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WCG Wealth Advisors

Latest statistics and disclosures from WCG Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, HTRB, AVUS, NVDA, MSFT, and represent 12.02% of WCG Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: TOTL (+$14M), JQUA (+$9.2M), XLP (+$7.5M), XMHQ (+$7.3M), SMLF (+$7.2M), JAVA (+$7.1M), JGRO (+$6.9M), BAR (+$5.6M), SPY (+$5.4M), EFV.
Started 41 new stock positions in DUK, AVLC, XLC, MUB, SKYY, JQUA, SMLF, XLP, JMBS, EDOC.
Reduced shares in these 10 stocks: USFR (-$16M), XLRE (-$11M), XLK (-$8.9M), SPLG (-$7.3M), HTRB (-$5.8M), SNPE, MUNI, ADSK, IEF, SPAB.
Sold out of its positions in ADSK, IQSU, HEFA, JD, JNJ, RITM, OMC, PTY, SHM.
WCG Wealth Advisors was a net buyer of stock by $57M.
WCG Wealth Advisors has $1.5B in assets under management (AUM), dropping by 9.66%.
Central Index Key (CIK): 0001855713

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Portfolio Holdings for WCG Wealth Advisors

WCG Wealth Advisors holds 307 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.1	$46M		199k	233.00	View chart
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)	2.3	$34M	-14%	973k	34.96	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.2	$33M	+2%	349k	95.15	View chart
NVIDIA Corporation (NVDA)	2.2	$33M		270k	121.44	View chart
Microsoft Corporation (MSFT)	2.1	$32M	+2%	74k	430.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$30M	-3%	52k	576.82	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.9	$29M	-2%	425k	67.27	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.8	$26M	-9%	269k	98.12	View chart
PIMCO Intermediate Mun Bond Strat Fund (MUNI)	1.7	$25M	-13%	467k	52.98	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.7	$25M	-22%	366k	67.51	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.6	$24M	-5%	798k	30.50	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	1.6	$24M	-15%	454k	52.58	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.6	$24M	-7%	892k	26.65	View chart
Amazon (AMZN)	1.6	$23M		126k	186.33	View chart
Ishares Tr Core Total Usd (IUSB)	1.5	$22M	+11%	458k	47.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$20M		43k	460.25	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$18M	+2%	274k	67.03	View chart
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)	1.2	$18M	-5%	441k	41.28	View chart
Select Sector Spdr Tr Financial (XLF)	1.2	$18M	-3%	391k	45.32	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.2	$17M	-38%	390k	44.67	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.1	$16M	+6%	564k	29.07	View chart
Alphabet Cap Stk Cl C (GOOGL)	1.1	$16M	+2%	99k	165.85	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$15M	+54%	27k	573.78	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.0	$15M	+3059%	358k	41.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$15M		152k	95.95	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$14M		420k	34.07	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.9	$13M	-5%	495k	26.89	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.9	$13M		313k	41.16	View chart
Spdr Series Trust S&p 600 Smcp Grw Etf Cl A (SLYG)	0.9	$13M	-6%	138k	93.11	View chart
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val (SLYV)	0.9	$13M	-5%	146k	86.82	View chart
Meta Platforms Cl A (META)	0.9	$13M	+2%	22k	572.42	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.8	$13M	-2%	189k	65.83	View chart
Select Sector Spdr Tr Indl (XLI)	0.8	$12M	-2%	91k	135.44	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.8	$12M	-13%	460k	26.14	View chart
J P Morgan Exchange Traded F ultra shrt (JPST)	0.8	$12M	-11%	237k	50.74	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$12M	+21%	66k	179.30	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.8	$12M	-10%	141k	82.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$11M	+2%	119k	95.75	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.7	$11M	-5%	349k	31.76	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.7	$10M		306k	33.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$9.8M		20k	488.08	View chart
Investment Managers Ser Tr Ii Axs Change Finance Esg Etf Axs Change Finan (CHGX)	0.7	$9.7M		253k	38.49	View chart
Oracle Corporation (ORCL)	0.7	$9.7M		57k	170.40	View chart
Visa Com Cl A (V)	0.6	$9.6M		35k	274.95	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.6	$9.4M	-10%	359k	26.27	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.6	$9.3M	+293%	121k	76.88	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.6	$9.2M	NEW	162k	56.57	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.6	$8.8M		791k	11.11	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.6	$8.8M	+5%	177k	49.47	View chart
