Wcg Wealth Advisors LLC New Holdings in Q3 2024

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
162K
New
$51.29 - $56.57 $8.31M - $9.16M
162K $9.16M
XLP
Consumer Staples Sector Spdr

ETFs
90.5K
New
$76.04 - $76.04 $6.88M - $6.88M
90.5K $7.51M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
70.8K
New
$94.31 - $103.26 $6.67M - $7.31M
70.8K $7.26M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
109K
New
$60.1 - $66.57 $6.53M - $7.24M
109K $7.21M
BAR
Granite Shares Gold Trust

ETFs
216K
New
$23.01 - $26.37 $4.98M - $5.7M
216K $5.62M
XLV
Select Sector Spdr Fund Health

ETFs
23.7K
New
$143.3 - $157.24 $3.4M - $3.73M
23.7K $3.65M
JMBS
Janus Detroit Str Tr Henderson

ETFs
63.7K
New
$44.13 - $47.01 $2.81M - $3M
63.7K $2.97M
American Centy ETF Tr
37.4K
New
N/A
37.4K $2.47M
RSP
Invesco S&P 500 Equal Weight E

ETFs
12.2K
New
$162.83 - $179.16 $1.99M - $2.19M
12.2K $2.19M
Victory Portfolios Ii
65K
New
N/A
65K $2.17M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
43.1K
New
$38.33 - $42.48 $1.65M - $1.83M
43.1K $1.81M
CVX
Chevron Corp

Energy
10.3K
New
$137.88 - $161.97 $1.42M - $1.67M
10.3K $1.52M
VGLT
Vanguard Long Term Treasury Et

ETFs
23.6K
New
$56.52 - $63.23 $1.34M - $1.49M
23.6K $1.45M
SKYY
First Trust Cloud Computing Et

ETFs
13.6K
New
$86.45 - $102.48 $1.18M - $1.4M
13.6K $1.4M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
10.2K
New
$116.79 - $133.54 $1.19M - $1.37M
10.2K $1.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.2K
New
$92.63 - $105.69 $1.13M - $1.29M
12.2K $1.27M
BBUS
J P Morgan Exchg Traded Fd

ETFs
12.1K
New
$93.22 - $103.58 $1.13M - $1.25M
12.1K $1.25M
XLC
Select Sector Spdr Tr Communic

ETFs
13.8K
New
$82.16 - $90.4 $1.14M - $1.25M
13.8K $1.25M
DUK
Duke Energy Corp

Utilities
10.5K
New
$99.35 - $117.71 $1.04M - $1.23M
10.5K $1.21M
MUB
Ishares National Muni Bond ETF

ETFs
10.8K
New
$106.13 - $108.7 $1.14M - $1.17M
10.8K $1.17M
MU
Micron Technology Inc

Technology
10.9K
New
$86.27 - $136.82 $942K - $1.49M
10.9K $1.13M
XLE
Energy Sector Spdr

ETFs
11.5K
New
$84.35 - $93.39 $971K - $1.08M
11.5K $1.01M
NET
Cloudflare, Inc.

Technology
10.9K
New
$74.4 - $86.96 $809K - $946K
10.9K $880K
Victory Portfolios Ii
31.7K
New
N/A
31.7K $850K
AIG
American International Group, Inc.

Financial Services
10.1K
New
$70.16 - $79.23 $710K - $802K
10.1K $742K
VGSH
Vanguard

ETFs
12.1K
New
$57.74 - $59.13 $699K - $716K
12.1K $715K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
14.6K
New
$40.48 - $45.39 $593K - $665K
14.6K $644K
Amplify ETF Tr
11.8K
New
N/A
11.8K $619K
HEZU
Ishares Currency Hedged Msci E

ETFs
15K
New
$33.46 - $37.07 $503K - $557K
15K $553K
VWID
Etfis Ser Tr I Virtus Wmc Inte

Technology
19K
New
$26.24 - $29.22 $499K - $556K
19K $551K
MAIN
Main Street Capital Corp

Financial Services
10.1K
New
$47.05 - $52.25 $476K - $529K
10.1K $507K
BLOK
Amplify ETF Tr Trnsformational

ETFs
12.7K
New
$31.4 - $40.35 $400K - $514K
12.7K $478K
YOU
Clear Secure, Inc.

Technology
12.4K
New
$18.66 - $33.15 $231K - $410K
12.4K $410K
SPIB
Spdr Portfolio Intermediate Te

ETFs
11.9K
New
$32.36 - $33.78 $385K - $402K
11.9K $401K
SIVR
Abrdn Silver ETF Trust

ETFs
12.8K
New
$25.48 - $30.77 $327K - $395K
12.8K $382K
TRDA
Entrada Therapeutics, Inc.

Healthcare
22.6K
New
$13.65 - $17.86 $309K - $404K
22.6K $362K
EDOC
Global X Fds Telemedicine & Di

ETFs
34.1K
New
$8.54 - $10.02 $292K - $342K
34.1K $342K
PUBM
Pub Matic, Inc.

Technology
22.9K
New
$13.63 - $22.78 $312K - $522K
22.9K $341K
NIO
Nio Inc.

Consumer Cyclical
36.5K
New
$3.67 - $6.68 $134K - $244K
36.5K $244K
ITI
Iteris, Inc.

Technology
30.2K
New
$4.06 - $7.15 $123K - $216K
30.2K $216K
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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