Wcg Wealth Advisors LLC Incresed Positions in Q3 2025

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
26K
+ 19.78%
$91.44 - $91.77 $2.37M - $2.38M
157K $14.4M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
15.7K
+ 14.54%
$98.53 - $107.1 $1.55M - $1.68M
124K $13M
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
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
AMZN
Amazon Com Inc

Consumer Cyclical
6.24K
+ 5.74%
$211.65 - $238.24 $1.32M - $1.49M
115K $25.2M
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
IYW
Ishares Dj Us Tech ETF

ETFs
187
+ 0.39%
$171.38 - $197.01 $32K - $36.8K
47.8K $9.36M
AVEM
American Centy ETF Tr Avantis

ETFs
3.25K
+ 2.88%
$68.33 - $75.41 $222K - $245K
116K $8.7M
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
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
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.8K
+ 53.69%
$45.26 - $46.63 $581K - $599K
36.8K $1.7M
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
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
VZ
Verizon Communications Inc

Communication Services
6.49K
+ 13.1%
$40.84 - $45.06 $265K - $292K
56K $2.46M
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
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
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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