Ccm Investment Group, LLC 13F Holdings · last filed Q1 2025
Ccm Investment Group, LLC reported 207 securities worth $945.81M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: IDEV (10.54%), VEA (10.27%), AVUV (9.32%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IDEV | ISHARES TR | $99.7M | 10.54% | 1.4M | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $97.2M | 10.27% | 1.9M | Trimmed |
| 3 | AVUV | AMERICAN CENTY ETF TR | $88.1M | 9.32% | 1.0M | Added |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $57.3M | 6.06% | 1.3M | Added |
| 5 | AVRE | AMERICAN CENTY ETF TR | $51.4M | 5.44% | 1.2M | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $50.4M | 5.33% | 715,192 | Added |
| 7 | AVES | AMERICAN CENTY ETF TR | $37.8M | 3.99% | 796,318 | Added |
| 8 | AAPL | APPLE INC | $21.5M | 2.28% | 98,796 | Added |
| 9 | XOM | EXXON MOBIL CORP | $9.6M | 1.01% | 81,231 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $8.3M | 0.88% | 50,917 | Added |
| 11 | PG | PROCTER AND GAMBLE CO | $8.1M | 0.85% | 47,940 | Trimmed |
| 12 | PM | PHILIP MORRIS INTL INC | $7.6M | 0.81% | 49,249 | Trimmed |
| 13 | CVX | CHEVRON CORP NEW | $7.6M | 0.80% | 45,838 | Added |
| 14 | T | AT&T INC | $7.2M | 0.76% | 255,378 | Trimmed |
| 15 | HD | HOME DEPOT INC | $7.0M | 0.74% | 19,537 | Trimmed |
| 16 | CSCO | CISCO SYS INC | $6.6M | 0.70% | 108,620 | Trimmed |
| 17 | ABBV | ABBVIE INC | $6.5M | 0.69% | 31,860 | Added |
| 18 | CMCSA | COMCAST CORP NEW | $6.5M | 0.68% | 176,211 | Added |
| 19 | AMGN | AMGEN INC | $6.1M | 0.64% | 19,747 | Added |
| 20 | CI | THE CIGNA GROUP | $6.1M | 0.64% | 18,677 | Added |
| 21 | MO | ALTRIA GROUP INC | $6.1M | 0.64% | 104,403 | Added |
| 22 | COP | CONOCOPHILLIPS | $6.0M | 0.63% | 58,493 | Added |
| 23 | MCK | MCKESSON CORP | $5.9M | 0.63% | 8,856 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $5.9M | 0.62% | 17,751 | Added |
| 25 | BMY | BRISTOL-MYERS SQUIBB CO | $5.7M | 0.61% | 95,768 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR