Wcg Wealth Advisors LLC Sells in Q3 2025

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
-5.22K
- 12.07%
$77.05 - $85.16 $402K - $444K
38K $3.19M
CSCO
Cisco Systems, Inc.

Technology
-3.15K
- 5.59%
$66.2 - $71.79 $208K - $226K
53.2K $3.64M
UL
Unilever PLC

Consumer Defensive
-2.99K
- 6.63%
$58.43 - $65.01 $175K - $195K
42.2K $2.5M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-6.69K
- 26.45%
$47.78 - $52.76 $320K - $353K
18.6K $969K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-3.41K
- 15.59%
$49.34 - $53.96 $168K - $184K
18.5K $966K
ACHR
Archer Aviation Inc.

Industrials
-14.4K
- 31.31%
$8.25 - $13.4 $119K - $193K
31.7K $303K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-8K
- 44.2%
$23.48 - $24.44 $188K - $196K
10.1K $241K
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.76K
- 2.85%
$50.23 - $50.48 $189K - $190K
128K $6.44M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-1.54K
- 3.96%
$59.29 - $62.87 $91.3K - $96.8K
37.4K $2.25M
HSBC
Hsbc Holdings PLC

Financial Services
-7K
- 22.24%
$60.27 - $70.98 $422K - $497K
24.5K $1.74M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-6.37K
- 27.81%
$25.21 - $25.99 $161K - $166K
16.5K $427K
DGRO
Ishares Core Dividend Growth E

ETFs
-4.31K
- 11.73%
$64.12 - $68.08 $276K - $293K
32.4K $2.21M
XLU
Utilities Sector Spdr

ETFs
-7.1K
- 8.17%
$81.14 - $87.32 $576K - $620K
79.7K $6.95M
NVS
Novartis Ag

Healthcare
-2.1K
- 11.31%
$113.5 - $129.73 $239K - $273K
16.5K $2.12M
COP
Conocophillips

Energy
-2.6K
- 9.85%
$91.0 - $98.99 $236K - $257K
23.8K $2.25M
KO
Coca Cola CO

Consumer Defensive
-160
- 0.75%
$65.67 - $71.67 $10.5K - $11.5K
21.3K $1.41M
C
Citigroup Inc

Financial Services
-3.2K
- 23.75%
$85.57 - $103.49 $274K - $331K
10.3K $1.04M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-5.03K
- 12.75%
$42.26 - $47.16 $213K - $237K
34.4K $1.59M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.71K
- 3.74%
$459.11 - $506.91 $785K - $867K
44.1K $22.1M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.34K
- 4.48%
$59.81 - $60.11 $80.3K - $80.7K
28.6K $1.71M
FVD
First Tr Value Line Divid Inde

ETFs
-2.84K
- 8.37%
$44.73 - $46.86 $127K - $133K
31.1K $1.44M
MO
Altria Group, Inc.

Consumer Defensive
-2.67K
- 19.61%
$57.75 - $67.68 $154K - $181K
11K $723K
MBB
Ishares Tr

ETFs
-1.44K
- 2.89%
$92.46 - $95.73 $133K - $138K
48.4K $4.61M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-2.65K
- 14.38%
$50.7 - $54.86 $134K - $145K
15.8K $864K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-11.5K
- 7.78%
$41.97 - $45.5 $483K - $524K
136K $6.2M
CVX
Chevron Corp

Energy
-1.27K
- 10.69%
$145.57 - $161.83 $185K - $205K
10.6K $1.65M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.02K
- 2.88%
$72.01 - $74.44 $73.5K - $75.9K
34.3K $2.52M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.34K
- 5.6%
$43.36 - $44.8 $58K - $59.9K
22.6K $1M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-1.43K
- 5.58%
N/A
24.2K $745K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-2.21K
- 9.58%
$19.7 - $20.2 $43.5K - $44.6K
20.8K $417K
COMB
Graniteshares ETF Tr Bloomber

ETFs
-2.52K
- 11.52%
$20.58 - $21.88 $51.9K - $55.2K
19.4K $422K
FTHI
First Trust Exchange Traded Fd

ETFs
-2.09K
- 8.53%
$22.76 - $23.92 $47.6K - $50K
22.4K $531K
TEAF
Ecofin Sustainable & Social Impact Term Fund

Financial Services
-300
- 0.82%
$11.59 - $12.29 $3.48K - $3.69K
36.5K $424K
EEMV
Ishares Msci Emerging Markets

ETFs
-692
- 3.9%
$61.94 - $64.63 $42.9K - $44.7K
17.1K $1.09M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-501
- 3.93%
$50.82 - $51.09 $25.5K - $25.6K
12.2K $624K
KMI
Kinder Morgan, Inc.

Energy
-13
- 0.08%
$26.23 - $28.5 $341 - $371
17K $480K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.61K
- 10.96%
$49.43 - $54.52 $79.8K - $88K
13.1K $710K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-953
- 7.94%
$19.61 - $19.79 $18.7K - $18.9K
11K $217K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-151
- 1.16%
$100.16 - $100.7 $15.1K - $15.2K
12.8K $1.29M
FTCS
First Trust Capital Strength E

ETFs
-456
- 4.3%
$89.72 - $93.74 $40.9K - $42.7K
10.2K $951K
IEMG
Ishares Inc

ETFs
-193
- 0.31%
N/A
62.4K $3.35M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-504
- 2.77%
$22.64 - $23.22 $11.4K - $11.7K
17.7K $408K
EFG
Msci Eafe Growth ETF

ETFs
-696
- 1.78%
$106.99 - $114.46 $74.5K - $79.7K
38.3K $4.36M
VEA
Vanguard Ftse Developed Market

ETFs
-1.01K
- 5.37%
$56.02 - $60.3 $56.5K - $60.8K
17.8K $1.07M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-268
- 2.37%
$49.32 - $50.93 $13.2K - $13.6K
11K $558K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.82K
- 3.07%
$26.38 - $27.95 $74.3K - $78.7K
88.9K $2.43M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
-26.7K
- 10.48%
$40.68 - $46.33 $1.09M - $1.24M
228K $10.3M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-39
- 0.17%
$98.41 - $98.89 $3.84K - $3.86K
23.6K $2.33M
Amplify ETF Tr
-26.8K
- 68.84%
N/A
12.2K $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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