Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CCG WEALTH MANAGEMENT LLC | 07-31-2024 | 06-30-2024 | 70 | 177,285,564 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 51 | $890,658 | 13,154 | 0.00 | 0.00 | 108 | 0.83 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 52 | $877,988 | 11,291 | 0.00 | 0.00 | -3,436 | -23.33 | 06-30-2024 |
| SPDR GOLD TR | GOLD SHS | 53 | $860,256 | 4,001 | 0.00 | 0.00 | 46 | 1.16 | 06-30-2024 |
| ISHARES TR | CORE S&P MCP ETF | 54 | $842,901 | 14,404 | 0.00 | 0.00 | -675 | -4.48 | 06-30-2024 |
