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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 SNPE, XLRE, AAPL, MSFT, HTRB, and represent 15.01% of WCG Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPTL (+$11M), ADSK, AVUS, RSP, SPY, USFR, JMUB, ULTR, FTEC, AVDE.
Started 40 new stock positions in ECH, ULTR, SGOL, GTO, AGG, BKLN, BUFR, TOST, TFLO, JMUB.
Reduced shares in these 10 stocks: SNPE (-$10M), , SPHQ (-$7.3M), XLRE (-$6.3M), IUSB (-$5.7M), IVV (-$5.6M), HTRB (-$5.3M), MUNI (-$5.2M), FTSM (-$5.1M), RODM (-$5.1M).
Sold out of its positions in BDX, CSX, JETS, HYLS, FTGC, GSK, INFY, BSCP, DBA, EMB.
WCG Wealth Advisors was a net seller of stock by $-111M.
WCG Wealth Advisors has $1.4B in assets under management (AUM), dropping by -0.30%.
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 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dbx Etf Tr Xtrackers S&p (SNPE)	3.5	$47M	-17%	1.1M	43.54	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	3.4	$47M	-11%	1.2M	40.06	View chart
Apple (AAPL)	3.2	$44M	-4%	229k	192.53	View chart
Microsoft Corporation (MSFT)	2.6	$35M	-6%	93k	376.04	View chart
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)	2.3	$31M	-14%	918k	34.03	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	2.1	$28M	-15%	1.0M	27.42	View chart
PIMCO Intermediate Mun Bond Strat Fund (MUNI)	2.1	$28M	-15%	531k	52.80	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.0	$27M	-20%	507k	54.08	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.9	$25M	+11%	309k	81.55	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.8	$24M	-7%	253k	96.39	View chart
Pimco Total Return Etf totl (BOND)	1.7	$23M	-9%	246k	92.45	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$22M	+12%	46k	475.31	View chart
Amazon (AMZN)	1.6	$22M		143k	151.94	View chart
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)	1.5	$21M	-13%	583k	35.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$19M	-3%	54k	356.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$19M	-22%	40k	477.64	View chart
Alphabet Cap Stk Cl C (GOOGL)	1.4	$19M	-9%	135k	139.69	View chart
Select Sector Spdr Tr Financial (XLF)	1.4	$19M	-13%	500k	37.60	View chart
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val (SLYV)	1.3	$17M	-8%	205k	83.31	View chart
J P Morgan Exchange Traded F ultra shrt (JPST)	1.2	$16M	-14%	326k	50.23	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.2	$16M	+16%	324k	50.24	View chart
Spdr Series Trust S&p 600 Smcp Grw Etf Cl A (SLYG)	1.2	$16M	-13%	194k	83.63	View chart
NVIDIA Corporation (NVDA)	1.2	$16M	+5%	32k	495.22	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	1.2	$16M	-14%	635k	24.68	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$15M	+10%	243k	60.43	View chart
Visa Com Cl A (V)	1.0	$14M	-2%	54k	260.36	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.0	$14M	+405%	480k	29.02	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	1.0	$14M	-13%	255k	53.50	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	1.0	$14M	-13%	478k	28.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$14M	-3%	31k	436.80	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.0	$13M	-10%	506k	25.64	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.9	$13M	-16%	72k	175.47	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.9	$13M	-12%	250k	49.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$12M		29k	409.54	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.9	$12M	-5%	137k	85.33	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$12M	+9%	130k	89.80	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$11M	-8%	60k	192.48	View chart
Spdr Series Trust S&p 400 Mdcp Val Etf S&p 600 Smcp Val (MDYV)	0.8	$11M	-7%	149k	73.38	View chart
Meta Platforms Cl A (META)	0.8	$11M	-15%	31k	353.96	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.8	$11M	-11%	427k	25.30	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$11M	-10%	213k	50.74	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.8	$10M	-14%	126k	81.53	View chart
