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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
NVONovo-nordisk A S
Recent Activity
Exited
0%
$208,258
1,459 shares@ $142.75 avg price
GOVTIshares Tr
Recent Activity
Exited
0%
$205,319
9,097 shares@ $22.57 avg price
IRENIris Energy Ltd
Recent Activity
Exited
0%
$149,728
13,262 shares@ $11.3 avg price
WTIW & T Offshore Inc
Recent Activity
Exited
0%
$25,622
11,973 shares@ $2.14 avg price