Ea Ser Freedom 100 Em (FRDM)	0.6	$8.2M		228k	35.78	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$8.1M	-2%	38k	211.82	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.5	$8.1M	+706%	126k	64.07	View chart
Spdr Series Trust S&p 400 Mdcp Grw Etf S&p 600 Smcp Val (MDYG)	0.5	$8.0M	-5%	91k	87.74	View chart
Spdr Series Trust S&p 400 Mdcp Val Etf S&p 600 Smcp Val (MDYV)	0.5	$7.9M	-6%	100k	79.46	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.5	$7.9M	-5%	190k	41.55	View chart
Wal-Mart Stores (WMT)	0.5	$7.9M	+3%	98k	80.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$7.8M	+141%	136k	57.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$7.8M		73k	107.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$7.8M		51k	151.62	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.5	$7.7M	-3%	40k	191.31	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.5	$7.6M	-3%	100k	75.76	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.5	$7.6M	-4%	82k	93.27	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$7.5M	NEW	91k	83.00	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.5	$7.4M	-2%	117k	63.29	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$7.3M	+16%	80k	91.82	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.5	$7.3M	NEW	71k	102.58	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$7.2M	NEW	109k	66.35	View chart
JPMorgan Chase & Co. (JPM)	0.5	$7.1M		34k	210.85	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.5	$7.1M	+3%	166k	42.84	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$7.0M	+13%	25k	283.15	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$7.0M	-6%	137k	50.94	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$6.5M	+103%	130k	49.78	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.4	$6.4M	-10%	282k	22.70	View chart
Mastercard Incorporated Cl A (MA)	0.4	$6.3M	-2%	13k	493.80	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$6.1M	-12%	108k	56.13	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$6.1M	+2%	94k	64.60	View chart
Exxon Mobil Corporation (XOM)	0.4	$6.0M		52k	117.22	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$6.0M	+23%	63k	95.81	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.4	$5.9M		238k	24.77	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$5.8M	+67%	29k	200.86	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.4	$5.7M	+18%	125k	45.70	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.4	$5.6M	NEW	216k	25.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$5.5M		11k	527.65	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.4	$5.4M	-10%	308k	17.58	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$5.4M	+92%	55k	96.96	View chart
Charles Schwab Corporation (SCHW)	0.4	$5.2M		80k	64.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$5.2M	+5%	26k	197.17	View chart
Tesla Sponsored Ads (TSLA)	0.3	$5.1M		20k	261.65	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$5.1M		29k	173.68	View chart
Procter & Gamble Company (PG)	0.3	$4.9M		28k	173.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.7M	+4%	28k	167.20	View chart
Home Depot (HD)	0.3	$4.7M	+2%	12k	405.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$4.4M	+51%	70k	62.32	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$4.3M		86k	50.65	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$4.2M	+45%	69k	61.12	View chart
salesforce (CRM)	0.3	$4.2M	-6%	15k	273.71	View chart
Philip Morris International (PM)	0.3	$4.1M		34k	121.39	View chart
Bank of America Corporation (BAC)	0.3	$4.1M	+55%	104k	39.68	View chart
Iqvia Holdings (IQV)	0.3	$4.1M		17k	236.99	View chart
Oneok (OKE)	0.3	$4.0M	-30%	44k	91.12	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$3.7M	+3%	21k	174.50	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$3.6M	NEW	24k	154.02	View chart
Starbucks Corporation (SBUX)	0.2	$3.6M	+8%	37k	97.50	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.2	$3.6M		50k	71.63	View chart
Advanced Micro Devices (AMD)	0.2	$3.5M	-23%	22k	164.09	View chart
CarMax (KMX)	0.2	$3.4M		45k	77.37	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$3.4M	-5%	65k	52.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.4M	+109%	41k	84.53	View chart
Evergy (EVRG)	0.2	$3.4M		55k	62.02	View chart
Pepsi (PEP)	0.2	$3.3M	+4%	20k	170.06	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$3.3M	+39%	62k	52.86	View chart
Walt Disney Company (DIS)	0.2	$3.3M	-2%	34k	96.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.3M		17k	198.05	View chart
Comcast Corporation (CMCSA)	0.2	$3.2M	-2%	77k	41.76	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$3.2M	-7%	71k	45.52	View chart
