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 9 of 15
33734H106
Shares:34.4K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.3B)
97717Y857
Shares:30.4K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.3B)
464287325
Shares:16.2K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.3B)
72201R833
Shares:14.5K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.3B)
69344A107
Shares:28.3K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.3B)
92647X830
Shares:41.0K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.3B)
78468R606
Shares:57.0K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
025072307
Shares:13.9K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
025072562
Shares:30.8K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.3B)
33738R605
Shares:22.5K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
46138G656
Shares:25.0K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33734H106)✕ | 34.4K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.3B) | ||
COCA COLA CO(KOcusip191216100) | 21.3K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.3B) | ||
(cusip97717Y857)✕ | 30.4K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.3B) | ||
| 20.5K | QoQ NEW(+20.5K) YoY NEW(+20.5K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.3B) | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) | |
| 20.4K | QoQ +3.44% (+680)YoY NEW(+20.4K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.3B) | YoY NEW(+$1.5M) | |
(cusip464287325)✕ | 16.2K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.3B) | ||
(cusip72201R833)✕ | 14.5K | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.3B) | ||
| 50.4K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.3B) | |||
(cusip69344A107)✕ | 28.3K | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.3B) | ||
(cusip92647X830)✕ | 41.0K | YoY NEW(+41.0K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.3B) | YoY NEW(+$1.4M) |
| 14.7K | QoQ -2.40% (-362)YoY NEW(+14.7K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.3B) | YoY NEW(+$1.4M) | |
| 37.5K | YoY NEW(+37.5K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.3B) | YoY NEW(+$1.4M) | |
| 22.5K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.3B) | |||
| 17.7K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.3B) | |||
(cusip78468R606)✕ | 57.0K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.3B) | ||
(cusip025072307)✕ | 13.9K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.3B) | ||
(cusip025072562)✕ | 30.8K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.3B) | ||
| 14.1K | QoQ -5.55% (-827)YoY +5.21% (+698) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.3B) | ||
(cusip33738R605)✕ | 22.5K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.3B) | ||
(cusip46138G656)✕ | 25.0K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.3B) |