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
DFAX
Dimensional ETF Tr
61.2K
New
$23.37 - $29.39 $1.43M - $1.8M
61.2K $1.8M
MU
Micron Technology Inc

Technology
13.9K
New
$64.72 - $127.91 $900K - $1.78M
13.9K $1.71M
CVX
Chevron Corp

Energy
11.9K
New
$133.73 - $168.51 $1.59M - $2M
11.9K $1.7M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
10.5K
+ 8.7%
$72.61 - $88.75 $763K - $933K
131K $11.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
17.8K
+ 13.83%
$67.03 - $80.35 $1.19M - $1.43M
146K $11.7M
DUK
Duke Energy Corp

Utilities
13.2K
New
$112.46 - $124.05 $1.49M - $1.64M
13.2K $1.56M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.03K
+ 9.11%
$82.17 - $99.96 $742K - $903K
108K $10.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.04K
+ 1.31%
$34.72 - $42.74 $175K - $215K
390K $16.7M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
15.5K
+ 4.95%
$27.24 - $33.15 $422K - $514K
329K $10.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.5K
+ 9.32%
$221.86 - $362.89 $334K - $546K
17.6K $5.61M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.41K
+ 5.24%
$152.42 - $182.82 $520K - $624K
68.5K $12.5M
EMR
Emerson Electric CO

Industrials
10.2K
New
$94.15 - $133.33 $957K - $1.36M
10.2K $1.36M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
52.1K
New
N/A
52.1K $1.33M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
56.7K
+ 18.11%
$21.71 - $22.3 $1.23M - $1.26M
370K $8.23M
CSCO
Cisco Systems, Inc.

Technology
13.6K
+ 31.76%
$53.19 - $69.38 $722K - $942K
56.3K $3.91M
EPD
Enterprise Products Partners L.P.

Energy
47.5K
+ 70.74%
$28.95 - $34.22 $1.38M - $1.63M
115K $3.56M
SPMD
Spdr Portfolio

ETFs
21.8K
New
$44.89 - $54.38 $980K - $1.19M
21.8K $1.19M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.78K
+ 40.55%
$101.69 - $139.02 $588K - $804K
20K $2.79M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23K
New
$49.79 - $50.75 $1.15M - $1.17M
23K $1.17M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14K
+ 79.1%
$60.34 - $74.89 $843K - $1.05M
31.6K $2.37M
MRVL
Marvell Technology, Inc.

Technology
15.1K
New
$49.38 - $79.97 $744K - $1.21M
15.1K $1.17M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.1K
New
$55.54 - $69.09 $895K - $1.11M
16.1K $1.11M
JNK
Spdr Bloomberg High Yield Bond

ETFs
11.3K
New
$91.23 - $97.27 $1.03M - $1.1M
11.3K $1.1M
SO
Southern CO

Utilities
12K
New
$84.91 - $92.56 $1.02M - $1.11M
12K $1.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.9K
New
$44.68 - $45.96 $1.07M - $1.1M
23.9K $1.09M
VZ
Verizon Communications Inc

Communication Services
26K
+ 110.74%
$41.67 - $45.62 $1.08M - $1.19M
49.5K $2.14M
WMT
Walmart Inc.

Consumer Defensive
1.76K
+ 1.96%
$81.79 - $99.98 $144K - $176K
91.2K $8.92M
DIS
Walt Disney CO

Communication Services
1.2K
+ 3.48%
$81.72 - $124.01 $97.9K - $149K
35.6K $4.42M
IETC
Ishares U S ETF Tr

ETFs
10.7K
New
$67.28 - $94.0 $722K - $1.01M
10.7K $1.01M
NUSC
Nuveen Esg Small Cap ETF

ETFs
14.6K
+ 8.57%
$33.38 - $40.81 $486K - $595K
185K $7.52M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
16.5K
+ 20.45%
$46.92 - $55.01 $773K - $907K
97.1K $5.27M
FXO
First Tr Exchange Traded Fd Fi

ETFs
11.8K
+ 11.29%
$45.9 - $56.06 $541K - $661K
116K $6.52M
CRM
Salesforce, Inc.

Technology
3.21K
+ 20.96%
$236.26 - $291.15 $759K - $936K
18.6K $5.06M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.83K
+ 4.69%
$70.44 - $86.87 $269K - $332K
85.4K $7.42M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.36K
+ 2.79%
$54.28 - $67.95 $182K - $228K
124K $8.42M
VEU
Vanguard Ftse All World Ex Us

ETFs
13.3K
New
$54.19 - $67.22 $721K - $895K
13.3K $894K
MA
Mastercard Inc

Financial Services
1.24K
+ 9.62%
$479.92 - $590.74 $593K - $730K
14.1K $7.9M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15K
New
$45.98 - $56.15 $690K - $842K
15K $842K
PM
Philip Morris International Inc.

Consumer Defensive
402
+ 1.24%
$149.23 - $184.95 $60K - $74.3K
32.8K $5.97M
TTE
Total Energies Se

Energy
11.8K
New
N/A
11.8K $811K
EVRG
Evergy, Inc.

Utilities
11.3K
New
$64.06 - $69.64 $724K - $787K
11.3K $778K
FNDX
Schwab Fundamental U S Large C

ETFs
29.8K
+ 134.15%
$20.84 - $24.54 $621K - $731K
52K $1.28M
XSMO
Invesco S&P Smallcap Momentum

ETFs
10.9K
New
$55.15 - $68.11 $599K - $740K
10.9K $738K
SPTL
Spdr Portfolio Long Term Treas

ETFs
29.7K
+ 35.58%
$25.48 - $27.78 $757K - $825K
113K $3.01M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.7K
New
$50.1 - $51.02 $638K - $650K
12.7K $649K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.9K
+ 9.6%
$29.52 - $35.31 $350K - $419K
135K $4.78M
FXR
First Trust Industrials/Produc

ETFs
3.4K
+ 4.03%
$60.85 - $74.22 $207K - $252K
87.8K $6.51M
EFV
Msci Eafe Value ETF

ETFs
2.27K
+ 2.19%
$52.4 - $64.65 $119K - $146K
106K $6.7M
MFG
Mizuho Financial Group Inc

Financial Services
110K
New
$4.25 - $5.66 $468K - $623K
110K $612K
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
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