Wcg Wealth Advisors LLC Incresed Positions in Q3 2024

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
347K
+ 3059.56%
$39.37 - $41.68 $13.6M - $14.4M
358K $14.8M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
110K
+ 706.97%
$58.75 - $64.07 $6.47M - $7.06M
126K $8.06M
JGRO
J P Morgan Exchange Traded Fd
90.1K
+ 293.93%
N/A
121K $9.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.48K
+ 54.55%
$517.38 - $573.86 $4.91M - $5.44M
26.9K $15.4M
EFV
Msci Eafe Value ETF

ETFs
79.7K
+ 141.28%
$51.72 - $57.96 $4.12M - $4.62M
136K $7.83M
AAPL
Apple Inc.

Technology
460
+ 0.23%
$207.23 - $234.82 $95.3K - $108K
199K $46.3M
PULS
Pgim ETF Tr

ETFs
66.2K
+ 103.74%
$49.47 - $49.8 $3.28M - $3.3M
130K $6.48M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
47.8K
+ 11.64%
$44.83 - $47.42 $2.14M - $2.27M
458K $21.6M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
26.5K
+ 92.23%
$85.84 - $85.84 $2.28M - $2.28M
55.2K $5.36M
QUAL
Ishares Msci Usa Quality Facto

ETFs
11.8K
+ 21.75%
$162.64 - $179.3 $1.92M - $2.11M
66K $11.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.7K
+ 67.47%
$178.94 - $207.0 $2.1M - $2.42M
29.1K $5.84M
SPTL
Spdr Portfolio Long Term Treas

ETFs
34.5K
+ 6.51%
$26.69 - $29.87 $920K - $1.03M
564K $16.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.2K
+ 109.66%
$77.02 - $85.06 $1.63M - $1.81M
40.6K $3.43M
AVDE
American Centy ETF Tr Avantis

ETFs
7.61K
+ 2.86%
$60.09 - $67.67 $457K - $515K
274K $18.3M
META
Meta Platforms, Inc.

Communication Services
514
+ 2.37%
$453.41 - $572.44 $233K - $294K
22.2K $12.7M
IEFA
Ishares Tr

ETFs
20.9K
+ 125.13%
$70.09 - $78.74 $1.47M - $1.65M
37.7K $2.94M
ORCL
Oracle Corp

Technology
298
+ 0.53%
$125.9 - $170.35 $37.5K - $50.8K
56.9K $9.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.9K
+ 51.67%
$57.32 - $62.65 $1.37M - $1.5M
70.1K $4.37M
WMT
Walmart Inc.

Consumer Defensive
3.26K
+ 3.45%
$66.91 - $81.4 $218K - $265K
97.8K $7.89M
BAC
Bank Of America Corp

Financial Services
37K
+ 55.2%
$36.65 - $44.13 $1.35M - $1.63M
104K $4.12M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
21.5K
+ 45.56%
$56.04 - $62.99 $1.21M - $1.35M
68.7K $4.2M
PAVE
Global X Fds Us Infrastructure

ETFs
2.79K
+ 0.9%
$36.39 - $41.16 $102K - $115K
313K $12.9M
MBB
Ishares Tr

ETFs
11.8K
+ 23.18%
$90.85 - $96.66 $1.07M - $1.14M
62.8K $6.01M
VTI
Vanguard Total Stock Market Et

ETFs
3.01K
+ 13.81%
$255.18 - $283.2 $768K - $852K
24.8K $7.02M
Manager Directed Portfolios
1.16K
+ 0.15%
N/A
791K $8.79M
AVUV
American Centy ETF Tr Avantis

ETFs
2.27K
+ 1.51%
$88.24 - $99.7 $200K - $226K
152K $14.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.46K
+ 1.81%
$30.74 - $34.07 $229K - $254K
420K $14.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17.5K
+ 39.31%
$48.51 - $52.86 $849K - $926K
62.1K $3.28M
Blackrock ETF Trust Ii
19K
+ 57.56%
N/A
52.1K $2.79M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
44K
+ 247.85%
$22.38 - $23.66 $985K - $1.04M
61.7K $1.45M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.3K
+ 16.52%
$91.42 - $91.82 $1.03M - $1.03M
79.5K $7.3M
SBUX
Starbucks Corp

Consumer Cyclical
2.96K
+ 8.7%
$72.51 - $98.6 $214K - $292K
37K $3.6M
NUDM
Nuveen Esg International Devel

ETFs
5.65K
+ 1.88%
$30.15 - $34.01 $170K - $192K
306K $10.3M
IHDG
Wisdomtree Tr

ETFs
19.6K
+ 18.58%
$42.42 - $46.78 $831K - $917K
125K $5.72M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.61K
+ 5.12%
$44.24 - $49.47 $381K - $426K
177K $8.75M
HD
Home Depot, Inc.

Consumer Cyclical
330
+ 2.94%
$333.64 - $405.2 $110K - $134K
11.5K $4.68M
NUSC
Nuveen Esg Small Cap ETF

ETFs
5.99K
+ 3.75%
$38.89 - $42.97 $233K - $257K
166K $7.1M
Powershares Actively Managed
30.3K
+ 254.09%
N/A
42.3K $1.08M
UBER
Uber Technologies, Inc

Technology
9.77K
+ 82.49%
$58.48 - $77.47 $571K - $757K
21.6K $1.63M
ADI
Analog Devices Inc

Technology
3.15K
+ 30.04%
$200.56 - $243.33 $632K - $766K
13.6K $3.14M
PFE
Pfizer Inc

Healthcare
22.6K
+ 69.9%
$27.7 - $31.39 $626K - $710K
55K $1.59M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.07K
+ 2.65%
$84.77 - $97.13 $260K - $298K
119K $11.4M
IVE
Ishares S&P 500 Value ETF

ETFs
1.26K
+ 5.04%
$181.06 - $197.17 $228K - $248K
26.2K $5.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.28K
+ 18.15%
$105.53 - $118.34 $346K - $388K
21.3K $2.49M
V
Visa Inc.

Financial Services
387
+ 1.12%
$253.74 - $291.56 $98.2K - $113K
35K $9.61M
T Rowe Price ETF Inc
12.1K
+ 23.25%
N/A
64.2K $2.13M
IWS
Ishares Russell Midcap Value E

ETFs
2.82K
+ 27.05%
$119.52 - $132.25 $338K - $373K
13.3K $1.75M
AVEM
American Centy ETF Tr Avantis

ETFs
2.41K
+ 2.64%
$57.2 - $65.59 $138K - $158K
93.8K $6.06M
EBAY
Ebay Inc

Consumer Cyclical
250
+ 0.62%
$52.61 - $65.44 $13.2K - $16.4K
40.7K $2.65M
Activity Summary
Buys All Purchases 186 New Holdings 41 Increased Positions 145 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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