CLG LLC
CLG LLC runs CLG LLC and currently holds 156 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $455.43M. Their top holdings are IVV, DLN, AAPL, CGGR, PYLD. The top five represent 39.0% of reported portfolio weight. CLG LLC ranks #859 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CLG LLC initiated 3 new positions. They added to 60 existing positions. They trimmed 33 positions. Their current best-performing preview position is MU with returns of +241.65%.
156 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
IVV ISHARES TR | 17.60% | $610.46 | $769.30 | +26.02% | Added +4.27% |
DLN WISDOMTREE TR | 9.74% | $82.81 | $100.75 | +21.66% | Added +6.89% |
AAPL APPLE INC | 4.80% | $250.43 | $309.35 | +23.53% | Trimmed -2.09% |
CGGR CAPITAL GROUP GROWTH ETF | 3.61% | $40.97 | $46.99 | +14.69% | Added +21.50% |
PYLD PIMCO ETF TR | 3.23% | $26.47 | $26.17 | -1.13% | Added +6.38% |
FBCG FIDELITY COVINGTON TRUST | 3.15% | $51.37 | $61.56 | +19.83% | Added +15.48% |
CVX CHEVRON CORPORATION | 2.84% | $144.84 | $205.26 | +41.71% | Trimmed -33.79% |
SATS ECHOSTAR CORP | 2.76% | $26.32 | $86.98 | +230.47% | Added +0.47% |
CGBL CAPITAL GROUP CORE BALANCED | 2.50% | $35.09 | $38.22 | +8.92% | Added +46.99% |
CGDV CAPITAL GROUP DIVIDEND VALUE | 2.50% | $40.36 | $50.21 | +24.40% | Added +6.75% |
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