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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
KKR +325+$33
BX +162+$21
CHD +153+$16
ACN +33+$11
ESGU +100+$11
DHR +41+$10
AEP +61+$5
FTV +20+$2
DASH +10+$1
PCG +80+$1
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
JPIE -19,019-$867
NUDV -14,346-$369
NUMV -7,333-$231
VLO -800-$104
HSRT -2,427-$95
WMB -1,000-$35
SCHW -325-$22
COF -160-$21
AXP -95-$18
BEN -575-$17
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
SCHD +65,905+$8,078
HELO +16,367+$2,570
IEFA +15,499+$2,695
NULV +15,347+$997
AVUV +8,675+$1,736
BIV +2,469+$173
WMT +1,332+$15
GNR +919+$60
VWO +682+$37
PFE +492+$12
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
UCON -546,518-$13,527
FBND -216,989-$10,005
MUB -80,761-$8,756
FNDX -73,861-$4,568
NUBD -57,360-$1,277
DGRO -52,058-$2,721
IEMG -13,153-$661
JCPB -8,861-$421
IMCG -7,113-$404
CGC Financial Services LLC Info
Size ($ in 1000's)
At 03/31/2024: $190,973
At 12/31/2023: $218,182

CGC Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CGC Financial Services LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By CGC Financial Services LLC
As of  03/31/2024, we find all stocks held by CGC Financial Services LLC to be as follows, presented in the table below with each row detailing each CGC Financial Services LLC position, ordered by largest to smallest position size. The all-stocks-held-by-CGC Financial Services LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by CGC Financial Services LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SCHWAB STRATEGIC TR 680,082 +65,905 $54,835
     SCHD680,082+65,905$54,835
J P MORGAN EXCHANGE TRADED F (HELO) 551,394 +16,367 $30,862
     HELO551,394+16,367$30,862
ISHARES TR (IEFA) 414,660 +15,499 $30,776
     IEFA414,660+15,499$30,776
AMERICAN CENTY ETF TR (AVUV) 244,729 +8,675 $22,934
     AVUV244,729+8,675$22,934
ISHARES TR (IMTM) 271,311 -3,104 $10,644
     IMTM271,311-3,104$10,644
NUSHARES ETF TR (NULV) 151,235 +15,347 $5,877
     NULV151,235+15,347$5,877
APPLE INC 15,678 -965 $2,688
     AAPL15,678-965$2,688
NUSHARES ETF TR (NUSC) 51,226 +218 $2,131
     NUSC51,226+218$2,131
FIRST TR EXCHNG TRADED FD VI (UCON) 48,568 -546,518 $1,195
     UCON48,568-546,518$1,195
VANGUARD BD INDEX FDS (BIV) 15,727 +2,469 $1,186
     BIV15,727+2,469$1,186
NIKE INC 12,414 UNCH $1,167
     NKE12,414UNCH$1,167
ISHARES TR (DGRO) 19,048 -52,058 $1,106
     DGRO19,048-52,058$1,106
MICROSOFT CORP 2,468 +53 $1,038
     MSFT2,468+53$1,038
VANGUARD BD INDEX FDS (VUSB) 18,904 -584 $937
     VUSB18,904-584$937
VANGUARD INDEX FDS (VTV) 5,692 UNCH $927
     VTV5,692UNCH$927
FIDELITY MERRIMACK STR TR 20,110 -216,989 $911
