WCG Wealth Advisors LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    las vegas, NV
  • CIK
    0001855713
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

293

$1.51B
AAPL, NVDA, AVUS, SPHQ
13F-HR
Feb 18, 2025
000185571325000003

307

$1.48M
AAPL, HTRB, AVUS, NVDA
13F-HR
Nov 13, 2024
000185571324000007

275

$1.35M
AAPL, HTRB, NVDA, MSFT
13F-HR
Aug 12, 2024
000185571324000003

255

$1.20M
SNPE, IVV, XLRE, AAPL
13F-HR
May 13, 2024
000185571324000002

293

$1.36M
SNPE, XLRE, AAPL, MSFT
13F-HR
Feb 8, 2024
000185571324000001

280

$1.36M
SNPE, XLRE, AAPL, HTRB
13F-HR
Nov 13, 2023
000185571323000005

156

$857.00K
SNPE, XLRE, HTRB, MUNI
13F-HR
Aug 14, 2023
000185571323000003

156

$781.00K
SNPE, XLRE, HTRB, RODM
13F-HR
May 15, 2023
000185571323000002

151

$728.84M
SNPE, XLRE, HTRB, RODM
13F-HR
Feb 14, 2023
000185571323000001

495

$756.03M
SNPE, HTRB, RODM, IEF
13F-HR
Nov 14, 2022
000185571322000009

271

$720.13M
SNPE, HTRB, RODM, MUNI
NEW HOLDINGS
Aug 23, 2022
000185571322000008

172

$739.86M
SNPE, HTRB, RODM, SRLN
13F-HR
Aug 15, 2022
000185571322000005
Wcg Wealth Advisors Llc 13F Filings