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
BUCK
Simplify Exchange Traded Fds S
-14.2K
- 18.33%
N/A
63.5K $0
Pimco ETF Tr
-108K
- 8.88%
N/A
1.1M $0
Arista Networks Inc
-50
- 0.45%
N/A
11.1K $0
Victory Portfolios Ii
-1.57K
- 5.11%
N/A
29.1K $0
JGRO
J P Morgan Exchange Traded Fd
-288K
- 76.21%
N/A
90K $0
Victory Portfolios Ii
-1.7K
- 4.52%
N/A
35.9K $0
Lam Research Corp
-3K
- 15.96%
N/A
15.8K $0
American Centy ETF Tr
-1.4K
- 3.75%
N/A
35.9K $0
Manager Directed Portfolios
-213K
- 59.82%
N/A
143K $0
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-454
- 1.58%
$50.16 - $52.45 $22.8K - $23.8K
28.3K $1.48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-348
- 0.81%
$72.57 - $74.72 $25.3K - $26K
42.4K $3.15M
FLEX
Flex Ltd.

Technology
-2.15K
- 13.15%
$48.49 - $59.33 $104K - $127K
14.2K $822K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
-511
- 0.92%
$8.7 - $9.11 $4.45K - $4.66K
55.1K $501K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-134
- 0.67%
$92.14 - $93.55 $12.3K - $12.5K
19.8K $1.85M
MDT
Medtronic PLC

Healthcare
-2.38K
- 8.07%
$87.67 - $95.74 $208K - $228K
27.1K $2.58M
DBX
Dropbox, Inc.

Technology
-605
- 3.07%
$26.13 - $32.17 $15.8K - $19.5K
19.1K $576K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-330
- 0.54%
$8.46 - $9.02 $2.79K - $2.98K
60.9K $546K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-221
- 0.58%
$11.15 - $11.87 $2.46K - $2.62K
38.1K $442K
PDI
Pimco Dynamic Income Fund

Financial Services
-160
- 0.61%
$18.85 - $20.07 $3.02K - $3.21K
26.2K $519K
EMB
Ishares Tr

ETFs
-13
- 0.13%
$91.52 - $95.59 $1.19K - $1.24K
10.4K $986K
YOU
Clear Secure, Inc.

Technology
-2.77K
- 12.98%
$27.98 - $38.03 $77.4K - $105K
18.5K $618K
JHSC
John Hancock ETF Tr Multifacto

ETFs
-108
- 0.88%
$39.08 - $42.37 $4.22K - $4.58K
12.2K $511K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-184
- 0.14%
$16.46 - $17.1 $3.03K - $3.15K
127K $2.16M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-101
- 1.0%
$47.64 - $51.71 $4.81K - $5.22K
10K $516K
FLAX
Franklin Templeton ETF Tr Fran

ETFs
-2.19K
- 6.2%
$25.89 - $29.04 $56.7K - $63.6K
33.1K $956K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-14.2K
- 9.73%
$79.39 - $90.39 $1.13M - $1.29M
132K $11.7M
HDV
Ishares Core High Dividend ETF

ETFs
-590
- 2.78%
$118.16 - $123.66 $69.7K - $73K
20.6K $2.53M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-780
- 3.9%
$132.9 - $142.03 $104K - $111K
19.2K $2.71M
HEFA
Ishares Currency Hedged Msci E

ETFs
-423
- 1.1%
$37.2 - $39.61 $15.7K - $16.8K
38K $1.51M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.78K
- 15.44%
$68.94 - $86.3 $191K - $239K
15.2K $1.31M
MRK
Merck & Co., Inc.

Healthcare
-118
- 0.82%
$77.6 - $87.37 $9.16K - $10.3K
14.3K $1.2M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-36
- 0.25%
$107.5 - $115.86 $3.87K - $4.17K
14.2K $1.62M
UBER
Uber Technologies, Inc

Technology
-255
- 1.21%
$86.91 - $99.57 $22.2K - $25.4K
20.7K $2.03M
IWD
Ishares Russell 1000 Val ETF

ETFs
-167
- 1.32%
$192.76 - $203.86 $32.2K - $34K
12.5K $2.55M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.86K
- 3.07%
$36.04 - $38.78 $66.9K - $71.9K
58.5K $2.26M
VTI
Vanguard Total Stock Market Et

ETFs
-1.6K
- 6.26%
$303.93 - $329.86 $485K - $526K
23.9K $7.84M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.12K
- 2.06%
$52.12 - $55.33 $58.3K - $61.9K
53.2K $2.94M
BK
Bank Of New York Mellon Corp

Financial Services
-2.31K
- 11.42%
$90.65 - $109.75 $210K - $254K
17.9K $1.96M
RTX
Raytheon Technologies Corp

Industrials
-827
- 7.07%
$144.19 - $167.33 $119K - $138K
10.9K $1.82M
SII
Sprott Inc.

Financial Services
-500
- 4.61%
$62.54 - $83.38 $31.3K - $41.7K
10.4K $861K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-224
- 0.56%
$62.09 - $66.51 $13.9K - $14.9K
39.9K $2.6M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-1.24K
- 7.76%
$195.29 - $223.85 $241K - $277K
14.7K $3.27M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-12
- 0.07%
$52.79 - $62.97 $633 - $756
18.1K $1.11M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-126
- 0.4%
$74.93 - $80.73 $9.44K - $10.2K
31.5K $2.54M
AMAT
Applied Materials Inc

Technology
-1.36K
- 6.41%
$156.25 - $204.95 $212K - $278K
19.8K $4.06M
GLDM
World Gold Trust

ETFs
-114
- 0.66%
$64.73 - $76.45 $7.38K - $8.72K
17.2K $1.32M
BAC
Bank Of America Corp

Financial Services
-2.26K
- 2.85%
$44.92 - $52.42 $101K - $118K
76.8K $3.96M
JNJ
Johnson & Johnson

Healthcare
-1.01K
- 7.79%
$155.17 - $185.42 $157K - $187K
12K $2.22M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-313
- 0.53%
$62.54 - $68.42 $19.6K - $21.4K
58.7K $3.96M
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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