WW

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:
Top Holdings: AAPL(3.17%)AVUS(2.64%)TOTL(2.34%)HTRB(2.11%)JGRO(2.04%)
Summary Stock Picks Current Portfolio
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
+3.25%
-13.99%
3,209,111.6
Hardware
AVUS
Avantis U.S. Equity ETF
373,629
34,515.8
+3.11%
2.640
+0.08%
0.450
+15.97%
+7.87%
8,999.6
 
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
+1.11%
+3.72%
3,810.2
 
HTRB
Hartford Total Return Bond ETF
815,047
27,597.5
-16.23%
2.110
-0.35%
1.380
+1.33%
+3.27%
2,020.7
 
JGRO
JPMorgan Active Growth ETF
361,285
26,659.2
+22.74%
2.040
+0.38%
0.520
+19.11%
+8.16%
6,643.4
 
NVDA
NVIDIA Corp
245,326
26,588.4
-8.66%
2.030
-0.21%
0.000
+63.09%
+29.27%
4,232,831.2
Semiconductors
JAVA
JPMorgan Active Value ETF
412,633
26,218.7
+17.54%
2.010
+0.30%
0.770
+10.25%
+6.42%
3,811.7
 
MSFT
Microsoft Corp
69,495
26,087.7
-6.88%
2.000
-0.14%
0.000
+32.63%
+22.11%
3,810,813.9
Software
IVV
iShares Core S&P 500 ETF
45,433
25,528.6
-13.22%
1.950
-0.27%
0.000
+16.69%
+9.21%
643,791.1
 
IEF
iShares 7-10 Year Treasury Bond ETF
248,238
23,674.4
-10.53%
1.810
-0.18%
0.070
+0.71%
+4.28%
34,820.8
 

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
$72.58
5.96%
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
$484.34
-0.37%
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
$35.11
11.04%
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
$26.47
-31.08%
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
$56.06
9.07%
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
$26.00
-2.42%
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
0.14%
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
$24.79
0.20%
New holding
206,977
206,977
JGRO
JPMorgan Active Growth ETF
2025-03-31
Add
Add
+0.38%
●
73.37 ($80.4) 85.29
$87.64
9.01%
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
$33.22
17.43%
Sold Out
0
-222,739

WCG Wealth Advisors LLC Total Holding History ($B)

To

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

Top Ranked Articles

  • 1

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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WCG Wealth Advisors LLC's Holdings Bubble Chart

WCG Wealth Advisors LLC News

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