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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 $179,608,180
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 656,921 $45,288,167 25.21%
2.
Spdr Series Trust
 248,896 $21,877,957 12.18%
3.
Ishares Trust
 IEF 154,892 $13,692,426 7.62%
4.
Schwab Strategic Trust
 FNDF 607,397 $11,236,836 6.25%
5.
Ishares Trust
 IEF 66,206 $7,628,288 4.24%
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)