Wcg Wealth Advisors LLC
CIK Number: 0001855713
1.32B
Market Value
292
# of Holdings
6 months
Avg. Holding Period
32.32%
Win Rate
42.95%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 201.70 | -1.09% | 189.86K | -4.48% | 47.54M | 176.76 | 3.14% |
| 2 | NVDA | NVIDIA Corporat... | 142.72 | +0.70% | 268.58K | -0.44% | 36.07M | 46.69 | 2.38% |
| 3 | AVUS | Avantis U.S. Eq... | 98.22 | +0.09% | 362.34K | +3.73% | 35.12M | 76.8 | 2.32% |
| 4 | SPHQ | Invesco S&P 500... | 71.02 | -0.52% | 518.16K | +21.86% | 34.73M | 48.2 | 2.30% |
| 5 | HTRB | Hartford Total ... | 33.35 | +0.17% | 972.99K | -0.01% | 32.43M | 33.75 | 2.14% |
| 6 | MSFT | Microsoft Corpo... | 472.59 | +0.47% | 74.63K | +1.44% | 31.46M | 304.71 | 2.08% |
| 7 | IVV | iShares Core S&... | 602.84 | +0.14% | 52.36K | +1.46% | 30.82M | 482.01 | 2.04% |
| 8 | TOTL | SPDR DoubleLine... | 39.52 | +0.14% | 732.17K | +104.58% | 28.84M | 40.34 | 1.91% |
| 9 | AMZN | Amazon.com, Inc... | 217.14 | +1.67% | 118.48K | -5.8% | 25.99M | 132.92 | 1.72% |
| 10 | PYLD | PIMCO ETF Trust... | 26.11 | +0.25% | 989.92K | +10.95% | 25.66M | 25.51 | 1.70% |
| 11 | IEF | iShares 7-10 Ye... | 93.67 | +0.18% | 277.47K | +2.98% | 25.65M | 95.24 | 1.70% |
| 12 | SPLG | SPDR Portfolio ... | 70.57 | +0.14% | 368.48K | +0.64% | 25.4M | 59.45 | 1.68% |
| 13 | MUNI | PIMCO Intermedi... | 50.89 | +0.22% | 472.04K | +1.00% | 24.42M | 50.72 | 1.61% |
| 14 | SNPE | Xtrackers S&P 5... | 53.66 | +0.01% | 448.48K | -1.17% | 23.89M | 34.76 | 1.58% |
| 15 | JGRO | Jpmorgan Active... | 82.42 | -0.1% | 294.35K | +143.89% | 23.85M | 79.19 | 1.58% |
| 16 | RODM | Hartford Multif... | 33.96 | -0.12% | 805.23K | +0.95% | 22.89M | 25.1 | 1.51% |
| 17 | JAVA | JPMorgan Active... | 64.18 | +0.32% | 351.06K | +179.13% | 22.22M | 63.34 | 1.47% |
| 18 | IUSB | iShares Core To... | 45.42 | +0.17% | 478.82K | +4.45% | 21.65M | 45.34 | 1.43% |
| 19 | BRK-B | Berkshire Hatha... | 493.30 | -0.05% | 44.54K | +3.50% | 20.19M | 354.3 | 1.33% |
| 20 | GOOGL | Alphabet Inc. | 176.22 | +1.46% | 102.21K | +3.77% | 19.35M | 117.02 | 1.28% |
| 21 | XLF | Financial Selec... | 51.05 | -0.46% | 384.51K | -1.68% | 18.58M | 32.14 | 1.23% |
| 22 | AVDE | Avantis Interna... | 73.71 | +0.04% | 295.47K | +8.02% | 18.13M | 57.31 | 1.20% |
| 23 | SPEM | SPDR Portfolio ... | 42.28 | +0.75% | 444.33K | +0.85% | 17.05M | 34.69 | 1.13% |
