WCG Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Las Vegas, NV
CIK
0001855713
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 275 1,350,167 AAPL, HTRB, NVDA, MSFT 13F-HR 8/12/2024 000185571324000003
Q1 2024 255 1,196,309 SNPE, IVV, XLRE, AAPL 13F-HR 5/13/2024 000185571324000002
Q4 2023 293 1,360,933 SNPE, XLRE, AAPL, MSFT 13F-HR 2/8/2024 000185571324000001
Q3 2023 280 1,364,982 SNPE, XLRE, AAPL, HTRB 13F-HR 11/13/2023 000185571323000005
Q2 2023 156 856,155 SNPE, XLRE, HTRB, MUNI 13F-HR 8/14/2023 000185571323000003
Q1 2023 156 780,358 SNPE, XLRE, HTRB, RODM 13F-HR 5/15/2023 000185571323000002
Q4 2022 151 728,842 SNPE, XLRE, HTRB, RODM 13F-HR 2/14/2023 000185571323000001
Q3 2022 495 756,027 SNPE, HTRB, RODM, IEF 13F-HR 11/14/2022 000185571322000009
Q2 2022 271 720,128 SNPE, HTRB, RODM, MUNI NEW HOLDINGS 8/23/2022 000185571322000008
Q2 2022 172 739,864 SNPE, HTRB, RODM, SRLN 13F-HR 8/15/2022 000185571322000005