Wcg-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, "FLEX", null, null, null, null, null, "FNDF", "MAIN", null, null, null, null, "VONG", "GOOGL", "GDXJ", null, "T", null, null, "AVDE", null, null, null, "AVEM", "BDJ", null, null, "CSQ", null, null, null, null, "ETG", null, "NUV", "EOI", null, "ETJ", null, "EBAY", "PDI", null, null, "SII", null, null, null, null, null, null, null, "ETB", "AVK", "HD", null, null, null, null, null, null, null, "ETW", null, null, "QCOM", null, "FSCO", null, null, null, "EMXC", null, "AMAT", null, "META", null, null, null, "HEFA", "IVW", "IJH", null, "RRR", null, null, null, null, null, null, "IQV", null, null, null, "BBUS", null, null, null, "KMI", "LRCX", "IWS", "TEAF", null, null, "MA", null, "MDT", "MSFT", "NVS", "IJR", "EFG", "ANET", "IWD", "ORCL", "OKE", "EOS", null, null, null, null, null, null, "PANW", "PYPL", "PEP", null, "DNP", "IEMG", "IVV", null, null, "AAPL", "SPY", "NVDA", "ENB", "INTC", "PFE", null, "PG", "MRK", "VZ", null, null, null, null, null, "FNDX", "IEFA", null, null, "RTX", null, null, "SPYG", null, null, "SPLG", null, "SBUX", "UBER", "UL", "SCHW", "VWO", "ETV", null, "SIVR", null, null, null, null, null, null, null, null, null, null, null, null, null, "TEF", null, null, "SNY", "IEF", "TSM", null, null, null, "FSK", "VYM", "AHR", null, null, "GM", "DEO", "SGOL", null, "AMZN", "NEA", null, null, null, "IVE", null, null, null, null, null, null, null, "VEA", "BND", "V", "WMT", "WFC", null, "WMB", null, null, null, null, null, "TRDA", null, "CART", null, "SCHD", "ET", "CHKP", "SCHG", null, "MFC", null, "CRM", null, null, null, null, null, null, "MTUM", null, null, null, "DGRO", null, "SPYV", null, null, null, "BAC", "BCS", "BK", "CSCO", "C", "YOU", "KO", "CBSH", "COIN", "CMCSA", "COP", "CPNG", null, "DFAC", "DOCU", null, "ADI", "NEE", "QQQ", null, "EPD", "DIS", "GOOG", "XOM", "TSLA", "PM", null, "MO", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR/A • 2025-03-31
Filing Details
13F-HR/A • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 284
- Total Value
- 1316014404
- Accession Number
- 0001855713-25-000005
- Form Type
- 13F-HR/A
- Manager Name
- Wcg-Wealth-Advisors
Data Enrichment
46% identified132 identified152 unidentified
Holdings
284 positions • $1.3B total value
Manager:
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Page 8 of 15
46431W705
Shares:21.4K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$1.3B)
025072232
Shares:25.4K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
33740F755
Shares:60.9K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
33739Q408
Shares:30.0K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
316092352
Shares:44.8K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
78468R853
Shares:43.7K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
25434V500
Shares:29.5K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.3B)
56167N753
Shares:35.8K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.3B)
33737A108
Shares:14.3K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.3B)
032108557
Shares:28.0K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 19.4K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.3B) | |||
(cusip46431W705)✕ | 21.4K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$1.3B) | ||
PFIZER INC(PFEcusip717081103) | 77.5K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.3B) | ||
| 24.2K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.3B) | |||
DIAGEO PLC(DEOcusip25243Q205) | 18.4K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.3B) | ||
| 33.6K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.3B) | |||
| 13.9K | QoQ -6.61% (-988)YoY NEW(+13.9K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | YoY NEW(+$1.8M) | |
(cusip025072232)✕ | 25.4K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | ||
(cusip33740F755)✕ | 60.9K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | ||
(cusip33739Q408)✕ | 30.0K | YoY NEW(+30.0K) | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | YoY NEW(+$1.8M) |
(cusip316092352)✕ | 44.8K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | ||
(cusip78468R853)✕ | 43.7K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | ||
| 84.9K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | |||
(cusip25434V500)✕ | 29.5K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.3B) | ||
| 13.9K | QoQ +0.18% (-25)YoY NEW(+13.9K) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.3B) | YoY NEW(+$1.7M) | |
| 20.4K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.3B) | |||
(cusip56167N753)✕ | 35.8K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.3B) | ||
| 11.5K | QoQ NEW(+11.5K) YoY NEW(+11.5K) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.3B) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) | |
(cusip33737A108)✕ | 14.3K | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.3B) | ||
(cusip032108557)✕ | 28.0K | YoY NEW(+28.0K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.3B) | YoY NEW(+$1.5M) |