     FBND20,110-216,989$911
PIMCO ETF TR (MINT) 8,398 -254 $844
     MINT8,398-254$844
VANGUARD INDEX FDS (VV) 3,207 -346 $769
     VV3,207-346$769
VANGUARD INDEX FDS (VUG) 2,083 +108 $717
     VUG2,083+108$717
INVESCO ACTIVELY MANAGED ETF (GSY) 13,469 -562 $672
     GSY13,469-562$672
PIMCO ETF TR (LDUR) 7,027 -5,992 $667
     LDUR7,027-5,992$667
ISHARES TR (ICSH) 12,703 -1,340 $642
     ICSH12,703-1,340$642
ISHARES TR (IMCG) 8,768 -7,113 $620
     IMCG8,768-7,113$620
ISHARES TR (EFA) 6,974 UNCH $557
     EFA6,974UNCH$557
ISHARES TR (IJS) 5,088 +334 $523
     IJS5,088+334$523
VANGUARD INTL EQUITY INDEX F (VWO) 12,391 +682 $518
     VWO12,391+682$518
JPMORGAN CHASE & CO 2,210 -394 $443
     JPM2,210-394$443
JOHNSON & JOHNSON 2,513 -95 $398
     JNJ2,513-95$398
ISHARES TR (IVV) 731 +48 $384
     IVV731+48$384
ORACLE CORP 3,023 -108 $380
     ORCL3,023-108$380
COLUMBIA SPORTSWEAR CO 4,655 UNCH $378
     COLM4,655UNCH$378
J P MORGAN EXCHANGE TRADED F (JCPB) 7,938 -8,861 $370
     JCPB7,938-8,861$370
VANGUARD INDEX FDS (VBR) 1,901 UNCH $365
     VBR1,901UNCH$365
SPDR INDEX SHS FDS (GNR) 6,240 +919 $361
     GNR6,240+919$361
PEPSICO INC 1,975 -39 $346
     PEP1,975-39$346
CSX CORP 8,271 +26 $307
     CSX8,271+26$307
CHEVRON CORP NEW 1,913 -168 $302
     CVX1,913-168$302
VANGUARD INDEX FDS (VNQ) 3,450 UNCH $298
     VNQ3,450UNCH$298
HOME DEPOT INC 752 +30 $288
     HD752+30$288
ADOBE INC 567 +17 $286
     ADBE567+17$286
VANGUARD INDEX FDS (VB) 1,247 UNCH $285
     VB1,247UNCH$285
COSTCO WHSL CORP NEW 376 +11 $275
     COST376+11$275
ISHARES TR (EEM) 6,582 UNCH $270
     EEM6,582UNCH$270
CISCO SYS INC 5,134 UNCH $256
     CSCO5,134UNCH$256
EXXON MOBIL CORP 2,159 +105 $251
     XOM2,159+105$251
ISHARES INC (IEMG) 4,480 -13,153 $231
     IEMG4,480-13,153$231
SPDR GOLD TR (GLD) 1,047 UNCH $215
     GLD1,047UNCH$215
BOSTON SCIENTIFIC CORP 3,051 UNCH $209
     BSX3,051UNCH$209
MERCK & CO INC 1,394 UNCH $184
     MRK1,394UNCH$184
STARBUCKS CORP 1,982 UNCH $181
     SBUX1,982UNCH$181
ABBVIE INC 922 +68 $168
     ABBV922+68$168
AMAZON COM INC 913 -65 $165
     AMZN913-65$165
INTEL CORP 3,689 -100 $163
     INTC3,689-100$163
ENTERPRISE PRODS PARTNERS L 5,554 UNCH $162
     EPD5,554UNCH$162
WOODWARD INC 1,035 UNCH $160
     WWD1,035UNCH$160
CHEMED CORP NEW 241 UNCH $155
     CHE241UNCH$155
DEERE & CO 371 UNCH $152
     DE371UNCH$152
ISHARES TR (IJR) 1,348 UNCH $149
     IJR1,348UNCH$149
HUBBELL INC 356 UNCH $148
     HUBB356UNCH$148
BOEING CO 719 UNCH $139
     BA719UNCH$139
THERMO FISHER SCIENTIFIC INC 240 -181 $139
     TMO240-181$139
PHILIP MORRIS INTL INC 1,453 UNCH $133
     PM1,453UNCH$133
TRAVELERS COMPANIES INC 536 UNCH $123
