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
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.34K
+ 2.98%
$42.05 - $48.31 $56.1K - $64.5K
46.1K $2.13M
MDT
Medtronic PLC

Healthcare
5.61K
+ 24.61%
$79.61 - $92.24 $446K - $517K
28.4K $2.27M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.62K
+ 8.76%
$126.68 - $134.74 $205K - $218K
20.1K $2.56M
GLDM
World Gold Trust

ETFs
3.76K
+ 29.41%
$50.76 - $55.23 $191K - $208K
16.5K $859K
BK
Bank Of New York Mellon Corp

Financial Services
1.01K
+ 4.69%
$70.82 - $81.87 $71.6K - $82.8K
22.6K $1.73M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
881
+ 2.61%
$81.6 - $90.89 $71.9K - $80.1K
34.6K $2.97M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
1.98K
+ 11.09%
$92.58 - $93.71 $184K - $186K
19.9K $1.84M
FXD
First Tr Exchange Traded Fd

ETFs
307
+ 0.26%
$62.05 - $68.52 $19K - $21K
117K $7.59M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.21K
+ 0.82%
$84.34 - $95.14 $102K - $115K
148K $12.9M
PM
Philip Morris International Inc.

Consumer Defensive
1.58K
+ 4.64%
$118.38 - $133.06 $187K - $210K
35.6K $4.28M
MUB
Ishares National Muni Bond ETF

ETFs
1.51K
+ 14.0%
$105.78 - $108.7 $159K - $164K
12.3K $1.31M
FV
First Trust Dorsey Wright Focu

ETFs
1.86K
+ 10.66%
$57.47 - $62.82 $107K - $117K
19.3K $1.14M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
180
+ 0.11%
$55.86 - $60.21 $10.1K - $10.8K
162K $9.29M
MAIN
Main Street Capital Corp

Financial Services
500
+ 4.94%
$49.95 - $58.58 $25K - $29.3K
10.6K $621K
C
Citigroup Inc

Financial Services
371
+ 3.31%
$61.31 - $72.5 $22.7K - $26.9K
11.6K $814K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
452
+ 0.45%
$78.43 - $87.17 $35.5K - $39.4K
100K $8.04M
EPD
Enterprise Products Partners L.P.

Energy
1.14K
+ 3.51%
$28.66 - $34.43 $32.6K - $39.2K
33.6K $1.05M
CBSH
Commerce Bancshares Inc

Financial Services
835
+ 4.45%
$57.04 - $74.36 $47.6K - $62.1K
19.6K $1.22M
FDVV
Fidelity High Dividend ETF

ETFs
3.26K
+ 3.81%
$49.66 - $52.63 $162K - $172K
89K $4.44M
AIG
American International Group, Inc.

Financial Services
1.44K
+ 14.19%
$70.0 - $79.22 $101K - $114K
11.6K $841K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.5K
+ 14.84%
$30.04 - $32.01 $75.1K - $80K
19.4K $608K
VGSH
Vanguard

ETFs
1.74K
+ 14.37%
$58.02 - $58.88 $101K - $102K
13.9K $805K
IBLC
Ishares Tr Blockchain & Tech E

ETFs
346
+ 2.29%
$28.07 - $45.82 $9.71K - $15.9K
15.5K $528K
MFC
Manulife Financial Corp

Financial Services
1.33K
+ 4.5%
$29.21 - $32.87 $38.9K - $43.8K
30.9K $949K
CHKP
Check Point Software Technologies LTD

Technology
814
+ 6.43%
$170.18 - $209.01 $139K - $170K
13.5K $2.52M
ET
Energy Transfer LP

Energy
871
+ 6.4%
$16.05 - $19.86 $14K - $17.3K
14.5K $283K
CCJ
Cameco Corp

Energy
331
+ 2.65%
$48.64 - $61.14 $16.1K - $20.2K
12.8K $657K
TRDA
Entrada Therapeutics, Inc.

Healthcare
1.41K
+ 6.21%
$15.82 - $21.59 $22.2K - $30.4K
24K $415K
FCLD
Fidelity Covington Tr Cloud CO
363
+ 2.59%
$23.92 - $30.68 $8.68K - $11.1K
14.4K $395K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
20.4K
+ 4.45%
$45.07 - $47.1 $919K - $960K
479K $21.6M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
722
+ 3.24%
$47.66 - $51.97 $34.4K - $37.5K
23K $1.12M
IWS
Ishares Russell Midcap Value E

ETFs
564
+ 4.25%
$128.08 - $140.32 $72.2K - $79.1K
13.8K $1.79M
SIVR
Abrdn Silver ETF Trust

ETFs
2.23K
+ 17.35%
$27.61 - $33.22 $61.5K - $74K
15.1K $415K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
545
+ 1.71%
$59.74 - $60.03 $32.6K - $32.7K
32.5K $1.94M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.19K
+ 10.0%
$32.65 - $33.68 $38.9K - $40.1K
13.1K $429K
EBAY
Ebay Inc

Consumer Cyclical
2.31K
+ 5.67%
$57.51 - $67.17 $133K - $155K
43K $2.66M
IFRA
Ishares Tr

ETFs
770
+ 2.33%
$45.94 - $51.71 $35.4K - $39.8K
33.8K $1.57M
IRBO
Ishares Robotics & Artificial

ETFs
1.12K
+ 9.86%
N/A
12.4K $399K
SGOL
Abrdn Gold ETF Trust

ETFs
618
+ 0.69%
$24.46 - $26.62 $15.1K - $16.5K
89.9K $2.25M
JHSC
John Hancock ETF Tr Multifacto

ETFs
194
+ 1.79%
$39.44 - $43.65 $7.65K - $8.47K
11K $438K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.4K
+ 2.27%
$22.39 - $23.45 $31.3K - $32.8K
63.1K $1.45M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
466
+ 0.34%
$50.67 - $50.9 $23.6K - $23.7K
137K $6.95M
CHGX
Investment Managers Ser Tr Ii

ETFs
3.19K
+ 1.26%
$37.97 - $40.45 $121K - $129K
256K $9.72M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
289
+ 2.44%
$44.21 - $46.46 $12.8K - $13.4K
12.2K $539K
COP
Conocophillips

Energy
1.09K
+ 5.56%
$95.12 - $114.72 $103K - $125K
20.6K $2.05M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
460
+ 1.02%
$57.38 - $61.11 $26.4K - $28.1K
45.3K $2.65M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
347
+ 1.61%
$19.47 - $20.95 $6.76K - $7.27K
21.8K $426K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
629
+ 0.69%
$86.65 - $94.9 $54.5K - $59.7K
91.5K $7.95M
INTC
Intel Corp

Technology
3.11K
+ 12.11%
$19.07 - $26.23 $59.3K - $81.6K
28.8K $577K
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
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