WCG Wealth Advisors LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$1.35B
Signature - Title
rosemary richard - Chief Compliance Officer
Location
8925 W. Post Rd., 2 Nd Floor, Las Vegas, NV
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 275 $1.35B +$299M -$140M +$159M AAPL, HTRB, NVDA, MSFT, AVUS 13F-HR 8/12/2024, 04:33 PM
Q1 2024 255 $1.2B +$112M -$352M -$240M SNPE, IVV, XLRE, AAPL, AVUS 13F-HR 5/13/2024, 12:37 PM
Q4 2023 293 $1.36B +$66.4M -$178M -$111M SNPE, XLRE, AAPL, MSFT, HTRB 13F-HR 2/8/2024, 02:22 PM
Q3 2023 280 $1.36B +$541M -$19.4M +$522M SNPE, XLRE, AAPL, HTRB, MUNI 13F-HR 11/9/2023, 07:35 PM
Q2 2023 156 $856M +$179M -$131M +$48.8M SNPE, XLRE, HTRB, MUNI, RODM 13F-HR 8/14/2023, 03:34 PM
Q1 2023 156 $780M +$82.8M -$59.6M +$23.2M SNPE, XLRE, HTRB, RODM, MUNI 13F-HR 5/15/2023, 01:27 PM
Q4 2022 151 $726M +$120M -$186M -$66.1M SNPE, XLRE, HTRB, RODM, MUNI 13F-HR 2/14/2023, 04:32 PM
Q3 2022 495 $756M +$154M -$67.4M +$86.8M SNPE, HTRB, RODM, IEF, MUNI 13F-HR 11/14/2022, 09:57 AM
Q2 2022 271 $720M $0 $0 SNPE, HTRB, RODM, MUNI, SPHQ New Holdings 8/23/2022, 10:15 AM
Q2 2022 172 $499M $0 $0 SNPE, HTRB, RODM, SRLN, SPHQ 13F-HR 8/15/2022, 12:56 PM