WCG Wealth Advisors »

Ares Capital Corporation shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Ares Capital Corporation (ARCC) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Ares Capital Corporation

Tip: Access up to 7 years of quarterly data

All positions including Ares Capital Corporation held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ares Capital Corporation by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 78k 20.94
2024-06-30 $1.6M 75k 20.85
2024-03-31 $1.6M 75k 20.82
2023-12-31 $1.5M 76k 20.03
2023-09-30 $1.5M 75k 19.48

More positions owned by WCG Wealth Advisors

Apple (AAPL)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
American Centy Etf Tr Us Eqt Etf (AVUS)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
Dbx Etf Tr Xtrackers S&p (SNPE)
Pimco Etf Tr Multisector Bd (PYLD)
Amazon (AMZN)
Ishares Tr Core Total Usd (IUSB)

View all positions for WCG Wealth Advisors

Top funds holding Ares Capital Corporation

Morgan Stanley
Van Eck Associates Corp.
Bank of America Corporation
Royal Bank of Canada
Confluence Investment Management
International Assets Investment Management
LPL Financial
Advisors Capital Management
Jpmorgan Chase & Co
Wells Fargo & Company
Invesco
Sound Income Strategies
Goldman Sachs Group
Ares Management
Stifel Financial

View all funds holding Ares Capital Corporation