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WCG Wealth Advisors

Latest statistics and disclosures from WCG Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SNPE, IVV, XLRE, AAPL, AVUS, and represent 15.21% of WCG Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$17M), PAVE (+$11M), AVLV (+$9.6M), IUSB (+$7.8M), EFV, DUHP, WMT, COIN, QUAL, IVW.
Started 22 new stock positions in INDA, FCLD, FSIG, AVLV, USHY, PAVE, DYNF, DFIC, IRBO, JAAA. DEO, XMPT, IXC, PDBC, BUFQ, GM, COIN, JD, DFSV, EMXC, IYH, IVW.
Reduced shares in these 10 stocks: SPY (-$17M), NFRA (-$14M), VOO (-$14M), MSFT (-$11M), AAPL (-$9.2M), XLRE (-$8.2M), VTV (-$8.0M), RODM (-$7.1M), HD (-$7.1M), RSP (-$7.1M).
Sold out of its positions in SGOL, COR, ADSK, GOLD, BYD, BRO, CP, CCL, CX, CHWY.
WCG Wealth Advisors was a net seller of stock by $-240M.
WCG Wealth Advisors has $1.2B in assets under management (AUM), dropping by -12.10%.
Central Index Key (CIK): 0001855713

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Portfolio Holdings for WCG Wealth Advisors

WCG Wealth Advisors holds 255 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dbx Etf Tr Xtrackers S&p (SNPE)	3.8	$46M	-11%	961k	47.83	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$38M	+82%	73k	525.72	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	3.2	$38M	-17%	957k	39.53	View chart
Apple (AAPL)	2.5	$30M	-23%	175k	171.48	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.5	$30M	+7%	333k	89.50	View chart
Microsoft Corporation (MSFT)	2.4	$29M	-27%	68k	420.72	View chart
Hartford Funds Exchange Traded Total Rtrn Etf Total Rtrn Etf (HTRB)	2.2	$27M	-14%	786k	33.74	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	2.1	$25M	-16%	421k	60.42	View chart
PIMCO Intermediate Mun Bond Strat Fund (MUNI)	2.0	$24M	-13%	459k	52.47	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.0	$24M		248k	94.66	View chart
NVIDIA Corporation (NVDA)	1.9	$22M	-22%	25k	903.55	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.8	$22M	-24%	780k	28.00	View chart
Pimco Total Return Etf totl (BOND)	1.8	$21M	-5%	232k	91.86	View chart
Amazon (AMZN)	1.7	$21M	-19%	115k	180.38	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	1.5	$18M	+11%	361k	50.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$18M	-21%	43k	420.52	View chart
Select Sector Spdr Tr Financial (XLF)	1.4	$17M	-19%	403k	42.12	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.4	$16M	+5%	256k	63.74	View chart
J P Morgan Exchange Traded F ultra shrt (JPST)	1.3	$16M	-4%	312k	50.45	View chart
Spdr Index Shares Funds Portfolio Emg Mk Etf Cl A (SPEM)	1.3	$16M	-25%	435k	36.19	View chart
Alphabet Cap Stk Cl C (GOOGL)	1.2	$15M	-27%	98k	150.93	View chart
Ishares Tr Core Total Usd (IUSB)	1.2	$15M	+114%	321k	45.59	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	1.2	$14M	+4%	502k	27.94	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$13M	+10%	143k	93.71	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.1	$13M	+40%	400k	31.61	View chart
Spdr Series Trust S&p 600 Smcp Grw Etf Cl A (SLYG)	1.0	$12M	-26%	142k	87.23	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.0	$12M	-5%	478k	25.28	View chart
Spdr Series Trust S&p 600 Smcp Val Etf S&p 600 Smcp Val (SLYV)	1.0	$12M	-29%	145k	82.97	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	1.0	$12M	-23%	484k	24.67	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.9	$11M	NEW	279k	39.81	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.9	$11M	-26%	353k	30.67	View chart
Meta Platforms Cl A (META)	0.9	$10M	-30%	21k	485.56	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.8	$9.8M	-9%	124k	79.25	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.8	$9.8M	-28%	51k	190.68	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.8	$9.6M	NEW	149k	64.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$9.5M	-29%	175k	54.24	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$9.4M	-23%	45k	208.27	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$9.3M	+44%	56k	164.35	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$8.7M	-7%	142k	61.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$8.6M	-33%	19k	444.02	View chart
