News + Filings Holdings
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WCG Wealth Advisors LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Apple Inc.
| AAPL | Common | 0 | -88,705 | 0 | -14,627,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
FLEXSHARES TRUST
| GUNR | Common | 0 | -249,207 | 0 | -10,539,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 0 | -31,418 | 0 | -9,701,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
FIRST TRUST ADVISORS LP
| FXZ | Common | 0 | -133,650 | 0 | -8,730,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Global X Funds
| EMFM | Common | 0 | -430,229 | 0 | -8,038,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
SSGA Active Trust
| EMTL | Common | 0 | -178,161 | 0 | -7,283,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
AMAZON COM INC
| AMZN | Common | 0 | -60,751 | 0 | -6,275,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 0 | -14,781 | 0 | -4,744,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 0 | -47,884 | 0 | -3,966,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
SSGA Active Trust
| TOTL | Common | 0 | -84,067 | 0 | -3,449,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | Common | 0 | -35,786 | 0 | -3,329,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Bank of New York Mellon Corp
| BK | Common | 0 | -57,677 | 0 | -2,621,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
ANALOG DEVICES INC
| ADI | Common | 0 | -13,145 | 0 | -2,592,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
FIRST SOLAR, INC.
| FSLR | Common | 0 | -10,358 | 0 | -2,253,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Nushares ETF Trust
| NUHY | Common | 0 | -91,421 | 0 | -1,897,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE TRADED FUND
| FXN | Common | 0 | -117,312 | 0 | -1,821,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
ECOLAB INC.
| ECL | Common | 0 | -10,219 | 0 | -1,692,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Global X Funds
| KRMA | Common | 0 | -55,268 | 0 | -1,630,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
BANK OF AMERICA CORP /DE/
| BAC | Common | 0 | -46,337 | 0 | -1,325,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
JOHN HANCOCK EXCHANGE TRADED
| JHMM | Common | 0 | -27,564 | 0 | -1,320,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Nushares ETF Trust
| NULV | Common | 0 | -38,557 | 0 | -1,314,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
NEXTERA ENERGY INC
| FPL | common | 0 | -15,279 | 0 | -1,178,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
TRUIST FINANCIAL CORP
| BBT | Common | 0 | -33,420 | 0 | -1,140,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Xylem Inc.
| XYL | Common | 0 | -10,874 | 0 | -1,138,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
FIRST TR EXCH TRADED FD III
| FMB | Common | 0 | -21,197 | 0 | -1,080,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
KELLOGG CO
| K | Common | 0 | -13,678 | 0 | -916,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Archer-Daniels-Midland Co
| ADM | Common | 0 | -11,035 | 0 | -879,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
SPDR INDEX SHS FDS
| DWX | Common | 0 | -21,023 | 0 | -721,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE TRADED FUND
| SKYY | Common | 0 | -10,017 | 0 | -670,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
FIRST TR EXCH TRADED FD III
| FMHI | Common | 0 | -13,864 | 0 | -650,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
BARRICK GOLD CORP
| ABX | Common | 0 | -25,826 | 0 | -480,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
ENBRIDGE INC
| ENB | COM | 0 | -11,699 | 0 | -446,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Baker Hughes Co
| BHGE | COM | 0 | -10,864 | 0 | -314,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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