Wcg Wealth Advisors LLC has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.42 Billion distributed in 293 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.5M, Nvidia Corp with a value of $36.1M, American Centy ETF Tr Avantis with a value of $35.1M, Invesco Exchange Traded Fd Tr with a value of $34.7M, and Hartford Fds Total Return Bd E with a value of $32.4M.
Examining the 13F form we can see an decrease of $62.2M in the current position value, from $1.48B to 1.42B.
Wcg Wealth Advisors LLC is based out at Las Vegas, NV
Below you can find more details about Wcg Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.42 Billion
ETFs: $1.01 Billion
Technology: $156 Million
Financial Services: $73.4 Million
Consumer Cyclical: $52.1 Million
Communication Services: $48.3 Million
Consumer Defensive: $27.2 Million
Energy: $16.8 Million
Healthcare: $15.6 Million
Other: $5.24 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
