CIK 1992785
CGC Financial Services, LLC
Institutional 13F holdings & portfolio
Holdings
340
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 340
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW COM NEW | 308 | $15K–$50K | SH |
| GEV | GE VERNOVA INC COM | 54 | $15K–$50K | SH |
| GIS | GENERAL MLS INC COM | 757 | $15K–$50K | SH |
| CMCSA | COMCAST CORP NEW CL A | 1K | $15K–$50K | SH |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 1K | $15K–$50K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 238 | $15K–$50K | SH |
| BAC | BANK AMERICA CORP COM | 610 | $15K–$50K | SH |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | 514 | $15K–$50K | SH |
| SYY | SYSCO CORP COM | 446 | $15K–$50K | SH |
| T | AT&T INC COM | 1K | $15K–$50K | SH |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | 274 | $15K–$50K | SH |
| MFC | MANULIFE FINL CORP COM | 850 | $15K–$50K | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 286 | $15K–$50K | SH |
| WRB | BERKLEY W R CORP COM | 421 | $15K–$50K | SH |
| ENB | ENBRIDGE INC COM | 613 | $15K–$50K | SH |
| SYK | STRYKER CORPORATION COM | 83 | $15K–$50K | SH |
| MMM | 3M CO COM | 177 | $15K–$50K | SH |
| WM | WASTE MGMT INC DEL COM | 125 | $15K–$50K | SH |
| BDX | BECTON DICKINSON & CO COM | 140 | $15K–$50K | SH |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | 291 | $15K–$50K | SH |
| WY | WEYERHAEUSER CO MTN BE COM NEW | 1K | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP COM NEW | 152 | $15K–$50K | SH |
| SO | SOUTHERN CO COM | 293 | $15K–$50K | SH |
| OSIS | OSI SYSTEMS INC COM | 100 | $15K–$50K | SH |
| MELI | MERCADOLIBRE INC COM | 12 | $15K–$50K | SH |
| F | FORD MTR CO COM | 2K | $15K–$50K | SH |
| SHEL | SHELL PLC SPON ADS | 324 | $15K–$50K | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 310 | $15K–$50K | SH |
| OKE | ONEOK INC NEW COM | 304 | $15K–$50K | SH |
| ETN | EATON CORP PLC SHS | 66 | $15K–$50K | SH |
| EFV | ISHARES MSCI EAFE VALUE ETF | 280 | $15K–$50K | SH |
| EAOA | ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | 483 | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 486 | $15K–$50K | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 374 | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC COM | 175 | $15K–$50K | SH |
| SRPT | SAREPTA THERAPEUTICS INC COM | 913 | $15K–$50K | SH |
| LASR | NLIGHT INC COM | 523 | $15K–$50K | SH |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 678 | $15K–$50K | SH |
| SBRA | SABRA HEALTH CARE REIT INC COM | 1K | $15K–$50K | SH |
| AMCR | AMCOR PLC ORD | 2K | $15K–$50K | SH |
| CME | CME GROUP INC COM | 66 | $15K–$50K | SH |
| FTNT | FORTINET INC COM | 225 | $15K–$50K | SH |
| SPGI | S&P GLOBAL INC COM | 33 | $15K–$50K | SH |
| WOOD | ISHARES GLOBAL TIMBER & FORESTRY ETF | 235 | $15K–$50K | SH |
| ARCC | ARES CAPITAL CORP COM | 807 | $15K–$50K | SH |
| SYF | SYNCHRONY FINANCIAL COM | 193 | $15K–$50K | SH |
| CL | COLGATE PALMOLIVE CO COM | 200 | $15K–$50K | SH |
| TRP | TC ENERGY CORP COM | 286 | $15K–$50K | SH |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | 69 | $15K–$50K | SH |
| AMLP | ALERIAN MLP ETF | 325 | $15K–$50K | SH |