Wcg Wealth Advisors LLC Purchases in Q3 2024

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
347K
+ 3059.56%
$39.37 - $41.68 $13.6M - $14.4M
358K $14.8M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
162K
New
$51.29 - $56.57 $8.31M - $9.16M
162K $9.16M
XLP
Consumer Staples Sector Spdr

ETFs
90.5K
New
$76.04 - $76.04 $6.88M - $6.88M
90.5K $7.51M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
70.8K
New
$94.31 - $103.26 $6.67M - $7.31M
70.8K $7.26M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
109K
New
$60.1 - $66.57 $6.53M - $7.24M
109K $7.21M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
110K
+ 706.97%
$58.75 - $64.07 $6.47M - $7.06M
126K $8.06M
JGRO
J P Morgan Exchange Traded Fd
90.1K
+ 293.93%
N/A
121K $9.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.48K
+ 54.55%
$517.38 - $573.86 $4.91M - $5.44M
26.9K $15.4M
BAR
Granite Shares Gold Trust

ETFs
216K
New
$23.01 - $26.37 $4.98M - $5.7M
216K $5.62M
EFV
Msci Eafe Value ETF

ETFs
79.7K
+ 141.28%
$51.72 - $57.96 $4.12M - $4.62M
136K $7.83M
XLV
Select Sector Spdr Fund Health

ETFs
23.7K
New
$143.3 - $157.24 $3.4M - $3.73M
23.7K $3.65M
PULS
Pgim ETF Tr

ETFs
66.2K
+ 103.74%
$49.47 - $49.8 $3.28M - $3.3M
130K $6.48M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
47.8K
+ 11.64%
$44.83 - $47.42 $2.14M - $2.27M
458K $21.6M
JMBS
Janus Detroit Str Tr Henderson

ETFs
63.7K
New
$44.13 - $47.01 $2.81M - $3M
63.7K $2.97M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
26.5K
+ 92.23%
$85.84 - $85.84 $2.28M - $2.28M
55.2K $5.36M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.8K
+ 21.75%
$162.64 - $179.3 $1.92M - $2.11M
66K $11.8M
American Centy ETF Tr
37.4K
New
N/A
37.4K $2.47M
AVUS
American Centy ETF Tr Avantis

ETFs
7.91K
+ 2.32%
$86.27 - $95.15 $682K - $753K
349K $33.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.7K
+ 67.47%
$178.94 - $207.0 $2.1M - $2.42M
29.1K $5.84M
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.2K
New
$162.83 - $179.16 $1.99M - $2.19M
12.2K $2.19M
Victory Portfolios Ii
65K
New
N/A
65K $2.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.8K
New
$96.25 - $101.98 $1.91M - $2.02M
19.8K $2.01M
SPTL
Spdr Portfolio Long Term Treas

ETFs
34.5K
+ 6.51%
$26.69 - $29.87 $920K - $1.03M
564K $16.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.2K
+ 109.66%
$77.02 - $85.06 $1.63M - $1.81M
40.6K $3.43M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
43.1K
New
$38.33 - $42.48 $1.65M - $1.83M
43.1K $1.81M
AVDE
American Centy ETF Tr Avantis

ETFs
7.61K
+ 2.86%
$60.09 - $67.67 $457K - $515K
274K $18.3M
META
Meta Platforms, Inc.

Communication Services
514
+ 2.37%
$453.41 - $572.44 $233K - $294K
22.2K $12.7M
IEFA
Ishares Tr

ETFs
20.9K
+ 125.13%
$70.09 - $78.74 $1.47M - $1.65M
37.7K $2.94M
ORCL
Oracle Corp

Technology
298
+ 0.53%
$125.9 - $170.35 $37.5K - $50.8K
56.9K $9.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.9K
+ 51.67%
$57.32 - $62.65 $1.37M - $1.5M
70.1K $4.37M
CVX
Chevron Corp

Energy
10.3K
New
$137.88 - $161.97 $1.42M - $1.67M
10.3K $1.52M
WMT
Walmart Inc.

Consumer Defensive
3.26K
+ 3.45%
$66.91 - $81.4 $218K - $265K
97.8K $7.89M
BAC
Bank Of America Corp

Financial Services
37K
+ 55.2%
$36.65 - $44.13 $1.35M - $1.63M
104K $4.12M
VGLT
Vanguard Long Term Treasury Et

ETFs
23.6K
New
$56.52 - $63.23 $1.34M - $1.49M
23.6K $1.45M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
21.5K
+ 45.56%
$56.04 - $62.99 $1.21M - $1.35M
68.7K $4.2M
PAVE
Global X Fds Us Infrastructure

ETFs
2.79K
+ 0.9%
$36.39 - $41.16 $102K - $115K
313K $12.9M
SKYY
First Trust Cloud Computing Et

ETFs
13.6K
New
$86.45 - $102.48 $1.18M - $1.4M
13.6K $1.4M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10.2K
New
$116.79 - $133.54 $1.19M - $1.37M
10.2K $1.35M
MBB
Ishares Tr

ETFs
11.8K
+ 23.18%
$90.85 - $96.66 $1.07M - $1.14M
62.8K $6.01M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.2K
New
$92.63 - $105.69 $1.13M - $1.29M
12.2K $1.27M
BBUS
J P Morgan Exchg Traded Fd

ETFs
12.1K
New
$93.22 - $103.58 $1.13M - $1.25M
12.1K $1.25M
XLC
Select Sector Spdr Tr Communic

ETFs
13.8K
New
$82.16 - $90.4 $1.14M - $1.25M
13.8K $1.25M
DUK
Duke Energy Corp

Utilities
10.5K
New
$99.35 - $117.71 $1.04M - $1.23M
10.5K $1.21M
VTI
Vanguard Total Stock Market Et

ETFs
3.01K
+ 13.81%
$255.18 - $283.2 $768K - $852K
24.8K $7.02M
MUB
Ishares National Muni Bond ETF

ETFs
10.8K
New
$106.13 - $108.7 $1.14M - $1.17M
10.8K $1.17M
Manager Directed Portfolios
1.16K
+ 0.15%
N/A
791K $8.79M
AVUV
American Centy ETF Tr Avantis

ETFs
2.27K
+ 1.51%
$88.24 - $99.7 $200K - $226K
152K $14.6M
MU
Micron Technology Inc

Technology
10.9K
New
$86.27 - $136.82 $942K - $1.49M
10.9K $1.13M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.46K
+ 1.81%
$30.74 - $34.07 $229K - $254K
420K $14.3M
Activity Summary
Buys All Purchases 186 New Holdings 41 Increased Positions 145 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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