Wcg Wealth Advisors LLC New Holdings in Q2 2025

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
45.8K
New
$483.48 - $539.8 $22.1M - $24.7M
45.8K $22.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
127K
New
$116.93 - $119.39 $14.9M - $15.2M
127K $15.1M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
159K
New
N/A
159K $11.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
178K
New
$43.53 - $54.46 $7.75M - $9.69M
178K $9.69M
XLK
Technology Sector Spdr

ETFs
35.6K
New
$179.73 - $253.23 $6.4M - $9.02M
35.6K $9.02M
XLU
Utilities Sector Spdr

ETFs
86.8K
New
$73.09 - $82.77 $6.35M - $7.19M
86.8K $7.09M
XLV
Select Sector Spdr Fund Health

ETFs
51.7K
New
$128.77 - $144.3 $6.65M - $7.46M
51.7K $6.96M
FXU
First Tr Exchange Traded Fd Ut

ETFs
148K
New
$37.86 - $43.29 $5.6M - $6.4M
148K $6.27M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
62.9K
New
$84.34 - $99.49 $5.31M - $6.26M
62.9K $6.22M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
58K
New
$96.84 - $99.46 $5.61M - $5.76M
58K $5.75M
ELV
Elevance Health, Inc.

Healthcare
10.3K
New
$372.27 - $452.69 $3.83M - $4.65M
10.3K $4M
PRF
Invesco Exchange Traded Fd Tr

ETFs
72.8K
New
$35.77 - $42.27 $2.6M - $3.08M
72.8K $3.08M
BOND
Pimco Active Bond Exchange Tra

ETFs
29.6K
New
$89.87 - $92.93 $2.66M - $2.75M
29.6K $2.73M
ARCC
Ares Capital Corp

Financial Services
107K
New
$18.91 - $22.43 $2.02M - $2.39M
107K $2.34M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
23.6K
New
$98.34 - $98.77 $2.32M - $2.33M
23.6K $2.33M
FAD
First Tr Multi Cap Growth Alph

ETFs
13.7K
New
$114.67 - $146.82 $1.57M - $2.01M
13.7K $2.01M
JNJ
Johnson & Johnson

Healthcare
13K
New
$146.36 - $159.82 $1.9M - $2.07M
13K $1.98M
ABNB
Airbnb, Inc.

Consumer Cyclical
14.6K
New
$105.69 - $140.64 $1.54M - $2.05M
14.6K $1.93M
HSBC
Hsbc Holdings PLC

Financial Services
31.5K
New
$46.68 - $61.09 $1.47M - $1.92M
31.5K $1.91M
DFAX
Dimensional ETF Tr
61.2K
New
$23.37 - $29.39 $1.43M - $1.8M
61.2K $1.8M
MU
Micron Technology Inc

Technology
13.9K
New
$64.72 - $127.91 $900K - $1.78M
13.9K $1.71M
CVX
Chevron Corp

Energy
11.9K
New
$133.73 - $168.51 $1.59M - $2M
11.9K $1.7M
DUK
Duke Energy Corp

Utilities
13.2K
New
$112.46 - $124.05 $1.49M - $1.64M
13.2K $1.56M
EMR
Emerson Electric CO

Industrials
10.2K
New
$94.15 - $133.33 $957K - $1.36M
10.2K $1.36M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
52.1K
New
N/A
52.1K $1.33M
SPMD
Spdr Portfolio

ETFs
21.8K
New
$44.89 - $54.38 $980K - $1.19M
21.8K $1.19M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
23K
New
$49.79 - $50.75 $1.15M - $1.17M
23K $1.17M
MRVL
Marvell Technology, Inc.

Technology
15.1K
New
$49.38 - $79.97 $744K - $1.21M
15.1K $1.17M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.1K
New
$55.54 - $69.09 $895K - $1.11M
16.1K $1.11M
JNK
Spdr Bloomberg High Yield Bond

ETFs
11.3K
New
$91.23 - $97.27 $1.03M - $1.1M
11.3K $1.1M
SO
Southern CO

Utilities
12K
New
$84.91 - $92.56 $1.02M - $1.11M
12K $1.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.9K
New
$44.68 - $45.96 $1.07M - $1.1M
23.9K $1.09M
IETC
Ishares U S ETF Tr

ETFs
10.7K
New
$67.28 - $94.0 $722K - $1.01M
10.7K $1.01M
VEU
Vanguard Ftse All World Ex Us

ETFs
13.3K
New
$54.19 - $67.22 $721K - $895K
13.3K $894K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15K
New
$45.98 - $56.15 $690K - $842K
15K $842K
TTE
Total Energies Se

Energy
11.8K
New
N/A
11.8K $811K
EVRG
Evergy, Inc.

Utilities
11.3K
New
$64.06 - $69.64 $724K - $787K
11.3K $778K
XSMO
Invesco S&P Smallcap Momentum

ETFs
10.9K
New
$55.15 - $68.11 $599K - $740K
10.9K $738K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.7K
New
$50.1 - $51.02 $638K - $650K
12.7K $649K
MFG
Mizuho Financial Group Inc

Financial Services
110K
New
$4.25 - $5.66 $468K - $623K
110K $612K
CHWY
Chewy, Inc.

Consumer Cyclical
13.4K
New
$31.21 - $48.21 $417K - $645K
13.4K $569K
FMB
First Tr Exchange Traded Fd Ii

ETFs
11.3K
New
$49.12 - $50.93 $555K - $575K
11.3K $562K
DBX
Dropbox, Inc.

Technology
19.7K
New
$25.42 - $29.7 $500K - $585K
19.7K $562K
FTHI
First Trust Exchange Traded Fd

ETFs
24.5K
New
$19.66 - $22.85 $482K - $560K
24.5K $560K
MLPA
Global X Mlp ETF

ETFs
11K
New
$46.47 - $54.16 $512K - $597K
11K $553K
FTSL
First Trust Senior Ln Fund

ETFs
12K
New
$44.58 - $46.07 $536K - $554K
12K $551K
HLN
Haleon PLC

Healthcare
52.1K
New
$9.27 - $11.41 $483K - $594K
52.1K $540K
SPTS
Spdr Portfolio Short Term Trea

ETFs
17.5K
New
$29.07 - $29.38 $507K - $513K
17.5K $511K
LUV
Southwest Airlines CO

Industrials
15.7K
New
$24.04 - $34.36 $378K - $540K
15.7K $509K
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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