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Home > Institutional Investor > Ccg Wealth Management, Llc > Profile

Instuitional Investor - Ccg Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Ccg Wealth Management, Llc
Portfolio Value $167,171,647
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 597,078 $39,263,875 23.49%
2.
Ishares Trust
 IEF 207,978 $17,692,700 10.58%
3.
Spdr Series Trust
 219,664 $17,654,415 10.56%
4.
Schwab Strategic Trust
 FNDF 569,662 $11,267,910 6.74%
5.
Ishares Trust
 IEF 75,239 $7,867,780 4.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)