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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.51K
+ 3.5%
$442.29 - $483.08 $666K - $728K
44.5K $20.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
10.3K
New
$34.42 - $35.88 $353K - $368K
10.3K $356K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
722
+ 3.39%
$170.03 - $192.78 $123K - $139K
22K $4.07M
DUHP
Dimensional ETF Tr Dimensional

ETFs
13.7K
+ 3.27%
$33.62 - $35.69 $461K - $490K
433K $14.6M
DRIV
Global X Fds Global X Autonomo

ETFs
13.9K
New
$22.45 - $24.22 $312K - $336K
13.9K $318K
NET
Cloudflare, Inc.

Technology
246
+ 2.26%
$78.11 - $117.56 $19.2K - $28.9K
11.1K $1.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.22K
+ 17.31%
$95.27 - $107.82 $212K - $240K
15.1K $1.56M
CSCO
Cisco Systems, Inc.

Technology
915
+ 2.15%
$52.45 - $60.02 $48K - $54.9K
43.4K $2.57M
RTX
Raytheon Technologies Corp

Industrials
3.12K
+ 26.39%
$114.45 - $127.21 $357K - $397K
14.9K $1.73M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
12K
New
$23.99 - $24.55 $287K - $294K
12K $287K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
23.9K
+ 8.47%
$21.66 - $22.69 $518K - $542K
306K $6.67M
UL
Unilever PLC

Consumer Defensive
9.74K
+ 27.57%
$56.7 - $64.64 $552K - $630K
45.1K $2.56M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.7K
+ 14.49%
$63.58 - $71.15 $235K - $263K
29.2K $1.9M
WMB
Williams Companies, Inc.

Energy
820
+ 3.83%
$46.37 - $59.74 $38K - $49K
22.2K $1.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.1K
+ 11.87%
$17.93 - $18.8 $200K - $209K
105K $1.91M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.34K
+ 2.98%
$42.05 - $48.31 $56.1K - $64.5K
46.1K $2.13M
MDT
Medtronic PLC

Healthcare
5.61K
+ 24.61%
$79.61 - $92.24 $446K - $517K
28.4K $2.27M
BCS
Barclays PLC

Financial Services
15.2K
New
$11.65 - $13.67 $177K - $208K
15.2K $201K
ODV
Osisko Development Corp.

Basic Materials
123K
New
$1.41 - $2.67 $174K - $329K
123K $199K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.62K
+ 8.76%
$126.68 - $134.74 $205K - $218K
20.1K $2.56M
GLDM
World Gold Trust

ETFs
3.76K
+ 29.41%
$50.76 - $55.23 $191K - $208K
16.5K $859K
BK
Bank Of New York Mellon Corp

Financial Services
1.01K
+ 4.69%
$70.82 - $81.87 $71.6K - $82.8K
22.6K $1.73M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
881
+ 2.61%
$81.6 - $90.89 $71.9K - $80.1K
34.6K $2.97M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.98K
+ 11.09%
$92.58 - $93.71 $184K - $186K
19.9K $1.84M
FXD
First Tr Exchange Traded Fd

ETFs
307
+ 0.26%
$62.05 - $68.52 $19K - $21K
117K $7.59M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.21K
+ 0.82%
$84.34 - $95.14 $102K - $115K
148K $12.9M
PM
Philip Morris International Inc.

Consumer Defensive
1.58K
+ 4.64%
$118.38 - $133.06 $187K - $210K
35.6K $4.28M
BAR
Granite Shares Gold Trust

ETFs
6.41K
+ 2.96%
$25.3 - $27.51 $162K - $176K
223K $5.77M
MUB
Ishares National Muni Bond ETF

ETFs
1.51K
+ 14.0%
$105.78 - $108.7 $159K - $164K
12.3K $1.31M
FV
First Trust Dorsey Wright Focu

ETFs
1.86K
+ 10.66%
$57.47 - $62.82 $107K - $117K
19.3K $1.14M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
180
+ 0.11%
$55.86 - $60.21 $10.1K - $10.8K
162K $9.29M
MAIN
Main Street Capital Corp

Financial Services
500
+ 4.94%
$49.95 - $58.58 $25K - $29.3K
10.6K $621K
C
Citigroup Inc

Financial Services
371
+ 3.31%
$61.31 - $72.5 $22.7K - $26.9K
11.6K $814K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
452
+ 0.45%
$78.43 - $87.17 $35.5K - $39.4K
100K $8.04M
EPD
Enterprise Products Partners L.P.

Energy
1.14K
+ 3.51%
$28.66 - $34.43 $32.6K - $39.2K
33.6K $1.05M
CBSH
Commerce Bancshares Inc

Financial Services
835
+ 4.45%
$57.04 - $74.36 $47.6K - $62.1K
19.6K $1.22M
FDVV
Fidelity High Dividend ETF

ETFs
3.26K
+ 3.81%
$49.66 - $52.63 $162K - $172K
89K $4.44M
AIG
American International Group, Inc.

Financial Services
1.44K
+ 14.19%
$70.0 - $79.22 $101K - $114K
11.6K $841K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.5K
+ 14.84%
$30.04 - $32.01 $75.1K - $80K
19.4K $608K
VGSH
Vanguard

ETFs
1.74K
+ 14.37%
$58.02 - $58.88 $101K - $102K
13.9K $805K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
346
+ 2.29%
$28.07 - $45.82 $9.71K - $15.9K
15.5K $528K
MFC
Manulife Financial Corp

Financial Services
1.33K
+ 4.5%
$29.21 - $32.87 $38.9K - $43.8K
30.9K $949K
CHKP
Check Point Software Technologies LTD

Technology
814
+ 6.43%
$170.18 - $209.01 $139K - $170K
13.5K $2.52M
ET
Energy Transfer LP

Energy
871
+ 6.4%
$16.05 - $19.86 $14K - $17.3K
14.5K $283K
CCJ
Cameco Corp

Energy
331
+ 2.65%
$48.64 - $61.14 $16.1K - $20.2K
12.8K $657K
TRDA
Entrada Therapeutics, Inc.

Healthcare
1.41K
+ 6.21%
$15.82 - $21.59 $22.2K - $30.4K
24K $415K
FCLD
Fidelity Covington Tr Cloud CO
363
+ 2.59%
$23.92 - $30.68 $8.68K - $11.1K
14.4K $395K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
20.4K
+ 4.45%
$45.07 - $47.1 $919K - $960K
479K $21.6M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
722
+ 3.24%
$47.66 - $51.97 $34.4K - $37.5K
23K $1.12M
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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email