Wcg Wealth Advisors LLC Portfolio Holdings

Wcg Wealth Advisors LLC

  • $1.35 Billion
  • Q2 2024

Wcg Wealth Advisors LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.35 Billion distributed in 275 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.8M, Hartford Fds Total Return Bd E with a value of $38.1M, Nvidia Corp with a value of $33.7M, Microsoft Corp with a value of $32.1M, and American Centy ETF Tr Avantis with a value of $30.8M.

Examining the 13F form we can see an increase of $165M in the current position value, from $1.18B to 1.35B.

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 $1.35 Billion
ETFs: $908 Million
Technology: $146 Million
Financial Services: $60.7 Million
Consumer Cyclical: $44.9 Million
Communication Services: $43.3 Million
Consumer Defensive: $23.9 Million
Healthcare: $19.4 Million
Energy: $16.3 Million
Other: $5.94 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$401,000 0.03% of portfolio
17,750
Q2 2024 Reduced 57.95%
$0
$389,000 0.03% of portfolio
10,432
Q1 2024 Reduced 2.25%
$0
$450,000 0.03% of portfolio
11,327
Q2 2024 New
$0
$426,000 0.03% of portfolio
10,125
Q1 2023 New
$0
$409,000 0.03% of portfolio
11,043
Q2 2024 New
$0
$464,000 0.03% of portfolio
13,541
Q2 2024 Reduced 3.46%
$0
$472,000 0.03% of portfolio
11,732
Q2 2024 Reduced 78.68%
$0
$372,000 0.03% of portfolio
11,207
Q2 2024 Added 2.86%
$0
$396,000 0.03% of portfolio
20,143
Q2 2024 Reduced 37.97%
$0
$395,000 0.03% of portfolio
13,350
Q2 2024 Added 15.09%
$0
$364,000 0.03% of portfolio
12,289
Q2 2024 Added 0.02%
$0
$253,000 0.02% of portfolio
11,117
Q2 2024 Reduced 18.59%
$0
$337,000 0.02% of portfolio
13,942
Q2 2024 Added 5.13%
$15.1B
$318,000 0.02% of portfolio
11,965
Q2 2024 Added 5.28%
$0
$278,000 0.02% of portfolio
14,264
Q2 2024 Added 0.46%
$0
$294,000 0.02% of portfolio
15,696
Q2 2024 Added 5.02%
$0
$258,000 0.02% of portfolio
11,700
Q2 2024 Added 0.07%
$0
$228,000 0.02% of portfolio
10,842
Q2 2024 New
$0
$318,000 0.02% of portfolio
11,045
Q2 2024 Reduced 8.08%
$0
$315,000 0.02% of portfolio
11,964
Q2 2024 Added 9.75%

Summary

  • Portfolio
  • No. of Stocks 275
  • Current Value $1.35 Billion
  • Prior Value $1.18 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 54 stocks
  • Additional Purchases 149 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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