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
EFG
Msci Eafe Growth ETF

ETFs
262
+ 0.36%
$96.84 - $108.77 $25.4K - $28.5K
72.6K $7.82M
IXJ
Ishares Global Healthcare ETF

ETFs
2.69K
+ 13.66%
$91.63 - $101.25 $247K - $273K
22.4K $2.2M
DGRO
Ishares Core Dividend Growth E

ETFs
2.53K
+ 6.27%
$57.47 - $62.76 $145K - $159K
42.9K $2.69M
SGOL
Abrdn Gold ETF Trust

ETFs
4.45K
+ 5.25%
$22.26 - $25.51 $99.1K - $114K
89.3K $2.24M
FDVV
Fidelity High Dividend ETF

ETFs
374
+ 0.44%
$46.26 - $50.65 $17.3K - $18.9K
85.7K $4.34M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.35K
+ 11.15%
$57.22 - $80.08 $77.2K - $108K
13.5K $1.05M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.36K
+ 7.09%
$31.05 - $34.29 $167K - $184K
81K $2.78M
RTX
Raytheon Technologies Corp

Industrials
916
+ 8.4%
$99.55 - $123.34 $91.2K - $113K
11.8K $1.43M
VEA
Vanguard Ftse Developed Market

ETFs
5.13K
+ 26.83%
$47.6 - $53.31 $244K - $273K
24.2K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
218
+ 0.65%
$194.9 - $224.8 $42.5K - $49K
33.8K $7.12M
CSCO
Cisco Systems, Inc.

Technology
1.5K
+ 3.66%
$44.74 - $53.22 $67.2K - $79.9K
42.5K $2.26M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
15.1K
+ 19.18%
$16.42 - $18.12 $248K - $274K
93.8K $1.69M
PG
Procter & Gamble CO

Consumer Defensive
372
+ 1.34%
$160.76 - $177.82 $59.8K - $66.1K
28.2K $4.89M
BK
Bank Of New York Mellon Corp

Financial Services
223
+ 1.05%
$59.54 - $72.17 $13.3K - $16.1K
21.5K $1.55M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
7.11K
+ 13.38%
$28.1 - $29.89 $200K - $212K
60.2K $1.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
709
+ 3.99%
$117.9 - $128.2 $83.6K - $90.9K
18.5K $2.37M
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.07%
$182.15 - $182.15 $2.19K - $2.19K
16.5K $3.26M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.24K
+ 9.62%
$59.25 - $65.33 $133K - $146K
25.5K $1.65M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.03K
+ 11.51%
$50.52 - $50.95 $254K - $256K
48.7K $2.48M
PEP
Pepsico Inc

Consumer Defensive
893
+ 4.76%
$161.9 - $179.3 $145K - $160K
19.7K $3.35M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.95K
+ 1.76%
$31.97 - $37.3 $126K - $147K
228K $8.15M
KO
Coca Cola CO

Consumer Defensive
879
+ 4.44%
$62.69 - $73.01 $55.1K - $64.2K
20.7K $1.49M
JPHY
Jp Morgan High Yield Research

ETFs
4.01K
+ 25.42%
N/A
19.8K $936K
Morgan Stanley ETF Trust
243
+ 0.49%
N/A
50.1K $3.59M
XOM
Exxon Mobil Corp

Energy
801
+ 1.58%
$109.72 - $119.0 $87.9K - $95.3K
51.5K $6.04M
IFRA
Ishares Tr

ETFs
927
+ 2.89%
$41.55 - $46.97 $38.5K - $43.5K
33.1K $1.55M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.77K
+ 15.96%
$85.48 - $98.39 $151K - $174K
12.8K $1.24M
CPNG
Coupang, Inc.

Consumer Cyclical
2.07K
+ 5.4%
$19.79 - $24.92 $40.9K - $51.6K
40.4K $992K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
718
+ 3.49%
$152.9 - $180.39 $110K - $130K
21.3K $3.71M
EBLU
Ecofin Global Water Esg Fund

ETFs
27
+ 0.07%
$44.95 - $50.31 $1.21K - $1.36K
38.2K $1.92M
IYW
Ishares Dj Us Tech ETF

ETFs
741
+ 1.47%
$133.16 - $158.73 $98.7K - $118K
51.3K $7.78M
IAU
Ishares Gold Trust

ETFs
117
+ 0.42%
$44.06 - $50.5 $5.16K - $5.91K
27.9K $1.39M
WMB
Williams Companies, Inc.

Energy
2.17K
+ 11.25%
$41.24 - $46.22 $89.4K - $100K
21.4K $978K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.5K
+ 11.76%
$32.65 - $36.69 $81.7K - $91.8K
23.8K $865K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.92K
+ 12.65%
$41.9 - $48.26 $80.5K - $92.8K
17.1K $819K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
3
+ 0.01%
$32.65 - $36.84 $97.9 - $111
40K $1.47M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
180
+ 0.4%
$54.38 - $59.77 $9.79K - $10.8K
44.9K $2.66M
MO
Altria Group, Inc.

Consumer Defensive
1.18K
+ 7.6%
$45.95 - $54.71 $54.1K - $64.4K
16.7K $851K
MFC
Manulife Financial Corp

Financial Services
2.01K
+ 7.29%
$24.13 - $29.63 $48.5K - $59.6K
29.6K $874K
Maplebear Inc
459
+ 3.44%
N/A
13.8K $562K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
3.5K
+ 26.22%
$28.09 - $30.4 $98.3K - $106K
16.9K $511K
CLOI
Vaneck ETF Tr

ETFs
2.13K
+ 9.57%
$52.65 - $53.04 $112K - $113K
24.4K $1.29M
GLDM
World Gold Trust

ETFs
686
+ 5.67%
$46.2 - $53.01 $31.7K - $36.4K
12.8K $666K
Amplify ETF Tr
159
+ 0.55%
N/A
29.1K $1.75M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
243
+ 0.79%
$39.43 - $44.82 $9.58K - $10.9K
31.1K $1.39M
SLV
I Shares Silver Trust

ETFs
2.83K
+ 23.69%
$24.33 - $29.38 $69K - $83.3K
14.8K $420K
FV
First Trust Dorsey Wright Focu

ETFs
1.28K
+ 7.89%
$51.35 - $59.82 $65.6K - $76.4K
17.5K $1.02M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5
+ 0.03%
$80.24 - $91.14 $401 - $456
17.1K $1.56M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
856
+ 5.03%
$90.85 - $93.3 $77.8K - $79.9K
17.9K $1.66M
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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