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
FNDF
Schwab Fundamental Intl Large

ETFs
11.2K
+ 53.28%
$39.84 - $43.15 $445K - $482K
32.2K $1.38M
SGOL
Abrdn Gold ETF Trust

ETFs
950
+ 1.01%
$31.18 - $36.81 $29.6K - $35K
95K $3.5M
EFV
Msci Eafe Value ETF

ETFs
712
+ 0.67%
$62.79 - $68.42 $44.7K - $48.7K
106K $7.21M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.45K
+ 1.29%
$45.6 - $46.92 $249K - $256K
429K $20M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
840
+ 5.9%
$236.25 - $257.69 $198K - $216K
15.1K $3.86M
IBLC
Ishares Tr Blockchain & Tech E

ETFs
1.2K
+ 5.28%
$38.97 - $55.39 $46.7K - $66.4K
23.9K $1.32M
FDVV
Fidelity High Dividend ETF

ETFs
1.91K
+ 2.27%
$52.42 - $55.71 $100K - $107K
86.2K $4.8M
AVIG
American Centy ETF Tr Avantis

ETFs
9.43K
+ 27.74%
$41.02 - $42.32 $387K - $399K
43.4K $1.83M
NIO
Nio Inc.

Consumer Cyclical
52.3K
New
$3.41 - $7.62 $178K - $399K
52.3K $398K
RGTI
Rigetti Computing, Inc.

Technology
11.1K
New
$11.33 - $32.1 $126K - $356K
11.1K $330K
FNDX
Schwab Fundamental U S Large C

ETFs
8.58K
+ 16.49%
$24.38 - $26.34 $209K - $226K
60.6K $1.59M
SPMD
Spdr Portfolio

ETFs
4.39K
+ 20.12%
$54.43 - $58.29 $239K - $256K
26.2K $1.5M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
10.4K
New
$23.39 - $28.55 $243K - $297K
10.4K $296K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
11.4K
New
$18.9 - $25.14 $216K - $287K
11.4K $286K
MFC
Manulife Financial Corp

Financial Services
9.63K
+ 24.5%
$29.9 - $32.34 $288K - $312K
49K $1.52M
GM
General Motors CO

Consumer Cyclical
1.25K
+ 7.97%
$48.89 - $61.24 $61.2K - $76.6K
16.9K $1.03M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.45K
+ 1.12%
$31.79 - $33.42 $46.2K - $48.6K
131K $4.38M
WMB
Williams Companies, Inc.

Energy
3.68K
+ 15.81%
$56.52 - $64.01 $208K - $235K
26.9K $1.71M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
13
+ 0.03%
$47.75 - $54.24 $621 - $705
43.2K $2.32M
SIVR
Abrdn Silver ETF Trust

ETFs
998
+ 5.6%
$34.34 - $44.62 $34.3K - $44.5K
18.8K $837K
FAD
First Tr Multi Cap Growth Alph

ETFs
203
+ 1.49%
$145.87 - $162.49 $29.6K - $33K
13.9K $2.23M
PRF
Invesco Exchange Traded Fd Tr

ETFs
89
+ 0.12%
$42.04 - $45.23 $3.74K - $4.03K
72.9K $3.29M
PLTM
Granite Shares Platinum Trust

ETFs
13.9K
New
$12.47 - $15.43 $173K - $214K
13.9K $210K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.11K
+ 17.83%
$50.53 - $50.82 $207K - $209K
27.1K $1.38M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.31K
+ 4.85%
$28.92 - $32.19 $66.9K - $74.5K
50K $1.6M
DFAS
Dimensional ETF Tr U S Small C

ETFs
591
+ 1.87%
$63.41 - $69.69 $37.5K - $41.2K
32.1K $2.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
53
+ 0.29%
$108.46 - $120.63 $5.75K - $6.39K
18.6K $2.21M
MFG
Mizuho Financial Group Inc

Financial Services
8.33K
+ 7.56%
$5.42 - $6.85 $45.1K - $57.1K
118K $793K
QCOM
Qualcomm Inc

Technology
214
+ 1.28%
$145.84 - $173.55 $31.2K - $37.1K
16.9K $2.81M
PANW
Palo Alto Networks Inc

Technology
802
+ 6.94%
$167.06 - $208.19 $134K - $167K
12.4K $2.52M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.68K
+ 16.84%
$28.95 - $29.73 $135K - $139K
32.5K $964K
IETC
Ishares U S ETF Tr

ETFs
516
+ 4.81%
$92.7 - $103.65 $47.8K - $53.5K
11.3K $1.15M
DFAX
Dimensional ETF Tr
340
+ 0.56%
$29.25 - $31.56 $9.95K - $10.7K
61.6K $1.93M
T
At&T Inc.

Communication Services
5.9K
+ 12.39%
$26.94 - $29.62 $159K - $175K
53.5K $1.51M
SLV
I Shares Silver Trust

ETFs
33
+ 0.24%
$32.73 - $42.5 $1.08K - $1.4K
13.6K $578K
CGDV
Capital Group Divid Value ETF

ETFs
1.75K
+ 7.68%
$39.59 - $42.21 $69.2K - $73.8K
24.5K $1.03M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.13K
+ 9.5%
$23.54 - $23.97 $121K - $123K
59.1K $1.41M
EVRG
Evergy, Inc.

Utilities
653
+ 5.78%
$67.73 - $76.02 $44.2K - $49.6K
12K $908K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.12K
+ 0.94%
$24.73 - $25.29 $52.4K - $53.6K
228K $5.74M
HYLB
Xtrackers Usd High Yield Corp

ETFs
3.11K
+ 13.75%
$36.55 - $37.16 $114K - $116K
25.7K $955K
FCLD
Fidelity Covington Tr Cloud CO
3.61K
+ 26.25%
$26.24 - $30.18 $94.7K - $109K
17.4K $507K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
654
+ 1.93%
$98.52 - $103.93 $64.4K - $68K
34.6K $3.56M
DX
Dynex Capital Inc

Real Estate
8.25K
+ 28.65%
$11.85 - $12.93 $97.8K - $107K
37.1K $455K
PULS
Pgim ETF Tr

ETFs
1.82K
+ 7.14%
$49.58 - $49.83 $90.2K - $90.7K
27.3K $1.36M
RDVY
First Trust Rising Dividend Ac

ETFs
217
+ 1.27%
$62.38 - $67.29 $13.5K - $14.6K
17.2K $1.16M
XSMO
Invesco S&P Smallcap Momentum

ETFs
408
+ 3.76%
$67.1 - $74.29 $27.4K - $30.3K
11.3K $829K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
3.53K
+ 34.94%
$23.69 - $24.32 $83.6K - $85.8K
13.6K $331K
TTE
Total Energies Se

Energy
1.29K
+ 10.88%
N/A
13.1K $899K
SO
Southern CO

Utilities
529
+ 4.41%
$90.83 - $96.0 $48K - $50.8K
12.5K $1.19M
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
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