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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, NVDA, AVUS, SPHQ, HTRB, and represent 12.28% of WCG Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: TOTL (+$15M), JAVA (+$14M), JGRO (+$14M), FXO (+$6.6M), SPHQ (+$6.2M), SFLR, QFLR, IHDG, USFR, DEM.
Started 23 new stock positions in FXO, PUTW, ETHA, DRIV, JPIB, PANW, ODV, FIXD, FLQM, MMIT. OMC, SO, AUSF, USB, TAXF, HEFA, FNDX, BCS, QFLR, AHR, SFLR, CGDV, JPLD.
Reduced shares in these 10 stocks: FTXL (-$7.6M), AVIV (-$6.1M), SPTL, ZROZ, , MOAT, VIG, AVLV, EVRG, FLAX.
Sold out of its positions in HDGE, LNT, AVIV, BLOK, IPAY, CVS, CVX, VWID, SKYY, FSIG.
WCG Wealth Advisors was a net buyer of stock by $38M.
WCG Wealth Advisors has $1.5B in assets under management (AUM), dropping by 2.20%.
Central Index Key (CIK): 0001855713

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Portfolio Holdings for WCG Wealth Advisors

WCG Wealth Advisors holds 293 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.1	$48M	-4%	190k	250.42	View chart
NVIDIA Corporation (NVDA)	2.4	$36M		269k	134.29	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.3	$35M	+3%	362k	96.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.3	$35M	+21%	518k	67.03	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	2.1	$32M		973k	33.33	View chart
Microsoft Corporation (MSFT)	2.1	$32M		75k	421.50	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$31M		52k	588.69	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.9	$29M	+104%	732k	39.39	View chart
Amazon (AMZN)	1.7	$26M	-5%	119k	219.39	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.7	$26M	+10%	990k	25.92	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.7	$26M	+2%	278k	92.45	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.7	$25M		369k	68.94	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.6	$24M		472k	51.73	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	1.6	$24M		449k	53.27	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.6	$24M	+143%	294k	81.03	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.5	$23M		805k	28.42	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	1.5	$22M	+179%	351k	63.30	View chart
Ishares Tr Core Total Usd (IUSB)	1.4	$22M	+4%	479k	45.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$20M	+3%	45k	453.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$19M	+3%	102k	189.30	View chart
Select Sector Spdr Tr Financial (XLF)	1.2	$19M		385k	48.33	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$18M	+8%	296k	61.37	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$17M		444k	38.37	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	1.0	$16M		385k	40.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$15M	+3%	158k	96.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$15M	+3%	433k	33.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$15M	-7%	25k	586.11	View chart
Meta Platforms Cl A (META)	0.9	$13M	+2%	23k	585.51	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$13M	+8%	257k	50.37	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.9	$13M		148k	87.25	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.8	$13M		139k	90.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$12M	+4%	69k	178.09	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.8	$12M		502k	24.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$12M		119k	101.53	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.8	$12M	-4%	300k	40.41	View chart
Select Sector Spdr Tr Indl (XLI)	0.8	$12M		90k	131.76	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.8	$12M		469k	24.99	View chart
Visa Com Cl A (V)	0.8	$11M	+2%	36k	316.03	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.7	$10M	-29%	397k	26.19	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.7	$10M	+13%	406k	25.58	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.7	$10M	+2%	359k	28.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$10M	-2%	20k	511.22	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.6	$9.8M	+6%	326k	30.06	View chart
Investment Managers Ser Tr I Axs Change Finan (CHGX)	0.6	$9.7M		256k	37.97	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.6	$9.5M	-24%	143k	66.77	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.6	$9.4M	+72%	216k	43.47	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.6	$9.3M	+34%	95k	98.47	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.6	$9.3M		162k	57.27	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$9.3M	+2%	181k	51.25	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.6	$9.1M		38k	243.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$9.1M	+27%	32k	289.79	View chart
Oracle Corporation (ORCL)	0.6	$8.4M	-11%	51k	166.64	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$8.3M	+13%	91k	91.43	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.5	$8.2M	+27%	166k	49.55	View chart
JPMorgan Chase & Co. (JPM)	0.5	$8.2M		34k	239.70	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.5	$8.0M		100k	80.20	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$8.0M	-2%	50k	159.53	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.5	$8.0M		92k	86.89	View chart
Wal-Mart Stores (WMT)	0.5	$7.9M	-10%	88k	90.34	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.5	$7.9M		781k	10.12	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.5	$7.8M		188k	41.61	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$7.7M	+4%	114k	67.51	View chart
