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
IWS
Ishares Russell Midcap Value E

ETFs
564
+ 4.25%
$128.08 - $140.32 $72.2K - $79.1K
13.8K $1.79M
SIVR
Abrdn Silver ETF Trust

ETFs
2.23K
+ 17.35%
$27.61 - $33.22 $61.5K - $74K
15.1K $415K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
545
+ 1.71%
$59.74 - $60.03 $32.6K - $32.7K
32.5K $1.94M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.19K
+ 10.0%
$32.65 - $33.68 $38.9K - $40.1K
13.1K $429K
EBAY
Ebay Inc

Consumer Cyclical
2.31K
+ 5.67%
$57.51 - $67.17 $133K - $155K
43K $2.66M
IFRA
Ishares Tr

ETFs
770
+ 2.33%
$45.94 - $51.71 $35.4K - $39.8K
33.8K $1.57M
IRBO
Ishares Robotics & Artificial

ETFs
1.12K
+ 9.86%
N/A
12.4K $399K
SGOL
Abrdn Gold ETF Trust

ETFs
618
+ 0.69%
$24.46 - $26.62 $15.1K - $16.5K
89.9K $2.25M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.4K
+ 2.27%
$22.39 - $23.45 $31.3K - $32.8K
63.1K $1.45M
JHSC
John Hancock ETF Tr Multifacto

ETFs
194
+ 1.79%
$39.44 - $43.65 $7.65K - $8.47K
11K $438K
SFLR
Innovator Etfs Tr Equity Manag
147K
New
N/A
147K $0
Ishares Ethereum Tr
18.1K
New
N/A
18.1K $0
J P Morgan Exchange Traded F
10.8K
New
N/A
10.8K $0
Innovator Etfs Trust
160K
New
N/A
160K $0
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
466
+ 0.34%
$50.67 - $50.9 $23.6K - $23.7K
137K $6.95M
CHGX
Investment Managers Ser Tr Ii

ETFs
3.19K
+ 1.26%
$37.97 - $40.45 $121K - $129K
256K $9.72M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
460
+ 1.02%
$57.38 - $61.11 $26.4K - $28.1K
45.3K $2.65M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
289
+ 2.44%
$44.21 - $46.46 $12.8K - $13.4K
12.2K $539K
COP
Conocophillips

Energy
1.09K
+ 5.56%
$95.12 - $114.72 $103K - $125K
20.6K $2.05M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
347
+ 1.61%
$19.47 - $20.95 $6.76K - $7.27K
21.8K $426K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
629
+ 0.69%
$86.65 - $94.9 $54.5K - $59.7K
91.5K $7.95M
INTC
Intel Corp

Technology
3.11K
+ 12.11%
$19.07 - $26.23 $59.3K - $81.6K
28.8K $577K
DFIC
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.02%
$25.61 - $28.0 $51.2 - $56
12K $309K
SLV
I Shares Silver Trust

ETFs
61
+ 0.41%
$26.33 - $31.74 $1.61K - $1.94K
14.9K $391K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
47
+ 0.22%
$113.92 - $127.38 $5.35K - $5.99K
21.4K $2.46M
MBB
Ishares Tr

ETFs
2.49K
+ 3.97%
$91.26 - $95.82 $227K - $239K
65.3K $5.98M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
88
+ 0.52%
$46.33 - $48.6 $4.08K - $4.28K
17K $791K
YOU
Clear Secure, Inc.

Technology
1.61K
+ 13.02%
$25.61 - $38.45 $41.2K - $61.9K
14K $372K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.04%
$48.12 - $52.79 $529 - $581
28.1K $1.35M
IVE
Ishares S&P 500 Value ETF

ETFs
592
+ 2.26%
$189.5 - $206.17 $112K - $122K
26.8K $5.11M
ADI
Analog Devices Inc

Technology
888
+ 6.51%
$206.35 - $236.48 $183K - $210K
14.5K $3.09M
EBLU
Ecofin Global Water Esg Fund

ETFs
452
+ 1.18%
$48.14 - $50.45 $21.8K - $22.8K
38.7K $1.86M
IWD
Ishares Russell 1000 Val ETF

ETFs
44
+ 0.33%
$183.23 - $199.79 $8.06K - $8.79K
13.4K $2.48M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
451
+ 3.63%
$42.32 - $55.35 $19.1K - $25K
12.9K $550K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
721
+ 1.8%
$34.46 - $38.29 $24.8K - $27.6K
40.7K $1.42M
AVIG
American Centy ETF Tr Avantis

ETFs
426
+ 0.94%
$40.48 - $42.48 $17.2K - $18.1K
46K $1.87M
AVEM
American Centy ETF Tr Avantis

ETFs
7.93K
+ 8.46%
$58.59 - $66.14 $465K - $525K
102K $5.98M
HD
Home Depot, Inc.

Consumer Cyclical
262
+ 2.27%
$385.02 - $431.37 $101K - $113K
11.8K $4.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.1K
+ 246.63%
$25.93 - $105.3 $780K - $3.17M
42.3K $1.18M
INDA
Ishares Msci India Index Fund

ETFs
784
+ 3.45%
$52.64 - $58.16 $41.3K - $45.6K
23.5K $1.24M
CPNG
Coupang, Inc.

Consumer Cyclical
98
+ 0.24%
$21.98 - $26.89 $2.15K - $2.64K
40.5K $890K
PFE
Pfizer Inc

Healthcare
1.15K
+ 2.09%
$24.8 - $30.19 $28.5K - $34.7K
56.1K $1.49M
IEMG
Ishares Inc

ETFs
1.07K
+ 2.46%
N/A
44.6K $2.39M
PG
Procter & Gamble CO

Consumer Defensive
86
+ 0.3%
$161.05 - $179.7 $13.9K - $15.5K
28.3K $4.74M
DEO
Diageo PLC

Consumer Defensive
642
+ 3.35%
$118.0 - $139.88 $75.8K - $89.8K
19.8K $2.52M
KO
Coca Cola CO

Consumer Defensive
124
+ 0.6%
$61.74 - $71.71 $7.66K - $8.89K
20.8K $1.29M
MSFT
Microsoft Corp

Technology
1.06K
+ 1.44%
$406.35 - $454.46 $431K - $482K
74.6K $31.5M
AVDE
American Centy ETF Tr Avantis

ETFs
21.9K
+ 8.02%
$60.9 - $66.69 $1.34M - $1.46M
295K $18.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.08K
+ 3.91%
$87.1 - $98.49 $94.2K - $107K
28.8K $2.51M
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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