Wcg Wealth Advisors LLC Purchases and Sells in Q1 2024

Wcg Wealth Advisors LLC

$1.18 Billion
Q1 2024

Top Buys

Incresed Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	33.1K + 82.98%	$469.56 - $525.73 $15.5M - $17.4M	73K $38.4M
IUSB	171K + 114.08%	$45.02 - $46.27 $7.7M - $7.92M	321K $14.6M
AVUS	24K + 7.76%	$79.93 - $89.5 $1.92M - $2.14M	333K $29.8M
DUHP	115K + 40.15%	$28.16 - $31.61 $3.23M - $3.63M	400K $12.7M
EFV	74.9K + 201.97%	$50.46 - $54.5 $3.78M - $4.08M	112K $6.09M
QUAL	17.4K + 44.72%	$144.62 - $165.44 $2.52M - $2.89M	56.4K $9.28M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PAVE	279K New	$33.2 - $39.81 $9.27M - $11.1M	279K $11.1M
AVLV	149K New	$56.46 - $64.26 $8.41M - $9.57M	149K $9.57M
COIN	11.2K New	$117.3 - $279.71 $1.31M - $3.13M	11.2K $2.97M
IVW	31K New	$72.87 - $85.14 $2.26M - $2.64M	31K $2.62M
DEO	12.5K New	$137.5 - $154.69 $1.72M - $1.93M	12.5K $1.86M
EMXC	23K New	$52.7 - $57.65 $1.21M - $1.32M	23K $1.32M

Top Sells

Reduced Positions

142 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-31.9K - 69.49%	$467.28 - $523.17 $14.9M - $16.7M	14K $7.33M
AAPL	-53.9K - 23.57%	$169.0 - $195.18 $9.11M - $10.5M	175K $30M
FTXL	-34.6K - 27.5%	N/A	91.2K $0
XLRE	-208K - 17.88%	$37.55 - $40.43 $7.82M - $8.42M	957K $37.8M
RODM	-254K - 24.55%	$26.48 - $28.04 $6.72M - $7.12M	780K $21.8M
MSFT	-25.2K - 27.07%	$367.75 - $429.37 $9.25M - $10.8M	67.8K $28.5M

Activity Summary All Purchases 106 New Holdings 22 Increased Positions 84 All Sells 142 Reductions 142 Sold out 0 Calls 0 Puts 0

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