CGC Financial Services, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$251M
Signature - Title
Denise Reinert - Chief Compliance Officer
Location
Lake Oswego, OR
Summary
This page shows a list of all the recent 13F filings made by CGC Financial Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CGC Financial Services, LLC reported 345 stock holdings with total value $251M as of Q4 2024. Top holdings included HELO, SCHD, IEFA, JMEE, and AVUV.
Holdings Value