Analog Devices (ADI)	0.2	$3.1M	+30%	14k	230.14	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.2	$3.0M	NEW	64k	46.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.9M	+125%	38k	78.05	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.9M		41k	71.72	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.2	$2.8M	+57%	52k	53.53	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$2.8M		34k	82.64	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$2.8M	-85%	55k	50.22	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.8M	+7%	81k	34.29	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$2.7M	-76%	12k	225.77	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.7M		23k	117.63	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.7M	-20%	28k	98.09	View chart
Qualcomm (QCOM)	0.2	$2.7M	+20%	16k	170.02	View chart
Diageo Spon Adr New (DEO)	0.2	$2.7M		19k	140.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.7M	+6%	43k	62.70	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$2.7M		45k	59.21	View chart
eBay (EBAY)	0.2	$2.6M		41k	65.10	View chart
Wells Fargo & Company (WFC)	0.2	$2.6M		46k	56.48	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.5M		13k	189.81	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.5M	-27%	44k	57.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.5M	+18%	21k	116.97	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$2.5M	+11%	49k	50.89	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$2.5M	NEW	37k	66.01	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$2.4M		13k	192.84	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$2.4M		19k	127.26	View chart
Coinbase Global Com Cl A (COIN)	0.2	$2.4M	+23%	14k	178.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.4M	+3%	19k	128.22	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$2.4M	-2%	28k	82.96	View chart
Fs Kkr Capital Corp (FSK)	0.2	$2.3M	+2%	118k	19.73	View chart
AmerisourceBergen (COR)	0.2	$2.3M		10k	225.06	View chart
Unilever Spon Adr New (UL)	0.2	$2.3M		35k	64.96	View chart
Cisco Systems (CSCO)	0.2	$2.3M	+3%	43k	53.23	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.2	$2.2M	+5%	89k	25.13	View chart
Novartis Sponsored Adr (NVS)	0.1	$2.2M		19k	115.03	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$2.2M	+13%	22k	98.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.2M	NEW	12k	179.18	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$2.2M	NEW	65k	33.30	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$2.1M	+23%	64k	33.25	View chart
ConocoPhillips (COP)	0.1	$2.1M	+9%	20k	105.30	View chart
Medtronic SHS (MDT)	0.1	$2.1M	-2%	23k	90.04	View chart
Spdr Index Shs Fds Portfolio DEVLPD (SPDW)	0.1	$2.0M	-33%	55k	37.56	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$2.0M	-13%	45k	45.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.0M	NEW	20k	101.25	View chart
Sanofi Sponsored Adr (SNY)	0.1	$2.0M		35k	57.64	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$1.9M	-13%	46k	42.52	View chart
Managed Portfolio Series Ecofin Gbl Water (TBLU)	0.1	$1.9M		38k	50.10	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$1.9M		45k	42.77	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$1.9M		32k	59.85	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.8M	NEW	43k	42.01	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.1	$1.8M	+13%	60k	29.89	View chart
Merck & Co (MRK)	0.1	$1.8M	+2%	16k	113.55	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.8M	+27%	13k	132.23	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$1.7M		29k	59.91	View chart
Global X Msci Nxt Emrng (QYLD)	0.1	$1.7M	+19%	94k	18.04	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.7M	-5%	19k	90.81	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$1.7M	+5%	18k	93.02	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.7M	+9%	26k	64.84	View chart
Ares Capital Corporation (ARCC)	0.1	$1.6M	+4%	78k	20.94	View chart
Uber Technologies (UBER)	0.1	$1.6M	+82%	22k	75.18	View chart
Pfizer (PFE)	0.1	$1.6M	+69%	55k	28.93	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.6M		16k	100.68	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$1.6M		21k	73.85	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$1.6M	-3%	32k	48.87	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$1.6M		17k	91.04	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.6M	+2%	33k	46.98	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.5M		22k	71.85	View chart
Chevron Corporation (CVX)	0.1	$1.5M	NEW	10k	147.25	View chart