Visa Com Cl A (V)	0.7	$8.4M	-44%	30k	279.09	View chart
Spdr Series Trust S&p 400 Mdcp Grw Etf S&p 600 Smcp Val (MDYG)	0.7	$8.4M	-26%	96k	87.29	View chart
First Tr Exchange-traded Nasdq Semcndtr (FTXL)	0.7	$8.3M	-27%	91k	90.54	View chart
Investment Managers Ser Tr Ii Axs Change Finance Esg Etf Axs Change Finan (CHGX)	0.7	$8.2M	+4%	224k	36.68	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.7	$8.2M	-25%	319k	25.69	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.7	$8.0M	-25%	158k	50.74	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.7	$8.0M	-27%	110k	72.96	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.7	$7.9M	+5%	253k	31.07	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.6	$7.8M	-24%	38k	205.08	View chart
Spdr Series Trust S&p 400 Mdcp Val Etf S&p 600 Smcp Val (MDYV)	0.6	$7.7M	-31%	101k	76.00	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.6	$7.7M	-25%	119k	64.54	View chart
Spdr Index Shs Fds Portfolio DEVLPD (SPDW)	0.6	$7.3M		205k	35.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$7.3M	-69%	14k	523.09	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$6.6M	+27%	49k	135.06	View chart
JPMorgan Chase & Co. (JPM)	0.6	$6.6M	-21%	33k	200.31	View chart
Ea Ser Freedom 100 Em (FRDM)	0.6	$6.6M	+4%	196k	33.73	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.5	$6.5M	+8%	294k	21.97	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$6.1M	+201%	112k	54.40	View chart
Exxon Mobil Corporation (XOM)	0.5	$6.0M	+3%	51k	116.23	View chart
Mastercard Incorporated Cl A (MA)	0.5	$5.8M	-29%	12k	481.56	View chart
Oracle Corporation (ORCL)	0.5	$5.6M	-33%	45k	125.62	View chart
Wal-Mart Stores (WMT)	0.5	$5.6M	+175%	92k	60.17	View chart
Charles Schwab Corporation (SCHW)	0.5	$5.4M	-24%	75k	72.34	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.4	$5.2M	-2%	126k	41.59	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$5.1M	+4%	89k	57.96	View chart
Franklin Templeton Etf Tr Franklin Asia (FLAX)	0.4	$5.0M	+5%	228k	21.76	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$4.7M	+81%	51k	92.42	View chart
Procter & Gamble Company (PG)	0.4	$4.5M	-30%	28k	162.25	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.4	$4.4M	-11%	79k	55.23	View chart
Iqvia Holdings (IQV)	0.4	$4.4M	-25%	17k	252.88	View chart
Advanced Micro Devices (AMD)	0.4	$4.3M	-12%	24k	180.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$4.0M	-21%	29k	136.06	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$3.9M	+98%	38k	103.80	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$3.7M	+70%	83k	45.31	View chart
Walt Disney Company (DIS)	0.3	$3.7M	-24%	30k	122.35	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$3.7M	-3%	86k	43.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$3.7M	-33%	14k	259.92	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.3	$3.5M	-27%	71k	49.70	View chart
Tesla Sponsored Ads (TSLA)	0.3	$3.5M	-16%	20k	175.78	View chart
salesforce (CRM)	0.3	$3.4M	-30%	11k	301.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$3.4M	-11%	22k	152.25	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$3.4M	+19%	66k	51.59	View chart
CarMax (KMX)	0.3	$3.4M	-19%	39k	87.11	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$3.3M	+237%	35k	94.62	View chart
AFLAC Incorporated (AFL)	0.3	$3.3M	+3%	39k	85.87	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$3.3M	+372%	55k	60.75	View chart
Comcast Corporation (CMCSA)	0.3	$3.2M	-10%	74k	43.35	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.3	$3.2M	+378%	63k	50.69	View chart
Chevron Corporation (CVX)	0.3	$3.2M	-28%	20k	157.74	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$3.0M	+34%	26k	114.97	View chart
Coinbase Global Com Cl A (COIN)	0.2	$3.0M	NEW	11k	265.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.0M	-20%	16k	182.60	View chart