     TRV536UNCH$123
ISHARES TR (MUB) 1,115 -80,761 $120
     MUB1,115-80,761$120
WALMART INC 1,998 +1,332 $120
     WMT1,998+1,332$120
HERITAGE FINL CORP WASH 6,159 UNCH $119
     HFWA6,159UNCH$119
SAREPTA THERAPEUTICS INC 913 UNCH $118
     SRPT913UNCH$118
SCHRODINGER INC 4,221 UNCH $114
     SDGR4,221UNCH$114
ALPHABET INC 690 -70 $104
     GOOGL690-70$104
TESLA INC 572 -15 $101
     TSLA572-15$101
DARDEN RESTAURANTS INC 600 UNCH $100
     DRI600UNCH$100
BROADCOM INC 75 UNCH $99
     AVGO75UNCH$99
COCA COLA CO 1,594 UNCH $98
     KO1,594UNCH$98
VANGUARD INDEX FDS (VTI) 361 +1 $94
     VTI361+1$94
SCHWAB STRATEGIC TR 1,318 -73,861 $89
     FNDX1,318-73,861$89
ISHARES TR (QUAL) 522 UNCH $86
     QUAL522UNCH$86
BERKSHIRE HATHAWAY INC DEL      $84
     BRK.B200UNCH$84
NOVARTIS AG 872 UNCH $84
     NVS872UNCH$84
RTX CORPORATION 856 UNCH $83
     RTX856UNCH$83
MCDONALDS CORP 284 UNCH $80
     MCD284UNCH$80
AUTOMATIC DATA PROCESSING IN 313 +34 $78
     ADP313+34$78
META PLATFORMS INC 158 +36 $77
     META158+36$77
COMCAST CORP NEW 1,760 -49 $76
     CMCSA1,760-49$76
KROGER CO 1,294 UNCH $74
     KR1,294UNCH$74
INTERNATIONAL BUSINESS MACHS 378 UNCH $72
     IBM378UNCH$72
PFIZER INC 2,475 +492 $69
     PFE2,475+492$69
VANGUARD BD INDEX FDS (BND) 939 +5 $68
     BND939+5$68
SALESFORCE INC 223 UNCH $67
     CRM223UNCH$67
ISHARES SILVER TR (SLV) 2,800 -582 $64
     SLV2,800-582$64
BLACKROCK INC 75 UNCH $63
     BLK75UNCH$63
SCHWAB STRATEGIC TR 1,000 UNCH $62
     SCHX1,000UNCH$62
EMERSON ELEC CO 525 UNCH $60
     EMR525UNCH$60
NEXTERA ENERGY INC 925 UNCH $59
     NEE925UNCH$59
PROCTER AND GAMBLE CO 364 -40 $59
     PG364-40$59
AGILENT TECHNOLOGIES INC 396 UNCH $58
     A396UNCH$58
VANGUARD INDEX FDS (VOO) 121 -9 $58
     VOO121-9$58
ISHARES TR (IWM) 270 UNCH $57
     IWM270UNCH$57
RPM INTL INC 473 UNCH $56
     RPM473UNCH$56
SELECT SECTOR SPDR TR (XLF) 1,280 UNCH $54
     XLF1,280UNCH$54
GENERAL MLS INC 757 UNCH $53
     GIS757UNCH$53
DIMENSIONAL ETF TRUST (DFAT) 942 UNCH $51
     DFAT942UNCH$51
FIRST SOLAR INC 300 UNCH $51
     FSLR300UNCH$51
UNION PAC CORP 204 UNCH $50
     UNP204UNCH$50
THOMSON REUTERS CORP. 315 UNCH $49
     TRI315UNCH$49
KEYSIGHT TECHNOLOGIES INC 304 UNCH $48
     KEYS304UNCH$48
NORTHWEST NAT HLDG CO 1,264 +1 $47
     NWN1,264+1$47
CATERPILLAR INC 126 UNCH $46
     CAT126UNCH$46
PORTLAND GEN ELEC CO 1,000 UNCH $42
     POR1,000UNCH$42
VANGUARD STAR FDS (VXUS) 690 +3 $42
     VXUS690+3$42
MEDTRONIC PLC 474 -195 $41
     MDT474-195$41
CARRIER GLOBAL CORPORATION 685 UNCH $40
     CARR685UNCH$40
AIR PRODS & CHEMS INC 162 -56 $39
     APD162-56$39
VISA INC 135 +65 $38
     V135+65$38
