Holdings
Ccg Wealth Management, LLC
As of Jun 30, 2026, Ccg Wealth Management, LLC reported 67 positions worth US$113M. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 42,992 | US$15.4M | +2,312 | Jun 30, 2026 |
| Apple Inc | 42,849 | US$12.4M | +435 | Jun 30, 2026 |
| Nvidia Corporation | 42,450 | US$8.49M | +1,220 | Jun 30, 2026 |
| Microsoft Corp. | 22,598 | US$8.43M | +1,305 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 13,796 | US$8.01M | +102 | Jun 30, 2026 |
| Tesla, Inc. | 13,305 | US$5.6M | +775 | Jun 30, 2026 |
| Amazon.com, Inc. | 16,301 | US$3.89M | +259 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 25,738 | US$3.77M | −1,595 | Jun 30, 2026 |
| Walmart Inc. | 29,548 | US$3.35M | −254 | Jun 30, 2026 |
| Meta Platforms, Inc. | 5,172 | US$2.91M | +85 | Jun 30, 2026 |