Wcg Wealth Advisors LLC Reduced Holdings in Q3 2025

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-306K
- 55.59%
$55.31 - $60.06 $17M - $18.4M
245K $14.7M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-142K
- 76.71%
$40.43 - $44.52 $5.72M - $6.3M
43K $1.9M
NUDM
Nuveen Esg International Devel

ETFs
-151K
- 68.86%
$34.72 - $37.63 $5.25M - $5.69M
68.3K $2.57M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-162K
- 29.51%
$24.11 - $24.94 $3.91M - $4.05M
387K $9.66M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-104K
- 59.83%
$40.04 - $45.11 $4.18M - $4.71M
70.1K $3.1M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-173K
- 46.74%
$21.91 - $22.57 $3.79M - $3.9M
197K $4.43M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-110K
- 81.18%
$35.42 - $38.65 $3.89M - $4.25M
25.5K $969K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-67.3K
- 69.28%
$53.93 - $57.58 $3.63M - $3.87M
29.8K $1.68M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-74.3K
- 22.69%
$50.9 - $52.37 $3.78M - $3.89M
253K $13.2M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-48.5K
- 23.6%
$70.77 - $73.59 $3.43M - $3.57M
157K $11.5M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-35.8K
- 22.57%
N/A
123K $9.15M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-40.4K
- 22.89%
$50.81 - $51.07 $2.05M - $2.06M
136K $6.95M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-35.3K
- 12.17%
$50.47 - $50.74 $1.78M - $1.79M
254K $12.9M
PG
Procter & Gamble CO

Consumer Defensive
-8.7K
- 28.36%
$150.47 - $161.22 $1.31M - $1.4M
22K $3.38M
RODM
Hartford Multifactor Developed

ETFs
-69.7K
- 10.28%
$33.53 - $35.95 $2.34M - $2.51M
608K $21.6M
PM
Philip Morris International Inc.

Consumer Defensive
-4.99K
- 15.2%
$157.77 - $183.27 $786K - $914K
27.8K $4.51M
PFE
Pfizer Inc

Healthcare
-48.9K
- 46.59%
$23.29 - $25.88 $1.14M - $1.26M
56K $1.43M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-38.4K
- 11.0%
$72.65 - $78.68 $2.79M - $3.02M
311K $24.3M
EBAY
Ebay Inc

Consumer Cyclical
-17.6K
- 50.39%
$75.33 - $100.77 $1.33M - $1.77M
17.3K $1.58M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-41.8K
- 9.89%
$28.42 - $30.45 $1.19M - $1.27M
381K $11.2M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-8.37K
- 6.59%
$117.65 - $120.08 $985K - $1.01M
119K $14.2M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-24.6K
- 68.96%
$35.99 - $38.74 $886K - $954K
11.1K $428K
SNY
Sanofi

Healthcare
-16.2K
- 38.14%
$45.07 - $51.35 $731K - $833K
26.3K $1.24M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-29K
- 8.82%
$31.73 - $33.71 $919K - $976K
300K $10.1M
OKE
Oneok Inc

Energy
-1.11K
- 1.49%
$71.36 - $83.47 $78.9K - $92.2K
73K $5.33M
FSK
Fs Kkr Capital Corp

Financial Services
-8.19K
- 8.83%
$14.93 - $22.48 $122K - $184K
84.5K $1.26M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-18.1K
- 8.77%
$40.94 - $42.85 $740K - $775K
188K $7.93M
ORCL
Oracle Corp

Technology
-10.7K
- 27.68%
$218.96 - $328.33 $2.35M - $3.52M
28K $7.87M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-8.24K
- 25.36%
$224.68 - $282.71 $1.85M - $2.33M
24.2K $6.77M
DIS
Walt Disney CO

Communication Services
-2.09K
- 5.87%
$112.25 - $124.0 $235K - $259K
33.5K $3.84M
FDN
First Tr Fd Dow Jones

ETFs
-3.05K
- 10.62%
$264.06 - $287.34 $805K - $876K
25.6K $7.18M
XLF
Financial Sector Spdr

ETFs
-14.4K
- 9.4%
$51.37 - $54.25 $742K - $783K
139K $7.5M
SCHW
Schwab Charles Corp

Financial Services
-9.84K
- 10.47%
$91.03 - $98.69 $896K - $971K
84.1K $8.03M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
-5.45K
- 8.67%
$96.91 - $101.22 $528K - $552K
57.5K $5.68M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-13.2K
- 10.04%
$87.69 - $96.0 $1.16M - $1.27M
118K $11.1M
XLI
Industrial Sector Spdr

ETFs
-5.38K
- 9.52%
$147.94 - $154.99 $796K - $834K
51.1K $7.88M
XLV
Select Sector Spdr Fund Health

ETFs
-4.65K
- 9.0%
$129.01 - $139.72 $600K - $650K
47K $6.54M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-41.6K
- 10.67%
$42.67 - $46.91 $1.78M - $1.95M
349K $16.3M
FXR
First Trust Industrials/Produc

ETFs
-8.89K
- 10.13%
$75.64 - $80.06 $672K - $711K
78.9K $6.16M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-8.65K
- 9.36%
$78.88 - $85.2 $682K - $737K
83.8K $6.99M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-8.16K
- 9.56%
$87.07 - $93.06 $710K - $759K
77.2K $7.07M
EPD
Enterprise Products Partners L.P.

Energy
-12K
- 10.44%
$30.74 - $32.14 $368K - $385K
103K $3.21M
CMCSA
Comcast Corp

Communication Services
-60
- 0.08%
$31.41 - $36.33 $1.88K - $2.18K
72.4K $2.28M
HTRB
Hartford Fds Total Return Bd E

ETFs
-16.6K
- 2.7%
$33.47 - $34.58 $554K - $573K
598K $20.5M
XOM
Exxon Mobil Corp

Energy
-4.99K
- 9.53%
$105.83 - $117.22 $528K - $585K
47.4K $5.34M
MRVL
Marvell Technology, Inc.

Technology
-4.66K
- 30.94%
$62.31 - $84.07 $291K - $392K
10.4K $874K
ABNB
Airbnb, Inc.

Consumer Cyclical
-1.04K
- 7.11%
$118.3 - $142.16 $123K - $148K
13.6K $1.65M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-11.2K
- 9.66%
$55.81 - $60.32 $627K - $677K
105K $6.24M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.74K
- 29.42%
$68.24 - $73.73 $324K - $350K
11.4K $835K
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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