Wcg Wealth Advisors LLC Sells in Q2 2025

Wcg Wealth Advisors LLC

  • $1.42 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-223K
- 89.73%
$93.15 - $96.56 $20.7M - $21.5M
25.5K $2.44M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-388K
- 94.43%
$24.98 - $25.66 $9.7M - $9.97M
22.9K $586K
PAVE
Global X Fds Us Infrastructure

ETFs
-238K
- 95.05%
$33.78 - $43.68 $8.02M - $10.4M
12.4K $538K
XLF
Financial Sector Spdr

ETFs
-176K
- 53.38%
$43.92 - $52.37 $7.73M - $9.21M
154K $8.05M
HTRB
Hartford Fds Total Return Bd E

ETFs
-201K
- 24.64%
$33.14 - $34.12 $6.66M - $6.85M
614K $20.8M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-126K
- 37.96%
$37.08 - $42.26 $4.68M - $5.33M
206K $8.54M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-123K
- 16.13%
$39.34 - $40.41 $4.82M - $4.95M
637K $25.5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-88.4K
- 21.25%
$50.34 - $51.86 $4.45M - $4.58M
327K $16.8M
NUDM
Nuveen Esg International Devel

ETFs
-101K
- 31.43%
$28.66 - $35.49 $2.88M - $3.57M
219K $7.79M
XLI
Industrial Sector Spdr

ETFs
-23.8K
- 29.67%
$116.42 - $147.52 $2.77M - $3.51M
56.5K $8.33M
FLAX
Franklin Templeton ETF Tr Fran

ETFs
-77K
- 68.55%
$20.6 - $26.1 $1.59M - $2.01M
35.3K $918K
USFR
Wisdomtree Floating Rate Treas

ETFs
-17K
- 11.41%
$50.28 - $50.47 $854K - $857K
132K $6.63M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-48.6K
- 21.8%
$30.96 - $40.6 $1.51M - $1.97M
174K $7.05M
PEP
Pepsico Inc

Consumer Defensive
-2.71K
- 13.71%
$128.02 - $151.37 $346K - $410K
17K $2.25M
IXJ
Ishares Global Healthcare ETF

ETFs
-5.15K
- 31.71%
$82.3 - $90.02 $424K - $464K
11.1K $954K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12.3K
- 11.84%
$24.32 - $27.87 $300K - $343K
91.7K $2.43M
ADI
Analog Devices Inc

Technology
-4.05K
- 28.39%
$164.6 - $238.02 $666K - $964K
10.2K $2.43M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-12.2K
- 32.26%
$28.36 - $31.3 $346K - $382K
25.6K $789K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-5.54K
- 25.78%
$139.8 - $197.22 $774K - $1.09M
15.9K $3.14M
PANW
Palo Alto Networks Inc

Technology
-3.85K
- 24.96%
$152.44 - $204.64 $586K - $787K
11.6K $2.37M
BAC
Bank Of America Corp

Financial Services
-16.4K
- 17.16%
$34.39 - $47.46 $563K - $778K
79.1K $3.74M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-12.3K
- 16.95%
$29.12 - $35.84 $358K - $441K
60.3K $2.16M
EBAY
Ebay Inc

Consumer Cyclical
-6.87K
- 16.42%
$59.52 - $79.36 $409K - $545K
35K $2.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.08K
- 5.56%
$68.13 - $74.77 $142K - $156K
35.4K $2.57M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.39K
- 10.68%
$114.78 - $133.31 $274K - $319K
20K $2.67M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-5K
- 11.39%
$54.27 - $63.01 $272K - $315K
38.9K $2.44M
HDV
Ishares Core High Dividend ETF

ETFs
-793
- 3.6%
$108.41 - $120.51 $86K - $95.6K
21.2K $2.49M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.51K
- 10.44%
$100.04 - $100.54 $151K - $152K
13K $1.31M
RTX
Raytheon Technologies Corp

Industrials
-2.26K
- 16.18%
$113.75 - $148.48 $257K - $335K
11.7K $1.71M
PULS
Pgim ETF Tr

ETFs
-2.8K
- 9.88%
$49.39 - $49.76 $138K - $139K
25.5K $1.27M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-1.51K
- 7.03%
$88.49 - $92.4 $133K - $139K
19.9K $1.84M
IWS
Ishares Russell Midcap Value E

ETFs
-1.57K
- 11.35%
$110.58 - $132.14 $174K - $208K
12.3K $1.62M
CMCSA
Comcast Corp

Communication Services
-851
- 1.16%
$32.84 - $36.72 $27.9K - $31.2K
72.5K $2.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-4.24K
- 9.71%
$35.35 - $42.68 $150K - $181K
39.4K $1.68M
MBB
Ishares Tr

ETFs
-973
- 1.91%
$91.41 - $94.22 $88.9K - $91.7K
49.8K $4.68M
MO
Altria Group, Inc.

Consumer Defensive
-1.05K
- 7.16%
$55.56 - $60.91 $58.3K - $64K
13.6K $798K
OMFL
Invesco Exchange Traded Self I

ETFs
-4.37K
- 11.08%
$48.43 - $57.78 $211K - $252K
35K $2.02M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-1.22K
- 6.2%
$47.42 - $51.67 $57.8K - $63K
18.4K $935K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-2.42K
- 9.64%
$34.72 - $36.92 $83.8K - $89.2K
22.6K $835K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-4.87K
- 3.69%
$14.97 - $16.79 $73K - $81.8K
127K $2.13M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-2.45K
- 8.09%
$27.29 - $29.28 $66.7K - $71.6K
27.8K $813K
FTCS
First Trust Capital Strength E

ETFs
-776
- 6.81%
$81.6 - $92.39 $63.3K - $71.7K
10.6K $964K
HD
Home Depot, Inc.

Consumer Cyclical
-151
- 1.35%
$335.24 - $380.78 $50.6K - $57.5K
11.1K $4.05M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-3.08K
- 5.39%
$22.4 - $23.8 $68.9K - $73.2K
54K $1.28M
T
At&T Inc.

Communication Services
-2.83K
- 5.61%
$26.33 - $28.94 $74.5K - $81.9K
47.6K $1.38M
NEE
Nextera Energy Inc

Utilities
-358
- 3.14%
$64.11 - $75.0 $23K - $26.9K
11.1K $767K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-1.68K
- 5.52%
$44.42 - $51.46 $74.6K - $86.5K
28.8K $1.47M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.91K
- 3.39%
$45.11 - $52.34 $86K - $99.8K
54.3K $2.84M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-49
- 0.42%
$38.81 - $44.28 $1.9K - $2.17K
11.6K $493K
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
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email