ANALOG DEVICES INC 185 UNCH $37
     ADI185UNCH$37
CAMECO CORP 847 UNCH $37
     CCJ847UNCH$37
ALTRIA GROUP INC 850 UNCH $37
     MO850UNCH$37
ROYCE VALUE TR INC 2,424 UNCH $37
     RVT2,424UNCH$37
SYSCO CORP 446 -190 $36
     SYY446-190$36
APPLIED MATLS INC 172 -28 $35
     AMAT172-28$35
BECTON DICKINSON & CO 140 UNCH $35
     BDX140UNCH$35
DOW INC 609 UNCH $35
     DOW609UNCH$35
ABBOTT LABS 298 UNCH $34
     ABT298UNCH$34
DIMENSIONAL ETF TRUST (DFAC) 1,070 UNCH $34
     DFAC1,070UNCH$34
STEEL DYNAMICS INC 230 +2 $34
     STLD230+2$34
WASTE MGMT INC DEL 160 -470 $34
     WM160-470$34
GLOBAL X FDS 1,039 -145 $33
     BOTZ1,039-145$33
KKR & CO INC 325 +325 $33
     KKR325+325$33
AT&T INC 1,798 +186 $32
     T1,798+186$32
LOCKHEED MARTIN CORP 68 +1 $31
     LMT68+1$31
SPDR S&P 500 ETF TR (SPY) 60 UNCH $31
     SPY60UNCH$31
CONSOLIDATED EDISON INC 333 UNCH $30
     ED333UNCH$30
ISHARES TR (DVY) 238 UNCH $29
     DVY238UNCH$29
ISHARES TR (PFF) 911 UNCH $29
     PFF911UNCH$29
VERIZON COMMUNICATIONS INC 685 UNCH $29
     VZ685UNCH$29
ENOVIX CORPORATION 3,538 UNCH $28
     ENVX3,538UNCH$28
BNY MELLON ETF TRUST (BKIE) 351 UNCH $27
     BKIE351UNCH$27
UNITEDHEALTH GROUP INC 55 UNCH $27
     UNH55UNCH$27
VANGUARD CHARLOTTE FDS (BNDX) 528 UNCH $26
     BNDX528UNCH$26
FORD MTR CO DEL 1,930 UNCH $26
     F1,930UNCH$26
WEYERHAEUSER CO MTN BE 725 UNCH $26
     WY725UNCH$26
MORGAN STANLEY 265 UNCH $25
     MS265UNCH$25
NUSHARES ETF TR (NUBD) 1,151 -57,360 $25
     NUBD1,151-57,360$25
BERKLEY W R CORP 281 -844 $25
     WRB281-844$25
ARES CAPITAL CORP 1,161 UNCH $24
     ARCC1,161UNCH$24
MICRON TECHNOLOGY INC 205 +200 $24
     MU205+200$24
ONEOK INC NEW 304 UNCH $24
     OKE304UNCH$24
DUPONT DE NEMOURS INC 304 UNCH $23
     DD304UNCH$23
J P MORGAN EXCHANGE TRADED F (JPST) 458 +156 $23
     JPST458+156$23
KELLANOVA 400 UNCH $23
     K400UNCH$23
LINDE PLC 50 UNCH $23
     LIN50UNCH$23
GLOBAL X FDS 514 UNCH $23
     LIT514UNCH$23
QUALCOMM INC 133 UNCH $23
     QCOM133UNCH$23
ENBRIDGE INC 613 UNCH $22
     ENB613UNCH$22
ISHARES INC (EWC) 565 UNCH $22
     EWC565UNCH$22
AMCOR PLC 2,162 UNCH $21
     AMCR2,162UNCH$21
BLACKSTONE INC 162 +162 $21
     BX162+162$21
MERCADOLIBRE INC 14 UNCH $21
     MELI14UNCH$21
MANULIFE FINL CORP 850 UNCH $21
     MFC850UNCH$21
OLIN CORP 355 UNCH $21
     OLN355UNCH$21
ISHARES TR (AOA) 271 -88 $20
     AOA271-88$20
BCE INC 599 UNCH $20
     BCE599UNCH$20
HANCOCK JOHN PREM DIVID FD 1,721 UNCH $20
     PDT1,721UNCH$20
ALPHABET INC 128 +80 $19
     GOOG128+80$19
INVESCO LTD 1,155 UNCH $19
     IVZ1,155UNCH$19
3M CO 178 -160 $19
     MMM178-160$19
SCHWAB STRATEGIC TR 200 UNCH $19
     SCHG200UNCH$19
VANGUARD WHITEHALL FDS (VYM) 161 UNCH $19