Philip Morris International (PM)	0.2	$3.0M	-24%	32k	91.62	View chart
Evergy (EVRG)	0.2	$2.9M	-9%	54k	53.39	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$2.9M	+55%	18k	155.84	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$2.9M	-3%	38k	76.27	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.2	$2.8M	+18%	53k	53.46	View chart
Pepsi (PEP)	0.2	$2.7M	-26%	15k	174.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.6M	NEW	31k	84.44	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$2.6M		24k	110.22	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.6M	+6%	39k	65.87	View chart
Starbucks Corporation (SBUX)	0.2	$2.6M	+20%	28k	91.39	View chart
Qualcomm (QCOM)	0.2	$2.6M	-29%	15k	169.30	View chart
Wells Fargo & Company (WFC)	0.2	$2.5M	-22%	43k	57.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.5M	-8%	14k	179.08	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$2.5M	+21%	42k	58.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.4M	-8%	29k	83.59	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$2.4M	-4%	27k	89.89	View chart
Oneok (OKE)	0.2	$2.4M		30k	80.16	View chart
Bank of America Corporation (BAC)	0.2	$2.4M	-21%	63k	37.92	View chart
ConocoPhillips (COP)	0.2	$2.3M	-16%	18k	127.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.3M	-41%	31k	74.23	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$2.3M	-5%	54k	42.22	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.2	$2.2M	+8%	55k	40.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.2M		20k	110.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.2M	-59%	12k	182.67	View chart
Fs Kkr Capital Corp (FSK)	0.2	$2.2M	-8%	115k	19.07	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.2	$2.1M	-6%	29k	73.15	View chart
J P Morgan Exchange Traded Municipal Etf (JMUB)	0.2	$2.1M		41k	50.75	View chart
Analog Devices (ADI)	0.2	$2.1M	-25%	10k	197.80	View chart
Abbvie (ABBV)	0.2	$2.1M	-17%	11k	182.11	View chart
Spdr Ser Tr Spdr Tr Tactic/spdr Msci Usa Ge (SHE)	0.2	$2.0M	-6%	19k	105.87	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$2.0M	+3%	18k	114.58	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$2.0M	-27%	12k	164.04	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.2	$1.9M	-9%	32k	59.52	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$1.9M	+13%	38k	50.10	View chart
eBay (EBAY)	0.2	$1.9M	-22%	35k	52.78	View chart
Diageo Spon Adr New (DEO)	0.2	$1.9M	NEW	13k	148.78	View chart
CVS Caremark Corporation (CVS)	0.2	$1.9M	-18%	23k	79.75	View chart
Novartis Sponsored Adr (NVS)	0.2	$1.9M	-30%	19k	96.75	View chart
Medtronic SHS (MDT)	0.2	$1.8M	+22%	21k	87.14	View chart
Cisco Systems (CSCO)	0.1	$1.8M	-27%	36k	49.90	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$1.8M	+57%	19k	93.14	View chart
Merck & Co (MRK)	0.1	$1.8M	-23%	13k	131.96	View chart
Johnson & Johnson (JNJ)	0.1	$1.7M	-32%	11k	158.17	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.7M	+2%	52k	31.96	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$1.7M	+303%	43k	38.46	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.6M		16k	100.56	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$1.6M	+17%	40k	41.24	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$1.6M	+2%	52k	31.10	View chart
Managed Portfolio Series Ecofin Gbl Water (EBLU)	0.1	$1.6M		34k	46.71	View chart
Unilever Spon Adr New (UL)	0.1	$1.6M	-28%	31k	50.19	View chart
Ares Capital Corporation (ARCC)	0.1	$1.6M		75k	20.82	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.1	$1.6M	-3%	11k	140.54	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.5M	-12%	30k	50.07	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$1.5M		21k	69.82	View chart
Sanofi Sponsored Adr (SNY)	0.1	$1.5M	-28%	31k	48.60	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.1	$1.5M	+3%	17k	84.96	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.4M	-22%	25k	57.64	View chart
