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
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
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
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
EVRG
Evergy, Inc.

Utilities
653
+ 5.78%
$67.73 - $76.02 $44.2K - $49.6K
12K $908K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.13K
+ 9.5%
$23.54 - $23.97 $121K - $123K
59.1K $1.41M
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
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
JNK
Spdr Bloomberg High Yield Bond

ETFs
231
+ 2.04%
$96.22 - $98.19 $22.2K - $22.7K
11.6K $1.13M
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
Spinnaker ETF Series
650
+ 2.24%
N/A
29.7K $0
T Rowe Price ETF Inc
45.6K
+ 35.42%
N/A
174K $0
Franklin Templeton Digital H
250
+ 2.07%
N/A
12.3K $0
AVGE
American Centy ETF Tr Avantis
595
+ 2.48%
N/A
24.6K $0
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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