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
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.7K
+ 2.84%
$45.12 - $46.23 $528K - $541K
423K $19.6M
PFE
Pfizer Inc

Healthcare
27.4K
+ 35.28%
$21.59 - $24.84 $591K - $679K
105K $2.54M
CHWY
Chewy, Inc.

Consumer Cyclical
13.4K
New
$31.21 - $48.21 $417K - $645K
13.4K $569K
DBX
Dropbox, Inc.

Technology
19.7K
New
$25.42 - $29.7 $500K - $585K
19.7K $562K
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.3K
New
$49.12 - $50.93 $555K - $575K
11.3K $562K
FTHI
First Trust Exchange Traded Fd

ETFs
24.5K
New
$19.66 - $22.85 $482K - $560K
24.5K $560K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
73
+ 0.52%
$180.84 - $240.32 $13.2K - $17.5K
14.2K $3.42M
EFG
Msci Eafe Growth ETF

ETFs
889
+ 2.33%
$89.8 - $112.0 $79.8K - $99.6K
39K $4.37M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
26.2K
+ 94.99%
$20.13 - $22.17 $527K - $580K
53.7K $1.16M
MLPA
Global X Mlp ETF

ETFs
11K
New
$46.47 - $54.16 $512K - $597K
11K $553K
HLN
Haleon PLC

Healthcare
52.1K
New
$9.27 - $11.41 $483K - $594K
52.1K $540K
SPTS
Spdr Portfolio Short Term Trea

ETFs
17.5K
New
$29.07 - $29.38 $507K - $513K
17.5K $511K
LUV
Southwest Airlines CO

Industrials
15.7K
New
$24.04 - $34.36 $378K - $540K
15.7K $509K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.71K
+ 4.18%
$66.87 - $79.47 $248K - $294K
92.4K $7.34M
ACHR
Archer Aviation Inc.

Industrials
46.1K
New
$6.2 - $13.3 $286K - $613K
46.1K $500K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
18.8K
+ 9.06%
$24.48 - $24.9 $459K - $467K
226K $5.62M
AVLV
American Centy ETF Tr Avantis
555
+ 0.38%
$56.85 - $68.21 $31.6K - $37.9K
147K $10M
EBLU
Ecofin Global Water Esg Fund

ETFs
5.73K
+ 16.02%
$51.6 - $52.91 $296K - $303K
41.5K $2.2M
UBER
Uber Technologies, Inc

Technology
561
+ 2.74%
$64.62 - $93.3 $36.3K - $52.3K
21K $1.96M
FLEX
Flex Ltd.

Technology
5.75K
+ 54.34%
$26.68 - $50.09 $153K - $288K
16.3K $815K
QCOM
Qualcomm Inc

Technology
2.36K
+ 16.44%
$124.66 - $159.48 $294K - $376K
16.7K $2.66M
BIT
Black Rock Multi Sector Income Trust

Financial Services
29.4K
New
$13.11 - $14.6 $385K - $429K
29.4K $428K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
38.3K
New
$10.78 - $11.28 $413K - $432K
38.3K $426K
INTC
Intel Corp

Technology
19.7K
+ 37.57%
$18.13 - $22.69 $357K - $447K
72.2K $1.62M
V
Visa Inc.

Financial Services
672
+ 2.05%
$308.27 - $373.31 $207K - $251K
33.4K $11.9M
IVE
Ishares S&P 500 Value ETF

ETFs
1.06K
+ 2.85%
$168.34 - $195.42 $178K - $207K
38.3K $7.48M
C
Citigroup Inc

Financial Services
2.41K
+ 21.73%
$58.13 - $85.12 $140K - $205K
13.5K $1.15M
DX
Dynex Capital Inc

Real Estate
28.8K
New
$11.13 - $12.99 $321K - $374K
28.8K $352K
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.79K
+ 11.17%
$22.27 - $29.21 $107K - $140K
47.7K $1.39M
ODV
Osisko Development Corp.

Basic Materials
123K
New
$1.4 - $2.24 $173K - $276K
123K $263K
PWZ
Invesco California Amt Free Mu

ETFs
11.2K
New
$22.71 - $24.18 $254K - $271K
11.2K $261K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.06K
+ 6.99%
$52.31 - $63.72 $108K - $131K
31.6K $2.01M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
290
+ 2.09%
$83.67 - $109.12 $24.3K - $31.6K
14.2K $1.55M
FNDF
Schwab Fundamental Intl Large

ETFs
4.45K
+ 26.9%
$32.25 - $40.02 $143K - $178K
21K $839K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
16.1K
+ 56.61%
$11.53 - $13.87 $185K - $223K
44.5K $616K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
17.7K
+ 92.94%
$10.25 - $12.25 $182K - $217K
36.8K $450K
MFC
Manulife Financial Corp

Financial Services
6.48K
+ 19.71%
$26.93 - $32.44 $174K - $210K
39.3K $1.26M
CSQ
Calamos Strategic Total Return Fund

Financial Services
10.9K
+ 63.99%
$13.86 - $18.24 $151K - $198K
27.9K $508K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
9.43K
+ 73.78%
$15.84 - $20.94 $149K - $197K
22.2K $465K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
24.9K
+ 61.04%
$7.2 - $8.65 $180K - $216K
65.8K $569K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
14.8K
+ 64.52%
$12.03 - $14.44 $178K - $214K
37.8K $545K
AVK
Advent Convertible & Income Fund

Financial Services
17.6K
+ 91.44%
$10.01 - $12.11 $176K - $213K
36.8K $445K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
9.36K
+ 81.32%
$16.45 - $20.92 $154K - $196K
20.9K $436K
CGDV
Capital Group Divid Value ETF

ETFs
3.75K
+ 19.71%
$31.93 - $39.49 $120K - $148K
22.8K $898K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
21.2K
+ 72.04%
$7.81 - $9.04 $166K - $192K
50.7K $458K
SGOL
Abrdn Gold ETF Trust

ETFs
1.53K
+ 1.65%
$28.39 - $32.75 $43.3K - $49.9K
94K $2.97M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
21.9K
+ 65.07%
$7.6 - $8.89 $167K - $195K
55.6K $494K
GLDM
World Gold Trust

ETFs
2.18K
+ 14.36%
$58.96 - $67.97 $128K - $148K
17.3K $1.14M
NVS
Novartis Ag

Healthcare
174
+ 0.94%
$101.96 - $121.01 $17.7K - $21.1K
18.6K $2.25M
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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