Tesla Motors (TSLA)	0.5	$7.6M	-3%	19k	403.83	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.5	$7.6M	+2%	233k	32.68	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.5	$7.6M		117k	64.63	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.5	$7.5M		40k	188.27	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.5	$7.5M		100k	74.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$7.4M	+3%	141k	52.48	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.5	$7.4M	+5%	176k	41.88	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$7.3M	+3%	75k	96.83	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.5	$7.2M		92k	78.61	View chart
Mastercard Incorporated Cl A (MA)	0.5	$7.0M	+3%	13k	526.57	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$7.0M		137k	50.71	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.4	$6.7M	+8%	306k	21.78	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.4	$6.6M	NEW	121k	54.13	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$6.4M	+128%	127k	50.32	View chart
Charles Schwab Corporation (SCHW)	0.4	$6.3M	+6%	85k	74.02	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$6.0M	+3%	65k	91.70	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$6.0M	+8%	102k	58.79	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.4	$5.8M	-39%	85k	68.62	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.4	$5.8M	+2%	223k	25.89	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.4	$5.7M	+9%	338k	16.89	View chart
Exxon Mobil Corporation (XOM)	0.4	$5.6M		52k	107.58	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$5.4M	-5%	28k	197.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$5.4M	-3%	10k	538.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$5.4M		28k	190.43	View chart
salesforce (CRM)	0.4	$5.3M	+4%	16k	334.34	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$5.1M	+2%	27k	190.91	View chart
Oneok (OKE)	0.3	$5.0M	+13%	50k	100.39	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.3	$4.8M	NEW	147k	32.65	View chart
Bank of America Corporation (BAC)	0.3	$4.8M	+4%	109k	43.95	View chart
Procter & Gamble Company (PG)	0.3	$4.7M		28k	167.66	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.3	$4.7M	NEW	160k	29.24	View chart
Home Depot (HD)	0.3	$4.6M	+2%	12k	388.98	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$4.4M	+3%	89k	49.94	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$4.4M	-28%	21k	210.43	View chart
Philip Morris International (PM)	0.3	$4.3M	+4%	36k	120.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$4.2M	-3%	68k	62.31	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$4.2M	+136%	102k	41.40	View chart
Walt Disney Company (DIS)	0.3	$4.1M	+7%	37k	111.34	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$4.1M	+3%	22k	184.87	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$4.0M	+3%	71k	55.46	View chart
CarMax (KMX)	0.3	$3.8M	+5%	47k	81.76	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$3.8M	+537%	93k	40.49	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.2	$3.7M		51k	73.35	View chart
Iqvia Holdings (IQV)	0.2	$3.4M		17k	196.52	View chart
Wells Fargo & Company (WFC)	0.2	$3.3M	+3%	48k	70.24	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$3.2M	-7%	60k	54.23	View chart
Starbucks Corporation (SBUX)	0.2	$3.2M	-5%	35k	91.24	View chart
Analog Devices (ADI)	0.2	$3.1M	+6%	15k	212.42	View chart
Pepsi (PEP)	0.2	$3.1M	+2%	20k	152.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.0M	+172%	111k	27.32	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$3.0M	+2%	35k	85.83	View chart
Coinbase Global Com Cl A (COIN)	0.2	$3.0M	-11%	12k	248.30	View chart
Comcast Corp Cl A (CMCSA)	0.2	$2.9M		79k	37.53	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.2	$2.8M	-47%	125k	22.72	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$2.8M	-10%	56k	51.15	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$2.8M	+4%	55k	52.02	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$2.8M	-10%	63k	44.92	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.8M	-2%	40k	70.00	View chart
Palo Alto Networks (PANW)	0.2	$2.7M	NEW	15k	181.99	View chart
eBay (EBAY)	0.2	$2.7M	+5%	43k	61.96	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$2.6M		45k	58.35	View chart
Cisco Systems (CSCO)	0.2	$2.6M	+2%	43k	59.20	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	0.2	$2.6M		38k	67.54	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.6M	+8%	20k	127.59	View chart
Unilever Spon Adr New (UL)	0.2	$2.6M	+27%	45k	56.69	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.5M	-9%	73k	34.59	View chart
Diageo Spon Adr New (DEO)	0.2	$2.5M	+3%	20k	127.14	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$2.5M	+6%	14k	186.68	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.2	$2.5M	+17%	76k	33.27	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.5M	+3%	29k	87.38	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.5M	-3%	22k	112.25	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$2.5M	-11%	11k	232.52	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.5M		13k	185.15	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$2.5M	-6%	40k	61.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.5M		21k	115.22	View chart
Qualcomm (QCOM)	0.2	$2.4M		16k	153.65	View chart
