WCG Wealth Advisors »

Toast shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of Toast (TOST) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast 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 Toast by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $488k 27k 18.28

More positions owned by WCG Wealth Advisors

Dbx Etf Tr Xtrackers S&p (SNPE)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Apple (AAPL)
Microsoft Corporation (MSFT)
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
PIMCO Intermediate Mun Bond Strat Fund (MUNI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Toast

Vanguard Group
T. Rowe Price Associates
Durable Capital Partners
Abdiel Capital Advisors
Greenoaks Capital Partners
Sumitomo Mitsui Trust Holdings
Nikko Asset Management Americas
Blue Owl Capital Holdings
Jpmorgan Chase & Co
Norges Bank Investment Management
Meritage Group
Edmond De Rothschild Holding
Eventide Asset Management
Atreides Management
Damian Sousa

View all funds holding Toast