Proshares Tr Short Qqq New (PSQ)	0.1	$1.4M	-4%	164k	8.76	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$1.4M	+11%	31k	46.57	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.4M	-4%	17k	85.67	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$1.4M	-11%	22k	64.15	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.4M	+57%	33k	43.37	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.4M	+8%	11k	128.39	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.4M	+21%	33k	42.01	View chart
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)	0.1	$1.4M	+11%	15k	94.07	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$1.3M	-5%	10k	131.21	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.3M	NEW	23k	57.56	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$1.3M		30k	44.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.3M	-8%	21k	62.34	View chart
Global X Msci Nxt Emrng (QYLD)	0.1	$1.3M		73k	17.91	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$1.3M	-75%	27k	47.73	View chart
Verizon Communications (VZ)	0.1	$1.3M	-5%	31k	41.97	View chart
Morgan Stanley Com New (MS)	0.1	$1.3M	-12%	14k	94.13	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$1.3M	+55%	44k	28.80	View chart
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)	0.1	$1.2M	+6%	25k	50.16	View chart
Coca-Cola Company (KO)	0.1	$1.2M	+5%	20k	61.16	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.1	$1.2M		36k	34.21	View chart
Advisorshares Tr Ranger Equity Be (HDGE)	0.1	$1.2M	-5%	62k	19.60	View chart
Wp Carey (WPC)	0.1	$1.2M		21k	56.45	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$1.2M	+54%	22k	52.83	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.1	$1.2M	+7%	34k	34.69	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$1.1M		20k	56.16	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.1M		19k	56.59	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.1M	-27%	14k	80.65	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.1M	-8%	20k	53.33	View chart
Red Rock Resorts Cl A (RRR)	0.1	$1.1M	-56%	18k	59.80	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$1.1M	NEW	25k	42.97	View chart
Intel Corporation (INTC)	0.1	$1.1M	-30%	24k	44.17	View chart
Ishares Tr U.s. Med Dvc Etf/esg Awr Us Agrgt (EAGG)	0.1	$1.0M	+14%	22k	47.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.0M		24k	41.77	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$961k	-44%	42k	22.77	View chart
Spdr High Spdr Tr Tactic (SPHY)	0.1	$955k		41k	23.47	View chart
Ishares Tr Cybersecurity (IHAK)	0.1	$947k	+101%	20k	46.85	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$939k	NEW	21k	44.42	View chart
Corteva (CTVA)	0.1	$931k	-11%	16k	57.68	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.1	$930k	+16%	16k	57.26	View chart
Invesco Currencyshares Japan Japanese Yen (FXY)	0.1	$926k		15k	61.21	View chart
At&t (T)	0.1	$922k	-17%	52k	17.60	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$894k	NEW	17k	51.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$878k	-16%	12k	72.60	View chart
Commerce Bancshares (CBSH)	0.1	$873k	-17%	16k	53.18	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$868k		146k	5.93	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.1	$851k	+53%	31k	27.95	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$829k	+54%	26k	31.99	View chart
General Motors Company (GM)	0.1	$818k	NEW	18k	45.34	View chart
Enterprise Products Partners (EPD)	0.1	$811k	-16%	28k	29.18	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$804k	NEW	13k	61.87	View chart
Bristol Myers Squibb (BMY)	0.1	$779k	+7%	14k	54.26	View chart
Pfizer (PFE)	0.1	$778k	+2%	28k	27.73	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$750k		49k	15.38	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$743k	NEW	15k	50.71	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$740k	+6%	26k	28.16	View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV)	0.1	$733k		16k	45.82	View chart
Altria (MO)	0.1	$694k	-4%	16k	43.64	View chart