     VYM161UNCH$19
COLGATE PALMOLIVE CO 200 UNCH $18
     CL200UNCH$18
PRUDENTIAL FINL INC 151 UNCH $18
     PRU151UNCH$18
DOMINION ENERGY INC 339 UNCH $17
     D339UNCH$17
VANGUARD TAX MANAGED FDS (VEA) 335 UNCH $17
     VEA335UNCH$17
CHURCH & DWIGHT CO INC 153 +153 $16
     CHD153+153$16
DISNEY WALT CO 134 -33 $16
     DIS134-33$16
FRANKLIN UNVL TR 2,413 UNCH $16
     FT2,413UNCH$16
ILLINOIS TOOL WKS INC 60 +24 $16
     ITW60+24$16
WELLS FARGO CO NEW 280 UNCH $16
     WFC280UNCH$16
ALPS ETF TR (AMLP) 325 UNCH $15
     AMLP325UNCH$15
ISHARES TR (EFV) 280 UNCH $15
     EFV280UNCH$15
ENPHASE ENERGY INC 127 +117 $15
     ENPH127+117$15
FORTINET INC 225 UNCH $15
     FTNT225UNCH$15
GENERAL ELECTRIC CO 85 -147 $15
     GE85-147$15
SABRA HEALTH CARE REIT INC 1,000 UNCH $15
     SBRA1,000UNCH$15
INVESCO EXCHANGE TRADED FD T (XLG) 350 UNCH $15
     XLG350UNCH$15
AMGEN INC 50 UNCH $14
     AMGN50UNCH$14
OSI SYSTEMS INC 100 UNCH $14
     OSIS100UNCH$14
TE CONNECTIVITY LTD 98 UNCH $14
     TEL98UNCH$14
TAIWAN SEMICONDUCTOR MFG LTD 100 UNCH $14
     TSM100UNCH$14
3 D SYS CORP DEL 2,983 -50 $13
     DDD2,983-50$13
REALTY INCOME CORP 236 UNCH $13
     O236UNCH$13
TARGET CORP 73 UNCH $13
     TGT73UNCH$13
ARM HOLDINGS PLC 100 UNCH $12
     ARM100UNCH$12
SHELL PLC 186 UNCH $12
     SHEL186UNCH$12
VANGUARD MALVERN FDS (VTIP) 246 UNCH $12
     VTIP246UNCH$12
ACCENTURE PLC IRELAND 33 +33 $11
     ACN33+33$11
BP PLC 296 UNCH $11
     BP296UNCH$11
DTE ENERGY CO 101 UNCH $11
     DTE101UNCH$11
ISHARES TR (ESGU) 100 +100 $11
     ESGU100+100$11
ISHARES TR (IQLT) 289 UNCH $11
     IQLT289UNCH$11
LI AUTO INC 362 UNCH $11
     LI362UNCH$11
ISHARES TR (MTUM) 60 -14 $11
     MTUM60-14$11
ORASURE TECHNOLOGIES INC 1,839 UNCH $11
     OSUR1,839UNCH$11
OTIS WORLDWIDE CORP 110 UNCH $11
     OTIS110UNCH$11
TC ENERGY CORP 286 UNCH $11
     TRP286UNCH$11
ISHARES TR (USMV) 135 UNCH $11
     USMV135UNCH$11
AMETEK INC 55 UNCH $10
     AME55UNCH$10
DANAHER CORPORATION 41 +41 $10
     DHR41+41$10
ISHARES TR (EAOA) 286 +32 $10
     EAOA286+32$10
GSK PLC 234 UNCH $10
     GSK234UNCH$10
ISHARES TR (IWF) 29 UNCH $10
     IWF29UNCH$10
LAM RESEARCH CORP 10 UNCH $10
     LRCX10UNCH$10
SEMPRA 138 UNCH $10
     SRE138UNCH$10
VANGUARD SCOTTSDALE FDS (VONG) 111 UNCH $10
     VONG111UNCH$10
WEC ENERGY GROUP INC 120 UNCH $10
     WEC120UNCH$10
ZOETIS INC 62 UNCH $10
     ZTS62UNCH$10
DELL TECHNOLOGIES INC 79 UNCH $9
     DELL79UNCH$9
EVERGY INC 164 UNCH $9
     EVRG164UNCH$9
PAYCHEX INC 70 -110 $9
     PAYX70-110$9
INVESCO EXCH TRADED FD TR II (PBD) 645 UNCH $9
     PBD645UNCH$9
CONOCOPHILLIPS 61 UNCH $8
     COP61UNCH$8
DOLLAR GEN CORP NEW 50 -110 $8
