WW
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WCG Wealth Advisors LLC13F | |
| WCG Wealth Advisors LLC | |
| Last update 2025-05-15 | 283 Stocks (39 new) |
| Value $1.31 Bil | Turnover 7 % |
WCG Wealth Advisors LLC Top Holdings of 2025-03-31
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| 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 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AVUS | Avantis U.S. Equity ETF | 373,629 | 34,515.8 | +3.11% | 2.640 | +0.08% | 0.450 | +18.90% | +6.42% | 8,878.4 | ||
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 | +1.12% | +3.32% | 3,795.4 | ||
HTRB | Hartford Total Return Bond ETF | 815,047 | 27,597.5 | -16.23% | 2.110 | -0.35% | 1.380 | +1.57% | +3.05% | 2,013.4 | ||
JGRO | JPMorgan Active Growth ETF | 361,285 | 26,659.2 | +22.74% | 2.040 | +0.38% | 0.520 | +24.30% | +7.52% | 6,555.8 | ||
NVDA | NVIDIA Corp | 245,326 | 26,588.4 | -8.66% | 2.030 | -0.21% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
JAVA | JPMorgan Active Value ETF | 412,633 | 26,218.7 | +17.54% | 2.010 | +0.30% | 0.770 | +11.57% | +5.29% | 3,756.3 | ||
MSFT | Microsoft Corp | 69,495 | 26,087.7 | -6.88% | 2.000 | -0.14% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
IVV | iShares Core S&P 500 ETF | 45,433 | 25,528.6 | -13.22% | 1.950 | -0.27% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
IEF | iShares 7-10 Year Treasury Bond ETF | 248,238 | 23,674.4 | -10.53% | 1.810 | -0.18% | 0.070 | +0.68% | +4.07% | 34,824.0 |
WCG Wealth Advisors LLC's Historical Top Holdings Breakdowns
WCG Wealth Advisors LLC's Top Stock Picks
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| 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 | $71.37 | 4.19% | 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 | $473.80 | -2.54% | 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 | $34.60 | 9.43% | 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 | $26.08 | -32.10% | 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 | $55.30 | 7.59% | 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 | $25.77 | -3.30% | 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 | $49.70 | 0.08% | 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 | $24.84 | 0.40% | New holding | 206,977 | 206,977 | |
JGRO | JPMorgan Active Growth ETF | 2025-03-31 | Add Add | +0.38% | 73.37 ($80.4) 85.29 | $87.12 | 8.36% | 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 | $33.01 | 16.68% | Sold Out | 0 | -222,739 |
WCG Wealth Advisors LLC Total Holding History ($B)
WCG Wealth Advisors LLC's Asset Allocation
WCG Wealth Advisors LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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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WCG Wealth Advisors LLC's Holdings Bubble Chart
WCG Wealth Advisors LLC News
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