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
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.83K
+ 4.69%
$70.44 - $86.87 $269K - $332K
85.4K $7.42M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.36K
+ 2.79%
$54.28 - $67.95 $182K - $228K
124K $8.42M
MA
Mastercard Inc

Financial Services
1.24K
+ 9.62%
$479.92 - $590.74 $593K - $730K
14.1K $7.9M
PM
Philip Morris International Inc.

Consumer Defensive
402
+ 1.24%
$149.23 - $184.95 $60K - $74.3K
32.8K $5.97M
FNDX
Schwab Fundamental U S Large C

ETFs
29.8K
+ 134.15%
$20.84 - $24.54 $621K - $731K
52K $1.28M
SPTL
Spdr Portfolio Long Term Treas

ETFs
29.7K
+ 35.58%
$25.48 - $27.78 $757K - $825K
113K $3.01M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.9K
+ 9.6%
$29.52 - $35.31 $350K - $419K
135K $4.78M
FXR
First Trust Industrials/Produc

ETFs
3.4K
+ 4.03%
$60.85 - $74.22 $207K - $252K
87.8K $6.51M
EFV
Msci Eafe Value ETF

ETFs
2.27K
+ 2.19%
$52.4 - $64.65 $119K - $146K
106K $6.7M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.7K
+ 2.84%
$45.12 - $46.23 $528K - $541K
423K $19.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
73
+ 0.52%
$180.84 - $240.32 $13.2K - $17.5K
14.2K $3.42M
EFG
Msci Eafe Growth ETF

ETFs
889
+ 2.33%
$89.8 - $112.0 $79.8K - $99.6K
39K $4.37M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
26.2K
+ 94.99%
$20.13 - $22.17 $527K - $580K
53.7K $1.16M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.71K
+ 4.18%
$66.87 - $79.47 $248K - $294K
92.4K $7.34M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
18.8K
+ 9.06%
$24.48 - $24.9 $459K - $467K
226K $5.62M
AVLV
American Centy ETF Tr Avantis
555
+ 0.38%
$56.85 - $68.21 $31.6K - $37.9K
147K $10M
EBLU
Ecofin Global Water Esg Fund

ETFs
5.73K
+ 16.02%
$51.6 - $52.91 $296K - $303K
41.5K $2.2M
UBER
Uber Technologies, Inc

Technology
561
+ 2.74%
$64.62 - $93.3 $36.3K - $52.3K
21K $1.96M
FLEX
Flex Ltd.

Technology
5.75K
+ 54.34%
$26.68 - $50.09 $153K - $288K
16.3K $815K
QCOM
Qualcomm Inc

Technology
2.36K
+ 16.44%
$124.66 - $159.48 $294K - $376K
16.7K $2.66M
INTC
Intel Corp

Technology
19.7K
+ 37.57%
$18.13 - $22.69 $357K - $447K
72.2K $1.62M
V
Visa Inc.

Financial Services
672
+ 2.05%
$308.27 - $373.31 $207K - $251K
33.4K $11.9M
IVE
Ishares S&P 500 Value ETF

ETFs
1.06K
+ 2.85%
$168.34 - $195.42 $178K - $207K
38.3K $7.48M
C
Citigroup Inc

Financial Services
2.41K
+ 21.73%
$58.13 - $85.12 $140K - $205K
13.5K $1.15M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.79K
+ 11.17%
$22.27 - $29.21 $107K - $140K
47.7K $1.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.06K
+ 6.99%
$52.31 - $63.72 $108K - $131K
31.6K $2.01M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
290
+ 2.09%
$83.67 - $109.12 $24.3K - $31.6K
14.2K $1.55M
FNDF
Schwab Fundamental Intl Large

ETFs
4.45K
+ 26.9%
$32.25 - $40.02 $143K - $178K
21K $839K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
16.1K
+ 56.61%
$11.53 - $13.87 $185K - $223K
44.5K $616K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
17.7K
+ 92.94%
$10.25 - $12.25 $182K - $217K
36.8K $450K
CSQ
Calamos Strategic Total Return Fund

Financial Services
10.9K
+ 63.99%
$13.86 - $18.24 $151K - $198K
27.9K $508K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
9.43K
+ 73.78%
$15.84 - $20.94 $149K - $197K
22.2K $465K
MFC
Manulife Financial Corp

Financial Services
6.48K
+ 19.71%
$26.93 - $32.44 $174K - $210K
39.3K $1.26M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
24.9K
+ 61.04%
$7.2 - $8.65 $180K - $216K
65.8K $569K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
14.8K
+ 64.52%
$12.03 - $14.44 $178K - $214K
37.8K $545K
AVK
Advent Convertible & Income Fund

Financial Services
17.6K
+ 91.44%
$10.01 - $12.11 $176K - $213K
36.8K $445K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
9.36K
+ 81.32%
$16.45 - $20.92 $154K - $196K
20.9K $436K
CGDV
Capital Group Divid Value ETF

ETFs
3.75K
+ 19.71%
$31.93 - $39.49 $120K - $148K
22.8K $898K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
21.2K
+ 72.04%
$7.81 - $9.04 $166K - $192K
50.7K $458K
SGOL
Abrdn Gold ETF Trust

ETFs
1.53K
+ 1.65%
$28.39 - $32.75 $43.3K - $49.9K
94K $2.97M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
21.9K
+ 65.07%
$7.6 - $8.89 $167K - $195K
55.6K $494K
GLDM
World Gold Trust

ETFs
2.18K
+ 14.36%
$58.96 - $67.97 $128K - $148K
17.3K $1.14M
NVS
Novartis Ag

Healthcare
174
+ 0.94%
$101.96 - $121.01 $17.7K - $21.1K
18.6K $2.25M
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
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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email