WCG Wealth Advisors LLC Q3 2023 Filing

Filed November 13, 2023

Portfolio Value

$1.4T

Holdings

280

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (280 positions)

#StockSharesValue% PortfolioType
1
IAU*ISHARES GOLD TR
28,392$998.0M0.07%
2
HYLBDBX ETF TR
28,527$986.0M0.07%
3
GSYINVESCO ACTIVELY MANAGED ETF
19,816$985.0M0.07%
4
AVIGAMERICAN CENTY ETF TR
24,586$974.0M0.07%
5
RLYSSGA ACTIVE ETF TR
35,890$968.0M0.07%
6
SCHDSCHWAB STRATEGIC TR
13,523$957.0M0.07%
7
FXYINVESCO CURRENCYSHARES JAPAN
14,865$924.0M0.07%
8
STXSEAGATE TECHNOLOGY HLDNGS PL
13,952$920.0M0.07%
9
EPDENTERPRISE PRODS PARTNERS L
33,143$907.0M0.07%
10
BMYBRISTOL-MYERS SQUIBB CO
13,755$887.0M0.06%
11
VWOVANGUARD INTL EQUITY INDEX
22,062$865.0M0.06%
12
BNDVANGUARD BD INDEX FDS
12,401$865.0M0.06%
13
PYPLPAYPAL HLDGS INC
13,135$856.0M0.06%
14
RDIVINVESCO EXCH TRADED FD TR II
22,776$855.0M0.06%
15
IWRISHARES TR
12,345$855.0M0.06%
16
CTVACORTEVA INC
16,443$841.0M0.06%
17
MUMICRON TECHNOLOGY INC
10,915$829.0M0.06%
18
EAGGISHARES TR
18,102$820.0M0.06%
19
SRLNSSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF
19,389$820.0M0.06%
20
IFRAISHARES TR
22,340$818.0M0.06%
21
HYLSFIRST TR EXCHANGE-TRADED FD
20,314$816.0M0.06%
22
ANGLVANECK ETF TRUST
28,488$790.0M0.06%
23
KOMPSPDR SER TR
19,899$788.0M0.06%
24
DGROISHARES TR
14,159$756.0M0.06%
25
FSCOFS CREDIT OPPORTUNITIES CORP
137,753$747.0M0.05%
26
PFFDGLOBAL X
35,419$715.0M0.05%
27
NEENEXTERA ENERGY INC
11,835$678.0M0.05%
28
UBERUBER TECHNOLOGIES INC
13,922$640.0M0.05%
29
SHMSPDR SER TR
13,788$637.0M0.05%
30
MOALTRIA GROUP INC
14,903$628.0M0.05%
31
FAIFIRST TR EXCHANGE-TRADED FD
13,984$619.0M0.05%
32
MGMMGM RESORTS INTERNATIONAL
16,394$611.0M0.04%
33
GSKGSK PLC
16,684$611.0M0.04%
34
VTEBVANGUARD MUN BD FDS
12,421$597.0M0.04%
35
PEOEXELON CORP
13,193$589.0M0.04%
36
OBDCBLUE OWL CAPITAL CORPORATION
41,633$577.0M0.04%
37
JHMMJOHN HANCOCK EXCHANGE TRADED
11,981$567.0M0.04%
38
CCOCAMECO CORP
12,797$539.0M0.04%
39
SCHBSCHWAB STRATEGIC TR
10,340$515.0M0.04%
40
DBAINVESCO DB MULTI-SECTOR COMM
24,000$514.0M0.04%
41
ABXBARRICK GOLD CORP
35,168$512.0M0.04%
42
GDXJVANECK ETF TRUST
15,595$503.0M0.04%
43
NUVNUVEEN MUN VALUE FD INC
60,850$503.0M0.04%
44
LNTALLIANT ENERGY CORP
10,042$486.0M0.04%
45
IQSUINDEXIQ ETF TR
13,003$486.0M0.04%
46
GLDMWORLD GOLD TR
11,301$450.0M0.03%
47
UOCTINNOVATOR ETFS TR
14,686$448.0M0.03%
48
CSXCSX CORP
14,440$444.0M0.03%
49
LUVSOUTHWEST AIRLS CO
15,829$428.0M0.03%
50