Spdr Series Trust S&p 400 Mdcp Grw Etf S&p 600 Smcp Val (MDYG)	0.7	$9.9M	-14%	131k	75.67	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.7	$9.8M	-14%	151k	64.86	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.7	$9.5M	-13%	161k	58.98	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.7	$9.4M	-13%	50k	186.55	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$8.6M	-9%	153k	55.90	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.6	$8.2M	+7%	286k	28.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$8.0M	-6%	54k	149.50	View chart
Mastercard Incorporated Cl A (MA)	0.5	$7.3M	-2%	17k	426.53	View chart
Investment Managers Ser Tr Ii Axs Change Finance Esg Etf Axs Change Finan (CHGX)	0.5	$7.1M	-4%	215k	33.22	View chart
JPMorgan Chase & Co. (JPM)	0.5	$7.1M	-8%	42k	170.09	View chart
Home Depot (HD)	0.5	$7.1M	+3%	21k	346.53	View chart
Spdr Index Shs Fds Portfolio DEVLPD (SPDW)	0.5	$7.1M	+6%	209k	34.01	View chart
Oracle Corporation (ORCL)	0.5	$7.1M	+3%	67k	105.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$7.1M	+54%	45k	157.81	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.5	$7.0M	-2%	239k	29.42	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$6.9M	-45%	150k	46.07	View chart
Charles Schwab Corporation (SCHW)	0.5	$6.8M	-12%	99k	68.80	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.5	$6.3M	-44%	105k	59.66	View chart
Ea Ser Freedom 100 Em (FRDM)	0.5	$6.2M	-4%	188k	32.90	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.4	$6.1M		272k	22.26	View chart
Tesla Sponsored Ads (TSLA)	0.4	$5.9M		24k	248.50	View chart
Procter & Gamble Company (PG)	0.4	$5.8M	+24%	40k	146.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$5.7M	-30%	39k	147.14	View chart
Iqvia Holdings (IQV)	0.4	$5.4M	-10%	23k	231.37	View chart
Wal-Mart Stores (WMT)	0.4	$5.3M	+10%	34k	157.64	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$5.1M		129k	39.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$5.1M	+29%	21k	237.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$5.0M	+2%	30k	168.55	View chart
Exxon Mobil Corporation (XOM)	0.4	$4.9M	+3%	49k	99.97	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$4.9M	+13%	99k	49.39	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.4	$4.8M	+3%	111k	43.27	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$4.8M	+8%	85k	56.39	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$4.7M	-16%	39k	122.76	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.3	$4.6M	+5%	216k	21.33	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.3	$4.6M	-7%	89k	51.41	View chart
salesforce (CRM)	0.3	$4.4M	+3%	17k	263.14	View chart
Old Dominion Freight Line (ODFL)	0.3	$4.2M	-3%	10k	405.36	View chart
Chevron Corp CPM (CVX)	0.3	$4.2M	-7%	28k	149.17	View chart
Impact Shs Tr I Affordable Hous	0.3	$4.1M	+2%	239k	17.24	View chart
Philip Morris International (PM)	0.3	$4.0M	-9%	43k	94.08	View chart
Advanced Micro Devices (AMD)	0.3	$4.0M	+7%	27k	147.42	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$3.9M	-10%	37k	103.99	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$3.7M	+5%	89k	42.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$3.7M	-36%	53k	70.35	View chart
CarMax (KMX)	0.3	$3.7M	-14%	48k	76.74	View chart
Comcast Corporation (CMCSA)	0.3	$3.6M	-9%	83k	43.85	View chart
Walt Disney Company (DIS)	0.3	$3.6M	+6%	40k	90.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.6M	-8%	25k	140.92	View chart
Pepsi (PEP)	0.3	$3.5M	+17%	21k	169.84	View chart
Vanguard World Fds Health Car Etf (VHT)	0.3	$3.5M		14k	250.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$3.5M	+2%	20k	170.42	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$3.3M		29k	113.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.2M	-9%	12k	277.20	View chart
Evergy (EVRG)	0.2	$3.1M	+3%	60k	52.19	View chart
Qualcomm (QCOM)	0.2	$3.1M	-3%	21k	144.61	View chart
AFLAC Incorporated (AFL)	0.2	$3.1M		37k	82.49	View chart
Autodesk (ADSK)	0.2	$2.8M	NEW	12k	243.44	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$2.8M	-34%	55k	50.59	View chart
Analog Devices (ADI)	0.2	$2.8M	-10%	14k	198.55	View chart
Novartis Sponsored Adr (NVS)	0.2	$2.8M	-19%	27k	100.98	View chart
Wells Fargo & Company (WFC)	0.2	$2.7M	+3%	55k	49.23	View chart
Bank of America Corporation (BAC)	0.2	$2.7M	-8%	80k	33.67	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$2.7M	-14%	39k	69.48	View chart
General Dynamics Corporation (GD)	0.2	$2.7M	-10%	10k	259.64	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$2.7M	-42%	28k	94.07	View chart
