Wcg Wealth Advisors LLC
CIK Number: 0001855713
Main Sectors:
Top Industries:
Filing Date: May 15, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 232.81 | -0.22% | 186.61K | -1.71% | 41.45M | 176.76 | 3.15% | Share |
| 2 | AVUS | Avantis U.S. Eq... | 105.47 | -0.15% | 373.63K | +3.11% | 34.52M | 77.27 | 2.62% | Share |
| 3 | TOTL | SPDR DoubleLine... | 40.08 | -0.25% | 759.36K | +3.71% | 30.59M | 40.34 | 2.32% | Share |
| 4 | HTRB | Hartford Total ... | 33.95 | -0.31% | 815.05K | -16.23% | 27.6M | 33.75 | 2.10% | Share |
| 5 | JGRO | Jpmorgan Active... | 89.85 | +0.07% | 361.29K | +22.74% | 26.66M | 78.19 | 2.03% | Share |
| 6 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 245.33K | -8.66% | 26.59M | 46.69 | 2.02% | Share |
| 7 | JAVA | JPMorgan Active... | 66.69 | -0.16% | 412.63K | +17.54% | 26.22M | 63.37 | 1.99% | Share |
| 8 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 69.5K | -6.88% | 26.09M | 304.71 | 1.98% | Share |
| 9 | IVV | iShares Core S&... | 648.15 | +0.01% | 45.43K | -13.22% | 25.53M | 482.01 | 1.94% | Share |
| 10 | IEF | iShares 7-10 Ye... | 95.42 | -0.32% | 248.24K | -10.53% | 23.67M | 95.24 | 1.80% | Share |
| 11 | PYLD | PIMCO ETF Trust... | 26.57 | -0.02% | 893.48K | -9.74% | 23.54M | 25.51 | 1.79% | Share |
| 12 | RODM | Hartford Multif... | 34.97 | -0.2% | 693.42K | -13.89% | 21.49M | 25.1 | 1.63% | Share |
| 13 | MUNI | PIMCO Intermedi... | 51.33 | -0.1% | 415.86K | -11.9% | 21.44M | 50.72 | 1.63% | Share |
| 14 | SPLG | SPDR Portfolio ... | 75.87 | +0.01% | 309.52K | -16% | 20.35M | 59.45 | 1.55% | Share |
| 15 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 106.77K | -9.88% | 20.31M | 132.92 | 1.54% | Share |
| 16 | AVDE | Avantis Interna... | 76.63 | -0.18% | 303.01K | +2.55% | 20.08M | 57.53 | 1.53% | Share |
| 17 | IUSB | iShares Core To... | 46.20 | -0.26% | 411.57K | -14.04% | 18.96M | 45.34 | 1.44% | Share |
| 18 | SNPE | Xtrackers S&P 5... | 58.07 | -0.05% | 369.6K | -17.59% | 18.64M | 34.76 | 1.42% | Share |
| 19 | XLF | Financial Selec... | 53.01 | +0.47% | 329.58K | -14.29% | 16.42M | 32.14 | 1.25% | Share |
| 20 | SPEM | SPDR Portfolio ... | 44.19 | -1.14% | 385.2K | -13.31% | 15.17M | 34.69 | 1.15% | Share |
| 21 | DUHP | Dimensional US ... | 36.86 | -0.22% | 452K | +4.31% | 14.98M | 28.13 | 1.14% | Share |
| 22 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 95.77K | -6.3% | 14.81M | 117.02 | 1.13% | Share |
| 23 | CRTC | Dbx Etf Trust -... | 35.15 | -0.21% | 491.54K | +100.00% | 14.69M | 29.89 | 1.12% | Share |
| 24 | AVUV | Avantis U.S. Sm... | 96.21 | -1.16% | 161.98K | +2.74% | 14.12M | 81.63 | 1.07% | Share |
