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
PDI
Pimco Dynamic Income Fund

Financial Services
9.97K
+ 60.68%
$17.02 - $19.87 $170K - $198K
26.4K $500K
DGRO
Ishares Core Dividend Growth E

ETFs
1.23K
+ 3.46%
$55.22 - $63.94 $67.8K - $78.5K
36.8K $2.35M
FSK
Fs Kkr Capital Corp

Financial Services
7.78K
+ 9.17%
$17.95 - $21.5 $140K - $167K
92.7K $1.92M
AVIG
American Centy ETF Tr Avantis

ETFs
3.21K
+ 10.41%
$40.41 - $41.62 $130K - $133K
34K $1.42M
PYPL
Pay Pal Holdings, Inc.

Financial Services
162
+ 1.15%
$57.41 - $74.81 $9.3K - $12.1K
14.3K $1.06M
VEA
Vanguard Ftse Developed Market

ETFs
140
+ 0.75%
$45.65 - $57.01 $6.39K - $7.98K
18.8K $1.07M
FV
First Trust Dorsey Wright Focu

ETFs
328
+ 1.46%
$48.43 - $59.26 $15.9K - $19.4K
22.9K $1.36M
WMB
Williams Companies, Inc.

Energy
783
+ 3.48%
$54.33 - $62.87 $42.5K - $49.2K
23.3K $1.46M
PG
Procter & Gamble CO

Consumer Defensive
2.68K
+ 9.57%
$157.66 - $172.39 $422K - $462K
30.7K $4.89M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.71K
+ 5.3%
$97.29 - $105.63 $166K - $181K
33.9K $3.45M
SIVR
Abrdn Silver ETF Trust

ETFs
1.73K
+ 10.74%
$28.36 - $35.37 $49.1K - $61.2K
17.8K $613K
MDT
Medtronic PLC

Healthcare
1.86K
+ 6.74%
$80.68 - $88.86 $150K - $165K
29.5K $2.57M
JHSC
John Hancock ETF Tr Multifacto

ETFs
1.55K
+ 14.4%
$32.47 - $39.09 $50.4K - $60.6K
12.3K $481K
EEMV
Ishares Msci Emerging Markets

ETFs
2
+ 0.01%
$54.12 - $62.8 $108 - $126
17.8K $1.12M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
261
+ 0.74%
$30.28 - $36.05 $7.9K - $9.41K
35.7K $1.29M
MAIN
Main Street Capital Corp

Financial Services
550
+ 3.5%
$49.15 - $59.32 $27K - $32.6K
16.3K $961K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
50
+ 0.28%
$27.46 - $33.2 $1.37K - $1.66K
17.9K $594K
TEF
Telefonica S A

Communication Services
2.63K
+ 5.88%
$4.37 - $5.39 $11.5K - $14.2K
47.4K $247K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.69K
+ 10.27%
$22.54 - $23.17 $38.1K - $39.2K
18.2K $417K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
111
+ 1.11%
$32.86 - $40.05 $3.65K - $4.45K
10.1K $401K
ENB
Enbridge Inc

Energy
402
+ 3.87%
$41.09 - $47.16 $16.5K - $19K
10.8K $488K
OEF
Ishares S&P 100 ETF

ETFs
64
+ 0.57%
N/A
11.3K $3.01M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
200
+ 0.84%
$42.72 - $44.24 $8.54K - $8.85K
23.9K $1.05M
ET
Energy Transfer LP

Energy
488
+ 3.37%
$15.65 - $18.93 $7.64K - $9.24K
15K $271K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1
+ 0.0%
$59.8 - $60.07 $59.8 - $60.1
30K $1.79M
T Rowe Price ETF Inc
32.4K
+ 33.67%
N/A
129K $0
American Centy ETF Tr
999
+ 2.75%
N/A
37.3K $0
Amplify ETF Tr
11K
+ 39.25%
N/A
39K $0
Fidelity Covington Trust
789
+ 3.75%
N/A
21.8K $0
Ishares Bitcoin Trust ETF
1.46K
+ 14.25%
N/A
11.7K $0
Dbx ETF Tr
46.6K
+ 9.49%
N/A
538K $0
Ishares Ethereum Tr
8.25K
+ 31.94%
N/A
34.1K $0
JGRO
J P Morgan Exchange Traded Fd
17.1K
+ 4.74%
N/A
378K $0
Pimco ETF Tr
317K
+ 35.52%
N/A
1.21M $0
PFFA
Etfis Ser Tr I

ETFs
131
+ 1.25%
$19.49 - $21.31 $2.55K - $2.79K
10.6K $220K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
330
+ 0.54%
$8.43 - $8.77 $2.78K - $2.89K
61.2K $531K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1
+ 0.01%
$48.46 - $50.2 $48.5 - $50.2
19.1K $948K
KO
Coca Cola CO

Consumer Defensive
128
+ 0.6%
$68.37 - $73.9 $8.75K - $9.46K
21.4K $1.52M
DOCU
Docusign, Inc.

Technology
327
+ 3.26%
$70.35 - $93.84 $23K - $30.7K
10.3K $805K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
253
+ 1.01%
$42.44 - $49.08 $10.7K - $12.4K
25.3K $1.21M
IYH
Ishares Tr

ETFs
425
+ 2.95%
$53.97 - $60.17 $22.9K - $25.6K
14.9K $839K
MRK
Merck & Co., Inc.

Healthcare
325
+ 2.31%
$73.47 - $87.12 $23.9K - $28.3K
14.4K $1.14M
SBUX
Starbucks Corp

Consumer Cyclical
851
+ 2.65%
$79.69 - $99.41 $67.8K - $84.6K
32.9K $3.02M
IQV
Iqvia Holdings Inc.

Healthcare
566
+ 3.43%
$137.0 - $174.37 $77.5K - $98.7K
17.1K $2.69M
XOM
Exxon Mobil Corp

Energy
2.71K
+ 5.46%
$99.93 - $119.04 $271K - $323K
52.4K $5.65M
COP
Conocophillips

Energy
981
+ 3.86%
$82.66 - $106.1 $81.1K - $104K
26.4K $2.37M
AAPL
Apple Inc.

Technology
1.24K
+ 0.67%
$172.42 - $223.89 $214K - $278K
188K $38.5M
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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