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Home > Institutional Investor > Ccg Wealth Management, Llc > 13F Holdings

Instuitional Investor - Ccg Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 647,752 $56,924,472 13.2%
2.
Invesco Qqq Tr
 50,039 $36,868,217 8.55%
3.
Ishares Trust
 IEF 300,147 $33,112,211 7.68%
4.
Spdr Series Trust
 KRE 249,942 $29,740,609 6.9%
5.
Schwab Strategic Trust
 SCHD 987,722 $27,359,893 6.35%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.