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 Market Cap. of $10 Billions to $200 Billions
