WCG Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationlas vegas, NV
- Num holdings
284
- Value ($000)
$1,316,014
- Date Filed05/15/2025
- Form typerestatement
- CIK0001855713
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $41.45M | 3 % | 186,611 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $34.52M | 3 % | 373,629 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $30.59M | 2 % | 759,359 | ||
HTRB HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF | TOTAL RTRN ETF | 41653L305 | $27.60M | 2 % | 815,047 | ||
JGRO J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | $26.66M | 2 % | 361,285 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $26.59M | 2 % | 245,326 | ||
JAVA J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | $26.22M | 2 % | 412,633 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $26.09M | 2 % | 69,495 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $25.53M | 2 % | 45,433 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $23.67M | 2 % | 248,238 |
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