     DG50-110$8
EDGEWELL PERS CARE CO 200 +100 $8
     EPC200+100$8
HEALTHCARE RLTY TR 530 UNCH $8
     HR530UNCH$8
METLIFE INC 114 UNCH $8
     MET114UNCH$8
NOVO NORDISK A S 65 +5 $8
     NVO65+5$8
PTC INC 40 UNCH $8
     PTC40UNCH$8
SYNCHRONY FINANCIAL 193 UNCH $8
     SYF193UNCH$8
AIRBNB INC 42 UNCH $7
     ABNB42UNCH$7
ANTERO MIDSTREAM CORP 500 UNCH $7
     AM500UNCH$7
AMERICAN TOWER CORP NEW 37 +32 $7
     AMT37+32$7
FOUR CORNERS PPTY TR INC 273 UNCH $7
     FCPT273UNCH$7
NLIGHT INC 523 UNCH $7
     LASR523UNCH$7
SCHLUMBERGER LTD 120 UNCH $7
     SLB120UNCH$7
UNITED PARCEL SERVICE INC 50 -95 $7
     UPS50-95$7
CHECK POINT SOFTWARE TECH LT 39 UNCH $6
     CHKP39UNCH$6
CENTENE CORP DEL 82 UNCH $6
     CNC82UNCH$6
DUKE ENERGY CORP NEW 66 UNCH $6
     DUK66UNCH$6
ENERGIZER HLDGS INC NEW 200 +100 $6
     ENR200+100$6
ISHARES INC (ESGE) 196 -800 $6
     ESGE196-800$6
VEEVA SYS INC 25 UNCH $6
     VEEV25UNCH$6
VANGUARD INDEX FDS (VO) 25 UNCH $6
     VO25UNCH$6
WARNER BROS DISCOVERY INC 662 +67 $6
     WBD662+67$6
DENTSPLY SIRONA INC 188 UNCH $6
     XRAY188UNCH$6
AMERICAN ELEC PWR CO INC 61 +61 $5
     AEP61+61$5
THE CIGNA GROUP 15 UNCH $5
     CI15UNCH$5
GLOBAL X FDS 198 UNCH $5
     DRIV198UNCH$5
MOTOROLA SOLUTIONS INC 14 UNCH $5
     MSI14UNCH$5
NETFLIX INC 9 UNCH $5
     NFLX9UNCH$5
ONE GAS INC 76 UNCH $5
     OGS76UNCH$5
PHILLIPS 66 28 UNCH $5
     PSX28UNCH$5
INVESCO QQQ TR 11 +1 $5
     QQQ11+1$5
TFI INTL INC 30 UNCH $5
     TFII30UNCH$5
AVISTA CORP 100 UNCH $4
     AVA100UNCH$4
DUTCH BROS INC 127 -67 $4
     BROS127-67$4
CARNIVAL CORP 226 UNCH $4
     CCL226UNCH$4
CORNING INC 130 -1,050 $4
     GLW130-1,050$4
ISHARES TR (IJH) 70 +56 $4
     IJH70+56$4
FRANKLIN TEMPLETON ETF TR (IQM) 68 UNCH $4
     IQM68UNCH$4
SHOPIFY INC 50 UNCH $4
     SHOP50UNCH$4
SIRIUS XM HOLDINGS INC 1,000 UNCH $4
     SIRI1,000UNCH$4
SOUTHERN CO 60 -210 $4
     SO60-210$4
ISHARES TR (TLH) 37 UNCH $4
     TLH37UNCH$4
US BANCORP DEL 83 -492 $4
     USB83-492$4
VANGUARD INTL EQUITY INDEX F (VSS) 35 UNCH $4
     VSS35UNCH$4
ALIBABA GROUP HLDG LTD 35 UNCH $3
     BABA35UNCH$3
COINBASE GLOBAL INC 10 UNCH $3
     COIN10UNCH$3
SPDR DOW JONES INDL AVERAGE (DIA) 8 UNCH $3
     DIA8UNCH$3
DT MIDSTREAM INC 50 UNCH $3
     DTM50UNCH$3
EXELIXIS INC 128 UNCH $3
     EXEL128UNCH$3
KIMBERLY CLARK CORP 25 UNCH $3
     KMB25UNCH$3
ELI LILLY & CO 4 UNCH $3
     LLY4UNCH$3
ORGANON & CO 137 UNCH $3
     OGN137UNCH$3
VIATRIS INC 266 +61 $3
     VTRS266+61$3
XPO INC 25 UNCH $3
     XPO25UNCH$3
AFFIRM HLDGS INC 50 UNCH $2
     AFRM50UNCH$2
BARK INC 1,749 UNCH $2
     BARK1,749UNCH$2
KE HLDGS INC 163 UNCH $2
     BEKE163UNCH$2
INVESCO DB COMMDY INDX TRCK 94 +1 $2
