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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.78 Million 0.15% of portfolio
84,869
Q1 2025 Added 12.78%
$0
$533,000 0.04% of portfolio
60,850
Q3 2023 New
$0
$313,000 0.03% of portfolio
22,957
Q1 2025 New
$0
$393,000 0.03% of portfolio
18,650
Q1 2025 New
$0
$375,000 0.03% of portfolio
28,400
Q1 2025 New
$0
$337,000 0.03% of portfolio
40,858
Q1 2025 New
$0
$325,000 0.03% of portfolio
16,428
Q1 2025 New
$0
$289,000 0.02% of portfolio
33,682
Q1 2025 New
$0
$216,000 0.02% of portfolio
19,060
Q1 2025 New
$0
$230,000 0.02% of portfolio
23,330
Q1 2025 New
$0
$221,000 0.02% of portfolio
19,198
Q1 2025 New
$0
$228,000 0.02% of portfolio
20,379
Q1 2025 New
$0
$275,000 0.02% of portfolio
17,006
Q1 2025 New
$0
$232,000 0.02% of portfolio
12,780
Q1 2025 New
$0
$215,000 0.02% of portfolio
11,512
Q1 2025 New
$0
$249,000 0.02% of portfolio
29,462
Q1 2025 New

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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