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WCG Wealth Advisors LLC

13F
WCG Wealth Advisors LLC
Last update 2025-05-15 283 Stocks (39 new)
Value $1.31 Bil Turnover 7 %
Countries:
WCG Wealth Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
186,611
41,451.9
-1.71%
3.170
-0.05%
0.000
+5.00%
-14.12%
3,204,332.1
Hardware
AVUS
Avantis U.S. Equity ETF
373,629
34,515.8
+3.11%
2.640
+0.08%
0.450
+18.12%
+7.59%
8,976.3
 
TOTL
SPDR DoubleLine Total Return Tactical ETF
SPDR DoubleLine Total Return Tactical ETF
759,359
30,594.6
+3.71%
2.340
+0.08%
0.850
+1.61%
+3.82%
3,813.9
 
HTRB
Hartford Total Return Bond ETF
815,047
27,597.5
-16.23%
2.110
-0.35%
1.380
+1.94%
+3.24%
2,020.2
 
JGRO
JPMorgan Active Growth ETF
361,285
26,659.2
+22.74%
2.040
+0.38%
0.520
+21.48%
+7.54%
6,605.2
 
NVDA
NVIDIA Corp
245,326
26,588.4
-8.66%
2.030
-0.21%
0.000
+65.02%
+26.22%
4,133,203.2
Semiconductors
JAVA
JPMorgan Active Value ETF
412,633
26,218.7
+17.54%
2.010
+0.30%
0.770
+11.76%
+6.54%
3,816.2
 
MSFT
Microsoft Corp
69,495
26,087.7
-6.88%
2.000
-0.14%
0.000
+35.11%
+20.25%
3,752,691.4
Software
IVV
iShares Core S&P 500 ETF
45,433
25,528.6
-13.22%
1.950
-0.27%
0.000
+18.54%
+8.64%
640,425.7
 
IEF
iShares 7-10 Year Treasury Bond ETF
248,238
23,674.4
-10.53%
1.810
-0.18%
0.070
+1.39%
+4.43%
34,868.7
 

WCG Wealth Advisors LLC's Historical Top Holdings Breakdowns

WCG Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPHQ
Invesco S&P 500 Quality ETF
2025-03-31
Reduce
Reduce
-1.44%
65.27 ($68.5) 71.22
$72.41
5.71%
Reduce -62.74%
193,081
-325,076
BRK.B
Berkshire Hathaway Inc
2025-03-31
Sold Out
Sold Out
-1.33%
442.66 ($486.15) 534.52
$483.52
-0.54%
Sold Out
0
-44,537
CRTC
Xtrackers US National Critical Technologies ETF
Xtrackers US National Critical Technologies ETF
2025-03-31
New Buy
New Buy
+1.12%
29.82 ($31.62) 32.87
$34.96
10.56%
New holding
491,542
491,542
CHGX
AXS Change Finance ESG ETF
2025-03-31
Sold Out
Sold Out
-0.64%
36.24 ($38.41) 39.75
$26.43
-31.19%
Sold Out
0
-256,010
DYNF
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
2025-03-31
Sold Out
Sold Out
-0.61%
48.08 ($51.4) 53.73
$55.73
8.43%
Sold Out
0
-180,928
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
2025-03-31
Reduce
Reduce
-0.54%
25.54 ($26.65) 27.64
$25.99
-2.48%
Reduce -78.96%
83,460
-313,200
PULS
PGIM Ultra Short Bond ETF
2025-03-31
Reduce
Reduce
-0.45%
49.56 ($49.66) 49.78
$49.73
0.15%
Reduce -83%
28,286
-138,059
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
2025-03-31
New Buy
New Buy
+0.39%
24.5 ($24.74) 24.95
$24.81
0.27%
New holding
206,977
206,977
JGRO
JPMorgan Active Growth ETF
2025-03-31
Add
Add
+0.38%
73.37 ($80.4) 85.29
$87.14
8.38%
Add 22.74%
361,285
66,940
BAR
GraniteShares Gold Shares
2025-03-31
Sold Out
Sold Out
-0.38%
26.01 ($28.29) 30.84
$33.47
18.29%
Sold Out
0
-222,739

WCG Wealth Advisors LLC Total Holding History ($B)

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WCG Wealth Advisors LLC's Asset Allocation

To

WCG Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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WCG Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

WCG Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WCG Wealth Advisors LLC's Holdings Heat Map

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