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Home > Institutional Investor > Wcg Wealth Advisors Llc > Profile

Instuitional Investor - Wcg Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Wcg Wealth Advisors Llc
Portfolio Value $1,513,249,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 189,857 $47,544,000 3.14%
2.
Nvidia Corp
 NVDA 268,583 $36,068,000 2.38%
3.
American Centy Etf Tr
 362,344 $35,122,000 2.32%
4.
Invesco Exchange Traded Fd T
 518,157 $34,732,000 2.29%
5.
Hartford Fds Exchange Traded
 972,991 $32,430,000 2.14%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)