| 25 | XLRE | The Real Estate... | 41.05 | -0.71% | 332.49K | -13.59% | 13.91M | 36.9 | 1.06% | Share |
| 26 | SPHQ | Invesco S&P 500... | 72.51 | -0.6% | 193.08K | -62.74% | 12.81M | 48.2 | 0.97% | Share |
| 27 | META | Meta Platforms,... | 781.96 | +0.24% | 20.28K | -10.75% | 11.69M | 201.74 | 0.89% | Share |
| 28 | HDEF | Xtrackers MSCI ... | 29.82 | +0.12% | 430.05K | -14.28% | 11.67M | 21.29 | 0.89% | Share |
| 29 | IHDG | WisdomTree Inte... | 45.23 | +0.30% | 267.06K | +23.71% | 11.59M | 44.45 | 0.88% | Share |
| 30 | V | Visa Inc. | 345.40 | +0.83% | 32.72K | -8.98% | 11.47M | 223.41 | 0.87% | Share |
| 31 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 223.27K | -13.27% | 11.3M | 50.16 | 0.86% | Share |
| 32 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 65.05K | -5.71% | 11.12M | 151.28 | 0.84% | Share |
| 33 | IVW | iShares S&P 500... | 115.82 | +0.14% | 114.14K | -4.39% | 10.6M | 91.09 | 0.81% | Share |
| 34 | XLI | Industrial Sele... | 151.15 | -0.87% | 80.3K | -10.33% | 10.52M | 120.56 | 0.80% | Share |
| 35 | SPAB | SPDR Portfolio ... | 25.55 | -0.31% | 411.36K | -12.32% | 10.51M | 24.96 | 0.80% | Share |
| 36 | NUDM | Nuveen ESG Inte... | 36.79 | +0.35% | 320.06K | -1.75% | 10.19M | 27.07 | 0.77% | Share |
| 37 | SLYV | SPDR S&P 600 Sm... | 85.33 | -1.11% | 128.42K | -12.98% | 10.07M | 72.9 | 0.77% | Share |
| 38 | SLYG | SPDR S&P 600 Sm... | 92.08 | -1.64% | 120.88K | -12.93% | 10.03M | 71.56 | 0.76% | Share |
| 39 | AVLV | Avantis U.S. La... | 70.85 | -0.21% | 146.6K | +2.90% | 9.56M | 63.85 | 0.73% | Share |
| 40 | PAVE | Global X U.S. I... | 46.42 | -1.45% | 249.93K | -16.56% | 9.43M | 39.22 | 0.72% | Share |
| 41 | IDHQ | Invesco S&P Int... | 32.66 | -0.76% | 313.07K | -12.68% | 9.37M | 26.17 | 0.71% | Share |
| 42 | HYMB | SPDR Nuveen Blo... | 24.21 | -0.33% | 368.43K | -9.27% | 9.29M | 25.18 | 0.71% | Share |
| 43 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 19.66K | +0.07% | 9.22M | 363.66 | 0.70% | Share |
| 44 | XMHQ | Invesco S&P Mid... | 102.82 | -1.25% | 99.15K | +4.55% | 9.08M | 101.1 | 0.69% | Share |
| 45 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 16.1K | -34.89% | 9.01M | 496.7 | 0.68% | Share |
| 46 | CHGX | Stance Sustaina... | 26.65 | -0.41% | 234.87K | -8.26% | 8.65M | 28.46 | 0.66% | Share |
| 47 | BIL | SPDR Bloomberg ... | 91.58 | +0.02% | 88.64K | -2.09% | 8.13M | 91.47 | 0.62% | Share |
| 48 | OKE | ONEOK, Inc. | 74.80 | -0.7% | 81.92K | +64.97% | 8.13M | 85.41 | 0.62% | Share |
| 49 | WMT | Walmart Inc. | 100.84 | -0.15% | 89.45K | +2.13% | 7.85M | 55.16 | 0.60% | Share |
