Wcg Wealth Advisors LLC Reduced Holdings in Q4 2024

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.21K
- 3.15%
$61.68 - $67.87 $136K - $150K
67.9K $4.23M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.77K
- 12.3%
$52.0 - $55.66 $144K - $154K
19.7K $1.05M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
-680
- 4.66%
$58.4 - $64.37 $39.7K - $43.8K
13.9K $815K
RDVY
First Trust Rising Dividend Ac

ETFs
-2K
- 9.6%
$58.65 - $64.37 $117K - $129K
18.8K $1.11M
DUK
Duke Energy Corp

Utilities
-340
- 3.25%
$105.76 - $120.76 $36K - $41.1K
10.1K $1.09M
EEMV
Ishares Msci Emerging Markets

ETFs
-246
- 1.33%
$57.85 - $63.11 $14.2K - $15.5K
18.3K $1.06M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.59K
- 8.25%
$69.3 - $74.3 $110K - $118K
17.7K $1.26M
HEZU
Ishares Currency Hedged Msci E

ETFs
-1.85K
- 12.33%
$35.18 - $36.95 $65.2K - $68.5K
13.2K $472K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-2.15K
- 1.13%
$40.82 - $45.39 $87.8K - $97.7K
188K $7.82M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-109
- 0.64%
$44.04 - $49.49 $4.8K - $5.39K
17K $748K
FNDF
Schwab Fundamental Intl Large

ETFs
-39
- 0.25%
$32.92 - $37.15 $1.28K - $1.45K
15.9K $526K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-541
- 4.01%
$34.83 - $38.05 $18.8K - $20.6K
12.9K $456K
IAU
Ishares Gold Trust

ETFs
-884
- 3.17%
$48.37 - $52.65 $42.8K - $46.5K
27K $1.34M
EDOC
Global X Fds Telemedicine & Di

ETFs
-2.89K
- 8.47%
$9.37 - $10.53 $27.1K - $30.5K
31.2K $307K
ENB
Enbridge Inc

Energy
-1.39K
- 9.95%
$40.4 - $43.92 $56.2K - $61.1K
12.6K $534K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-181
- 0.36%
$23.29 - $23.93 $4.22K - $4.33K
50.6K $1.19M
JHMM
John Hancock Multifactor Mid C

ETFs
-446
- 4.2%
$59.61 - $64.8 $26.6K - $28.9K
10.2K $607K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-51
- 0.43%
$43.02 - $47.32 $2.19K - $2.41K
11.7K $505K
FTLS
First Tr Long/Short Equity ETF

ETFs
-970
- 6.91%
$63.1 - $67.29 $61.2K - $65.3K
13.1K $859K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-581
- 4.18%
$22.65 - $23.8 $13.2K - $13.8K
13.3K $302K
GTO
Invesco Actively Managed ETF T

ETFs
-85
- 0.78%
$46.33 - $48.41 $3.94K - $4.11K
10.8K $501K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-176
- 1.12%
$100.22 - $100.73 $17.6K - $17.7K
15.6K $1.56M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-72
- 0.29%
$28.6 - $29.27 $2.06K - $2.11K
24.8K $711K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-2
- 0.01%
$35.95 - $36.76 $71.9 - $73.5
20.9K $753K
COMB
Graniteshares ETF Tr Bloomber

ETFs
-145
- 0.61%
$19.74 - $20.97 $2.86K - $3.04K
23.7K $473K
T
At&T Inc.

Communication Services
-2.67K
- 4.5%
$21.22 - $23.88 $56.6K - $63.7K
56.6K $1.29M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-209
- 0.86%
$19.42 - $19.79 $4.06K - $4.14K
24.1K $468K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-427
- 3.86%
$30.18 - $33.87 $12.9K - $14.5K
10.6K $327K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-438
- 3.28%
$19.42 - $19.76 $8.51K - $8.65K
12.9K $251K
PFFA
Etfis Ser Tr I

ETFs
-94
- 0.85%
$21.82 - $23.21 $2.05K - $2.18K
10.9K $239K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-935
- 5.16%
$55.73 - $66.16 $52.1K - $61.9K
17.2K $1.04M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-274
- 2.27%
$102.46 - $110.17 $28.1K - $30.2K
11.8K $1.25M
MO
Altria Group, Inc.

Consumer Defensive
-288
- 1.73%
$49.06 - $57.74 $14.1K - $16.6K
16.4K $856K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-400
- 1.23%
$48.43 - $52.86 $19.4K - $21.1K
32K $1.59M
WMT
Walmart Inc.

Consumer Defensive
-10.2K
- 10.41%
$79.1 - $95.7 $805K - $974K
87.6K $7.91M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-5.33K
- 1.17%
$51.94 - $55.55 $277K - $296K
448K $23.9M
ARCC
Ares Capital Corp

Financial Services
-1.38K
- 1.76%
$20.74 - $22.27 $28.6K - $30.7K
76.9K $1.68M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-569
- 1.83%
$44.28 - $51.47 $25.2K - $29.3K
30.5K $1.45M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.83K
- 12.23%
$45.39 - $62.98 $129K - $178K
20.3K $1.15M
CHWY
Chewy, Inc.

Consumer Cyclical
-100
- 0.65%
$26.51 - $35.87 $2.65K - $3.59K
15.4K $514K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-294
- 2.19%
$77.25 - $91.3 $22.7K - $26.8K
13.2K $1.12M
KMI
Kinder Morgan, Inc.

Energy
-48
- 0.29%
$22.59 - $28.54 $1.08K - $1.37K
16.3K $447K
GM
General Motors CO

Consumer Cyclical
-767
- 4.41%
$44.82 - $60.2 $34.4K - $46.2K
16.6K $886K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.07K
- 2.09%
$148.14 - $166.23 $159K - $178K
50.2K $8.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-446
- 2.22%
$481.22 - $538.17 $215K - $240K
19.6K $10M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.66K
- 5.68%
$172.07 - $207.36 $286K - $345K
27.6K $5.45M
COIN
Coinbase Global, Inc.

Technology
-1.53K
- 11.35%
$163.17 - $343.62 $249K - $525K
11.9K $2.96M
XLF
Financial Sector Spdr

ETFs
-6.58K
- 1.68%
$44.89 - $51.34 $295K - $338K
385K $18.6M
FDN
First Tr Fd Dow Jones

ETFs
-571
- 1.49%
$210.5 - $257.24 $120K - $147K
37.6K $9.15M
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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