| 24 | XLRE | The Real Estate... | 41.88 | +0.01% | 384.77K | -1.31% | 15.65M | 36.9 | 1.03% |
| 25 | AVUV | Avantis U.S. Sm... | 90.52 | +0.84% | 157.66K | +3.87% | 15.22M | 81.48 | 1.01% |
| 26 | DUHP | Dimensional US ... | 34.90 | -0.27% | 433.32K | +3.27% | 14.64M | 27.91 | 0.97% |
| 27 | SPY | SPDR S&P 500 ET... | 599.95 | +0.13% | 24.72K | -7.96% | 14.49M | 496.7 | 0.96% |
| 28 | META | Meta Platforms,... | 694.76 | -0.42% | 22.72K | +2.43% | 13.3M | 201.74 | 0.88% |
| 29 | JPST | JPMorgan Ultra-... | 50.48 | +0.05% | 257.42K | +8.80% | 12.97M | 50.16 | 0.86% |
| 30 | SLYV | SPDR S&P 600 Sm... | 79.59 | +1.48% | 147.57K | +0.82% | 12.88M | 72.9 | 0.85% |
| 31 | SLYG | SPDR S&P 600 Sm... | 88.28 | +0.68% | 138.84K | +0.77% | 12.54M | 71.56 | 0.83% |
| 32 | QUAL | iShares MSCI US... | 179.90 | -0.28% | 68.99K | +4.54% | 12.29M | 151.28 | 0.81% |
| 33 | HDEF | Xtrackers MSCI ... | 28.99 | -0.03% | 501.7K | +1.45% | 12.19M | 21.29 | 0.81% |
| 34 | IVW | iShares S&P 500... | 105.68 | +0.12% | 119.38K | +0.63% | 12.12M | 91.09 | 0.80% |
| 35 | PAVE | Global X U.S. I... | 42.66 | +0.07% | 299.53K | -4.31% | 12.1M | 39.22 | 0.80% |
| 36 | XLI | Industrial Sele... | 144.88 | -0.03% | 89.55K | -1.28% | 11.8M | 120.56 | 0.78% |
| 37 | SPAB | SPDR Portfolio ... | 25.14 | +0.14% | 469.16K | +1.95% | 11.72M | 24.96 | 0.77% |
| 38 | V | Visa Inc. | 366.93 | -0.89% | 35.95K | +2.82% | 11.36M | 223.41 | 0.75% |
| 39 | SPTL | SPDR Portfolio ... | 25.77 | +0.17% | 396.66K | -29.69% | 10.39M | 28.36 | 0.69% |
| 40 | HYMB | SPDR Nuveen Blo... | 24.59 | +0.47% | 406.05K | +13.04% | 10.39M | 25.18 | 0.69% |
| 41 | IDHQ | Invesco S&P Int... | 32.74 | +0.28% | 358.54K | +2.89% | 10.15M | 26.17 | 0.67% |
| 42 | QQQ | Invesco QQQ Tru... | 531.00 | +0.20% | 19.65K | -2.22% | 10.04M | 363.59 | 0.66% |
| 43 | NUDM | Nuveen ESG Inte... | 35.01 | +0.29% | 325.75K | +6.56% | 9.79M | 27.07 | 0.65% |
| 44 | CHGX | AXS Change Fina... | 25.39 | +0.17% | 256.01K | +1.26% | 9.72M | 28.46 | 0.64% |
| 45 | AVLV | Avantis U.S. La... | 66.94 | -0.09% | 142.46K | -24.69% | 9.51M | 63.81 | 0.63% |
| 46 | IHDG | WisdomTree Inte... | 45.66 | -0.07% | 215.88K | +72.59% | 9.38M | 44.7 | 0.62% |
| 47 | XMHQ | Invesco S&P Mid... | 98.41 | +0.08% | 94.84K | +34.04% | 9.34M | 101.54 | 0.62% |
| 48 | JQUA | JPMorgan U.S. Q... | 59.56 | -0.18% | 162.18K | +0.11% | 9.29M | 56.57 | 0.61% |
