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Christopher Osmond

@Ccg Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$178.662MTotal holdings72
Assets growth rate0.78%Assets growth rate (2-Q avg)3.79%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Ccg Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Ccg Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 178.662M in assets, with a quarterly growth rate of 0.78% and a 2-quarter average growth rate of 3.79%. The portfolio is managed by Christopher Osmond, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JMSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.88%
$1.562M
30,657 shares@ $50.95 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.17%
$290,532
7,810 shares@ $37.2 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
New Position
0.16%
$281,226
4,272 shares@ $65.84 avg price
VWOVanguard Intl Equity Index F
Recent Activity
New Position
0.12%
$206,951
4,325 shares@ $47.85 avg price
NFLXNetflix Inc
Recent Activity
New Position
0.12%
$204,270
288 shares@ $709.28 avg price
OXACWJetai Inc
Recent Activity
New Position
0.02%
$19,638
181,829 shares@ $0.11 avg price