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
DUK
Duke Energy Corp

Utilities
43
+ 0.32%
$116.31 - $125.93 $5K - $5.41K
13.3K $1.64M
OEF
Ishares S&P 100 ETF

ETFs
299
+ 2.65%
N/A
11.6K $3.09M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
4.38K
+ 6.66%
$8.57 - $9.09 $37.5K - $39.8K
70.2K $635K
FV
First Trust Dorsey Wright Focu

ETFs
48
+ 0.21%
$59.23 - $62.14 $2.84K - $2.98K
22.9K $1.42M
SPTL
Spdr Portfolio Long Term Treas

ETFs
551
+ 0.49%
$25.67 - $27.21 $14.1K - $15K
114K $3.06M
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
2.02K
+ 3.76%
$21.34 - $21.93 $43.1K - $44.3K
55.7K $1.22M
BOND
Pimco Active Bond Exchange Tra

ETFs
175
+ 0.59%
$90.83 - $93.81 $15.9K - $16.4K
29.8K $2.78M
DOCU
Docusign, Inc.

Technology
1.5K
+ 14.54%
$67.14 - $85.01 $101K - $128K
11.9K $854K
IYH
Ishares Tr

ETFs
150
+ 1.01%
$54.36 - $58.96 $8.15K - $8.84K
15K $881K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
827
+ 2.19%
$14.33 - $15.08 $11.9K - $12.5K
38.6K $578K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
884
+ 1.99%
$13.62 - $14.27 $12K - $12.6K
45.4K $646K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
142
+ 1.4%
$39.39 - $42.09 $5.59K - $5.98K
10.3K $429K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
91
+ 0.78%
$42.43 - $45.05 $3.86K - $4.1K
11.7K $515K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
21
+ 0.1%
$18.82 - $19.8 $395 - $416
20.2K $393K
FTSL
First Trust Senior Ln Fund

ETFs
199
+ 1.65%
$45.81 - $46.18 $9.12K - $9.19K
12.2K $560K
IRBO
Ishares Robotics & Artificial

ETFs
248
+ 2.08%
N/A
12.2K $390K
TEF
Telefonica S A

Communication Services
1.93K
+ 4.08%
$5.01 - $5.71 $9.68K - $11K
49.3K $250K
Fidelity Covington Trust
32.8K
+ 150.28%
N/A
54.7K $0
Spinnaker ETF Series
650
+ 2.24%
N/A
29.7K $0
Super Micro Computer Inc
22.3K
New
N/A
22.3K $0
T Rowe Price ETF Inc
45.6K
+ 35.42%
N/A
174K $0
AVGE
American Centy ETF Tr Avantis
595
+ 2.48%
N/A
24.6K $0
Amplify ETF Tr
15.6K
New
N/A
15.6K $0
Blackrock ETF Trust Ii
2.45K
+ 4.55%
N/A
56.4K $0
Blackrock ETF Trust
46.8K
New
N/A
46.8K $0
Blackrock ETF Trust
57.9K
New
N/A
57.9K $0
AFK
Vaneck ETF Tr Africa Index ETF
11.5K
New
N/A
11.5K $0
Tortoise Capital Series Trus
12.9K
New
N/A
12.9K $0
Dbx ETF Tr
4.02K
+ 0.75%
N/A
542K $0
Coreweave Inc
10.3K
New
N/A
10.3K $0
Fidelity Covington Trust
10.4K
New
N/A
10.4K $0
J P Morgan Exchange Traded F
1.66K
+ 13.88%
N/A
13.6K $0
J P Morgan Exchange Traded F
15.6K
New
N/A
15.6K $0
Morgan Stanley ETF Trust
10.3K
New
N/A
10.3K $0
Ishares Ethereum Tr
56K
+ 164.17%
N/A
90K $0
FLQH
Franklin Templeton Libertyq In

ETFs
14.9K
New
N/A
14.9K $0
Rbb Fund Trust
22.4K
New
N/A
22.4K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
3.98K
+ 28.64%
N/A
17.9K $0
American Healthcare Reit Inc
5.22K
+ 29.62%
N/A
22.8K $0
Global X Fds
18K
New
N/A
18K $0
Ishares Bitcoin Trust ETF
975
+ 8.34%
N/A
12.7K $0
Franklin Templeton ETF Tr
1.8K
+ 18.0%
N/A
11.8K $0
Franklin Templeton Digital H
250
+ 2.07%
N/A
12.3K $0
Janus Detroit Str Tr
17.9K
New
N/A
17.9K $0
MLPA
Global X Mlp ETF

ETFs
212
+ 1.92%
$48.25 - $51.56 $10.2K - $10.9K
11.2K $543K
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
58
+ 0.46%
$61.15 - $64.13 $3.55K - $3.72K
12.6K $782K
HLN
Haleon PLC

Healthcare
5.35K
+ 10.28%
$8.72 - $10.35 $46.7K - $55.4K
57.4K $515K
CBSH
Commerce Bancshares Inc

Financial Services
8
+ 0.04%
$58.61 - $66.11 $469 - $529
19.4K $1.16M
ARCC
Ares Capital Corp

Financial Services
380
+ 0.36%
$20.41 - $23.25 $7.76K - $8.84K
107K $2.19M
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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