| 49 | DYNF | BlackRock U.S. ... | 52.78 | -0.04% | 180.93K | +2.29% | 9.27M | 46.99 | 0.61% |
| 50 | FDN | First Trust Dow... | 260.74 | -0.03% | 37.63K | -1.49% | 9.15M | 161.04 | 0.60% |
| 51 | VTI | Vanguard Total ... | 295.54 | +0.14% | 31.51K | +27.05% | 9.13M | 251.73 | 0.60% |
| 52 | ORCL | Oracle Corporat... | 177.26 | +1.86% | 50.52K | -11.21% | 8.42M | 93.78 | 0.56% |
| 53 | BIL | SPDR Bloomberg ... | 91.52 | +0.02% | 90.54K | +13.86% | 8.28M | 91.47 | 0.55% |
| 54 | PULS | PGIM Ultra Shor... | 49.59 | +0.03% | 166.34K | +27.88% | 8.24M | 49.61 | 0.54% |
| 55 | JPM | JPMorgan Chase ... | 266.89 | +0.44% | 34.03K | +0.79% | 8.16M | 131.9 | 0.54% |
| 56 | MDYV | SPDR S&P 400 Mi... | 78.53 | +0.72% | 100.22K | +0.45% | 8.04M | 61.65 | 0.53% |
| 57 | IYW | iShares U.S. Te... | 164.19 | +0.40% | 50.22K | -2.09% | 8.01M | 115.1 | 0.53% |
| 58 | MDYG | SPDR S&P 400 Mi... | 85.83 | -0.09% | 91.55K | +0.69% | 7.95M | 62.31 | 0.53% |
| 59 | WMT | Walmart Inc. | 97.45 | -0.02% | 87.59K | -10.41% | 7.91M | 54.47 | 0.52% |
| 60 | VGSR | Vert Global Sus... | 10.54 | +0.57% | 781.01K | -1.24% | 7.9M | 9.66 | 0.52% |
| 61 | PRFZ | Invesco FTSE RA... | 40.31 | +0.55% | 187.94K | -1.13% | 7.82M | 37.74 | 0.52% |
| 62 | SMLF | iShares MSCI US... | 66.89 | +0.16% | 113.64K | +4.55% | 7.67M | 66.4 | 0.51% |
| 63 | TSLA | Tesla, Inc. | 308.11 | +4.39% | 18.93K | -3.82% | 7.64M | 235.12 | 0.51% |
| 64 | FRDM | Freedom 100 Eme... | 39.13 | +0.69% | 232.93K | +2.27% | 7.61M | 28.83 | 0.50% |
| 65 | FXD | First Trust Con... | 62.45 | +0.12% | 117.4K | +0.26% | 7.59M | 52.44 | 0.50% |
| 66 | QTEC | First Trust NAS... | 203.75 | +0.88% | 40.09K | -0.32% | 7.55M | 147.15 | 0.50% |
| 67 | FXR | First Trust Ind... | 73.17 | +0.47% | 99.73K | -0.65% | 7.46M | 49.06 | 0.49% |
| 68 | EFV | iShares MSCI EA... | 64.16 | +0.02% | 140.93K | +3.57% | 7.4M | 55.29 | 0.49% |
| 69 | NUSC | Nuveen ESG Smal... | 40.51 | +0.47% | 175.75K | +5.99% | 7.36M | 35.37 | 0.49% |
| 70 | EFG | iShares MSCI EA... | 111.24 | -0.01% | 74.91K | +3.20% | 7.25M | 100.41 | 0.48% |
| 71 | XLP | Consumer Staple... | 81.61 | -0.09% | 91.98K | +1.60% | 7.23M | 82.93 | 0.48% |
| 72 | MA | Mastercard Inco... | 584.58 | -0.94% | 13.23K | +3.20% | 6.97M | 352.87 | 0.46% |
| 73 | JMST | JPMorgan Ultra-... | 50.77 | +0.01% | 137.07K | +0.34% | 6.95M | 50.63 | 0.46% |
| 74 | NUBD | Nuveen ESG U.S.... | 21.86 | +0.09% | 306.08K | +8.47% | 6.67M | 22.39 | 0.44% |
