Wcg Wealth Advisors LLC Purchases and Sells in Q2 2025

Wcg Wealth Advisors LLC

$1.42 Billion
Q2 2025

Top Buys

Incresed Positions

148 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	37.5K + 15.3%	$94.31 - $157.99 $3.54M - $5.93M	283K $44.7M
IEFA	154K + 872.47%	$67.83 - $84.09 $10.5M - $13M	172K $14.4M
SNPE	182K + 49.16%	$44.64 - $55.3 $8.11M - $10M	551K $30.5M
AVUS	34.7K + 9.29%	$81.38 - $100.82 $2.82M - $3.5M	408K $41.2M
IVV	5.54K + 12.19%	$498.8 - $620.9 $2.76M - $3.44M	51K $31.6M
SPLG	39.5K + 12.76%	$58.41 - $72.69 $2.31M - $2.87M	349K $25.4M

New Holdings

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	45.8K New	$483.48 - $539.8 $22.1M - $24.7M	45.8K $22.2M
IEI	127K New	$116.93 - $119.39 $14.9M - $15.2M	127K $15.1M
NETZ	159K New	N/A	159K $11.8M
DYNF	178K New	$43.53 - $54.46 $7.75M - $9.69M	178K $9.69M
XLK	35.6K New	$179.73 - $253.23 $6.4M - $9.02M	35.6K $9.02M
XLU	86.8K New	$73.09 - $82.77 $6.35M - $7.19M	86.8K $7.09M

Top Sells

Reduced Positions

111 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	-223K - 89.73%	$93.15 - $96.56 $20.7M - $21.5M	25.5K $2.44M
SPAB	-388K - 94.43%	$24.98 - $25.66 $9.7M - $9.97M	22.9K $586K
PAVE	-238K - 95.05%	$33.78 - $43.68 $8.02M - $10.4M	12.4K $538K
XLF	-176K - 53.38%	$43.92 - $52.37 $7.73M - $9.21M	154K $8.05M
HTRB	-201K - 24.64%	$33.14 - $34.12 $6.66M - $6.85M	614K $20.8M
XLRE	-126K - 37.96%	$37.08 - $42.26 $4.68M - $5.33M	206K $8.54M

Activity Summary All Purchases 212 New Holdings 64 Increased Positions 148 All Sells 111 Reductions 111 Sold out 0 Calls 0 Puts 0

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