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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
AXAxos Financial Inc
Recent Activity
Decreased -71.95%
0.54%
$955,776
15,200 shares@ $62.88 avg price
SCHDSchwab Strategic Tr
Recent Activity
0.54%
$954,428
11,291 shares@ $84.53 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.56%
0.51%
$909,245
6,174 shares@ $147.28 avg price
IJHIshares Tr
Recent Activity
Increased 0.05%
0.51%
$898,092
14,411 shares@ $62.32 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -13.09%
0.48%
$845,120
3,477 shares@ $243.07 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
0.46%
$818,601
1,437 shares@ $569.66 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.33%
0.46%
$814,285
919 shares@ $886.06 avg price
HDHome Depot Inc
Recent Activity
Decreased -15.81%
0.42%
$750,230
1,852 shares@ $405.1 avg price
CWCurtiss Wright Corp
Recent Activity
Decreased -0.09%
0.4%
$698,795
2,126 shares@ $328.7 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -7.92%
0.38%
$662,978
3,997 shares@ $165.87 avg price