AmerisourceBergen (COR)	0.2	$2.6M	-9%	13k	205.41	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$2.6M	-19%	17k	152.80	View chart
ConocoPhillips (COP)	0.2	$2.5M	-6%	22k	116.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.5M	-25%	32k	78.04	View chart
Fs Kkr Capital Corp (FSK)	0.2	$2.5M	+3%	125k	19.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.5M	-2%	15k	165.24	View chart
Johnson & Johnson (JNJ)	0.2	$2.5M	-15%	16k	156.76	View chart
Cisco Systems (CSCO)	0.2	$2.5M	-4%	49k	50.52	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.4M	-3%	24k	102.00	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.4M	+19%	28k	84.88	View chart
Dex (DXCM)	0.2	$2.4M		19k	124.09	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$2.3M	-18%	58k	40.56	View chart
Fidelity National Information Services (FIS)	0.2	$2.3M	-12%	39k	60.07	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.3M		37k	62.65	View chart
Starbucks Corporation (SBUX)	0.2	$2.3M	+47%	24k	96.03	View chart
CVS Caremark Corporation (CVS)	0.2	$2.3M	-23%	29k	78.98	View chart
Red Rock Resorts Cl A (RRR)	0.2	$2.2M		41k	53.33	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.2M		20k	108.25	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$2.2M	-4%	45k	48.14	View chart
Abbvie (ABBV)	0.2	$2.1M	+6%	14k	154.94	View chart
Unilever Spon Adr New (UL)	0.2	$2.1M	-20%	44k	48.48	View chart
Oneok (OKE)	0.2	$2.1M	+6%	30k	70.22	View chart
Sanofi Sponsored Adr (SNY)	0.2	$2.1M	-16%	42k	49.73	View chart
J P Morgan Exchange Traded Municipal Etf (JMUB)	0.2	$2.1M	NEW	41k	50.96	View chart
Brown & Brown (BRO)	0.2	$2.1M		29k	71.11	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$2.1M	-45%	20k	104.92	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$2.1M	+35%	49k	42.28	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$2.0M	-26%	36k	56.57	View chart
Ford Motor Company (F)	0.1	$2.0M		166k	12.19	View chart
Progressive Corporation (PGR)	0.1	$2.0M	-10%	13k	159.26	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$2.0M	+3%	31k	65.06	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$2.0M		51k	39.20	View chart
eBay (EBAY)	0.1	$2.0M	-8%	46k	43.63	View chart
Spdr Ser Tr Spdr Tr Tactic/spdr Msci Usa Ge (SHE)	0.1	$1.9M	-4%	21k	95.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.9M		11k	180.01	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.9M	-19%	37k	52.11	View chart
Merck & Co (MRK)	0.1	$1.9M	-13%	18k	109.01	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$1.9M	+15%	35k	53.98	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$1.8M	-31%	19k	96.85	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.8M		34k	52.38	View chart
Indexiq Active Etf Tr Iq Ultr Sht Du (ULTR)	0.1	$1.8M	NEW	37k	47.85	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$1.8M	-3%	17k	104.70	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.8M	-51%	76k	23.05	View chart
Intel Corporation (INTC)	0.1	$1.7M	+2%	35k	50.25	View chart
LKQ Corporation (LKQ)	0.1	$1.7M	-5%	36k	47.79	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.7M	NEW	12k	143.68	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.7M	-10%	32k	52.06	View chart
Proshares Tr Short Qqq New (PSQ)	0.1	$1.6M		171k	9.48	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.6M	-13%	16k	99.80	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$1.6M	-16%	12k	135.38	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$1.6M	+4%	33k	46.62	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$1.5M	-9%	50k	30.27	View chart
Ares Capital Corporation (ARCC)	0.1	$1.5M		76k	20.03	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.5M	+2%	51k	29.23	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.5M		25k	58.45	View chart
Managed Portfolio Series Ecofin Gbl Water (EBLU)	0.1	$1.5M	-4%	33k	43.83	View chart
Phillips 66 (PSX)	0.1	$1.4M	-18%	11k	133.16	View chart
Canadian Pacific Kansas City (CP)	0.1	$1.4M	+15%	18k	79.07	View chart
Fiserv (FI)	0.1	$1.4M	-11%	11k	132.81	View chart
Morgan Stanley Com New (MS)	0.1	$1.4M		15k	93.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.4M	+38%	19k	76.16	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.4M	-29%	18k	80.03	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$1.4M	+36%	34k	41.83	View chart
