WCG Wealth Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WW WCG Wealth Advisors LLC | Institutional Filer | ▲ 0.17% | $3.57B | 519 |
Current Portfolio Holdings
Showing all 519 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 559K | $97.4M | 2.73% |
| 2 | PYLD | PIMCO ETF TR | — | 3.4M | $89.1M | 2.49% |
| 3 | SPYM | SPDR SER TR | — | 1.2M | $88.7M | 2.48% |
| 4 | AAPL | Apple Inc. | Technology | 317K | $80.5M | 2.25% |
| 5 | RODM | LATTICE STRATEGIES TR | — | 1.7M | $68.4M | 1.91% |
| 6 | CRTC | DBX ETF TR | — | 1.7M | $61.8M | 1.73% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 292K | $60.7M | 1.70% |
| 8 | SNPE | DBX ETF TR | — | 958K | $57.1M | 1.60% |
| 9 | MUNI | PIMCO ETF TRUST INTER MUN BD ACT ETF | — | 963K | $50.2M | 1.41% |
| 10 | GOOGL | Alphabet Inc. | Technology | 174K | $50.0M | 1.40% |
| 11 | MSFT | Microsoft Corporation | Technology | 135K | $50.0M | 1.40% |
| 12 | AVUS | AMERICAN CENTY ETF TR | — | 431K | $47.9M | 1.34% |
| 13 | SPEM | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF | — | 1.0M | $47.8M | 1.34% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 97K | $46.6M | 1.30% |
| 15 | TMB | THORNBURG ETF TR | — | 1.7M | $44.3M | 1.24% |
Showing 1 to 15 of 519 holdings