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
ABC
Amerisourcebergen Corp

Healthcare
-4
- 0.04%
N/A
10.2K $2.3M
TOST
Toast, Inc.

Technology
-2.68K
- 9.26%
$22.71 - $28.31 $60.8K - $75.8K
26.2K $743K
FTLS
First Tr Long/Short Equity ETF

ETFs
-174
- 1.23%
$60.73 - $63.8 $10.6K - $11.1K
14K $890K
FSIG
First Tr ETF Iv LTD Duration I
-304
- 1.94%
$18.72 - $19.32 $5.69K - $5.87K
15.4K $296K
EPD
Enterprise Products Partners L.P.

Energy
-74
- 0.23%
$27.88 - $30.0 $2.06K - $2.22K
32.5K $945K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.84K
- 7.35%
$39.47 - $49.4 $72.5K - $90.8K
23.2K $1.1M
GTO
Invesco Actively Managed ETF T

ETFs
-371
- 3.29%
$46.22 - $48.77 $17.1K - $18.1K
10.9K $526K
LVHI
Franklin International Low Vol

ETFs
-336
- 2.73%
$28.72 - $31.28 $9.65K - $10.5K
12K $372K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
-8
- 0.06%
$19.5 - $20.28 $156 - $162
14.3K $288K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-250
- 2.4%
$33.68 - $39.31 $8.42K - $9.83K
10.2K $400K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-202
- 1.48%
$33.62 - $38.33 $6.79K - $7.74K
13.5K $508K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-203
- 1.84%
$36.59 - $40.14 $7.43K - $8.15K
10.8K $435K
FTCS
First Trust Capital Strength E

ETFs
-1.18K
- 5.97%
$83.58 - $90.94 $98.4K - $107K
18.5K $1.68M
SPYG
Spdr Portfolio

ETFs
-655
- 2.26%
$73.38 - $84.1 $48.1K - $55.1K
28.4K $2.35M
JHMM
John Hancock Multifactor Mid C

ETFs
-335
- 3.06%
$54.25 - $60.2 $18.2K - $20.2K
10.6K $639K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.76K
- 7.54%
$41.02 - $46.01 $236K - $265K
70.6K $3.22M
IYH
Ishares Tr

ETFs
-75
- 0.51%
$60.29 - $66.38 $4.52K - $4.98K
14.6K $950K
RDVY
First Trust Rising Dividend Ac

ETFs
-727
- 3.37%
$53.68 - $59.24 $39K - $43.1K
20.8K $1.23M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-1.18K
- 3.5%
$44.69 - $48.87 $52.6K - $57.5K
32.4K $1.58M
EEMV
Ishares Msci Emerging Markets

ETFs
-702
- 3.65%
$56.77 - $63.31 $39.9K - $44.4K
18.5K $1.16M
VZ
Verizon Communications Inc

Communication Services
-944
- 3.21%
$38.89 - $45.0 $36.7K - $42.5K
28.4K $1.28M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
-467
- 3.1%
$57.2 - $65.72 $26.7K - $30.7K
14.6K $938K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-499
- 3.04%
$83.76 - $91.82 $41.8K - $45.8K
15.9K $1.45M
FDN
First Tr Fd Dow Jones

ETFs
-889
- 2.27%
$183.68 - $212.48 $163K - $189K
38.2K $8.09M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-73
- 0.58%
$41.22 - $51.19 $3.01K - $3.74K
12.4K $606K
AVGE
American Centy ETF Tr Avantis
-29
- 0.14%
N/A
21.4K $1.58M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-680
- 2.37%
$44.56 - $50.18 $30.3K - $34.1K
28K $1.4M
CMCSA
Comcast Corp

Communication Services
-1.88K
- 2.38%
$37.33 - $41.78 $70.3K - $78.7K
77.2K $3.22M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-180
- 1.74%
$125.95 - $142.04 $22.7K - $25.6K
10.2K $1.45M
NVS
Novartis Ag

Healthcare
-115
- 0.59%
$106.13 - $120.89 $12.2K - $13.9K
19.3K $2.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-46
- 0.23%
$434.77 - $502.96 $20K - $23.1K
20.1K $9.81M
T
At&T Inc.

Communication Services
-557
- 0.93%
$18.21 - $22.28 $10.1K - $12.4K
59.3K $1.3M
HDV
Ishares Core High Dividend ETF

ETFs
-362
- 1.54%
$107.62 - $118.76 $39K - $43K
23.1K $2.72M
KMX
Carmax Inc

Consumer Cyclical
-48
- 0.11%
$71.21 - $85.78 $3.42K - $4.12K
44.5K $3.44M
IWD
Ishares Russell 1000 Val ETF

ETFs
-146
- 1.08%
$173.36 - $189.8 $25.3K - $27.7K
13.3K $2.53M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-6.42K
- 6.05%
$71.9 - $79.86 $462K - $513K
99.8K $7.93M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-9.46K
- 6.42%
$85.03 - $94.56 $804K - $894K
138K $12.8M
FXD
First Tr Exchange Traded Fd

ETFs
-3.16K
- 2.63%
$56.55 - $63.72 $179K - $201K
117K $7.41M
MDT
Medtronic PLC

Healthcare
-596
- 2.55%
$76.84 - $91.03 $45.8K - $54.3K
22.8K $2.05M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-13
- 0.07%
$110.06 - $128.44 $1.43K - $1.67K
18.9K $2.4M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-11K
- 5.47%
$37.68 - $42.0 $414K - $462K
190K $7.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-99
- 0.94%
$475.2 - $527.7 $47K - $52.2K
10.5K $5.52M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-341
- 0.84%
$64.57 - $71.76 $22K - $24.5K
40.5K $2.9M
DEO
Diageo PLC

Consumer Defensive
-54
- 0.28%
$120.02 - $140.77 $6.48K - $7.6K
19.1K $2.69M
AVLV
American Centy ETF Tr Avantis
-4.56K
- 2.35%
$60.05 - $65.83 $274K - $300K
189K $12.5M
CHKP
Check Point Software Technologies LTD

Technology
-116
- 0.91%
$165.0 - $195.47 $19.1K - $22.7K
12.7K $2.44M
UL
Unilever PLC

Consumer Defensive
-162
- 0.46%
$54.7 - $65.59 $8.86K - $10.6K
35.3K $2.3M
IQV
Iqvia Holdings Inc.

Healthcare
-340
- 1.94%
$206.81 - $251.55 $70.3K - $85.5K
17.2K $4.07M
EVRG
Evergy, Inc.

Utilities
-1.04K
- 1.87%
$52.46 - $62.01 $54.6K - $64.5K
54.7K $3.39M
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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