WCG Wealth Advisors LLC Q2 2024 Filing

Filed August 12, 2024

Portfolio Value

$1.4T

Holdings

275

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (275 positions)

#StockSharesValue% PortfolioType
1
CMGCHIPOTLE MEXICAN GRILL INC
15,450$968.0M0.07%
2
VEAVANGUARD TAX-MANAGED FDS
19,119$945.0M0.07%
3
EPDENTERPRISE PRODS PARTNERS L
32,541$943.0M0.07%
4
JMUBJ P MORGAN EXCHANGE TRADED
18,643$939.0M0.07%
5
OMCOMNICOM GROUP INC
10,401$933.0M0.07%
6
FAIFIRST TR EXCHANGE-TRADED FD
16,193$927.0M0.07%
7
JAVAJ P MORGAN EXCHANGE TRADED F
15,585$924.0M0.07%
8
PFEPFIZER INC
32,347$905.0M0.07%
9
IYHISHARES TR
14,695$900.0M0.07%
10
FTLSFIRST TR EXCH TRADED FD III
14,203$889.0M0.07%
11
HDGEADVISORSHARES TR
42,981$886.0M0.07%
12
FXYINVESCO CURRENCYSHARES JAPAN
15,051$866.0M0.06%
13
GBTCGRAYSCALE BITCOIN TR BTC
16,235$864.0M0.06%
14
UBERUBER TECHNOLOGIES INC
11,845$861.0M0.06%
15
OBDCBLUE OWL CAPITAL CORPORATION
54,564$838.0M0.06%
16
EAGGISHARES TR
17,973$838.0M0.06%
17
WMBWILLIAMS COS INC
19,256$818.0M0.06%
18
BNDVANGUARD BD INDEX FDS
11,317$815.0M0.06%
19
GMGENERAL MTRS CO
17,474$812.0M0.06%
20
CPNGCOUPANG INC
38,344$803.0M0.06%
21
TOSTTOAST INC
28,917$745.0M0.06%
22
JDJD.COM INC
28,675$741.0M0.05%
23
MFCMANULIFE FINL CORP
27,561$734.0M0.05%
24
HYLBDBX ETF TR
20,671$733.0M0.05%
25
INTCINTEL CORP
23,446$726.0M0.05%
26
BBHYJ P MORGAN EXCHANGE TRADED F
15,760$721.0M0.05%
27
SDVYFIRST TR EXCHANGE-TRADED FD
21,277$710.0M0.05%
28
MOALTRIA GROUP INC
15,491$706.0M0.05%
29
PYPLPAYPAL HLDGS INC
12,103$702.0M0.05%
30
ANGLVANECK ETF TRUST
24,514$694.0M0.05%
31
SPTISPDR SER TR
24,735$693.0M0.05%
32
TRVCCITIGROUP INC
10,492$666.0M0.05%
33
VWOVANGUARD INTL EQUITY INDEX F
15,191$665.0M0.05%
34
JHMMJOHN HANCOCK EXCHANGE TRADED
10,953$603.0M0.04%
35
CCOCAMECO CORP
12,041$592.0M0.04%
36
IQSUINDEXIQ ETF TR
12,573$572.0M0.04%
37
GLDMWORLD GOLD TR
12,096$558.0M0.04%
38
FNDFSCHWAB STRATEGIC TR
15,702$550.0M0.04%
39
IGEBISHARES TR
11,997$532.0M0.04%
40
GDXJVANECK ETF TRUST
12,491$526.0M0.04%
41
NUVNUVEEN MUN VALUE FD INC
60,850$525.0M0.04%
42
GTOINVESCO ACTIVELY MANAGED ETF
11,270$522.0M0.04%
43
LNTALLIANT ENERGY CORP
10,021$510.0M0.04%
44
ENBENBRIDGE INC
13,779$490.0M0.04%
45
EDIVSPDR INDEX SHS FDS
13,681$483.0M0.04%
46
CHWYCHEWY INC
17,702$482.0M0.04%
47
COMBGRANITESHARES ETF TR
23,568$480.0M0.04%
48
IBLCISHARES TR
15,060$478.0M0.04%
49
SPYDSPDR SER TR