Coca-Cola Company (KO)	0.1	$1.5M	+4%	21k	71.85	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$1.5M		40k	36.84	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.5M	NEW	24k	61.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.5M	-3%	16k	91.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.4M	+247%	62k	23.45	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.4M		10k	142.09	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M	+8%	12k	121.19	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.1	$1.4M	-2%	28k	49.92	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.1	$1.4M	NEW	14k	102.23	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$1.4M		31k	44.83	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.4M		28k	49.71	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.3M	NEW	10k	131.87	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.3M		19k	70.04	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.3M		23k	58.54	View chart
At&t (T)	0.1	$1.3M		59k	22.00	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$1.3M	+9%	24k	53.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.3M	+26%	24k	52.83	View chart
Verizon Communications (VZ)	0.1	$1.3M	-3%	28k	44.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.3M	NEW	12k	104.15	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$1.3M	NEW	12k	103.60	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.2M	NEW	14k	90.37	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.2M	+15%	13k	96.50	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$1.2M	-3%	21k	59.22	View chart
Spdr High Spdr Tr Tactic (SPHY)	0.1	$1.2M		51k	24.05	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.2M	-6%	10k	119.09	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.2M	NEW	11k	115.28	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$1.2M	-6%	23k	52.53	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.2M	NEW	11k	108.60	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.2M	-3%	19k	62.71	View chart
Micron Technology (MU)	0.1	$1.1M	NEW	11k	103.66	View chart
Commerce Bancshares (CBSH)	0.1	$1.1M		19k	59.42	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.1M	-7%	23k	47.53	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$1.1M		22k	48.74	View chart
Powershares Actively Managed Aaa Clo Fltng Rt (ICLO)	0.1	$1.1M	+254%	42k	25.64	View chart
Paypal Holdings (PYPL)	0.1	$1.0M	+11%	14k	78.06	View chart
Wp Carey (WPC)	0.1	$1.0M	-19%	17k	62.27	View chart
Chipotle Mexican Grill (CMG)	0.1	$1.0M	+17%	18k	57.63	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$1.0M	+7%	18k	58.27	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.0M	NEW	12k	87.79	View chart
Red Rock Resorts Cl A (RRR)	0.1	$998k		18k	54.46	View chart
Coupang Cl A (CPNG)	0.1	$992k	+5%	40k	24.55	View chart
Williams Companies (WMB)	0.1	$978k	+11%	21k	45.65	View chart
J P Morgan Exchange Traded Municipal Etf (JMUB)	0.1	$974k		19k	51.26	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$967k	-9%	152k	6.35	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$950k		15k	64.98	View chart
Enterprise Products Partners (EPD)	0.1	$945k		33k	29.11	View chart
Invesco Currencyshares Japan Japanese Yen (FXY)	0.1	$938k	-3%	15k	64.32	View chart
J P Morgan Exchange Traded F High Yld Resrch (BBHY)	0.1	$936k	+25%	20k	47.35	View chart
CVS Caremark Corporation (CVS)	0.1	$891k	-50%	14k	62.91	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$890k		14k	63.44	View chart
Cloudflare Cl A Com (NET)	0.1	$880k	NEW	11k	80.88	View chart
Manulife Finl Corp (MFC)	0.1	$874k	+7%	30k	29.56	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$865k	+11%	24k	36.38	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$863k	+5%	17k	50.51	View chart
Altria (MO)	0.1	$851k	+7%	17k	51.06	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.1	$850k	NEW	32k	26.78	View chart
Ishares Tr U.s. Med Dvc Etf/esg Awr Us Agrgt (EAGG)	0.1	$824k	-5%	17k	48.58	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$819k	+12%	17k	47.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$784k	-7%	10k	75.09	View chart
General Motors Company (GM)	0.1	$780k		17k	44.81	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$771k		21k	36.94	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$748k	+4%	26k	29.05	View chart
Toast Cl A (TOST)	0.1	$743k	-9%	26k	28.32	View chart
American Intl Group Com New (AIG)	0.1	$742k	NEW	10k	73.28	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$732k		25k	29.42	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$715k	NEW	12k	59.04	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$707k	-11%	49k	14.57	View chart