     DBC94+1$2
EATON CORP PLC 5 UNCH $2
     ETN5UNCH$2
FORTIVE CORP 20 +20 $2
     FTV20+20$2
GE HEALTHCARE TECHNOLOGIES I 27 -12 $2
     GEHC27-12$2
HALEON PLC 293 UNCH $2
     HLN293UNCH$2
NORDSTROM INC 98 UNCH $2
     JWN98UNCH$2
KYNDRYL HLDGS INC 73 UNCH $2
     KD73UNCH$2
WK KELLOGG CO 99 UNCH $2
     KLG99UNCH$2
NVENT ELECTRIC PLC 23 UNCH $2
     NVT23UNCH$2
PENTAIR PLC 23 UNCH $2
     PNR23UNCH$2
PPL CORP 69 UNCH $2
     PPL69UNCH$2
PAYPAL HLDGS INC 25 +10 $2
     PYPL25+10$2
BLOCK INC 25 UNCH $2
     SQ25UNCH$2
WILLIAMS SONOMA INC 5 UNCH $2
     WSM5UNCH$2
ISHARES TR (AOK) 33 UNCH $1
     AOK33UNCH$1
ARK ETF TR (ARKK) 10 UNCH $1
     ARKK10UNCH$1
AZEK CO INC 25 UNCH $1
     AZEK25UNCH$1
BANK NEW YORK MELLON CORP 15 UNCH $1
     BK15UNCH$1
CENTERPOINT ENERGY INC 18 UNCH $1
     CNP18UNCH$1
DOORDASH INC 10 +10 $1
     DASH10+10$1
DROPBOX INC 50 UNCH $1
     DBX50UNCH$1
EBAY INC. 10 UNCH $1
     EBAY10UNCH$1
GXO LOGISTICS INCORPORATED 25 UNCH $1
     GXO25UNCH$1
HIMS & HERS HEALTH INC 38 UNCH $1
     HIMS38UNCH$1
HONEYWELL INTL INC 5 UNCH $1
     HON5UNCH$1
ROBINHOOD MKTS INC 72 UNCH $1
     HOOD72UNCH$1
ISHARES TR (ITOT) 12 UNCH $1
     ITOT12UNCH$1
ITAU UNIBANCO HLDG S A 83 UNCH $1
     ITUB83UNCH$1
LUCID GROUP INC 409 UNCH $1
     LCID409UNCH$1
LI CYCLE HOLDINGS CORP 510 UNCH $1
     LICY510UNCH$1
SOUTHWEST AIRLS CO 34 UNCH $1
     LUV34UNCH$1
OFFICE PPTYS INCOME TR 461 UNCH $1
     OPI461UNCH$1
PG&E CORP 80 +80 $1
     PCG80+80$1
PINTEREST INC 38 UNCH $1
     PINS38UNCH$1
PULSE BIOSCIENCES INC 133 +133 $1
     PLSE133+133$1
ROBLOX CORP 20 UNCH $1
     RBLX20UNCH$1
RXO INC 25 UNCH $1
     RXO25UNCH$1
SHERWIN WILLIAMS CO 3 UNCH $1
     SHW3UNCH$1
TRINITY BIOTECH PLC 300 -1,200 $1
     TRIB300-1,200$1
UNITED AIRLS HLDGS INC 14 UNCH $1
     UAL14UNCH$1
UBER TECHNOLOGIES INC 10 +10 $1
     UBER10+10$1
INNOVATOR ETFS TRUST (UMAR) 22 -54 $1
     UMAR22-54$1
GLOBAL X FDS 25 UNCH $1
     URA25UNCH$1
VERALTO CORP 13 +13 $1
     VLTO13+13$1
VODAFONE GROUP PLC NEW 118 UNCH $1
     VOD118UNCH$1
SELECT SECTOR SPDR TR (XLI) 5 UNCH $1
     XLI5UNCH$1
ADIENT PLC 9 UNCH <$1
     ADNT9UNCH$0
ALBEMARLE CORP 1 UNCH <$1
     ALB1UNCH$0
AMERESCO INC 15 UNCH <$1
     AMRC15UNCH$0
AMERICAN WELL CORP 77 UNCH <$1
     AMWL77UNCH$0
AVANOS MED INC 5 UNCH <$1
     AVNS5UNCH$0
BRIGHTHOUSE FINL INC 9 UNCH <$1
     BHF9UNCH$0
BLADE AIR MOBILITY INC 25 UNCH <$1
     BLDE25UNCH$0
THE BEACHBODY COMPANY INC 1 UNCH <$1
     BODY1UNCH$0
CITIGROUP INC 3 UNCH <$1
     C3UNCH$0
CHEWY INC 10 UNCH <$1
     CHWY10UNCH$0
EMBECTA CORP 28 UNCH <$1
     EMBC28UNCH$0
FUELCELL ENERGY INC 182 UNCH <$1
     FCEL182UNCH$0
GENERAL MTRS CO 5 UNCH <$1
