Wcg Wealth Advisors LLC Reduced Holdings in Q2 2025

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTLS
First Tr Long/Short Equity ETF

ETFs
-785
- 6.01%
$60.06 - $66.28 $47.1K - $52K
12.3K $813K
IWD
Ishares Russell 1000 Val ETF

ETFs
-528
- 3.99%
$166.82 - $194.23 $88.1K - $103K
12.7K $2.46M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-257
- 2.1%
N/A
12K $1.03M
COMB
Graniteshares ETF Tr Bloomber

ETFs
-52
- 0.24%
$19.77 - $22.01 $1.03K - $1.14K
21.9K $459K
FVD
First Tr Value Line Divid Inde

ETFs
-414
- 1.2%
$40.62 - $45.12 $16.8K - $18.7K
33.9K $1.52M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.44K
- 7.79%
$51.6 - $62.74 $74.2K - $90.2K
17K $1.07M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-208
- 1.02%
$18.11 - $18.97 $3.77K - $3.95K
20.2K $380K
CBSH
Commerce Bancshares Inc

Financial Services
-71
- 0.36%
$55.42 - $65.63 $3.93K - $4.66K
19.4K $1.21M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-35
- 0.35%
$23.36 - $24.11 $818 - $844
10.1K $240K
Victory Portfolios Ii
-1.77K
- 5.46%
N/A
30.6K $0
Maplebear Inc
-205
- 1.52%
N/A
13.3K $0
Tidal Trust Iii
-212K
- 61.77%
N/A
131K $0
Manager Directed Portfolios
-369K
- 50.88%
N/A
356K $0
Lam Research Corp
-1.69K
- 8.26%
N/A
18.8K $0
J P Morgan Exchange Traded F
-81
- 0.67%
N/A
11.9K $0
SLV
I Shares Silver Trust

ETFs
-813
- 5.64%
$27.08 - $33.74 $22K - $27.4K
13.6K $446K
AVGE
American Centy ETF Tr Avantis
-1.44K
- 5.66%
N/A
24K $0
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-28
- 0.23%
$19.49 - $19.66 $546 - $550
12K $235K
IRBO
Ishares Robotics & Artificial

ETFs
-27
- 0.23%
N/A
11.9K $382K
JPHY
Jp Morgan High Yield Research

ETFs
-1K
- 4.0%
N/A
24.1K $0
FSCO
Fs Cr Opportunities Corp Com
-1.31K
- 2.35%
N/A
54.4K $0
American Healthcare Reit Inc
-926
- 4.99%
N/A
17.6K $0
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
-478
- 3.67%
$61.48 - $65.6 $29.4K - $31.4K
12.5K $801K
KMI
Kinder Morgan, Inc.

Energy
-459
- 2.63%
$25.21 - $29.4 $11.6K - $13.5K
17K $499K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-55
- 0.24%
$18.65 - $19.82 $1.03K - $1.09K
23K $456K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-788
- 4.07%
$90.56 - $109.49 $71.4K - $86.3K
18.6K $2.03M
GM
General Motors CO

Consumer Cyclical
-571
- 3.51%
$42.48 - $50.46 $24.3K - $28.8K
15.7K $772K
FDVV
Fidelity High Dividend ETF

ETFs
-3.74K
- 4.25%
$43.6 - $52.02 $163K - $194K
84.2K $4.38M
EMB
Ishares Tr

ETFs
-36
- 0.35%
$86.54 - $92.62 $3.12K - $3.33K
10.4K $960K
BCS
Barclays PLC

Financial Services
-582
- 4.43%
$12.69 - $18.61 $7.39K - $10.8K
12.6K $233K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-550
- 2.95%
$18.53 - $24.21 $10.2K - $13.3K
18.1K $438K
FCLD
Fidelity Covington Tr Cloud CO
-558
- 3.9%
$20.0 - $28.42 $11.2K - $15.9K
13.8K $390K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-123
- 0.83%
$39.89 - $49.46 $4.91K - $6.08K
14.7K $728K
INDA
Ishares Msci India Index Fund

ETFs
-354
- 1.71%
$49.13 - $55.86 $17.4K - $19.8K
20.4K $1.13M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-349
- 3.26%
$89.63 - $111.92 $31.3K - $39.1K
10.4K $1.16M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-800
- 6.17%
$50.5 - $71.23 $40.4K - $57K
12.2K $822K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-850
- 3.74%
$42.95 - $53.21 $36.5K - $45.2K
21.9K $1.16M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-859
- 3.1%
$37.77 - $48.45 $32.4K - $41.6K
26.9K $1.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-296
- 0.73%
$51.16 - $62.02 $15.1K - $18.4K
40.1K $2.49M
BK
Bank Of New York Mellon Corp

Financial Services
-131
- 0.64%
$73.31 - $91.62 $9.6K - $12K
20.3K $1.85M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-90
- 0.49%
$37.6 - $52.03 $3.38K - $4.68K
18.2K $944K
IAU
Ishares Gold Trust

ETFs
-999
- 1.54%
$56.1 - $64.74 $56K - $64.7K
63.8K $3.98M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.33K
- 11.4%
$171.4 - $227.1 $399K - $529K
18.1K $4.11M
SII
Sprott Inc.

Financial Services
-50
- 0.46%
$39.51 - $69.09 $1.98K - $3.45K
10.9K $749K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-1.63K
- 3.65%
$35.12 - $48.24 $57.4K - $78.8K
43.2K $2.08M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
-1.19K
- 4.96%
$21.9 - $39.27 $26K - $46.5K
22.7K $891K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.78K
- 9.01%
$40.51 - $71.03 $72.1K - $126K
18K $1.26M
WFC
Wells Fargo & Company

Financial Services
-412
- 0.94%
$60.98 - $80.12 $25.1K - $33K
43.2K $3.46M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.73K
- 2.85%
$50.08 - $63.14 $86.6K - $109K
59K $3.73M
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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