Wcg Wealth Advisors LLC Purchases in Q3 2025

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
68.9K
New
$420.11 - $472.68 $28.9M - $32.6M
68.9K $32.3M
V
Visa Inc.

Financial Services
55.7K
+ 166.95%
$332.09 - $358.86 $18.5M - $20M
89.1K $30.4M
NVDA
Nvidia Corp

Technology
34.6K
+ 12.25%
$153.3 - $186.58 $5.31M - $6.46M
317K $59.2M
TSLA
Tesla, Inc.

Consumer Cyclical
18.8K
+ 106.79%
$293.94 - $444.72 $5.54M - $8.38M
36.5K $16.2M
MA
Mastercard Inc

Financial Services
17.1K
+ 121.55%
$550.18 - $598.96 $9.41M - $10.2M
31.2K $17.7M
META
Meta Platforms, Inc.

Communication Services
8.26K
+ 39.05%
$695.21 - $791.73 $5.74M - $6.54M
29.4K $21.6M
AVUS
American Centy ETF Tr Avantis

ETFs
3.59K
+ 0.88%
$101.2 - $109.16 $363K - $392K
412K $44.8M
SHOP
Shopify Inc.

Technology
22.5K
New
$112.11 - $157.12 $2.52M - $3.53M
22.5K $3.34M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
25.4K
+ 5.91%
$64.75 - $69.05 $1.64M - $1.75M
455K $31.4M
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.02%
$620.67 - $670.08 $4.97K - $5.36K
51K $34.1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
15.7K
+ 14.54%
$98.53 - $107.1 $1.55M - $1.68M
124K $13M
IEFA
Ishares Tr

ETFs
16.6K
+ 9.65%
$81.7 - $87.53 $1.36M - $1.45M
189K $16.5M
AVDE
American Centy ETF Tr Avantis

ETFs
5.55K
+ 1.74%
$73.24 - $79.04 $406K - $438K
324K $25.6M
GOOG
Alphabet Inc.

Communication Services
1.63K
+ 6.75%
$175.16 - $255.24 $285K - $416K
25.8K $6.27M
MUB
Ishares National Muni Bond ETF

ETFs
18.4K
New
$103.24 - $106.68 $1.9M - $1.96M
18.4K $1.96M
BDX
Becton Dickinson & CO

Healthcare
10.1K
New
$172.41 - $199.66 $1.73M - $2.01M
10.1K $1.88M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
14.4K
+ 11.6%
$68.27 - $75.58 $981K - $1.09M
138K $10.3M
AVUV
American Centy ETF Tr Avantis

ETFs
2.61K
+ 1.42%
$90.37 - $102.12 $236K - $266K
187K $18.6M
DUHP
Dimensional ETF Tr Dimensional

ETFs
15.4K
+ 3.16%
$35.76 - $37.93 $550K - $583K
503K $19M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
61.5K
+ 118.12%
N/A
114K $2.9M
INTC
Intel Corp

Technology
20.4K
+ 28.26%
$19.31 - $35.5 $394K - $724K
92.6K $3.11M
HYMU
Blackrock ETF Tr Ii High Yield
61.1K
New
N/A
61.1K $1.4M
AMZN
Amazon Com Inc

Consumer Cyclical
6.24K
+ 5.74%
$211.65 - $238.24 $1.32M - $1.49M
115K $25.2M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
10.1K
New
$105.16 - $140.03 $1.06M - $1.41M
10.1K $1.37M
QBTS
D Wave Quantum Inc.

Technology
53.2K
New
$14.81 - $27.72 $788K - $1.48M
53.2K $1.32M
SPYG
Spdr Portfolio

ETFs
7.48K
+ 14.34%
$94.33 - $105.31 $705K - $788K
59.6K $6.23M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.9K
+ 18.82%
$97.75 - $100.75 $1.07M - $1.1M
68.9K $6.9M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
12.8K
New
$79.52 - $89.63 $1.02M - $1.15M
12.8K $1.14M
AUSF
Global X Fds Adaptive U S Fact

ETFs
24K
New
$44.16 - $46.75 $1.06M - $1.12M
24K $1.11M
IYW
Ishares Dj Us Tech ETF

ETFs
187
+ 0.39%
$171.38 - $197.01 $32K - $36.8K
47.8K $9.36M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
12K
New
$85.93 - $92.12 $1.03M - $1.11M
12K $1.09M
AVEM
American Centy ETF Tr Avantis

ETFs
3.25K
+ 2.88%
$68.33 - $75.41 $222K - $245K
116K $8.7M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
41.1K
New
$22.78 - $23.33 $937K - $959K
41.1K $941K
MAS
Masco Corp

Industrials
13.3K
New
$64.44 - $76.07 $856K - $1.01M
13.3K $934K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.24K
+ 0.7%
$54.35 - $59.32 $67.6K - $73.8K
179K $10.6M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
16.9K
+ 10.61%
$45.07 - $47.56 $763K - $805K
177K $8.12M
AVLV
American Centy ETF Tr Avantis
4.06K
+ 2.76%
$68.33 - $72.69 $278K - $295K
151K $10.9M
ITA
Ishares Tr

ETFs
2.27K
+ 11.41%
$184.73 - $209.26 $420K - $475K
22.2K $4.64M
BMY
Bristol Myers Squibb CO

Healthcare
18.7K
New
$43.31 - $48.98 $810K - $916K
18.7K $843K
WMT
Walmart Inc.

Consumer Defensive
2.8K
+ 3.07%
$94.4 - $104.27 $265K - $292K
94K $9.69M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
10.3K
+ 1.62%
$39.58 - $40.74 $409K - $421K
647K $26.3M
IAU
Ishares Gold Trust

ETFs
133
+ 0.21%
$61.62 - $72.77 $8.2K - $9.68K
63.9K $4.65M
OPFI
Opp Fi Inc.

Technology
56.8K
New
$9.58 - $14.29 $544K - $811K
56.8K $636K
LQDA
Liquidia Corp

Healthcare
27.5K
New
$12.06 - $28.85 $331K - $792K
27.5K $630K
AVMU
American Centy ETF Travantis C

ETFs
13.6K
New
$43.91 - $45.71 $597K - $621K
13.6K $619K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.8K
+ 53.69%
$45.26 - $46.63 $581K - $599K
36.8K $1.7M
BEAM
Beam Therapeutics Inc.

Healthcare
24.2K
New
$16.01 - $25.1 $387K - $606K
24.2K $586K
XLY
Select Sector Spdr Consumer Di

ETFs
418
+ 1.92%
$216.09 - $242.18 $90.3K - $101K
22.2K $5.31M
IVE
Ishares S&P 500 Value ETF

ETFs
588
+ 1.54%
$194.44 - $206.51 $114K - $121K
38.9K $8.03M
Activity Summary
Buys All Purchases 153 New Holdings 36 Increased Positions 117 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email