| 50 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 31.87K | -6.35% | 7.82M | 131.9 | 0.59% | Share |
| 51 | FRDM | Freedom 100 Eme... | 42.13 | -0.92% | 223.01K | -4.26% | 7.82M | 28.83 | 0.59% | Share |
| 52 | JQUA | JPMorgan U.S. Q... | 61.52 | -0.57% | 137.56K | -15.18% | 7.77M | 56.57 | 0.59% | Share |
| 53 | SMLF | iShares MSCI US... | 70.93 | -1.25% | 120.53K | +6.07% | 7.49M | 66.16 | 0.57% | Share |
| 54 | USFR | WisdomTree Floa... | 50.40 | +0.01% | 148.78K | +17.34% | 7.49M | 50.32 | 0.57% | Share |
| 55 | VGSR | Vert Global Sus... | 10.35 | -0.96% | 724.92K | -7.18% | 7.35M | 9.66 | 0.56% | Share |
| 56 | IVE | iShares S&P 500... | 202.03 | -0.1% | 37.22K | +39.05% | 7.09M | 184.43 | 0.54% | Share |
| 57 | VTI | Vanguard Total ... | 317.25 | -0.13% | 25.63K | -18.67% | 7.04M | 251.73 | 0.54% | Share |
| 58 | MA | Mastercard Inco... | 583.65 | +0.99% | 12.83K | -3% | 7.03M | 352.87 | 0.53% | Share |
| 59 | NUBD | Nuveen ESG U.S.... | 22.20 | -0.22% | 313.22K | +2.33% | 6.95M | 22.39 | 0.53% | Share |
| 60 | MDYV | SPDR S&P 400 Mi... | 81.80 | -1.1% | 88.7K | -11.49% | 6.83M | 61.65 | 0.52% | Share |
| 61 | FDN | First Trust Dow... | 271.14 | -0.22% | 30.7K | -18.41% | 6.82M | 161.04 | 0.52% | Share |
| 62 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 48.1K | -4.21% | 6.76M | 115.1 | 0.51% | Share |
| 63 | XLP | Consumer Staple... | 81.89 | -0.9% | 80.25K | -12.76% | 6.55M | 82.93 | 0.50% | Share |
| 64 | NUSC | Nuveen ESG Smal... | 42.15 | -1.29% | 170K | -3.28% | 6.52M | 35.37 | 0.50% | Share |
| 65 | MDYG | SPDR S&P 400 Mi... | 89.33 | -1.46% | 81.56K | -10.9% | 6.48M | 62.31 | 0.49% | Share |
| 66 | AVEM | Avantis Emergin... | 71.01 | -1.1% | 104.74K | +2.94% | 6.3M | 54.37 | 0.48% | Share |
| 67 | SCHW | The Charles Sch... | 97.75 | +2.26% | 80.47K | -5.16% | 6.3M | 61.47 | 0.48% | Share |
| 68 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 44.04K | -12.83% | 6.16M | 93.78 | 0.47% | Share |
| 69 | JMST | JPMorgan Ultra-... | 50.98 | -0.01% | 119.86K | -12.56% | 6.09M | 50.63 | 0.46% | Share |
| 70 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 103.26K | -26.73% | 6.09M | 55.29 | 0.46% | Share |
| 71 | PRFZ | Invesco FTSE RA... | 43.17 | -1.19% | 160.35K | -14.68% | 6.07M | 37.74 | 0.46% | Share |
| 72 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 49.65K | -3.82% | 5.91M | 105.89 | 0.45% | Share |
| 73 | FXR | First Trust Ind... | 78.58 | -1.38% | 84.36K | -15.41% | 5.88M | 49.06 | 0.45% | Share |
| 74 | OWNS | Impact Shares A... | 17.27 | -0.09% | 342.44K | +1.40% | 5.87M | 16.75 | 0.45% | Share |
