CGC Financial Services, LLC - Portfolio overview

CGC Financial Services, LLC has 363 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. HELO - JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF, 20.10%
2. SCHD - SCHWAB US DIVIDEND EQUITY ETF, 14.31%
3. FENI - FIDELITY ENHANCED INTERNATIONAL ETF, 12.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.