Wcg Wealth Advisors LLC Portfolio Holdings

Wcg Wealth Advisors LLC

  • $1.21 Billion
  • Q1 2025

Wcg Wealth Advisors LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 284 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.5M, American Centy ETF Tr Avantis with a value of $34.5M, Ssga Active ETF Tr Spdr Doblel with a value of $30.6M, Hartford Fds Total Return Bd E with a value of $27.6M, and Nvidia Corp with a value of $26.6M.

Examining the 13F form we can see an decrease of $104M in the current position value, from $1.32B to 1.21B.

Wcg Wealth Advisors LLC is based out at Las Vegas, NV

Below you can find more details about Wcg Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.21 Billion
ETFs: $878 Million
Technology: $130 Million
Financial Services: $53.2 Million
Communication Services: $39.2 Million
Consumer Cyclical: $37 Million
Consumer Defensive: $27.6 Million
Energy: $21.6 Million
Healthcare: $12.8 Million
Other: $2.66 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$41.5 Million 3.42% of portfolio
186,611
Q1 2025 Reduced 1.71%
$397B
$26.6 Million 2.19% of portfolio
245,326
Q1 2025 Reduced 8.66%
$3.72T
$26.1 Million 2.15% of portfolio
69,495
Q1 2025 Reduced 6.88%
$2.28T
$20.3 Million 1.68% of portfolio
106,769
Q1 2025 Reduced 9.88%
$1.07T
$14.8 Million 1.22% of portfolio
95,773
Q1 2025 Reduced 6.3%
$1.62T
$11.7 Million 0.96% of portfolio
20,279
Q1 2025 Reduced 10.75%
$587B
$11.5 Million 0.95% of portfolio
32,721
Q1 2025 Reduced 8.98%
$36.7B
$8.13 Million 0.67% of portfolio
81,916
Q1 2025 Added 64.97%
$267B
$7.85 Million 0.65% of portfolio
89,453
Q1 2025 Added 2.13%
$868B
$7.82 Million 0.64% of portfolio
31,870
Q1 2025 Reduced 6.35%
$543B
$7.03 Million 0.58% of portfolio
12,832
Q1 2025 Reduced 3.0%
$166B
$6.3 Million 0.52% of portfolio
80,468
Q1 2025 Reduced 5.16%
$640B
$6.16 Million 0.51% of portfolio
44,038
Q1 2025 Reduced 12.83%
$468B
$5.91 Million 0.49% of portfolio
49,654
Q1 2025 Reduced 3.82%
$277B
$5.14 Million 0.42% of portfolio
32,384
Q1 2025 Reduced 9.04%
$381B
$4.77 Million 0.39% of portfolio
27,995
Q1 2025 Reduced 1.04%
$996B
$4.18 Million 0.35% of portfolio
16,144
Q1 2025 Reduced 14.72%
$272B
$4.12 Million 0.34% of portfolio
15,336
Q1 2025 Reduced 3.84%
$380B
$4.11 Million 0.34% of portfolio
11,201
Q1 2025 Reduced 5.08%
$393B
$3.98 Million 0.33% of portfolio
95,489
Q1 2025 Reduced 11.98%
$1.1T
$3.87 Million 0.32% of portfolio
24,761
Q1 2025 Reduced 12.66%
$226B
$3.4 Million 0.28% of portfolio
34,437
Q1 2025 Reduced 6.03%
$317B
$3.13 Million 0.26% of portfolio
43,651
Q1 2025 Reduced 8.36%
$108B
$3.14 Million 0.26% of portfolio
32,056
Q1 2025 Reduced 8.2%
$187B
$2.96 Million 0.24% of portfolio
19,732
Q1 2025 Reduced 2.03%
$28B
$2.88 Million 0.24% of portfolio
12,628
Q1 2025 Reduced 6.26%
$30.5B
$2.91 Million 0.24% of portfolio
16,503
Q1 2025 Reduced 5.42%
$126B
$2.88 Million 0.24% of portfolio
14,260
Q1 2025 Reduced 1.81%
$41.9B
$2.83 Million 0.23% of portfolio
41,820
Q1 2025 Reduced 2.7%
$285B
$2.64 Million 0.22% of portfolio
42,737
Q1 2025 Reduced 1.55%
$60.4B
$2.63 Million 0.22% of portfolio
15,407
Q1 2025 Added 4.39%
$119B
$2.67 Million 0.22% of portfolio
25,408
Q1 2025 Added 23.09%
$158B
$2.71 Million 0.22% of portfolio
73,334
Q1 2025 Reduced 6.68%
$156B
$2.58 Million 0.21% of portfolio
43,392
Q1 2025 Reduced 3.76%
$117B
$2.48 Million 0.2% of portfolio
27,614
Q1 2025 Reduced 2.71%
$68.6B
$2.29 Million 0.19% of portfolio
67,168
Q1 2025 Added 99.87%
$182B
$2.2 Million 0.18% of portfolio
14,348
Q1 2025 Reduced 9.24%
$262B
$2.05 Million 0.17% of portfolio
18,433
Q1 2025 Reduced 9.48%
$50.4B
$2.03 Million 0.17% of portfolio
11,791
Q1 2025 Reduced 1.22%
$142B
$1.96 Million 0.16% of portfolio
77,538
Q1 2025 Added 38.2%
$59.6B
$1.93 Million 0.16% of portfolio
18,388
Q1 2025 Reduced 7.08%
$0
$1.78 Million 0.15% of portfolio
84,869
Q1 2025 Added 12.78%
$214B
$1.85 Million 0.15% of portfolio
13,946
Q1 2025 Reduced 6.62%
$121B
$1.86 Million 0.15% of portfolio
33,581
Q1 2025 Reduced 6.81%
$164B
$1.67 Million 0.14% of portfolio
11,535
Q1 2025 New
$74.7B
$1.71 Million 0.14% of portfolio
20,388
Q1 2025 Reduced 9.61%
$309B
$1.53 Million 0.13% of portfolio
21,311
Q1 2025 Added 2.49%
$185B
$1.49 Million 0.12% of portfolio
20,440
Q1 2025 Added 3.44%
$202B
$1.43 Million 0.12% of portfolio
50,415
Q1 2025 Reduced 10.95%

Summary

  • Portfolio
  • No. of Stocks 284
  • Current Value $1.21 Billion
  • Prior Value $1.32 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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