Medtronic SHS (MDT)	0.1	$1.4M	NEW	17k	82.40	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$1.4M		21k	64.76	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.4M	+19%	23k	59.60	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.4M	-3%	11k	124.99	View chart
Wp Carey (WPC)	0.1	$1.3M	-8%	21k	64.81	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$1.3M		31k	42.18	View chart
Etf Managers Tr Etho Climate Lea	0.1	$1.3M	-3%	24k	55.60	View chart
Global X Msci Nxt Emrng (QYLD)	0.1	$1.3M	-4%	74k	17.34	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$1.3M	-4%	17k	76.08	View chart
Advisorshares Tr Ranger Equity Be (HDGE)	0.1	$1.3M		65k	19.16	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$1.2M	-3%	29k	42.32	View chart
Verizon Communications (VZ)	0.1	$1.2M	-15%	32k	37.69	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$1.2M	-2%	13k	93.06	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$1.2M		14k	85.36	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.2M	-12%	11k	108.41	View chart
Tidal Etf Tr Atac Us Rotation (RORO)	0.1	$1.2M	NEW	66k	17.68	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$1.2M		28k	42.06	View chart
Coca-Cola Company (KO)	0.1	$1.1M	-26%	19k	58.94	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$1.1M	-2%	36k	31.54	View chart
Omni (OMC)	0.1	$1.1M	-11%	13k	86.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.1M	-14%	23k	47.91	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.1M	-5%	20k	55.58	View chart
Boyd Gaming Corporation (BYD)	0.1	$1.1M		17k	62.59	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.1M	-26%	22k	48.72	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.1M	-14%	13k	84.11	View chart
Commerce Bancshares (CBSH)	0.1	$1.1M	-6%	20k	53.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.1M	+17%	15k	73.54	View chart
At&t (T)	0.1	$1.1M	-17%	64k	16.77	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.1M	-4%	27k	39.02	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.0M	-36%	10k	103.43	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$1.0M	NEW	12k	86.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.0M	NEW	11k	98.90	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$1.0M	-21%	20k	51.67	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.0M	NEW	10k	99.27	View chart
Invesco Currencyshares Japan Japanese Yen (FXY)	0.1	$1.0M	+2%	15k	65.83	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$995k	+3%	13k	77.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$982k	+8%	24k	41.11	View chart
Spdr High Spdr Tr Tactic (SPHY)	0.1	$951k	-26%	41k	23.38	View chart
Ishares Tr U.s. Med Dvc Etf/esg Awr Us Agrgt (EAGG)	0.1	$921k	+6%	19k	47.73	View chart
Enterprise Products Partners (EPD)	0.1	$880k		33k	26.34	View chart
Corteva (CTVA)	0.1	$872k	+10%	18k	47.94	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$834k	-7%	21k	40.27	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$829k	+6%	146k	5.67	View chart
Pfizer (PFE)	0.1	$789k	-35%	27k	28.78	View chart
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)	0.1	$783k	-20%	16k	49.88	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$768k	NEW	12k	63.33	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$767k	NEW	16k	48.29	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$756k	NEW	15k	52.09	View chart
Docusign (DOCU)	0.1	$735k	NEW	12k	59.43	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$732k	NEW	29k	25.73	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$725k	+17%	49k	14.77	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$719k		14k	51.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.1	$713k	-28%	16k	43.70	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$707k	-45%	25k	28.56	View chart
Bristol Myers Squibb (BMY)	0.1	$686k	-2%	13k	51.29	View chart
Global X Fds Cloud Computng (CLOU)	0.1	$681k	NEW	30k	22.66	View chart
Altria (MO)	0.0	$672k	+11%	17k	40.37	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$660k	NEW	13k	50.51	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$658k		14k	47.75	View chart
Invesco Actively Managed Etf Total Return (GTO)	0.0	$650k	NEW	14k	47.20	View chart
Graniteshares Etf Tr Bbg Commd K 1 (COMB)	0.0	$637k	NEW	33k	19.42	View chart
MGM Resorts International. (MGM)	0.0	$628k	-14%	14k	44.68	View chart
