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
IXJ
Ishares Global Healthcare ETF

ETFs
757
+ 3.38%
$85.65 - $98.34 $64.8K - $74.4K
23.2K $1.99M
NVS
Novartis Ag

Healthcare
1.09K
+ 5.66%
$96.78 - $117.18 $106K - $128K
20.4K $1.98M
SNY
Sanofi

Healthcare
1.58K
+ 4.58%
$45.89 - $57.31 $72.4K - $90.4K
36K $1.74M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.55K
+ 3.71%
$55.45 - $61.08 $141K - $156K
71.3K $3.95M
CMCSA
Comcast Corp

Communication Services
1.39K
+ 1.8%
$37.39 - $45.14 $51.9K - $62.7K
78.6K $2.95M
PEP
Pepsico Inc

Consumer Defensive
471
+ 2.39%
$151.29 - $176.1 $71.3K - $82.9K
20.1K $3.06M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.05K
+ 0.76%
$89.9 - $100.66 $94.8K - $106K
139K $12.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9K
+ 1.95%
$24.94 - $26.14 $224K - $235K
469K $11.7M
ABC
Amerisourcebergen Corp

Healthcare
500
+ 4.9%
N/A
10.7K $1.98M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.66K
+ 1.0%
$51.58 - $52.91 $240K - $247K
472K $24.4M
EFV
Msci Eafe Value ETF

ETFs
4.86K
+ 3.57%
$51.78 - $57.15 $252K - $278K
141K $7.39M
XOM
Exxon Mobil Corp

Energy
135
+ 0.26%
$105.51 - $125.37 $14.2K - $16.9K
51.6K $5.55M
NUDM
Nuveen Esg International Devel

ETFs
20K
+ 6.56%
$30.06 - $33.38 $603K - $669K
326K $9.79M
XLP
Consumer Staples Sector Spdr

ETFs
1.45K
+ 1.6%
N/A
92K $6.99M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.16K
+ 2.26%
$32.68 - $36.28 $169K - $187K
233K $7.61M
EFG
Msci Eafe Growth ETF

ETFs
2.32K
+ 3.2%
$96.83 - $106.88 $225K - $248K
74.9K $7.25M
Maplebear Inc
451
+ 3.27%
N/A
14.3K $0
IQV
Iqvia Holdings Inc.

Healthcare
292
+ 1.7%
$190.97 - $236.63 $55.8K - $69.1K
17.4K $3.43M
IEF
Ishares Barclays

ETFs
8.03K
+ 2.98%
$92.08 - $98.18 $739K - $788K
277K $25.7M
Victory Portfolios Ii
761
+ 2.4%
N/A
32.5K $0
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
10.1K
+ 2.89%
$28.33 - $31.77 $285K - $320K
359K $10.2M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
7.19K
+ 1.45%
$24.04 - $26.75 $173K - $192K
502K $12.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.75K
+ 0.85%
$38.37 - $42.82 $144K - $160K
444K $17M
RODM
Hartford Multifactor Developed

ETFs
7.56K
+ 0.95%
$28.36 - $30.42 $214K - $230K
805K $22.9M
AVGE
American Centy ETF Tr Avantis
7.32K
+ 34.12%
N/A
28.8K $0
Amplify ETF Tr
742
+ 2.55%
N/A
29.9K $0
T Rowe Price ETF Inc
11.4K
+ 17.69%
N/A
75.5K $0
American Centy ETF Tr
680
+ 1.82%
N/A
38K $0
Blackrock ETF Trust Ii
2.46K
+ 4.71%
N/A
54.6K $0
Morgan Stanley ETF Trust
434
+ 0.87%
N/A
50.5K $0
Tidal Trust Iii
29.5K
+ 9.57%
N/A
338K $0
JGRO
J P Morgan Exchange Traded Fd
174K
+ 143.89%
N/A
294K $0
Pimco ETF Tr
97.7K
+ 10.95%
N/A
990K $0
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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