AmerisourceBergen (COR)	0.2	$2.4M	+4%	11k	224.64	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.3M	+2%	45k	52.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.3M	-12%	33k	70.28	View chart
Medtronic SHS (MDT)	0.1	$2.3M	+24%	28k	79.87	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$2.3M		90k	25.05	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.2M	-11%	25k	87.88	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$2.1M	+2%	46k	46.26	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$2.1M	+34%	29k	72.38	View chart
ConocoPhillips (COP)	0.1	$2.0M	+5%	21k	99.17	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$2.0M	+3%	23k	85.97	View chart
Novartis Sponsored Adr (NVS)	0.1	$2.0M	+5%	20k	97.33	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$1.9M		33k	59.77	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$1.9M	+11%	105k	18.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.9M	+14%	29k	65.10	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.9M	-3%	43k	43.64	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$1.9M		46k	40.58	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$1.9M	-17%	16k	119.35	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$1.8M	+11%	20k	92.75	View chart
Managed Portfolio Series Tortoise Global (TBLU)	0.1	$1.8M		39k	46.93	View chart
Advanced Micro Devices (AMD)	0.1	$1.8M	-31%	15k	120.76	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$1.8M	+4%	14k	129.37	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.1	$1.8M	+2%	30k	59.73	View chart
Sanofi Sponsored Adr (SNY)	0.1	$1.7M	+4%	36k	48.23	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.7M	+4%	23k	76.83	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.7M	+26%	15k	115.71	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$1.7M	-23%	50k	34.10	View chart
Ares Capital Corporation (ARCC)	0.1	$1.7M		77k	21.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.6M	-10%	54k	30.47	View chart
Fs Kkr Capital Corp (FSK)	0.1	$1.6M	-36%	75k	21.71	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$1.6M		32k	49.67	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.6M	+2%	34k	46.30	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.6M		16k	100.34	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.6M	-69%	17k	92.73	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$1.6M	+17%	15k	103.31	View chart
Pfizer (PFE)	0.1	$1.5M	+2%	56k	26.54	View chart
Merck & Co (MRK)	0.1	$1.5M	-4%	15k	99.46	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.5M	-20%	43k	34.12	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.5M	+2%	63k	22.98	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$1.4M		31k	47.37	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$1.4M		41k	34.81	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$1.4M	-20%	14k	99.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.1	$1.4M		28k	48.26	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.3M	-3%	27k	49.52	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.3M	+14%	12k	106.52	View chart
Coca-Cola Company (KO)	0.1	$1.3M		21k	62.28	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.3M	+2%	17k	73.99	View chart
At&t (T)	0.1	$1.3M	-4%	57k	22.77	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.3M	+70%	18k	71.93	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.3M	-8%	18k	71.41	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.1	$1.3M	-2%	12k	105.92	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.2M	+3%	24k	52.62	View chart
Commerce Bancshares (CBSH)	0.1	$1.2M	+4%	20k	62.30	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.2M	-25%	14k	87.84	View chart
Williams Companies (WMB)	0.1	$1.2M	+3%	22k	54.13	View chart
Cloudflare Cl A Com (NET)	0.1	$1.2M	+2%	11k	107.68	View chart
Uber Technologies (UBER)	0.1	$1.2M	-8%	20k	60.32	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.1	$1.2M		51k	23.46	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.2M	+246%	42k	27.87	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.2M	-12%	20k	56.76	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$1.1M	+10%	19k	59.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M		24k	47.84	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$1.1M	-59%	26k	44.17	View chart
Paypal Holdings (PYPL)	0.1	$1.1M	-2%	13k	85.35	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$1.1M	+3%	23k	48.77	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$1.1M	-9%	19k	59.14	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$1.1M	NEW	25k	42.98	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.1M	-3%	10k	107.78	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.1M		18k	57.98	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$1.1M	-12%	20k	53.46	View chart
Enterprise Products Partners (EPD)	0.1	$1.1M	+3%	34k	31.36	View chart
Chipotle Mexican Grill (CMG)	0.1	$1.0M	-5%	17k	60.30	View chart
Verizon Communications (VZ)	0.1	$983k	-13%	25k	39.98	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$953k		19k	50.16	View chart
Manulife Finl Corp (MFC)	0.1	$949k	+4%	31k	30.71	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBHY)	0.1	$895k		19k	46.07	View chart
Coupang Cl A (CPNG)	0.1	$890k		41k	21.97	View chart
General Motors Company (GM)	0.1	$886k	-4%	17k	53.25	View chart
Omni (OMC)	0.1	$878k	NEW	10k	86.03	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.1	$867k	+2%	33k	26.67	View chart
