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
SNY
Sanofi

Healthcare
8.97K
+ 26.71%
$47.62 - $55.44 $427K - $497K
42.6K $2.06M
YOU
Clear Secure, Inc.

Technology
5.75K
+ 36.95%
$23.96 - $27.76 $138K - $160K
21.3K $591K
DNP
Dnp Select Income Fund Inc

Financial Services
19.2K
+ 82.13%
$8.89 - $9.88 $170K - $189K
42.5K $415K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
17.2K
+ 84.22%
$10.29 - $11.24 $177K - $193K
37.5K $409K
UL
Unilever PLC

Consumer Defensive
1.78K
+ 4.1%
$57.9 - $65.43 $103K - $116K
45.2K $2.76M
IEMG
Ishares Inc

ETFs
3.32K
+ 5.6%
N/A
62.6K $3.36M
PDI
Pimco Dynamic Income Fund

Financial Services
9.97K
+ 60.68%
$17.02 - $19.87 $170K - $198K
26.4K $500K
DGRO
Ishares Core Dividend Growth E

ETFs
1.23K
+ 3.46%
$55.22 - $63.94 $67.8K - $78.5K
36.8K $2.35M
FSK
Fs Kkr Capital Corp

Financial Services
7.78K
+ 9.17%
$17.95 - $21.5 $140K - $167K
92.7K $1.92M
AVIG
American Centy ETF Tr Avantis

ETFs
3.21K
+ 10.41%
$40.41 - $41.62 $130K - $133K
34K $1.42M
VEA
Vanguard Ftse Developed Market

ETFs
140
+ 0.75%
$45.65 - $57.01 $6.39K - $7.98K
18.8K $1.07M
FV
First Trust Dorsey Wright Focu

ETFs
328
+ 1.46%
$48.43 - $59.26 $15.9K - $19.4K
22.9K $1.36M
WMB
Williams Companies, Inc.

Energy
783
+ 3.48%
$54.33 - $62.87 $42.5K - $49.2K
23.3K $1.46M
PG
Procter & Gamble CO

Consumer Defensive
2.68K
+ 9.57%
$157.66 - $172.39 $422K - $462K
30.7K $4.89M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.71K
+ 5.3%
$97.29 - $105.63 $166K - $181K
33.9K $3.45M
HEFA
Ishares Currency Hedged Msci E

ETFs
988
+ 2.64%
$32.11 - $38.21 $31.7K - $37.8K
38.5K $1.46M
SIVR
Abrdn Silver ETF Trust

ETFs
1.73K
+ 10.74%
$28.36 - $35.37 $49.1K - $61.2K
17.8K $613K
MDT
Medtronic PLC

Healthcare
1.86K
+ 6.74%
$80.68 - $88.86 $150K - $165K
29.5K $2.57M
JHSC
John Hancock ETF Tr Multifacto

ETFs
1.55K
+ 14.4%
$32.47 - $39.09 $50.4K - $60.6K
12.3K $481K
EEMV
Ishares Msci Emerging Markets

ETFs
2
+ 0.01%
$54.12 - $62.8 $108 - $126
17.8K $1.12M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
261
+ 0.74%
$30.28 - $36.05 $7.9K - $9.41K
35.7K $1.29M
MAIN
Main Street Capital Corp

Financial Services
550
+ 3.5%
$49.15 - $59.32 $27K - $32.6K
16.3K $961K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
50
+ 0.28%
$27.46 - $33.2 $1.37K - $1.66K
17.9K $594K
TEF
Telefonica S A

Communication Services
2.63K
+ 5.88%
$4.37 - $5.39 $11.5K - $14.2K
47.4K $247K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.69K
+ 10.27%
$22.54 - $23.17 $38.1K - $39.2K
18.2K $417K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
111
+ 1.11%
$32.86 - $40.05 $3.65K - $4.45K
10.1K $401K
ENB
Enbridge Inc

Energy
402
+ 3.87%
$41.09 - $47.16 $16.5K - $19K
10.8K $488K
OEF
Ishares S&P 100 ETF

ETFs
64
+ 0.57%
N/A
11.3K $3.01M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
200
+ 0.84%
$42.72 - $44.24 $8.54K - $8.85K
23.9K $1.05M
ET
Energy Transfer LP

Energy
488
+ 3.37%
$15.65 - $18.93 $7.64K - $9.24K
15K $271K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1
+ 0.0%
$59.8 - $60.07 $59.8 - $60.1
30K $1.79M
American Centy ETF Tr
999
+ 2.75%
N/A
37.3K $0
Ea Series Trust
48.2K
New
N/A
48.2K $0
Spinnaker ETF Series
29K
New
N/A
29K $0
ALCC
Alt C Acquisition Corp.

Financial Services
36.2K
New
N/A
36.2K $0
T Rowe Price ETF Inc
32.4K
+ 33.67%
N/A
129K $0
Amplify ETF Tr
11K
+ 39.25%
N/A
39K $0
BUCK
Simplify Exchange Traded Fds S
77.7K
New
N/A
77.7K $0
Ishares Bitcoin Trust ETF
1.46K
+ 14.25%
N/A
11.7K $0
Ishares Ethereum Tr
8.25K
+ 31.94%
N/A
34.1K $0
Franklin Templeton Digital H
12.1K
New
N/A
12.1K $0
Franklin Templeton ETF Tr
10K
New
N/A
10K $0
Fidelity Covington Trust
789
+ 3.75%
N/A
21.8K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
13.9K
New
N/A
13.9K $0
JGRO
J P Morgan Exchange Traded Fd
17.1K
+ 4.74%
N/A
378K $0
Pimco ETF Tr
317K
+ 35.52%
N/A
1.21M $0
Blackrock ETF Trust Ii
53.9K
New
N/A
53.9K $0
Dbx ETF Tr
46.6K
+ 9.49%
N/A
538K $0
NUV
Nuveen Municipal Value Fund Inc

Financial Services
330
+ 0.54%
$8.43 - $8.77 $2.78K - $2.89K
61.2K $531K
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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