     GM5UNCH$0
HYATT HOTELS CORP 3 UNCH <$1
     H3UNCH$0
ISHARES TR (ICLN) 3 UNCH <$1
     ICLN3UNCH$0
IQIYI INC 25 UNCH <$1
     IQ25UNCH$0
IROBOT CORP 53 UNCH <$1
     IRBT53UNCH$0
LIGAND PHARMACEUTICALS INC 3 UNCH <$1
     LGND3UNCH$0
LARGO INC 20 UNCH <$1
     LGO20UNCH$0
NIO INC 10 UNCH <$1
     NIO10UNCH$0
NOVOCURE LTD 30 UNCH <$1
     NVCR30UNCH$0
OMNIAB INC 14 UNCH <$1
     OABI14UNCH$0
ORION OFFICE REIT INC 23 UNCH <$1
     ONL23UNCH$0
PARAMOUNT GLOBAL 17 UNCH <$1
     PARA17UNCH$0
PALANTIR TECHNOLOGIES INC 10 UNCH <$1
     PLTR10UNCH$0
PLUG POWER INC 55 UNCH <$1
     PLUG55UNCH$0
PELOTON INTERACTIVE INC 23 UNCH <$1
     PTON23UNCH$0
SIGMA LITHIUM CORPORATION 13 UNCH <$1
     SGML13UNCH$0
TELADOC HEALTH INC 25 UNCH <$1
     TDOC25UNCH$0
INNOVATOR ETFS TRUST (USEP) 8 -586 <$1
     USEP8-586$0
VANDA PHARMACEUTICALS INC 50 UNCH <$1
     VNDA50UNCH$0
VONTIER CORPORATION 8 +8 <$1
     VNT8+8$0
VERTEX PHARMACEUTICALS INC 1 +1 <$1
     VRTX1+1$0
WABTEC 3 UNCH <$1
     WAB3UNCH$0
SPDR SER TR (XBI) 5 UNCH <$1
     XBI5UNCH$0
XP INC 1 UNCH <$1
     XP1UNCH$0
ZOOM VIDEO COMMUNICATIONS IN 3 UNCH <$1
     ZM3UNCH$0
ZUORA INC 50 +0 $0
     ZUO50UNCH$0
ARK ETF TR $0 (exited)
     ARKF0-10$0
AMERICAN EXPRESS CO $0 (exited)
     AXP0-95$0
FRANKLIN RESOURCES INC $0 (exited)
     BEN0-575$0
ANHEUSER BUSCH INBEV SA NV $0 (exited)
     BUD0-150$0
BEYOND MEAT INC $0 (exited)
     BYND0-17$0
C H ROBINSON WORLDWIDE INC $0 (exited)
     CHRW0-135$0
CLARIVATE PLC $0 (exited)
     CLVT0-1,075$0
CAPITAL ONE FINL CORP $0 (exited)
     COF0-160$0
DIAGEO PLC $0 (exited)
     DEO0-65$0
FEDEX CORP $0 (exited)
     FDX0-65$0
HARTFORD FDS EXCHANGE TRADED $0 (exited)
     HSRT0-2,427$0
IDEAL PWR INC $0 (exited)
     IPWR0-45$0
J P MORGAN EXCHANGE TRADED F $0 (exited)
     JPIE0-19,019$0
KENVUE INC $0 (exited)
     KVUE0-500$0
LAMB WESTON HLDGS INC $0 (exited)
     LW0-50$0
MASTERCARD INCORPORATED $0 (exited)
     MA0-35$0
MAGNA INTL INC $0 (exited)
     MGA0-20$0
MCCORMICK & CO INC $0 (exited)
     MKC0-80$0
NOKIA CORP $0 (exited)
     NOK0-50$0
NUSHARES ETF TR $0 (exited)
     NUDV0-14,346$0
NUSHARES ETF TR $0 (exited)
     NUMV0-7,333$0
ORION ENERGY SYS INC $0 (exited)
     OESX0-50$0
SCHWAB CHARLES CORP $0 (exited)
     SCHW0-325$0
SONY GROUP CORP $0 (exited)
     SONY0-15$0
MOLSON COORS BEVERAGE CO $0 (exited)
     TAP0-175$0
VALERO ENERGY CORP $0 (exited)
     VLO0-800$0
WILLIAMS COS INC $0 (exited)
     WMB0-1,000$0
WILLIS TOWERS WATSON PLC LTD $0 (exited)
     WTW0-35$0

See Summary: CGC Financial Services LLC Top Holdings
See Details: Top 10 Stocks Held By CGC Financial Services LLC

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