Institutions / Ccg Wealth Management, LLC / Activity
Activity — Ccg Wealth Management, LLC
73 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 46090E103 Common stock | $23.62M | +32K +178.21% | 50,039 8.56% of portfolio | medium |
| Q2 2026 as of | Add | 808524805 Common stock | $11.83M | +427K +76.19% | 987,722 6.35% of portfolio | medium |
| Q2 2026 as of | Add | 45783Y673 Common stock | $7.66M | +198K +432.16% | 244,326 2.19% of portfolio | medium |
| Q2 2026 as of | Add | 78462F103 Common stock | $7.32M | +10K +137.26% | 16,905 2.94% of portfolio | medium |
| Q2 2026 as of | Add | 464287499 Common stock | $6.92M | +63K +26.40% | 300,147 7.68% of portfolio | medium |
| Q2 2026 as of | Add | Apple Inc. Common stock | $6.54M | +23K +111.72% | 42,849 2.88% of portfolio | medium |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $5.93M | +30K +231.49% | 42,450 1.97% of portfolio | medium |
| Q2 2026 as of | Add | Advanced Micro Devices Inc Common stock | $5.83M | +10K +267.21% | 13,796 1.86% of portfolio | medium |
| Q2 2026 as of | Add | 45783Y681 Common stock | $4.87M | +133K +457.45% | 162,537 1.38% of portfolio | low |
| Q2 2026 as of | Add | 464285204 Common stock | $4.45M | +59K +362.56% | 75,115 1.32% of portfolio | low |
| Q2 2026 as of | Add | 464287804 Common stock | $4.32M | +29K +33.49% | 116,140 4.00% of portfolio | low |
| Q2 2026 as of | Add | 78464A409 Common stock | $3.76M | +32K +14.46% | 249,942 6.90% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $3.70M | +9K +195.86% | 13,305 1.30% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $3.46M | +10K +125.50% | 17,418 1.44% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp Common stock | $3.05M | +8K +56.69% | 22,598 1.96% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $2.99M | +8K +48.57% | 25,866 2.12% of portfolio | low |
| Q2 2026 as of | Add | Amazon.com Inc Common stock | $1.92M | +8K +97.64% | 16,301 0.90% of portfolio | low |
| Q2 2026 as of | Add | 464287614 Common stock | $1.88M | +15K +298.26% | 20,200 0.58% of portfolio | low |
| Q2 2026 as of | Add | 78464A854 Common stock | $1.82M | +21K +3.31% | 647,752 13.21% of portfolio | low |
| Q2 2026 as of | Add | MCHB Mechanics Bancorp Common Stock | $1.80M | +113K +196.95% | 171,041 0.63% of portfolio | low |
| Q2 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $1.79M | +12K +90.36% | 25,738 0.88% of portfolio | low |
| Q2 2026 as of | Add | 464288513 Common stock | $1.74M | +22K +615.23% | 25,312 0.47% of portfolio | low |
| Q2 2026 as of | Add | Costco Wholesale Corp /New Common stock | $1.53M | +2K +138.66% | 2,809 0.61% of portfolio | low |
| Q2 2026 as of | Add | 46138J742 Common stock | $1.50M | +23K +547.89% | 26,991 0.41% of portfolio | low |
| Q2 2026 as of | Add | Walmart Inc. Common stock | $1.44M | +13K +75.95% | 29,548 0.78% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $1.24M | +2K +73.91% | 5,172 0.68% of portfolio | low |
| Q2 2026 as of | Add | 14021D107 Common stock | $1.16M | +30K +345.36% | 39,250 0.35% of portfolio | low |
| Q2 2026 as of | Add | 78463V107 Common stock | $1.15M | +3K +80.91% | 6,983 0.60% of portfolio | low |
| Q2 2026 as of | Add | 92204A702 Common stock | $1.13M | +9K +1654.74% | 10,002 0.28% of portfolio | low |
| Q2 2026 as of | Add | 78433H675 Common stock | $1.11M | +19K +94.29% | 40,143 0.53% of portfolio | low |
| Q2 2026 as of | Add | 464287226 Common stock | $1.03M | +10K +296.28% | 13,937 0.32% of portfolio | low |
| Q2 2026 as of | Add | 464287440 Common stock | $980.3K | +10K +252.58% | 14,470 0.32% of portfolio | low |
| Q2 2026 as of | Add | The Goldman Sachs Group, Inc. Common stock | $970.9K | +960 +130.26% | 1,697 0.40% of portfolio | low |
| Q2 2026 as of | Add | 922908769 Common stock | $931.3K | +3K +44.85% | 8,129 0.70% of portfolio | low |
| Q2 2026 as of | Add | 78433H303 Common stock | $826.5K | +16K +105.17% | 30,370 0.37% of portfolio | low |
| Q2 2026 as of | Add | JPMorgan Chase & Co Common stock | $822.6K | +3K +104.06% | 4,928 0.37% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $801.1K | +2K +59.36% | 4,298 0.50% of portfolio | low |
| Q2 2026 as of | Add | 025072349 Common stock | $761.0K | +8K +42.51% | 27,972 0.59% of portfolio | low |
| Q2 2026 as of | Add | 78468R853 Common stock | $759.9K | +13K +295.43% | 17,636 0.24% of portfolio | low |
| Q2 2026 as of | Add | Mastercard Inc Common stock | $742.1K | +1K +212.81% | 2,124 0.25% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $725.3K | +8K +165.71% | 13,458 0.27% of portfolio | low |
| Q2 2026 as of | Add | 464288653 Common stock | $717.4K | +7K +209.04% | 10,569 0.25% of portfolio | low |
| Q2 2026 as of | Add | Booking Holdings Inc Common stock | $595.0K | +3K +2980.36% | 3,450 0.14% of portfolio | low |
| Q2 2026 as of | Add | 46641Q654 Common stock | $566.6K | +11K +20.39% | 65,597 0.78% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $558.1K | +2K +92.65% | 4,612 0.27% of portfolio | low |
| Q2 2026 as of | Add | Home Depot, Inc. Common stock | $415.5K | +1K +22.73% | 6,360 0.52% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $365.0K | +1K +91.10% | 2,232 0.18% of portfolio | low |
| Q2 2026 as of | Add | Unitedhealth Group Inc Common stock | $332.5K | +800 +75.61% | 1,858 0.18% of portfolio | low |
| Q2 2026 as of | Add | 78467Y107 Common stock | $327.8K | +465 +30.96% | 1,967 0.32% of portfolio | low |
| Q2 2026 as of | Add | Apollo Global Management, Inc. Common stock | $290.2K | +2K +72.25% | 5,848 0.16% of portfolio | low |