StockDriftsStockDriftsTop 50 Ccm Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IDEV | ISHARES TR | 10.54% | 1.44M | $99.7M | new | — | 2025-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.27% | 1.90M | $97.2M | new | — | 2025-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 9.32% | 1.01M | $88.1M | new | — | 2025-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 6.06% | 1.26M | $57.3M | new | — | 2025-03-31 | |
| AVRE | AMERICAN CENTY ETF TR | 5.44% | 1.20M | $51.4M | new | — | 2025-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 5.33% | 715.2K | $50.4M | new | — | 2025-03-31 | |
| AVES | AMERICAN CENTY ETF TR | 3.99% | 796.3K | $37.8M | new | — | 2025-03-31 | |
| AAPL | APPLE INC | 2.28% | 98.8K | $21.5M | new | — | 2025-03-31 | |
| XOM | EXXON MOBIL CORP | 1.01% | 81.2K | $9.6M | new | — | 2025-03-31 | |
| JNJ | JOHNSON & JOHNSON | 0.88% | 50.9K | $8.3M | new | — | 2025-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Ccm Investment Group, Llc reports $945.81M in US-listed equity holdings across 207 positions in its most recent 13F filing. Its largest disclosed positions are IDEV (10.5%), VEA (10.3%) and AVUV (9.3%). Figures reflect the Q1 2025 filing.
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Holdings on this page are parsed from Ccm Investment Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2067069). View Ccm Investment Group, Llc’s 13F filings on SEC