Citigroup Com New (C)	0.0	$701k	+6%	11k	62.58	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$666k	+5%	13k	52.10	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$644k	NEW	15k	43.98	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$639k	-3%	11k	60.18	View chart
Amplify Etf Tr Amplify Mobile P (IPAY)	0.0	$619k	NEW	12k	52.28	View chart
Alliant Energy Corporation (LNT)	0.0	$608k		10k	60.67	View chart
Proshares Tr Short Qqq (PSQ)	0.0	$607k	-41%	15k	39.46	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$606k		12k	48.80	View chart
Intel Corporation (INTC)	0.0	$603k	+9%	26k	23.46	View chart
Cameco Corporation (CCJ)	0.0	$596k	+3%	13k	47.79	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$594k		16k	37.37	View chart
Enbridge (ENB)	0.0	$568k		14k	40.58	View chart
Maplebear (CART)	0.0	$562k	+3%	14k	40.71	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$553k	NEW	15k	36.77	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$551k		12k	46.44	View chart
Etfis Ser Tr I Virtus Wmc Intnl (VWID)	0.0	$551k	NEW	19k	28.96	View chart
Nuveen Muni Value Fund (NUV)	0.0	$549k		61k	9.02	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$536k		12k	45.68	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.0	$526k	-3%	11k	48.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.0	$511k	+26%	17k	30.33	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$508k		14k	37.69	View chart
Main Street Capital Corporation (MAIN)	0.0	$507k	NEW	10k	50.12	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.0	$496k		14k	35.04	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	0.0	$490k		24k	20.51	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.0	$483k		24k	19.89	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$478k	NEW	13k	37.51	View chart
Sprott Com New (SII)	0.0	$472k		11k	43.30	View chart
Innovator Etfs Tr Us Eqty Ultra B (UOCT)	0.0	$471k		14k	34.78	View chart
Chewy Cl A (CHWY)	0.0	$453k	-12%	16k	29.32	View chart
GSK Sponsored Adr (GSK)	0.0	$451k	-7%	11k	40.86	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$448k		10k	44.25	View chart
Global X Us Pfd Etf (PFFD)	0.0	$447k	+6%	22k	20.80	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.0	$447k		15k	29.56	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$435k		11k	40.13	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$420k	+23%	15k	28.38	View chart
Clear Secure Com Cl A (YOU)	0.0	$410k	NEW	12k	33.17	View chart
Advisorshares Tr Ranger Equity Be (HDGE)	0.0	$404k	-49%	22k	18.71	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$401k	NEW	12k	33.68	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$400k	-2%	10k	39.28	View chart
Ishares Tr Robotics Artif (ARTY)	0.0	$388k		11k	34.26	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$382k	NEW	13k	29.75	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$372k	-2%	12k	31.12	View chart
Kinder Morgan (KMI)	0.0	$362k	+10%	16k	22.08	View chart
Entrada Therapeutics (TRDA)	0.0	$362k	NEW	23k	16.00	View chart
Fidelity Covington Trust Cloud Computng (FCLD)	0.0	$343k		14k	24.44	View chart
Global X Fds Telmdc&dig Etf (EDOC)	0.0	$342k	NEW	34k	10.02	View chart
Pubmatic Com Cl A (PUBM)	0.0	$341k	NEW	23k	14.88	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$340k		11k	30.76	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$337k		12k	28.17	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$331k	+25%	14k	23.81	View chart
Ford Motor Company (F)	0.0	$297k	-3%	28k	10.56	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.0	$296k		15k	19.23	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.0	$288k		14k	20.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$264k		13k	19.75	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.0	$251k		11k	22.79	View chart
Vaneck Etf Trust Cef Muni Income (XMPT)	0.0	$245k	-9%	11k	23.21	View chart
Nio Spon Ads (NIO)	0.0	$244k	NEW	37k	6.68	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$219k	+3%	14k	16.08	View chart
Iteris (ITI)	0.0	$216k	NEW	30k	7.15	View chart

Past Filings by WCG Wealth Advisors

SEC 13F filings are viewable for WCG Wealth Advisors going back to 2022

WCG Wealth Advisors 2024 Q3 filed Nov. 13, 2024
WCG Wealth Advisors 2024 Q2 filed Aug. 12, 2024
WCG Wealth Advisors 2024 Q1 filed May 13, 2024
WCG Wealth Advisors 2023 Q4 filed Feb. 8, 2024
WCG Wealth Advisors 2023 Q3 filed Nov. 13, 2023
WCG Wealth Advisors 2023 Q2 filed Aug. 14, 2023
WCG Wealth Advisors 2023 Q1 filed May 15, 2023
WCG Wealth Advisors 2022 Q4 filed Feb. 14, 2023
WCG Wealth Advisors 2022 Q3 filed Nov. 14, 2022
WCG Wealth Advisors 2022 Q2 amended filed Aug. 23, 2022
WCG Wealth Advisors 2022 Q2 filed Aug. 15, 2022

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