Wcg Wealth Advisors LLC Incresed Positions in Q2 2025

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
37.5K
+ 15.3%
$94.31 - $157.99 $3.54M - $5.93M
283K $44.7M
IEFA
Ishares Tr

ETFs
154K
+ 872.47%
$67.83 - $84.09 $10.5M - $13M
172K $14.4M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
182K
+ 49.16%
$44.64 - $55.3 $8.11M - $10M
551K $30.5M
AVUS
American Centy ETF Tr Avantis

ETFs
34.7K
+ 9.29%
$81.38 - $100.82 $2.82M - $3.5M
408K $41.2M
IVV
Ishares Core S&P 500 ETF

ETFs
5.54K
+ 12.19%
$498.8 - $620.9 $2.76M - $3.44M
51K $31.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
39.5K
+ 12.76%
$58.41 - $72.69 $2.31M - $2.87M
349K $25.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.56K
+ 34.52%
$496.48 - $617.85 $2.76M - $3.43M
21.7K $13.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
181K
+ 49.19%
$24.14 - $25.43 $4.38M - $4.61M
550K $13.6M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
94.2K
+ 58.75%
$33.13 - $40.67 $3.12M - $3.83M
255K $10.4M
META
Meta Platforms, Inc.

Communication Services
863
+ 4.26%
$484.66 - $738.09 $418K - $637K
21.1K $15.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.93K
+ 1.81%
$167.32 - $223.3 $323K - $431K
109K $23.8M
AVDE
American Centy ETF Tr Avantis

ETFs
15.8K
+ 5.22%
$59.32 - $74.36 $938K - $1.18M
319K $23.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
66.3K
+ 29.71%
$50.36 - $50.68 $3.34M - $3.36M
290K $14.7M
SPYG
Spdr Portfolio

ETFs
28K
+ 115.57%
$71.83 - $95.32 $2.01M - $2.67M
52.2K $4.97M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.54K
+ 12.9%
$416.06 - $551.64 $1.06M - $1.4M
22.2K $12.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.87K
+ 22.08%
$141.37 - $228.57 $830K - $1.34M
32.5K $7.35M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
56.6K
+ 47.23%
$50.52 - $50.92 $2.86M - $2.88M
176K $8.99M
AVUV
American Centy ETF Tr Avantis

ETFs
22.2K
+ 13.69%
$75.17 - $91.21 $1.67M - $2.02M
184K $16.8M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
50.4K
+ 46.2%
$37.51 - $45.52 $1.89M - $2.3M
160K $7.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.79K
+ 4.19%
$82.96 - $110.1 $397K - $527K
119K $13.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
35.2K
+ 7.79%
$29.36 - $35.56 $1.03M - $1.25M
487K $17.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
68.9K
+ 113.09%
$27.3 - $31.8 $1.88M - $2.19M
130K $4.13M
BND
Vanguard Bd Index Fd Inc Total

ETFs
31.2K
+ 269.8%
$72.02 - $73.82 $2.24M - $2.3M
42.7K $3.14M
SCHW
Schwab Charles Corp

Financial Services
13.5K
+ 16.74%
$69.06 - $91.24 $930K - $1.23M
93.9K $8.57M
AMAT
Applied Materials Inc

Technology
9.65K
+ 83.67%
$126.95 - $183.52 $1.23M - $1.77M
21.2K $3.88M
GOOGL
Alphabet Inc.

Communication Services
559
+ 0.58%
$144.7 - $178.6 $80.9K - $99.8K
96.3K $17M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
16.6K
+ 4.02%
$56.84 - $65.5 $944K - $1.09M
429K $28.1M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
14.6K
+ 45.47%
$70.54 - $93.95 $1.03M - $1.37M
46.7K $4.39M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12.4K
+ 6.41%
$59.24 - $71.39 $733K - $884K
205K $14.6M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
10.5K
+ 8.7%
$72.61 - $88.75 $763K - $933K
131K $11.7M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
17.8K
+ 13.83%
$67.03 - $80.35 $1.19M - $1.43M
146K $11.7M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.03K
+ 9.11%
$82.17 - $99.96 $742K - $903K
108K $10.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.04K
+ 1.31%
$34.72 - $42.74 $175K - $215K
390K $16.7M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
15.5K
+ 4.95%
$27.24 - $33.15 $422K - $514K
329K $10.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.5K
+ 9.32%
$221.86 - $362.89 $334K - $546K
17.6K $5.61M
AVEM
American Centy ETF Tr Avantis

ETFs
7.87K
+ 7.51%
$53.08 - $68.54 $417K - $539K
113K $7.72M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.41K
+ 5.24%
$152.42 - $182.82 $520K - $624K
68.5K $12.5M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
56.7K
+ 18.11%
$21.71 - $22.3 $1.23M - $1.26M
370K $8.23M
CSCO
Cisco Systems, Inc.

Technology
13.6K
+ 31.76%
$53.19 - $69.38 $722K - $942K
56.3K $3.91M
EPD
Enterprise Products Partners L.P.

Energy
47.5K
+ 70.74%
$28.95 - $34.22 $1.38M - $1.63M
115K $3.56M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
5.78K
+ 40.55%
$101.69 - $139.02 $588K - $804K
20K $2.79M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
14K
+ 79.1%
$60.34 - $74.89 $843K - $1.05M
31.6K $2.37M
VZ
Verizon Communications Inc

Communication Services
26K
+ 110.74%
$41.67 - $45.62 $1.08M - $1.19M
49.5K $2.14M
WMT
Walmart Inc.

Consumer Defensive
1.76K
+ 1.96%
$81.79 - $99.98 $144K - $176K
91.2K $8.92M
DIS
Walt Disney CO

Communication Services
1.2K
+ 3.48%
$81.72 - $124.01 $97.9K - $149K
35.6K $4.42M
NUSC
Nuveen Esg Small Cap ETF

ETFs
14.6K
+ 8.57%
$33.38 - $40.81 $486K - $595K
185K $7.52M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
16.5K
+ 20.45%
$46.92 - $55.01 $773K - $907K
97.1K $5.27M
FXO
First Tr Exchange Traded Fd Fi

ETFs
11.8K
+ 11.29%
$45.9 - $56.06 $541K - $661K
116K $6.52M
CRM
Salesforce, Inc.

Technology
3.21K
+ 20.96%
$236.26 - $291.15 $759K - $936K
18.6K $5.06M
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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