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Ccg Wealth Management, LLC

All holdings · as of Jun 30, 2026

149 positions

CompanyClassValueShares% of portfolio
ISHARES TR—$1.21M15,6810.3%
VANGUARD WORLD FD—$1.20M10,0020.3%
iShares MSCI UAE ETF—$1.16M13,4580.3%
AbbVie Inc.—$1.16M4,6120.3%
INVESCO EXCHANGE TRADED FD T—$1.14M18,5400.3%
Mastercard Inc—$1.09M2,1240.3%
VANGUARD WORLD FD—$1.09M3,6310.3%
CATERPILLAR INC—$1.08M1,0110.2%
ISHARES TR—$1.06M10,5690.2%
ISHARES TR—$1.04M5,2220.2%
SPDR SERIES TRUST—$1.02M17,6360.2%
PROSHARES TR—$994.9K12,2830.2%
Axos Financial Inc—$973.9K10,0000.2%
ISHARES TR—$952.1K1,2710.2%
SCHWAB STRATEGIC TR—$906.5K28,5860.2%
INVESCO DB US DLR INDEX TR—$863.5K30,3950.2%
FIRST TR EXCHNG TRADED FD VI—$827.4K27,8390.2%
EBAY INC—$815.2K7,2950.2%
VANGUARD SPECIALIZED FUNDS—$808.5K3,4170.2%
VANGUARD INDEX FDS—$787.4K2,1530.2%
UNITEDHEALTH GROUP INC—$772.2K1,8580.2%
Visa Inc—$765.7K2,2320.2%
QUALCOMM INC/DE—$757.8K4,1010.2%
VANGUARD INDEX FDS—$730.4K8,4790.2%
MICRON TECHNOLOGY INC—$698.4K6050.2%
Apollo Global Management, Inc.—$691.9K5,8480.2%
ELI LILLY & Co—$688.5K5740.2%
SELECT SECTOR SPDR TR—$639.3K11,9250.1%
ISHARES TR—$623.7K2,0760.1%
Booking Holdings Inc—$614.9K3,4500.1%
ISHARES TR—$601.9K3,3020.1%
VANGUARD INDEX FDS—$584.9K8520.1%
SPDR SERIES TRUST—$575.5K6,0670.1%
First Trust Exchange-Traded Fund VIII—$572.7K16,9500.1%
SELECT SECTOR SPDR TR—$557.4K4,7530.1%
INTEL CORP—$554.0K3,9680.1%
SPDR SERIES TRUST—$531.1K17,0330.1%
GENERAL ELECTRIC CO—$526.8K1,4100.1%
Sempra—$526.4K5,6390.1%
JOHNSON & JOHNSON—$516.3K2,0330.1%
SELECT SECTOR SPDR TR—$513.9K10,1110.1%
PINTEREST, INC.—$510.5K24,2730.1%
COCA COLA CO—$474.8K5,8050.1%
BANK OF AMERICA CORP /DE—$474.7K8,3310.1%
GLOBAL X FDS—$472.6K8,9030.1%
SPDR INDEX SHS FDS—$464.9K9,2250.1%
ISHARES TR—$463.5K4,5330.1%
United Parcel Service Inc—$461.0K4,2880.1%
SCHWAB STRATEGIC TR—$451.7K13,3470.1%
STARBUCKS CORP—$451.5K4,4190.1%
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