| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 11.7% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 13.1% |
| ISHARES TR | 23 | Q2 2024 | 8.0% |
| TELEDYNE TECHNOLOGIES INC | 23 | Q2 2024 | 7.9% |
| SEMPRA ENERGY | 23 | Q2 2024 | 3.5% |
| ISHARES TR | 23 | Q2 2024 | 4.6% |
| CURTISS WRIGHT CORP | 23 | Q2 2024 | 4.7% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 3.6% |
| ALPHABET INC | 23 | Q2 2024 | 2.6% |
| ISHARES TR | 23 | Q2 2024 | 2.4% |
View CCG WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-15 |
View CCG WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.