11,732$472.0M0.03%
50
UOCTINNOVATOR ETFS TR
13,541$464.0M0.03%
51
GSKGSK PLC
11,930$459.0M0.03%
52
HYEMVANECK ETF TRUST
23,879$457.0M0.03%
53
SIISPROTT INC
10,900$451.0M0.03%
54
SMOTVANECK ETF TRUST
14,067$450.0M0.03%
55
TOTLSSGA ACTIVE ETF TR
11,327$450.0M0.03%
56
CARTMAPLEBEAR INC
13,346$429.0M0.03%
57
XVVISHARES TR
10,125$426.0M0.03%
58
JHSCJOHN HANCOCK EXCHANGE TRADED
11,043$409.0M0.03%
59
AQLTISHARES TR
17,750$401.0M0.03%
60
PFFDGLOBAL X
20,143$396.0M0.03%
61
BUFQFIRST TR EXCHNG TRADED FD VI
13,350$395.0M0.03%
62
RPGINVESCO EXCHANGE TRADED FD T
10,432$389.0M0.03%
63
ARTYISHARES TR
11,207$372.0M0.03%
64
FFORD MTR CO DEL
29,265$367.0M0.03%
65
LVHILEGG MASON ETF INVT
12,289$364.0M0.03%
66
FCLDFIDELITY COVINGTON TRUST
13,942$337.0M0.02%
67
SLVISHARES SILVER TR
11,965$318.0M0.02%
68
DFSVDIMENSIONAL ETF TRUST
11,045$318.0M0.02%
69
DFICDIMENSIONAL ETF TRUST
11,964$315.0M0.02%
70
ICLOPOWERSHARES ACTIVELY MANAGED
11,942$307.0M0.02%
71
KMIKINDER MORGAN INC DEL
14,833$295.0M0.02%
72
FSIGFIRST TR EXCHANGE-TRADED FD
15,696$294.0M0.02%
73
PGHYINVESCO EXCH TRADED FD TR II
14,264$278.0M0.02%
74
XMPTVANECK ETF TRUST
11,700$258.0M0.02%
75
BSCRINVESCO EXCH TRD SLF IDX FD
13,191$254.0M0.02%
76
SUSCISHARES TR
11,117$253.0M0.02%
77
RITMRITHM CAPITAL CORP
21,200$231.0M0.02%
78
PFFAETFIS SER TR I
10,842$228.0M0.02%
79
ETENERGY TRANSFER L P
13,163$213.0M0.02%
80
PTYPIMCO CORPORATE & INCOME OPP
14,038$201.0M0.01%
81
AAPLAPPLE INC
198,305$41K0.00%
82
HTRBHARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
1,138,666$38K0.00%
83
NVDANVIDIA CORPORATION
273,169$33K0.00%
84
MSFTMICROSOFT CORP
71,913$32K0.00%
85
AVUSAMERICAN CENTY ETF TR
341,406$30K0.00%
86
SPYMSPDR SER TR
473,523$30K0.00%
87
IVVISHARES TR
53,518$29K0.00%
88
MUNIPIMCO ETF TRUST INTER MUN BD ACT ETF
543,290$28K0.00%
89
IEFISHARES TR
297,615$27K0.00%
90
SPHQINVESCO EXCHANGE TRADED FD T
436,187$27K0.00%
91
SNPEDBX ETF TR
539,376$27K0.00%
92
XLRESELECT SECTOR SPDR TR
635,581$24K0.00%
93
PYLDPIMCO ETF TR
960,255$24K0.00%
94
RODMLATTICE STRATEGIES TR
843,387$23K0.00%
95
AMZNAMAZON COM INC
123,523$23K0.00%
96
USFRWISDOMTREE TR
374,290$18K0.00%
97
IUSBISHARES TR
410,639$18K0.00%
98
SPEMSPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
467,641$17K0.00%
99
GOOGLALPHABET INC
96,249$17K0.00%
100
BRK/BBERKSHIRE HATHAWAY INC DEL
43,051$17K0.00%
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