Wcg Wealth Advisors LLC Incresed Positions in Q4 2024

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
225K
+ 179.13%
$63.01 - $68.55 $14.2M - $15.4M
351K $22.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
374K
+ 104.58%
$39.3 - $41.34 $14.7M - $15.5M
732K $28.8M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
92.9K
+ 21.86%
$65.67 - $69.79 $6.1M - $6.49M
518K $34.7M
IHDG
Wisdomtree Tr

ETFs
90.8K
+ 72.59%
$43.38 - $46.0 $3.94M - $4.18M
216K $9.38M
USFR
Wisdomtree Floating Rate Treas

ETFs
71.4K
+ 128.89%
$50.23 - $50.46 $3.59M - $3.6M
127K $6.38M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
78.7K
+ 537.66%
$40.41 - $45.12 $3.18M - $3.55M
93.4K $3.78M
GOOGL
Alphabet Inc.

Communication Services
3.72K
+ 3.77%
$161.86 - $196.66 $602K - $731K
102K $19.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
58.6K
+ 136.2%
$40.97 - $42.66 $2.4M - $2.5M
102K $4.21M
VTI
Vanguard Total Stock Market Et

ETFs
6.71K
+ 27.05%
$280.04 - $302.45 $1.88M - $2.03M
31.5K $9.13M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
24.1K
+ 34.04%
$98.47 - $109.35 $2.37M - $2.63M
94.8K $9.34M
PULS
Pgim ETF Tr

ETFs
36.3K
+ 27.88%
$49.51 - $49.79 $1.8M - $1.81M
166K $8.24M
V
Visa Inc.

Financial Services
986
+ 2.82%
$273.87 - $320.91 $270K - $316K
35.9K $11.4M
CRM
Salesforce, Inc.

Technology
618
+ 4.03%
$270.87 - $367.87 $167K - $227K
15.9K $5.33M
SCHW
Schwab Charles Corp

Financial Services
4.88K
+ 6.1%
$63.31 - $82.85 $309K - $404K
84.8K $6.28M
IVV
Ishares Core S&P 500 ETF

ETFs
753
+ 1.46%
$570.51 - $610.59 $430K - $460K
52.4K $30.8M
JPM
Jpmorgan Chase & CO

Financial Services
267
+ 0.79%
$205.18 - $250.29 $54.8K - $66.8K
34K $8.16M
OKE
Oneok Inc

Energy
5.9K
+ 13.49%
$92.28 - $117.05 $545K - $691K
49.7K $4.99M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11K
+ 13.86%
$91.29 - $91.8 $1.01M - $1.01M
90.5K $8.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.8K
+ 8.8%
$50.37 - $50.6 $1.05M - $1.05M
257K $13M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
46.8K
+ 13.04%
$25.3 - $26.31 $1.18M - $1.23M
406K $10.4M
DIS
Walt Disney CO

Communication Services
2.61K
+ 7.67%
$92.39 - $117.6 $241K - $307K
36.6K $4.08M
IVW
Ishares S&P 500 Growth ETF

ETFs
746
+ 0.63%
$94.43 - $105.47 $70.4K - $78.7K
119K $12.1M
WFC
Wells Fargo & Company

Financial Services
1.46K
+ 3.17%
$54.98 - $77.35 $80.4K - $113K
47.6K $3.35M
META
Meta Platforms, Inc.

Communication Services
539
+ 2.43%
$554.08 - $632.68 $299K - $341K
22.7K $13.4M
GOOG
Alphabet Inc.

Communication Services
223
+ 0.79%
$163.08 - $198.16 $36.4K - $44.2K
28.4K $5.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.36K
+ 0.64%
$66.77 - $71.52 $158K - $169K
368K $25.4M
AVUV
American Centy ETF Tr Avantis

ETFs
5.88K
+ 3.87%
$94.37 - $106.41 $555K - $625K
158K $15.2M
BAC
Bank Of America Corp

Financial Services
4.54K
+ 4.37%
$39.22 - $47.77 $178K - $217K
108K $4.77M
MA
Mastercard Inc

Financial Services
410
+ 3.2%
$491.3 - $536.15 $201K - $220K
13.2K $6.97M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.05K
+ 2.29%
$49.03 - $53.35 $199K - $216K
181K $9.27M
BND
Vanguard Bd Index Fd Inc Total

ETFs
7.38K
+ 70.7%
$71.75 - $75.11 $530K - $554K
17.8K $1.28M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.94K
+ 4.55%
$65.31 - $74.15 $323K - $367K
114K $7.67M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.99K
+ 4.54%
$176.42 - $186.91 $528K - $560K
69K $12.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
349
+ 2.04%
$47.29 - $84.74 $16.5K - $29.6K
17.4K $1.3M
LVHI
Franklin International Low Vol

ETFs
13.3K
+ 110.88%
$29.98 - $31.57 $397K - $418K
25.2K $769K
KMX
Carmax Inc

Consumer Cyclical
2.33K
+ 5.25%
$71.11 - $87.2 $166K - $203K
46.8K $3.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.51K
+ 3.5%
$442.29 - $483.08 $666K - $728K
44.5K $20.2M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
722
+ 3.39%
$170.03 - $192.78 $123K - $139K
22K $4.07M
DUHP
Dimensional ETF Tr Dimensional

ETFs
13.7K
+ 3.27%
$33.62 - $35.69 $461K - $490K
433K $14.6M
NET
Cloudflare, Inc.

Technology
246
+ 2.26%
$78.11 - $117.56 $19.2K - $28.9K
11.1K $1.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.22K
+ 17.31%
$95.27 - $107.82 $212K - $240K
15.1K $1.56M
CSCO
Cisco Systems, Inc.

Technology
915
+ 2.15%
$52.45 - $60.02 $48K - $54.9K
43.4K $2.57M
RTX
Raytheon Technologies Corp

Industrials
3.12K
+ 26.39%
$114.45 - $127.21 $357K - $397K
14.9K $1.73M
NUSC
Nuveen Esg Small Cap ETF

ETFs
9.94K
+ 5.99%
$41.74 - $46.2 $415K - $459K
176K $7.37M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
23.9K
+ 8.47%
$21.66 - $22.69 $518K - $542K
306K $6.67M
UL
Unilever PLC

Consumer Defensive
9.74K
+ 27.57%
$56.7 - $64.64 $552K - $630K
45.1K $2.56M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.7K
+ 14.49%
$63.58 - $71.15 $235K - $263K
29.2K $1.9M
WMB
Williams Companies, Inc.

Energy
820
+ 3.83%
$46.37 - $59.74 $38K - $49K
22.2K $1.2M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
11.1K
+ 11.87%
$17.93 - $18.8 $200K - $209K
105K $1.91M
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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