| 75 | QTEC | First Trust NAS... | 214.90 | -0.78% | 33.3K | -16.94% | 5.78M | 147.15 | 0.44% | Share |
| 76 | FXD | First Trust Con... | 66.88 | -1.11% | 96.9K | -17.47% | 5.61M | 52.44 | 0.43% | Share |
| 77 | FXO | First Trust Fin... | 58.30 | +0.11% | 104.47K | -13.84% | 5.54M | 54.13 | 0.42% | Share |
| 78 | ZROZ | PIMCO 25+ Year ... | 64.94 | -1.2% | 76.63K | -9.54% | 5.49M | 72.66 | 0.42% | Share |
| 79 | PM | Philip Morris I... | 165.25 | -0.38% | 32.38K | -9.04% | 5.14M | 98.56 | 0.39% | Share |
| 80 | UCON | First Trust TCW... | 24.95 | -0.16% | 206.98K | +100.00% | 5.12M | 24.75 | 0.39% | Share |
| 81 | PG | The Procter & G... | 153.70 | -1.1% | 28K | -1.04% | 4.77M | 146.55 | 0.36% | Share |
| 82 | MBB | iShares MBS ETF | 93.62 | -0.34% | 50.81K | -22.14% | 4.77M | 92.92 | 0.36% | Share |
| 83 | DEM | WisdomTree Emer... | 46.25 | -0.98% | 109.19K | +16.94% | 4.59M | 41.19 | 0.35% | Share |
| 84 | TSM | Taiwan Semicond... | 240.97 | -0.19% | 26.6K | -3.61% | 4.42M | 84.4 | 0.34% | Share |
| 85 | FDVV | Fidelity High D... | 54.78 | -0.09% | 87.98K | -1.11% | 4.36M | 42.35 | 0.33% | Share |
| 86 | FLQM | Franklin U.S. M... | 56.06 | -0.79% | 80.61K | +508.48% | 4.27M | 53.22 | 0.32% | Share |
| 87 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 16.14K | -14.72% | 4.18M | 235.12 | 0.32% | Share |
| 88 | SDVY | First Trust SMI... | 37.27 | -1.27% | 123.58K | +775.58% | 4.14M | 33.22 | 0.31% | Share |
| 89 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 15.34K | -3.84% | 4.12M | 229.09 | 0.31% | Share |
| 90 | HD | The Home Depot,... | 400.32 | -1.68% | 11.2K | -5.08% | 4.11M | 339.29 | 0.31% | Share |
| 91 | BAC | Bank of America... | 47.70 | +0.97% | 95.49K | -11.98% | 3.98M | 32.75 | 0.30% | Share |
| 92 | QQQM | Invesco NASDAQ ... | 238.70 | -0.09% | 20.45K | -1.57% | 3.95M | 178.52 | 0.30% | Share |
| 93 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 24.76K | -12.66% | 3.87M | 138.66 | 0.29% | Share |
| 94 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 64.78K | +139.94% | 3.82M | 49.44 | 0.29% | Share |
| 95 | EFG | iShares MSCI EA... | 111.42 | -0.22% | 38.13K | -49.1% | 3.81M | 100.41 | 0.29% | Share |
| 96 | FTEC | Fidelity MSCI I... | 209.57 | -0.39% | 21.47K | -2.38% | 3.46M | 152.56 | 0.26% | Share |
| 97 | DIS | The Walt Disney... | 116.33 | -0.27% | 34.44K | -6.03% | 3.4M | 93.21 | 0.26% | Share |
| 98 | EMXC | iShares MSCI Em... | 64.37 | -0.91% | 60.75K | -14.74% | 3.35M | 59.07 | 0.25% | Share |
| 99 | TLH | iShares 10-20 Y... | 100.75 | -0.65% | 32.23K | +100.00% | 3.34M | 103.75 | 0.25% | Share |