Global X Us Pfd Etf (PFFD)	0.1	$655k	+12%	33k	20.17	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$630k	-3%	13k	47.45	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$615k		17k	35.68	View chart
Indexiq Etf Tr Candriam Us Larg (IQSU)	0.0	$578k		13k	44.33	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$571k	+30%	16k	34.80	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.0	$562k	-8%	20k	27.97	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$550k	-7%	11k	50.57	View chart
Exelon Corporation (EXC)	0.0	$546k		15k	37.58	View chart
Jd.com Spon Adr Cl A (JD)	0.0	$546k	NEW	20k	27.38	View chart
Nuveen Muni Value Fund (NUV)	0.0	$530k		61k	8.71	View chart
Gaming & Leisure Pptys (GLPI)	0.0	$519k		11k	46.05	View chart
Alliant Energy Corporation (LNT)	0.0	$505k		10k	50.40	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.0	$503k		13k	38.72	View chart
J P Morgan Exchange Traded F High Yld Resrch (BBHY)	0.0	$501k		11k	46.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$487k	+5%	11k	44.03	View chart
Cameco Corporation (CCJ)	0.0	$484k	-14%	11k	43.28	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$484k		17k	29.04	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.0	$473k	+16%	13k	35.63	View chart
Innovator Etfs Tr Us Eqty Ultra B (UOCT)	0.0	$471k		14k	33.58	View chart
Ishares Tr Blockchain & Tec (IBLC)	0.0	$458k	+7%	15k	31.36	View chart
Manulife Finl Corp (MFC)	0.0	$453k	-3%	18k	24.96	View chart
Williams Companies (WMB)	0.0	$442k	+9%	11k	38.98	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)	0.0	$423k		11k	37.50	View chart
Sprott Com New (SII)	0.0	$414k		11k	36.96	View chart
Ishares Tr Esg Scrnd S&p500 (XVV)	0.0	$408k		10k	40.30	View chart
BP Sponsored Adr (BP)	0.0	$404k	-22%	11k	37.69	View chart
Ford Motor Company (F)	0.0	$386k	-82%	29k	13.30	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$383k	-2%	10k	36.71	View chart
Enbridge (ENB)	0.0	$381k	-10%	11k	36.20	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$377k	NEW	10k	36.58	View chart
Ishares Tr Robotics Artif (IRBO)	0.0	$374k	NEW	11k	34.33	View chart
Toast Cl A (TOST)	0.0	$373k	-44%	15k	24.95	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.0	$366k	+16%	12k	29.79	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.0	$362k	NEW	12k	30.13	View chart
Fidelity Covington Trust Cloud Computng (FCLD)	0.0	$335k	NEW	13k	25.26	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Fd (BUFQ)	0.0	$329k	NEW	12k	28.36	View chart
Global X Fds Global X Silver (SIL)	0.0	$315k		12k	27.44	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$314k	+15%	14k	23.00	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$292k	NEW	11k	26.79	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$282k	NEW	20k	13.86	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.0	$281k	NEW	15k	18.80	View chart
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)	0.0	$280k		14k	19.72	View chart
Ishares Trust U.s. Med Dvc Etf (SUSB)	0.0	$280k	+6%	12k	24.45	View chart
First Tr Exchange-traded Cboe Vest Rising (RDVI)	0.0	$277k	-10%	11k	24.50	View chart
Starwood Property Trust (STWD)	0.0	$271k	-2%	13k	20.33	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$259k	-6%	11k	22.79	View chart
Vaneck Etf Trust Cef Muni Income (XMPT)	0.0	$253k	NEW	12k	21.64	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$234k	-17%	15k	15.72	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$223k		11k	21.15	View chart

Past Filings by WCG Wealth Advisors

SEC 13F filings are viewable for WCG Wealth Advisors going back to 2022

WCG Wealth Advisors 2024 Q1 filed May 13, 2024
WCG Wealth Advisors 2023 Q4 filed Feb. 8, 2024
WCG Wealth Advisors 2023 Q3 filed Nov. 13, 2023
WCG Wealth Advisors 2023 Q2 filed Aug. 14, 2023
WCG Wealth Advisors 2023 Q1 filed May 15, 2023
WCG Wealth Advisors 2022 Q4 filed Feb. 14, 2023
WCG Wealth Advisors 2022 Q3 filed Nov. 14, 2022
WCG Wealth Advisors 2022 Q2 amended filed Aug. 23, 2022
WCG Wealth Advisors 2022 Q2 filed Aug. 15, 2022

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