| 75 | FXO | First Trust Fin... | 54.23 | -0.65% | 121.25K | +100.00% | 6.56M | 54.13 | 0.43% |
| 76 | USFR | WisdomTree Floa... | 50.37 | 0.00% | 126.79K | +128.89% | 6.38M | 50.31 | 0.42% |
| 77 | SCHW | The Charles Sch... | 88.26 | +0.01% | 84.85K | +6.10% | 6.28M | 61.47 | 0.41% |
| 78 | MBB | iShares MBS ETF | 91.95 | +0.22% | 65.26K | +3.97% | 5.98M | 92.92 | 0.40% |
| 79 | AVEM | Avantis Emergin... | 67.12 | +0.83% | 101.75K | +8.46% | 5.98M | 54.2 | 0.40% |
| 80 | ZROZ | PIMCO 25+ Year ... | 64.14 | -0.19% | 84.71K | -39.79% | 5.81M | 72.66 | 0.38% |
| 81 | BAR | GraniteShares G... | 32.80 | +0.43% | 222.74K | +2.96% | 5.77M | 25.97 | 0.38% |
| 82 | XOM | Exxon Mobil Cor... | 105.10 | +0.80% | 51.63K | +0.26% | 5.55M | 105.89 | 0.37% |
| 83 | TSM | Taiwan Semicond... | 207.12 | +0.94% | 27.59K | -5.68% | 5.45M | 84.4 | 0.36% |
| 84 | VOO | Vanguard 500 In... | 551.51 | +0.15% | 10.11K | -3.28% | 5.45M | 501.28 | 0.36% |
| 85 | GOOG | Alphabet Inc. | 177.75 | +1.62% | 28.35K | +0.79% | 5.4M | 138.66 | 0.36% |
| 86 | CRM | Salesforce, Inc... | 272.49 | -0.74% | 15.95K | +4.03% | 5.33M | 229.09 | 0.35% |
| 87 | IVE | iShares S&P 500... | 191.97 | +0.33% | 26.77K | +2.26% | 5.11M | 182.03 | 0.34% |
| 88 | OKE | ONEOK, Inc. | 81.12 | -0.73% | 49.66K | +13.49% | 4.99M | 76.43 | 0.33% |
| 89 | SFLR | Innovator Equit... | 32.88 | +0.01% | 147.09K | +100.00% | 4.8M | 32.65 | 0.32% |
| 90 | BAC | Bank of America... | 44.94 | -0.07% | 108.49K | +4.37% | 4.77M | 32.75 | 0.32% |
| 91 | PG | The Procter & G... | 162.63 | -0.84% | 28.29K | +0.30% | 4.74M | 146.55 | 0.31% |
| 92 | QFLR | Innovator Nasda... | 29.07 | +0.17% | 159.92K | +100.00% | 4.68M | 29.24 | 0.31% |
| 93 | HD | The Home Depot,... | 365.19 | -0.58% | 11.8K | +2.27% | 4.59M | 339.29 | 0.30% |
| 94 | FDVV | Fidelity High D... | 51.07 | +0.13% | 88.97K | +3.81% | 4.44M | 42.35 | 0.29% |
| 95 | QQQM | Invesco NASDAQ ... | 218.63 | +0.22% | 20.77K | -28.56% | 4.37M | 178.52 | 0.29% |
| 96 | PM | Philip Morris I... | 180.76 | -0.53% | 35.6K | +4.64% | 4.29M | 98.56 | 0.28% |
| 97 | IJH | iShares Core S&... | 61.29 | +0.33% | 67.91K | -3.15% | 4.23M | 54.11 | 0.28% |
| 98 | DBEF | Xtrackers MSCI ... | 45.40 | -0.13% | 101.71K | +136.20% | 4.21M | 41.66 | 0.28% |
| 99 | DIS | The Walt Disney... | 115.84 | +1.70% | 36.65K | +7.67% | 4.08M | 93.21 | 0.27% |
| 100 | FTEC | Fidelity MSCI I... | 187.21 | +0.41% | 21.99K | +3.39% | 4.07M | 152.56 | 0.27% |
| 101 | EMXC | iShares MSCI Em... | 61.40 | +0.75% | 71.25K | +3.71% | 3.95M | 59.07 | 0.26% |
| 102 | KMX | CarMax, Inc. | 67.22 | +2.30% | 46.79K | +5.25% | 3.83M | 84.52 | 0.25% |
| 103 | DEM | WisdomTree Emer... | 44.76 | +0.46% | 93.37K | +537.66% | 3.78M | 41.04 | 0.25% |
| 104 | CVLC | Calvert US Larg... | 74.43 | +0.29% | 50.53K | +0.87% | 3.71M | 68.04 | 0.24% |
| 105 | IQV | IQVIA Holdings ... | 154.17 | +1.21% | 17.45K | +1.70% | 3.43M | 212.92 | 0.23% |
| 106 | WFC | Wells Fargo & C... | 76.45 | +0.16% | 47.63K | +3.17% | 3.35M | 42.38 | 0.22% |
| 107 | OMFL | Invesco Russell... | 56.82 | -0.33% | 59.84K | -7.6% | 3.25M | 45.09 | 0.21% |
| 108 | SBUX | Starbucks Corpo... | 90.68 | +1.16% | 34.92K | -5.5% | 3.19M | 90.61 | 0.21% |
| 109 | ADI | Analog Devices,... | 227.75 | +2.47% | 14.52K | +6.51% | 3.08M | 189.46 | 0.20% |
| 110 | PEP | PepsiCo, Inc. | 129.99 | -0.03% | 20.14K | +2.39% | 3.06M | 167.93 | 0.20% |
| 111 | SCHD | Schwab U.S. Div... | 26.66 | +0.47% | 110.6K | +172.58% | 3.02M | 26.47 | 0.20% |
| 112 | NULG | Nuveen ESG Larg... | 90.65 | -0.06% | 34.58K | +2.61% | 2.97M | 62.73 | 0.20% |
| 113 | COIN | Coinbase Global... | 256.78 | +2.19% | 11.94K | -11.35% | 2.96M | 238.12 | 0.20% |
| 114 | CMCSA | Comcast Corpora... | 34.60 | -0.29% | 78.58K | +1.80% | 2.95M | 39.3 | 0.19% |
| 115 | FLAX | Franklin FTSE A... | 25.54 | +0.91% | 125.4K | -47.37% | 2.85M | 20.59 | 0.19% |
| 116 | SPYV | SPDR Portfolio ... | 51.48 | +0.17% | 55.63K | -10.36% | 2.85M | 45.1 | 0.19% |
| 117 | BINC | Blackrock Etf T... | 52.23 | +0.11% | 54.59K | +4.71% | 2.84M | 52.48 | 0.19% |
| 118 | SPSM | SPDR Portfolio ... | 42.45 | +1.13% | 63.02K | -10.77% | 2.83M | 36.41 | 0.19% |
| 119 | SPLV | Invesco S&P 500... | 72.58 | -0.5% | 39.47K | -2.52% | 2.76M | 59.4 | 0.18% |
| 120 | PANW | Palo Alto Netwo... | 196.34 | -1.63% | 14.76K | +100.00% | 2.69M | 181.96 | 0.18% |
| 121 | EBAY | eBay Inc. | 79.42 | +1.03% | 42.98K | +5.67% | 2.66M | 44.08 | 0.18% |
| 122 | IHI | iShares U.S. Me... | 61.31 | -1.24% | 45.35K | +1.02% | 2.65M | 51.14 | 0.17% |
| 123 | CSCO | Cisco Systems, ... | 65.93 | -0.2% | 43.41K | +2.15% | 2.57M | 50.65 | 0.17% |
| 124 | AVLC | American Centur... | 69.08 | +0.16% | 38.04K | +1.82% | 2.57M | 66.05 | 0.17% |
| 125 | VYM | Vanguard High D... | 130.50 | +0.05% | 20.09K | +8.76% | 2.56M | 119.43 | 0.17% |
| 126 | UL | Unilever PLC | 62.72 | -0.48% | 45.09K | +27.57% | 2.56M | 50.06 | 0.17% |
| 127 | DFAC | Dimensional U.S... | 34.99 | +0.16% | 73.17K | -9.64% | 2.53M | 28.63 | 0.17% |
| 128 | DEO | Diageo plc | 107.21 | +1.98% | 19.79K | +3.35% | 2.52M | 139.71 | 0.17% |
| 129 | CHKP | Check Point Sof... | 227.67 | -2.48% | 13.47K | +6.43% | 2.52M | 137.99 | 0.17% |
| 130 | TLT | iShares 20+ Yea... | 85.45 | +0.12% | 28.76K | +3.91% | 2.51M | 94.16 | 0.17% |
| 131 | TCAF | T. Rowe Price E... | 34.31 | +0.32% | 75.53K | +17.69% | 2.51M | 31.97 | 0.17% |
| 132 | HDV | iShares Core Hi... | 116.64 | 0.00% | 22.32K | -3.49% | 2.5M | 91.29 | 0.17% |
| 133 | XLK | Technology Sele... | 239.64 | +0.54% | 10.7K | -11.22% | 2.49M | 171.34 | 0.16% |
| 134 | IWD | iShares Russell... | 190.90 | +0.07% | 13.37K | +0.33% | 2.48M | 151.93 | 0.16% |
| 135 | DGRO | iShares Core Di... | 62.80 | -0.04% | 40.19K | -6.22% | 2.46M | 57.78 | 0.16% |
| 136 | IJR | iShares Core S&... | 108.88 | +1.12% | 21.37K | +0.22% | 2.46M | 96.04 | 0.16% |
| 137 | QCOM | QUALCOMM Incorp... | 155.40 | +4.13% | 15.81K | -0.19% | 2.43M | 126.21 | 0.16% |
| 138 | COR | Cencora, Inc. | 284.08 | -1.68% | 10.71K | +4.90% | 2.4M | 188.97 | 0.16% |
| 139 | IEMG | iShares Core MS... | 58.95 | +0.80% | 44.55K | +2.46% | 2.33M | 49.7 | 0.15% |
| 140 | IEFA | iShares Core MS... | 83.44 | +0.03% | 32.92K | -12.56% | 2.31M | 72.26 | 0.15% |
| 141 | MDT | Medtronic plc | 87.52 | +0.09% | 28.38K | +24.61% | 2.27M | 81.99 | 0.15% |
| 142 | SGOL | abrdn Physical ... | 31.73 | +0.41% | 89.89K | +0.69% | 2.25M | 22.44 | 0.15% |
| 143 | SPYG | SPDR Portfolio ... | 91.52 | +0.09% | 25.1K | -11.5% | 2.21M | 59.79 | 0.15% |
| 144 | FBCG | Fidelity Blue C... | 46.09 | +0.12% | 46.11K | +2.98% | 2.13M | 37.73 | 0.14% |
| 145 | AVGE | Avantis All Equ... | 76.42 | +0.39% | 28.77K | +34.12% | 2.08M | 62.36 | 0.14% |
| 146 | COP | ConocoPhillips | 88.12 | +1.03% | 20.64K | +5.56% | 2.05M | 106.27 | 0.14% |
| 147 | IXJ | iShares Global ... | 86.81 | -0.01% | 23.17K | +3.38% | 1.99M | 89.88 | 0.13% |
| 148 | NVS | Novartis AG | 118.02 | +0.03% | 20.36K | +5.66% | 1.98M | 84.75 | 0.13% |
| 149 | FTSM | First Trust Enh... | 59.84 | +0.03% | 32.51K | +1.71% | 1.94M | 59.61 | 0.13% |
| 150 | QYLD | Global X NASDAQ... | 16.59 | +0.15% | 104.95K | +11.87% | 1.91M | 16.75 | 0.13% |