Wcg Wealth Advisors LLC Purchases in Q4 2024

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
225K
+ 179.13%
$63.01 - $68.55 $14.2M - $15.4M
351K $22.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
374K
+ 104.58%
$39.3 - $41.34 $14.7M - $15.5M
732K $28.8M
FXO
First Tr Exchange Traded Fd Fi

ETFs
121K
New
$50.63 - $59.0 $6.14M - $7.15M
121K $6.56M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
92.9K
+ 21.86%
$65.67 - $69.79 $6.1M - $6.49M
518K $34.7M
IHDG
Wisdomtree Tr

ETFs
90.8K
+ 72.59%
$43.38 - $46.0 $3.94M - $4.18M
216K $9.38M
USFR
Wisdomtree Floating Rate Treas

ETFs
71.4K
+ 128.89%
$50.23 - $50.46 $3.59M - $3.6M
127K $6.38M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
78.7K
+ 537.66%
$40.41 - $45.12 $3.18M - $3.55M
93.4K $3.78M
GOOGL
Alphabet Inc.

Communication Services
3.72K
+ 3.77%
$161.86 - $196.66 $602K - $731K
102K $19.3M
PANW
Palo Alto Networks Inc

Technology
14.8K
New
$181.96 - $405.9 $2.69M - $5.99M
14.8K $2.69M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
58.6K
+ 136.2%
$40.97 - $42.66 $2.4M - $2.5M
102K $4.21M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
24.1K
+ 34.04%
$98.47 - $109.35 $2.37M - $2.63M
94.8K $9.34M
AVUS
American Centy ETF Tr Avantis

ETFs
13K
+ 3.73%
$94.36 - $102.06 $1.23M - $1.33M
362K $35.1M
PULS
Pgim ETF Tr

ETFs
36.3K
+ 27.88%
$49.51 - $49.79 $1.8M - $1.81M
166K $8.24M
V
Visa Inc.

Financial Services
986
+ 2.82%
$273.87 - $320.91 $270K - $316K
35.9K $11.4M
CRM
Salesforce, Inc.

Technology
618
+ 4.03%
$270.87 - $367.87 $167K - $227K
15.9K $5.33M
SCHW
Schwab Charles Corp

Financial Services
4.88K
+ 6.1%
$63.31 - $82.85 $309K - $404K
84.8K $6.28M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
25.4K
New
$42.84 - $45.38 $1.09M - $1.15M
25.4K $1.09M
IVV
Ishares Core S&P 500 ETF

ETFs
753
+ 1.46%
$570.51 - $610.59 $430K - $460K
52.4K $30.8M
JPM
Jpmorgan Chase & CO

Financial Services
267
+ 0.79%
$205.18 - $250.29 $54.8K - $66.8K
34K $8.16M
OKE
Oneok Inc

Energy
5.9K
+ 13.49%
$92.28 - $117.05 $545K - $691K
49.7K $4.99M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11K
+ 13.86%
$91.29 - $91.8 $1.01M - $1.01M
90.5K $8.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.8K
+ 8.8%
$50.37 - $50.6 $1.05M - $1.05M
257K $13M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
46.8K
+ 13.04%
$25.3 - $26.31 $1.18M - $1.23M
406K $10.4M
OMC
Omnicom Group Inc.

Communication Services
10.2K
New
$85.82 - $105.47 $876K - $1.08M
10.2K $878K
TAXF
American Centy ETF Tr Diversif

ETFs
16.7K
New
$49.94 - $51.44 $836K - $861K
16.7K $838K
AUSF
Global X Fds Adaptive U S Fact

ETFs
19.8K
New
$41.71 - $45.09 $825K - $892K
19.8K $831K
SO
Southern CO

Utilities
10K
New
$81.5 - $94.15 $815K - $942K
10K $823K
DIS
Walt Disney CO

Communication Services
2.61K
+ 7.67%
$92.39 - $117.6 $241K - $307K
36.6K $4.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
746
+ 0.63%
$94.43 - $105.47 $70.4K - $78.7K
119K $12.1M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
22.5K
New
$32.85 - $34.26 $738K - $769K
22.5K $743K
WFC
Wells Fargo & Company

Financial Services
1.46K
+ 3.17%
$54.98 - $77.35 $80.4K - $113K
47.6K $3.35M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
13.2K
New
$54.15 - $58.81 $717K - $779K
13.2K $719K
META
Meta Platforms, Inc.

Communication Services
539
+ 2.43%
$554.08 - $632.68 $299K - $341K
22.7K $13.4M
GOOG
Alphabet Inc.

Communication Services
223
+ 0.79%
$163.08 - $198.16 $36.4K - $44.2K
28.4K $5.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.36K
+ 0.64%
$66.77 - $71.52 $158K - $169K
368K $25.4M
AVUV
American Centy ETF Tr Avantis

ETFs
5.88K
+ 3.87%
$94.37 - $106.41 $555K - $625K
158K $15.2M
BAC
Bank Of America Corp

Financial Services
4.54K
+ 4.37%
$39.22 - $47.77 $178K - $217K
108K $4.77M
MA
Mastercard Inc

Financial Services
410
+ 3.2%
$491.3 - $536.15 $201K - $220K
13.2K $6.97M
USB
Us Bancorp \De\

Financial Services
11.6K
New
$43.98 - $53.66 $508K - $620K
11.6K $553K
CGDV
Capital Group Divid Value ETF

ETFs
15.3K
New
$35.16 - $37.12 $538K - $568K
15.3K $539K
JPIB
Jpmorgan International Bond Op

ETFs
11.2K
New
$47.26 - $48.47 $531K - $545K
11.2K $531K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.05K
+ 2.29%
$49.03 - $53.35 $199K - $216K
181K $9.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.38K
+ 70.7%
$71.75 - $75.11 $530K - $554K
17.8K $1.28M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.94K
+ 4.55%
$65.31 - $74.15 $323K - $367K
114K $7.67M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.99K
+ 4.54%
$176.42 - $186.91 $528K - $560K
69K $12.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
349
+ 2.04%
$47.29 - $84.74 $16.5K - $29.6K
17.4K $1.3M
FNDX
Schwab Fundamental U S Large C

ETFs
18.4K
New
$23.49 - $71.77 $432K - $1.32M
18.4K $435K
LVHI
Franklin International Low Vol

ETFs
13.3K
+ 110.88%
$29.98 - $31.57 $397K - $418K
25.2K $769K
KMX
Carmax Inc

Consumer Cyclical
2.33K
+ 5.25%
$71.11 - $87.2 $166K - $203K
46.8K $3.83M
Activity Summary
Buys All Purchases 184 New Holdings 23 Increased Positions 161 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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