Wcg Wealth Advisors LLC Portfolio Holdings
Wcg Wealth Advisors LLC
- $1.18 Billion
- Q1 2024
Wcg Wealth Advisors LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.18 Billion distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dbx ETF Tr Xtrackers S&P 500 E with a value of $46M, Ishares Core S&P 500 ETF with a value of $38.4M, Select Sector Spdr Tr Real Est with a value of $37.8M, Apple Inc. with a value of $30M, and American Centy ETF Tr Avantis with a value of $29.8M.
Examining the 13F form we can see an decrease of $176M in the current position value, from $1.36B to 1.18B.
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 255
- Current Value $1.18 Billion
- Prior Value $1.36 Billion
- Filing
- Period Q1 2024
- Filing Date May 13, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 22 stocks
- Additional Purchases 84 stocks
- Sold out of 0 stocks
- Reduced holdings in 142 stocks