CMG Global Holdings, LLC
CMG Global Holdings, LLC is a Texas-headquartered SEC-registered investment adviser with approximately $342.3 million in assets under management as of January 2025. Based in Plano, TX, the firm serves a mix of individuals (including high net worth individuals), charitable organizations, pension plans, and a small number of businesses. The firm employs 4 people, all of whom are investment professionals, and offers comprehensive wealth management and investment solutions. CMG Global Holdings, LLC was established in 2011 and primarily serves U.S.-based clients.
Investment Strategy
CMG Global Holdings, LLC manages diversified portfolios for individuals and institutions with an emphasis on large-cap equities and exchange-traded funds across multiple sectors, including technology, industrials, and alternative assets such as gold and bitcoin. The firm's philosophy centers on balancing growth with risk management through active portfolio selection, sector diversification, and tactical allocations. CMG also provides financial planning and asset allocation strategies tailored to client risk profiles and financial objectives.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBND | FIDELITY MERRIMACK STR TR | 7.28% | $14.9M | 319,476 | $46.19 | $46.24 | +$430.4K |
B BND | VANGUARD BD INDEX FDS | 6.87% | $14.0M | 187,952 | $74.49 | $74.37 | +$152.8K |
Q QQQ | INVESCO QQQ TR | 4.90% | $10.0M | 16,629 | $356.43 | $600.37 | +$849.7K |
B BA | BOEING CO | 4.84% | $9.9M | 46,276 | $188.85 | $215.83 | -$95.4K |
S SPY | SPDR S&P 500 ETF TR | 4.75% | $9.7M | 14,590 | $476.21 | $666.18 | +$1.2M |