USBUS BANCORP DEL
12,845$425.0M0.03%
51
MFCMANULIFE FINL CORP
17,805$422.0M0.03%
52
NULVNUSHARES ETF TR
12,365$415.0M0.03%
53
WPMWHEATON PRECIOUS METALS CORP
10,090$415.0M0.03%
54
ENBENBRIDGE INC
12,104$414.0M0.03%
55
TFCTRUIST FINL CORP
14,008$406.0M0.03%
56
POCTINNOVATOR ETFS TR
11,922$405.0M0.03%
57
XFEBFIRST TR EXCH TRADED FD III
24,936$398.0M0.03%
58
SOFISOFI TECHNOLOGIES INC
44,988$393.0M0.03%
59
SDVYFIRST TR EXCHANGE-TRADED FD
13,323$376.0M0.03%
60
FNDFSCHWAB STRATEGIC TR
11,085$351.0M0.03%
61
INFYINFOSYS LTD
19,980$342.0M0.03%
62
EDIVSPDR INDEX SHS FDS
11,344$341.0M0.02%
63
RPGINVESCO EXCHANGE TRADED FD T
11,132$336.0M0.02%
64
XVVISHARES TR
10,125$328.0M0.02%
65
CXCEMEX SAB DE CV
49,520$322.0M0.02%
66
JHSCJOHN HANCOCK EXCHANGE TRADED
10,011$322.0M0.02%
67
SIISPROTT INC
10,400$317.0M0.02%
68
SUSCISHARES TR
14,129$307.0M0.02%
69
SILGLOBAL X FDS
12,770$305.0M0.02%
70
NIONIO INC
32,143$291.0M0.02%
71
RDVIFIRST TR EXCHANGE-TRADED FD
13,024$274.0M0.02%
72
SUSBISHARES TRUST
11,405$271.0M0.02%
73
ETENERGY TRANSFER L P
19,110$268.0M0.02%
74
PGHYINVESCO EXCH TRADED FD TR II
14,057$266.0M0.02%
75
FTGCFIRST TR EXCHANGE TRAD FD VI
10,693$257.0M0.02%
76
SLVISHARES SILVER TR
11,844$241.0M0.02%
77
BSCPINVESCO EXCH TRD SLF IDX FD
11,950$240.0M0.02%
78
IBLCISHARES TR
14,676$237.0M0.02%
79
FPFFIRST TR EXCHNG TRADED FD VI
12,432$232.0M0.02%
80
ICLNISHARES TR
14,821$217.0M0.02%
81
CCLCARNIVAL CORP
15,371$211.0M0.02%
82
TACTRANSALTA CORP
18,327$206.0M0.02%
83
JETSETF SER SOLUTIONS
11,794$201.0M0.01%
84
SNPEDBX ETF TRUST XTRACKERS S&P ETF
1,319,203$53K0.00%
85
XLRESELECT SECTOR SPDR TR
1,321,218$45K0.00%
86
AAPLAPPLE INC
239,971$41K0.00%
87
HTRBHARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
1,073,401$35K0.00%
88
MUNIPIMCO ETF TRUST INTER MUN BD ACT ETF
629,301$33K0.00%
89
SPHQINVESCO EXCHANGE TRADED FD T
641,100$32K0.00%
90
MSFTMICROSOFT CORP
99,145$31K0.00%
91
RODMLATTICE STRATEGIES TR
1,220,091$31K0.00%
92
IEFISHARES TR
274,416$25K0.00%
93
BONDPIMCO ETF TRUST ACTIVE BD ETF
272,490$24K0.00%
94
SPEMSPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
676,332$22K0.00%
95
IVVISHARES TR
51,652$22K0.00%
96
AVUSAMERICAN CENTY ETF TR
276,027$20K0.00%
97
XLFSELECT SECTOR SPDR TR
574,123$19K0.00%
98
JPSTJP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
380,489$19K0.00%
99
BRK/BBERKSHIRE HATHAWAY INC DEL
55,919$19K0.00%
100
GOOGLALPHABET INC
149,553$19K0.00%
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