Wcg Wealth Advisors LLC Portfolio Holdings
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 293
- Current Value $1.42 Billion
- Prior Value $1.48 Billion
- Filing
- Period Q4 2024
- Filing Date February 18, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 23 stocks
- Additional Purchases 161 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks