WCG Wealth Advisors LLC

Q4 2024 13F Holdings

  • Location
    las vegas, NV
  • Num holdings

    293

  • Value ($000)

    $1,513,249

  • Date Filed
    02/18/2025
  • Form type
    13F-HR
  • CIK
    0001855713
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$47.54M
3 %

189,857

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$36.07M
2 %

268,583

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$35.12M
2 %

362,344

SPHQ
SPHQ

INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY
46137V241
$34.73M
2 %

518,157

HTRB
HTRB

HARTFORD FDS EXCHANGE TRADED

TOTAL RTRN ETF
41653L305
$32.43M
2 %

972,991

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$31.46M
2 %

74,631

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$30.82M
2 %

52,357

TOTL
TOTL

SSGA ACTIVE ETF TR

SPDR TR TACTIC
78467V848
$28.84M
2 %

732,171

AMZN
AMZN

AMAZON COM INC

COM
023135106
$25.99M
2 %

118,480

PYLD
PYLD

PIMCO ETF TR

MULTISECTOR BD
72201R585
$25.66M
2 %

989,924

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