Novo-nordisk A S Adr (NVO)	0.1	$861k		10k	86.04	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$860k	+29%	17k	51.99	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$859k	-6%	13k	65.78	View chart
Altria (MO)	0.1	$857k		16k	52.32	View chart
Micron Technology (MU)	0.1	$854k	-7%	10k	84.13	View chart
Red Rock Resorts Cl A (RRR)	0.1	$843k		18k	46.22	View chart
American Intl Group Com New (AIG)	0.1	$842k	+14%	12k	72.82	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.1	$839k	NEW	17k	50.14	View chart
Global X Fds Adaptive Us (AUSF)	0.1	$831k	NEW	20k	41.99	View chart
Southern Company (SO)	0.1	$823k	NEW	10k	82.28	View chart
Citigroup Com New (C)	0.1	$815k	+3%	12k	70.42	View chart
Invesco Currencyshares Japan Japanese Yen (FXY)	0.1	$815k	-4%	14k	58.62	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$806k	+14%	14k	58.19	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$799k	-6%	14k	58.24	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$792k		17k	46.45	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$769k	+110%	25k	30.51	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$753k		21k	36.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$749k		17k	44.05	View chart
Evergy (EVRG)	0.0	$743k	-77%	12k	61.55	View chart
Wisdomtree Tr Putwrite Strat (PUTW)	0.0	$740k	NEW	23k	32.95	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.0	$719k	NEW	13k	54.28	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$711k		25k	28.66	View chart
Wp Carey (WPC)	0.0	$663k	-27%	12k	54.49	View chart
Cameco Corporation (CCJ)	0.0	$658k	+2%	13k	51.40	View chart
Main Street Capital Corporation (MAIN)	0.0	$622k	+4%	11k	58.60	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.0	$608k	-4%	10k	59.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.0	$608k	+14%	19k	31.42	View chart
Maplebear (CART)	0.0	$590k	+3%	14k	41.39	View chart
Intel Corporation (INTC)	0.0	$578k	+12%	29k	20.06	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.0	$555k	NEW	11k	51.52	View chart
Us Bancorp Del Com New (USB)	0.0	$553k	NEW	12k	47.83	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$550k	+3%	13k	42.74	View chart
Ishares Tr Investment Grade (IGEB)	0.0	$539k	+2%	12k	44.35	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.0	$539k	NEW	15k	35.23	View chart
Enbridge (ENB)	0.0	$535k	-9%	13k	42.45	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$531k	NEW	11k	47.23	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.0	$529k	+2%	16k	34.20	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$527k		16k	33.24	View chart
Nuveen Muni Value Fund (NUV)	0.0	$523k		61k	8.59	View chart
Chewy Cl A (CHWY)	0.0	$514k		15k	33.48	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$506k	-40%	14k	35.85	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.0	$505k		12k	43.23	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.0	$502k		11k	46.42	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	0.0	$474k		24k	19.96	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$473k	-12%	13k	35.87	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.0	$469k		24k	19.48	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$461k	+9%	12k	37.05	View chart
American Healthcare Reit Com Shs (AHR)	0.0	$460k	NEW	16k	28.45	View chart
Sprott Com New (SII)	0.0	$460k		11k	42.20	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$459k		10k	45.33	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$457k	NEW	18k	25.32	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.0	$456k	-4%	13k	35.24	View chart
Kinder Morgan (KMI)	0.0	$448k		16k	27.41	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$438k		11k	39.70	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$436k	NEW	18k	23.68	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.0	$429k	+10%	13k	32.76	View chart
Global X Fds Us Pfd Etf (PFFD)	0.0	$426k		22k	19.50	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$420k		10k	41.25	View chart
Entrada Therapeutics (TRDA)	0.0	$415k	+6%	24k	17.27	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$415k	+17%	15k	27.55	View chart
Fidelity Covington Trust Cloud Computng (FCLD)	0.0	$396k	+2%	14k	27.50	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$391k		15k	26.31	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$391k	-62%	57k	6.81	View chart
Clear Secure Com Cl A (YOU)	0.0	$372k	+13%	14k	26.63	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$357k	NEW	10k	34.77	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$327k	-3%	11k	30.77	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$319k	NEW	14k	22.97	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$309k		12k	25.82	View chart
Global X Fds Telmdc&dig Etf (EDOC)	0.0	$307k	-8%	31k	9.82	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$303k	-4%	13k	22.75	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.0	$287k	NEW	12k	24.00	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$284k	+6%	15k	19.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$252k	-3%	13k	19.49	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.0	$239k		11k	21.89	View chart
Barclays Adr (BCS)	0.0	$202k	NEW	15k	13.29	View chart
Osisko Development Corp Com New (ODV)	0.0	$201k	NEW	123k	1.63	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 Q4 filed Feb. 19, 2025
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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