536UNCH$1,076
VANGUARD INDEX FDS (VTI) 8,115 -1,000 $1,046
     VTI8,115-1,000$1,046
JOHNSON & JOHNSON 7,678 -9 $1,007
     JNJ7,678-9$1,007
VANGUARD WORLD FDS (VCR) 6,902 -2,576 $1,003
     VCR6,902-2,576$1,003
ALPHABET INC 826 -12 $960
     GOOG826-12$960
ISHARES TR (IWF) 5,811 -421 $875
     IWF5,811-421$875
ISHARES TR (IJR) 14,399 +1,843 $808
     IJR14,399+1,843$808
VANGUARD INDEX FDS (VB) 6,516 -7,319 $752
     VB6,516-7,319$752
BERKSHIRE HATHAWAY INC DEL      $574
     BRK.B1,653-671$302
     BRK.A1UNCH$272
PFIZER INC 16,715 -53 $546
     PFE16,715-53$546
VANGUARD INDEX FDS (VNQ) 7,571 -1,228 $529
     VNQ7,571-1,228$529
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,794 UNCH $472
     MDY1,794UNCH$472
HOME DEPOT INC 2,242 -7 $419
     HD2,242-7$419
ISHARES TR (MUB) 3,401 -738 $384
     MUB3,401-738$384
REALITY SHS ETF TR (DIVY) 24,746 -14,012 $372
     DIVY24,746-14,012$372
VANGUARD INDEX FDS (VBK) 2,368 -468 $356
     VBK2,368-468$356
ABBOTT LABS 4,242 +8 $335
     ABT4,242+8$335
VANGUARD INDEX FDS (VXF) 3,620 -490 $328
     VXF3,620-490$328
AVALARA INC 4,050 -13,033 $302
     AVLR4,050-13,033$302
ISHARES TR (IWN) 3,302 -1,081 $271
     IWN3,302-1,081$271
PEPSICO INC 2,259 -59 $271
     PEP2,259-59$271
ARGO GROUP INTL HLDGS LTD 7,267 -54,975 $269
     ARGO7,267-54,975$269
WALMART INC 2,239 +19 $254
     WMT2,239+19$254
AMAZON COM INC 129 +4 $252
     AMZN129+4$252
ISHARES TR (IYY) 1,976 UNCH $249
     IYY1,976UNCH$249
QUALCOMM INC 3,645 -31 $247
     QCOM3,645-31$247
ALIBABA GROUP HLDG LTD 1,240 +14 $241
     BABA1,240+14$241
MICROSOFT CORP 1,478 +70 $233
     MSFT1,478+70$233
APPLE INC 895 -992 $228
     AAPL895-992$228
NEXTERA ENERGY INC 938 -11 $226
     NEE938-11$226

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 03/31/2020: $104,122
At 12/31/2019: $157,997

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.