Wcg Wealth Advisors LLC Purchases in Q2 2025

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45.8K
New
$483.48 - $539.8 $22.1M - $24.7M
45.8K $22.2M
NVDA
Nvidia Corp

Technology
37.5K
+ 15.3%
$94.31 - $157.99 $3.54M - $5.93M
283K $44.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
127K
New
$116.93 - $119.39 $14.9M - $15.2M
127K $15.1M
IEFA
Ishares Tr

ETFs
154K
+ 872.47%
$67.83 - $84.09 $10.5M - $13M
172K $14.4M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
182K
+ 49.16%
$44.64 - $55.3 $8.11M - $10M
551K $30.5M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
159K
New
N/A
159K $11.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
178K
New
$43.53 - $54.46 $7.75M - $9.69M
178K $9.69M
XLK
Technology Sector Spdr

ETFs
35.6K
New
$179.73 - $253.23 $6.4M - $9.02M
35.6K $9.02M
XLU
Utilities Sector Spdr

ETFs
86.8K
New
$73.09 - $82.77 $6.35M - $7.19M
86.8K $7.09M
XLV
Select Sector Spdr Fund Health

ETFs
51.7K
New
$128.77 - $144.3 $6.65M - $7.46M
51.7K $6.96M
FXU
First Tr Exchange Traded Fd Ut

ETFs
148K
New
$37.86 - $43.29 $5.6M - $6.4M
148K $6.27M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
62.9K
New
$84.34 - $99.49 $5.31M - $6.26M
62.9K $6.22M
IVV
Ishares Core S&P 500 ETF

ETFs
5.54K
+ 12.19%
$498.8 - $620.9 $2.76M - $3.44M
51K $31.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
58K
New
$96.84 - $99.46 $5.61M - $5.76M
58K $5.75M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
39.5K
+ 12.76%
$58.41 - $72.69 $2.31M - $2.87M
349K $25.4M
XLY
Select Sector Spdr Consumer Di

ETFs
21.7K
New
$176.34 - $218.59 $3.83M - $4.75M
21.7K $4.73M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.56K
+ 34.52%
$496.48 - $617.85 $2.76M - $3.43M
21.7K $13.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
181K
+ 49.19%
$24.14 - $25.43 $4.38M - $4.61M
550K $13.6M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
94.2K
+ 58.75%
$33.13 - $40.67 $3.12M - $3.83M
255K $10.4M
ELV
Elevance Health, Inc.

Healthcare
10.3K
New
$372.27 - $452.69 $3.83M - $4.65M
10.3K $4M
META
Meta Platforms, Inc.

Communication Services
863
+ 4.26%
$484.66 - $738.09 $418K - $637K
21.1K $15.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
42.7K
+ 48.12%
$91.43 - $91.74 $3.9M - $3.91M
131K $12M
AMZN
Amazon Com Inc

Consumer Cyclical
1.93K
+ 1.81%
$167.32 - $223.3 $323K - $431K
109K $23.8M
AVDE
American Centy ETF Tr Avantis

ETFs
15.8K
+ 5.22%
$59.32 - $74.36 $938K - $1.18M
319K $23.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
66.3K
+ 29.71%
$50.36 - $50.68 $3.34M - $3.36M
290K $14.7M
PRF
Invesco Exchange Traded Fd Tr

ETFs
72.8K
New
$35.77 - $42.27 $2.6M - $3.08M
72.8K $3.08M
SPYG
Spdr Portfolio

ETFs
28K
+ 115.57%
$71.83 - $95.32 $2.01M - $2.67M
52.2K $4.97M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.54K
+ 12.9%
$416.06 - $551.64 $1.06M - $1.4M
22.2K $12.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.87K
+ 22.08%
$141.37 - $228.57 $830K - $1.34M
32.5K $7.35M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
56.6K
+ 47.23%
$50.52 - $50.92 $2.86M - $2.88M
176K $8.99M
BOND
Pimco Active Bond Exchange Tra

ETFs
29.6K
New
$89.87 - $92.93 $2.66M - $2.75M
29.6K $2.73M
AVUV
American Centy ETF Tr Avantis

ETFs
22.2K
+ 13.69%
$75.17 - $91.21 $1.67M - $2.02M
184K $16.8M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
50.4K
+ 46.2%
$37.51 - $45.52 $1.89M - $2.3M
160K $7.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.79K
+ 4.19%
$82.96 - $110.1 $397K - $527K
119K $13.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
35.2K
+ 7.79%
$29.36 - $35.56 $1.03M - $1.25M
487K $17.3M
ARCC
Ares Capital Corp

Financial Services
107K
New
$18.91 - $22.43 $2.02M - $2.39M
107K $2.34M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
23.6K
New
$98.34 - $98.77 $2.32M - $2.33M
23.6K $2.33M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
68.9K
+ 113.09%
$27.3 - $31.8 $1.88M - $2.19M
130K $4.13M
BND
Vanguard Bd Index Fd Inc Total

ETFs
31.2K
+ 269.8%
$72.02 - $73.82 $2.24M - $2.3M
42.7K $3.14M
SCHW
Schwab Charles Corp

Financial Services
13.5K
+ 16.74%
$69.06 - $91.24 $930K - $1.23M
93.9K $8.57M
AMAT
Applied Materials Inc

Technology
9.65K
+ 83.67%
$126.95 - $183.52 $1.23M - $1.77M
21.2K $3.88M
GOOGL
Alphabet Inc.

Communication Services
559
+ 0.58%
$144.7 - $178.6 $80.9K - $99.8K
96.3K $17M
FAD
First Tr Multi Cap Growth Alph

ETFs
13.7K
New
$114.67 - $146.82 $1.57M - $2.01M
13.7K $2.01M
JNJ
Johnson & Johnson

Healthcare
13K
New
$146.36 - $159.82 $1.9M - $2.07M
13K $1.98M
ABNB
Airbnb, Inc.

Consumer Cyclical
14.6K
New
$105.69 - $140.64 $1.54M - $2.05M
14.6K $1.93M
HSBC
Hsbc Holdings PLC

Financial Services
31.5K
New
$46.68 - $61.09 $1.47M - $1.92M
31.5K $1.91M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
16.6K
+ 4.02%
$56.84 - $65.5 $944K - $1.09M
429K $28.1M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
14.6K
+ 45.47%
$70.54 - $93.95 $1.03M - $1.37M
46.7K $4.39M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 6.41%
$59.24 - $71.39 $733K - $884K
205K $14.6M
Activity Summary
Buys All Purchases 212 New Holdings 64 Increased Positions 148 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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