First Tr Exchange Traded S Netwrk Fut Veh (CARZ)	0.0	$623k	NEW	11k	56.94	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$622k	NEW	13k	49.75	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$611k	-39%	17k	35.57	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$600k	-5%	12k	51.05	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.0	$598k	-38%	22k	27.20	View chart
Barrick Gold Corp (GOLD)	0.0	$577k	-9%	32k	18.09	View chart
Cameco Corporation (CCJ)	0.0	$562k		13k	43.07	View chart
Global X Us Pfd Etf (PFFD)	0.0	$559k	-18%	29k	19.39	View chart
Gaming & Leisure Pptys (GLPI)	0.0	$551k	NEW	11k	49.32	View chart
Indexiq Etf Tr Candriam Us Larg (IQSU)	0.0	$548k		13k	42.01	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.0	$528k	NEW	20k	26.56	View chart
Nuveen Muni Value Fund (NUV)	0.0	$523k		61k	8.59	View chart
Exelon Corporation (EXC)	0.0	$520k	+9%	15k	35.88	View chart
Pinterest Cl A (PINS)	0.0	$515k	NEW	14k	37.07	View chart
Alliant Energy Corporation (LNT)	0.0	$515k		10k	51.29	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$498k		10k	49.36	View chart
J P Morgan Exchange Traded F High Yld Resrch (BBHY)	0.0	$498k	NEW	11k	45.90	View chart
BP Sponsored Adr (BP)	0.0	$492k	NEW	14k	35.41	View chart
Chewy Cl A (CHWY)	0.0	$491k	NEW	21k	23.64	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$490k	-17%	13k	37.93	View chart
Toast Cl A (TOST)	0.0	$488k	NEW	27k	18.28	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$480k	-41%	17k	28.80	View chart
Truist Financial Corp equities (TFC)	0.0	$478k	-7%	13k	36.96	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$474k	NEW	17k	28.25	View chart
Ishares Tr Cybersecurity (IHAK)	0.0	$456k	NEW	10k	45.44	View chart
Innovator Etfs Tr Us Eqty Ultra B (UOCT)	0.0	$454k	-4%	14k	32.37	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$429k	-7%	11k	40.91	View chart
Enbridge (ENB)	0.0	$424k	-2%	12k	36.05	View chart
Manulife Finl Corp (MFC)	0.0	$417k	+6%	19k	22.08	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$412k	-5%	13k	32.76	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)	0.0	$407k	-5%	11k	36.08	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.0	$399k	NEW	20k	19.74	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.0	$395k	-7%	14k	29.20	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$385k	-8%	23k	16.84	View chart
Cemex Sab De Cv Spon Adr New (CX)	0.0	$384k		50k	7.75	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.0	$383k	+2%	11k	33.73	View chart
Sprott Com New (SII)	0.0	$380k	+7%	11k	33.93	View chart
Southwest Airlines (LUV)	0.0	$380k	-16%	13k	28.87	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$373k	NEW	19k	19.43	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$368k		10k	36.35	View chart
Ishares Msci Chile Etf (ECH)	0.0	$362k	NEW	13k	28.23	View chart
Williams Companies (WMB)	0.0	$361k	NEW	10k	34.80	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.0	$357k	NEW	18k	20.40	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$354k	NEW	11k	33.27	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$344k	-4%	11k	32.23	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$329k	NEW	11k	29.01	View chart
Global X Fds Global X Silver (SIL)	0.0	$326k	-10%	12k	28.38	View chart
Sofi Technologies (SOFI)	0.0	$301k	-32%	30k	9.94	View chart
First Tr Exchange-traded Cboe Vest Rising (RDVI)	0.0	$291k	-3%	13k	23.09	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$291k	NEW	11k	27.67	View chart
Starwood Property Trust (STWD)	0.0	$289k	NEW	14k	21.05	View chart
Carnival Corp Common Stock (CCL)	0.0	$282k		15k	18.54	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.0	$276k		14k	19.53	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$275k	-16%	12k	23.23	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$265k	+2%	12k	21.76	View chart
Ishares Trust U.s. Med Dvc Etf (SUSB)	0.0	$264k	-5%	11k	24.45	View chart
Figs Cl A (FIGS)	0.0	$254k	NEW	37k	6.94	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$250k	-5%	18k	13.81	View chart
First Tr Exchng Traded Fd Vi Income Opprtntes (FCEF)	0.0	$246k		12k	19.79	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$244k	+5%	16k	15.58	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$219k	NEW	10k	21.16	View chart

Past Filings by WCG Wealth Advisors

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

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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