| 100 | CVLC | Calvert US Larg... | 79.52 | -0.05% | 47.24K | -6.51% | 3.26M | 68.04 | 0.25% | Share |
| 101 | IEMG | iShares Core MS... | 61.97 | -1.17% | 59.23K | +32.95% | 3.2M | 50.76 | 0.24% | Share |
| 102 | ITA | iShares U.S. Ae... | 195.97 | -0.43% | 20.56K | +100.00% | 3.15M | 153.1 | 0.24% | Share |
| 103 | SBUX | Starbucks Corpo... | 93.05 | -1.2% | 32.06K | -8.2% | 3.14M | 90.61 | 0.24% | Share |
| 104 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 43.65K | -8.36% | 3.13M | 42.38 | 0.24% | Share |
| 105 | TCAF | T. Rowe Price E... | 36.99 | +0.07% | 96.27K | +27.46% | 3.11M | 32.04 | 0.24% | Share |
| 106 | OEF | iShares S&P 100... | 320.97 | +0.14% | 11.24K | +100.00% | 3.04M | 270.83 | 0.23% | Share |
| 107 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 19.73K | -2.03% | 2.96M | 167.93 | 0.22% | Share |
| 108 | IQV | IQVIA Holdings ... | 189.40 | -0.44% | 16.5K | -5.42% | 2.91M | 212.92 | 0.22% | Share |
| 109 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 104.03K | -5.94% | 2.91M | 26.47 | 0.22% | Share |
| 110 | VYM | Vanguard High D... | 137.35 | -0.17% | 22.39K | +11.40% | 2.89M | 120.41 | 0.22% | Share |
| 111 | CHKP | Check Point Sof... | 185.24 | -1.53% | 12.63K | -6.26% | 2.88M | 137.99 | 0.22% | Share |
| 112 | ADI | Analog Devices,... | 236.13 | -0.63% | 14.26K | -1.81% | 2.88M | 189.46 | 0.22% | Share |
| 113 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 56.18K | +0.99% | 2.87M | 45.16 | 0.22% | Share |
| 114 | MTUM | iShares MSCI US... | 245.98 | -0.11% | 14.15K | +100.00% | 2.86M | 202.13 | 0.22% | Share |
| 115 | EBAY | eBay Inc. | 98.50 | -2.25% | 41.82K | -2.7% | 2.83M | 44.08 | 0.22% | Share |
| 116 | SPLV | Invesco S&P 500... | 73.55 | -0.65% | 37.44K | -5.16% | 2.8M | 59.4 | 0.21% | Share |
| 117 | SGOL | abrdn Physical ... | 31.82 | -0.64% | 92.52K | +2.92% | 2.76M | 22.65 | 0.21% | Share |
| 118 | CMCSA | Comcast Corpora... | 32.88 | -0.17% | 73.33K | -6.68% | 2.71M | 39.3 | 0.21% | Share |
| 119 | COP | ConocoPhillips | 95.63 | -0.26% | 25.41K | +23.09% | 2.67M | 106.04 | 0.20% | Share |
| 120 | HDV | iShares Core Hi... | 121.12 | -0.41% | 22.02K | -1.34% | 2.67M | 91.29 | 0.20% | Share |
| 121 | IHI | iShares U.S. Me... | 61.60 | -0.31% | 43.93K | -3.12% | 2.64M | 51.14 | 0.20% | Share |
| 122 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 42.74K | -1.55% | 2.64M | 50.65 | 0.20% | Share |
| 123 | FLAX | Franklin FTSE A... | 27.03 | -1.42% | 112.3K | -10.45% | 2.63M | 20.59 | 0.20% | Share |
| 124 | PANW | Palo Alto Netwo... | 173.55 | -1.87% | 15.41K | +4.39% | 2.63M | 181.48 | 0.20% | Share |
