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
DFIC
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.02%
$25.61 - $28.0 $51.2 - $56
12K $309K
SLV
I Shares Silver Trust

ETFs
61
+ 0.41%
$26.33 - $31.74 $1.61K - $1.94K
14.9K $391K
MBB
Ishares Tr

ETFs
2.49K
+ 3.97%
$91.26 - $95.82 $227K - $239K
65.3K $5.98M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
47
+ 0.22%
$113.92 - $127.38 $5.35K - $5.99K
21.4K $2.46M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
88
+ 0.52%
$46.33 - $48.6 $4.08K - $4.28K
17K $791K
YOU
Clear Secure, Inc.

Technology
1.61K
+ 13.02%
$25.61 - $38.45 $41.2K - $61.9K
14K $372K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
11
+ 0.04%
$48.12 - $52.79 $529 - $581
28.1K $1.35M
IVE
Ishares S&P 500 Value ETF

ETFs
592
+ 2.26%
$189.5 - $206.17 $112K - $122K
26.8K $5.11M
ADI
Analog Devices Inc

Technology
888
+ 6.51%
$206.35 - $236.48 $183K - $210K
14.5K $3.09M
EBLU
Ecofin Global Water Esg Fund

ETFs
452
+ 1.18%
$48.14 - $50.45 $21.8K - $22.8K
38.7K $1.86M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
451
+ 3.63%
$42.32 - $55.35 $19.1K - $25K
12.9K $550K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
721
+ 1.8%
$34.46 - $38.29 $24.8K - $27.6K
40.7K $1.42M
AVIG
American Centy ETF Tr Avantis

ETFs
426
+ 0.94%
$40.48 - $42.48 $17.2K - $18.1K
46K $1.87M
AVEM
American Centy ETF Tr Avantis

ETFs
7.93K
+ 8.46%
$58.59 - $66.14 $465K - $525K
102K $5.98M
HD
Home Depot, Inc.

Consumer Cyclical
262
+ 2.27%
$385.02 - $431.37 $101K - $113K
11.8K $4.59M
SCHG
Schwab Strategic Tr Us Large C

ETFs
30.1K
+ 246.63%
$25.93 - $105.3 $780K - $3.17M
42.3K $1.18M
INDA
Ishares Msci India Index Fund

ETFs
784
+ 3.45%
$52.64 - $58.16 $41.3K - $45.6K
23.5K $1.24M
PFE
Pfizer Inc

Healthcare
1.15K
+ 2.09%
$24.8 - $30.19 $28.5K - $34.7K
56.1K $1.49M
CPNG
Coupang, Inc.

Consumer Cyclical
98
+ 0.24%
$21.98 - $26.89 $2.15K - $2.64K
40.5K $890K
IEMG
Ishares Inc

ETFs
1.07K
+ 2.46%
N/A
44.6K $2.39M
PG
Procter & Gamble CO

Consumer Defensive
86
+ 0.3%
$161.05 - $179.7 $13.9K - $15.5K
28.3K $4.74M
DEO
Diageo PLC

Consumer Defensive
642
+ 3.35%
$118.0 - $139.88 $75.8K - $89.8K
19.8K $2.52M
KO
Coca Cola CO

Consumer Defensive
124
+ 0.6%
$61.74 - $71.71 $7.66K - $8.89K
20.8K $1.29M
MSFT
Microsoft Corp

Technology
1.06K
+ 1.44%
$406.35 - $454.46 $431K - $482K
74.6K $31.5M
AVDE
American Centy ETF Tr Avantis

ETFs
21.9K
+ 8.02%
$60.9 - $66.69 $1.34M - $1.46M
295K $18.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.08K
+ 3.91%
$87.1 - $98.49 $94.2K - $107K
28.8K $2.51M
IXJ
Ishares Global Healthcare ETF

ETFs
757
+ 3.38%
$85.65 - $98.34 $64.8K - $74.4K
23.2K $1.99M
NVS
Novartis Ag

Healthcare
1.09K
+ 5.66%
$96.78 - $117.18 $106K - $128K
20.4K $1.98M
SNY
Sanofi

Healthcare
1.58K
+ 4.58%
$45.89 - $57.31 $72.4K - $90.4K
36K $1.74M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.55K
+ 3.71%
$55.45 - $61.08 $141K - $156K
71.3K $3.95M
CMCSA
Comcast Corp

Communication Services
1.39K
+ 1.8%
$37.39 - $45.14 $51.9K - $62.7K
78.6K $2.95M
PEP
Pepsico Inc

Consumer Defensive
471
+ 2.39%
$151.29 - $176.1 $71.3K - $82.9K
20.1K $3.06M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.05K
+ 0.76%
$89.9 - $100.66 $94.8K - $106K
139K $12.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9K
+ 1.95%
$24.94 - $26.14 $224K - $235K
469K $11.7M
ABC
Amerisourcebergen Corp

Healthcare
500
+ 4.9%
N/A
10.7K $1.98M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.66K
+ 1.0%
$51.58 - $52.91 $240K - $247K
472K $24.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
70K
+ 172.58%
$26.93 - $84.95 $1.89M - $5.95M
111K $3.02M
EFV
Msci Eafe Value ETF

ETFs
4.86K
+ 3.57%
$51.78 - $57.15 $252K - $278K
141K $7.39M
XOM
Exxon Mobil Corp

Energy
135
+ 0.26%
$105.51 - $125.37 $14.2K - $16.9K
51.6K $5.55M
NUDM
Nuveen Esg International Devel

ETFs
20K
+ 6.56%
$30.06 - $33.38 $603K - $669K
326K $9.79M
XLP
Consumer Staples Sector Spdr

ETFs
1.45K
+ 1.6%
N/A
92K $6.99M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
5.16K
+ 2.26%
$32.68 - $36.28 $169K - $187K
233K $7.61M
EFG
Msci Eafe Growth ETF

ETFs
2.32K
+ 3.2%
$96.83 - $106.88 $225K - $248K
74.9K $7.25M
Maplebear Inc
451
+ 3.27%
N/A
14.3K $0
IQV
Iqvia Holdings Inc.

Healthcare
292
+ 1.7%
$190.97 - $236.63 $55.8K - $69.1K
17.4K $3.43M
IEF
Ishares Barclays

ETFs
8.03K
+ 2.98%
$92.08 - $98.18 $739K - $788K
277K $25.7M
Victory Portfolios Ii
761
+ 2.4%
N/A
32.5K $0
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
10.1K
+ 2.89%
$28.33 - $31.77 $285K - $320K
359K $10.2M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
7.19K
+ 1.45%
$24.04 - $26.75 $173K - $192K
502K $12.2M
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
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