Wcg Wealth Advisors LLC Sells in Q3 2024

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-319K
- 85.2%
$50.2 - $50.48 $16M - $16.1M
55.4K $2.78M
XLK
Technology Sector Spdr

ETFs
-39.3K
- 76.51%
$197.34 - $237.68 $7.75M - $9.33M
12.1K $2.72M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-246K
- 38.66%
$38.04 - $45.36 $9.35M - $11.1M
390K $17.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-107K
- 22.68%
$60.84 - $67.51 $6.53M - $7.25M
366K $24.7M
HTRB
Hartford Fds Total Return Bd E

ETFs
-166K
- 14.54%
$33.29 - $35.33 $5.51M - $5.85M
973K $34M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-75.9K
- 13.97%
$51.78 - $52.98 $3.93M - $4.02M
467K $24.8M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-85.6K
- 15.86%
$47.54 - $52.58 $4.07M - $4.5M
454K $23.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-29.8K
- 11.19%
$50.25 - $50.74 $1.5M - $1.51M
237K $12M
IEF
Ishares Barclays

ETFs
-28.2K
- 9.47%
$92.67 - $99.14 $2.61M - $2.79M
269K $26.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-69.4K
- 13.11%
$24.86 - $26.33 $1.73M - $1.83M
460K $12M
AMD
Advanced Micro Devices Inc

Technology
-6.73K
- 23.77%
$128.67 - $183.96 $866K - $1.24M
21.6K $3.54M
NVDA
Nvidia Corp

Technology
-3.4K
- 1.24%
$98.91 - $134.91 $336K - $459K
270K $32.8M
FTXL
First Tr ETF Vi Nasdaq Semicon
-3.61K
- 4.24%
N/A
81.5K $7.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-28K
- 33.95%
$33.74 - $37.96 $945K - $1.06M
54.5K $2.05M
Pimco ETF Tr
-68.1K
- 7.09%
N/A
892K $23.8M
CVS
Cvs Health Corp

Healthcare
-14.7K
- 50.93%
$55.81 - $63.18 $821K - $929K
14.2K $891K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-41.2K
- 10.28%
$25.38 - $26.27 $1.04M - $1.08M
359K $9.44M
IEMG
Ishares Inc

ETFs
-16.5K
- 27.52%
$53.64 - $53.64 $885K - $885K
43.5K $2.5M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.28K
- 3.08%
$169.92 - $205.38 $217K - $262K
40.2K $7.69M
HDGE
Advisorshares Tr Ranger Equity

ETFs
-21.4K
- 49.76%
$18.52 - $20.85 $396K - $446K
21.6K $404K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.08K
- 20.37%
$89.91 - $101.33 $637K - $718K
27.7K $2.72M
Proshares Tr
-10.9K
- 41.44%
N/A
15.4K $607K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-31.9K
- 10.16%
$21.61 - $22.87 $690K - $730K
282K $6.41M
AVIV
American Centy ETF Tr Avantis
-15.9K
- 12.84%
$50.37 - $56.43 $803K - $900K
108K $6.08M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-8.81K
- 6.06%
$50.61 - $50.96 $446K - $449K
137K $6.96M
Tidal Trust Iii
-34.3K
- 10.0%
N/A
308K $5.42M
NVO
Novo Nordisk A S

Healthcare
-695
- 6.42%
$119.07 - $145.42 $82.8K - $101K
10.1K $1.21M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-16.6K
- 10.57%
$72.41 - $86.76 $1.2M - $1.44M
141K $11.6M
AVIG
American Centy ETF Tr Avantis

ETFs
-7.09K
- 13.47%
$40.41 - $42.73 $287K - $303K
45.6K $1.94M
DIS
Walt Disney CO

Communication Services
-982
- 2.8%
$85.6 - $98.61 $84.1K - $96.8K
34K $3.27M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-21.4K
- 5.79%
$29.28 - $32.18 $627K - $690K
348K $11.1M
WFC
Wells Fargo & Company

Financial Services
-810
- 1.72%
$51.58 - $60.97 $41.8K - $49.4K
46.2K $2.61M
OMFL
Invesco Exchange Traded Self I

ETFs
-3.56K
- 5.21%
$47.65 - $52.99 $169K - $188K
64.8K $3.43M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-5.57K
- 5.77%
$81.1 - $89.18 $452K - $497K
90.9K $7.98M
ORCC
Owl Rock Capital Corp

Financial Services
-6.04K
- 11.06%
N/A
48.5K $707K
FSCO
Fs Cr Opportunities Corp Com
-15.8K
- 9.4%
N/A
152K $967K
WPC
W. P. Carey Inc.

Real Estate
-4.05K
- 19.43%
$54.63 - $63.96 $221K - $259K
16.8K $1.05M
F
Ford Motor CO

Consumer Cyclical
-1.13K
- 3.86%
$9.71 - $14.55 $11K - $16.4K
28.1K $297K
FVD
First Tr Value Line Divid Inde

ETFs
-6.77K
- 13.17%
$40.45 - $45.49 $274K - $308K
44.6K $2.03M
CRM
Salesforce, Inc.

Technology
-1.12K
- 6.8%
$238.42 - $276.53 $267K - $309K
15.3K $4.2M
GM
General Motors CO

Consumer Cyclical
-69
- 0.39%
$39.95 - $49.9 $2.76K - $3.44K
17.4K $780K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-876
- 7.74%
$71.45 - $75.64 $62.6K - $66.3K
10.4K $784K
CHWY
Chewy, Inc.

Consumer Cyclical
-2.25K
- 12.71%
$22.22 - $32.67 $50K - $73.5K
15.5K $453K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-1.68K
- 6.94%
$47.29 - $52.55 $79.3K - $88.1K
22.5K $1.18M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.01K
- 5.63%
$46.18 - $48.92 $46.7K - $49.5K
17K $824K
XMPT
Vaneck Cef Muni Income ETF

ETFs
-1.15K
- 9.79%
$21.85 - $23.17 $25K - $26.6K
10.6K $245K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-290
- 0.9%
$59.61 - $60.15 $17.3K - $17.4K
32K $1.91M
Gsk PLC
-891
- 7.47%
N/A
11K $451K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-65
- 0.41%
$100.09 - $100.69 $6.51K - $6.54K
15.7K $1.59M
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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