| 125 | UL | Unilever PLC | 61.71 | -1.17% | 43.39K | -3.76% | 2.58M | 50.06 | 0.20% | Share |
| 126 | CLIP | Global X Funds ... | 100.22 | +0.01% | 25.12K | +100.00% | 2.52M | 100.44 | 0.19% | Share |
| 127 | NULG | Nuveen ESG Larg... | 97.76 | -0.36% | 32.1K | -7.19% | 2.51M | 62.73 | 0.19% | Share |
| 128 | IWD | iShares Russell... | 198.66 | -0.29% | 13.22K | -1.17% | 2.49M | 151.93 | 0.19% | Share |
| 129 | MDT | Medtronic plc | 91.95 | -1.03% | 27.61K | -2.71% | 2.48M | 81.99 | 0.19% | Share |
| 130 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 72.64K | -0.72% | 2.4M | 28.63 | 0.18% | Share |
| 131 | IJH | iShares Core S&... | 63.85 | -1.31% | 40.42K | -40.48% | 2.36M | 54.11 | 0.18% | Share |
| 132 | AVLC | American Centur... | 74.15 | -0.12% | 36.33K | -4.5% | 2.33M | 66.05 | 0.18% | Share |
| 133 | EPD | Enterprise Prod... | 31.93 | +0.57% | 67.17K | +99.87% | 2.29M | 30.93 | 0.17% | Share |
| 134 | SPTL | SPDR Portfolio ... | 26.27 | -0.77% | 83.46K | -78.96% | 2.28M | 28.36 | 0.17% | Share |
| 135 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 14.35K | -9.24% | 2.2M | 126.21 | 0.17% | Share |
| 136 | QYLD | Global X NASDAQ... | 16.93 | +0.03% | 132.04K | +25.81% | 2.2M | 16.73 | 0.17% | Share |
| 137 | DGRO | iShares Core Di... | 66.23 | -0.14% | 35.52K | -11.61% | 2.19M | 57.78 | 0.17% | Share |
| 138 | OMFL | Invesco Russell... | 59.34 | -0.01% | 39.41K | -34.14% | 2.1M | 45.09 | 0.16% | Share |
| 139 | NVS | Novartis AG | 122.14 | +0.78% | 18.43K | -9.48% | 2.05M | 84.75 | 0.16% | Share |
| 140 | COIN | Coinbase Global... | 324.84 | -0.66% | 11.79K | -1.22% | 2.03M | 238.12 | 0.15% | Share |
| 141 | IJR | iShares Core S&... | 115.17 | -1.4% | 19.36K | -9.37% | 2.03M | 96.04 | 0.15% | Share |
| 142 | LQDH | iShares Interes... | 93.13 | +0.08% | 21.43K | +7.89% | 1.98M | 90.94 | 0.15% | Share |
| 143 | PFE | Pfizer Inc. | 25.11 | -0.22% | 77.54K | +38.20% | 1.96M | 31.81 | 0.15% | Share |
| 144 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 24.2K | -3.6% | 1.94M | 59.79 | 0.15% | Share |
| 145 | DEO | Diageo plc | 110.70 | -0.24% | 18.39K | -7.08% | 1.93M | 139.71 | 0.15% | Share |
| 146 | SNY | Sanofi | 49.04 | +0.62% | 33.58K | -6.81% | 1.86M | 51.52 | 0.14% | Share |
| 147 | RTX | RTX Corporation | 155.06 | -0.42% | 13.95K | -6.62% | 1.85M | 104.25 | 0.14% | Share |
| 148 | AVGE | Avantis All Equ... | 80.36 | -0.79% | 25.44K | -11.55% | 1.81M | 62.36 | 0.14% | Share |
| 149 | BUFR | First Trust Cbo... | 32.73 | +0.02% | 60.88K | +12.57% | 1.81M | 28.27 | 0.14% | Share |
| 150 | FTSM | First Trust Enh... | 59.99 | -0.02% | 29.96K | -7.83% | 1.79M | 59.61 | 0.14% | Share |