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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 $1,546,250,396
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 282,849 $44,687,397 2.89%
2.
American Centy Etf Tr - US EQT ETF
 408,323 $41,167,089 2.66%
3.
Apple Inc.
 AAPL 187,854 $38,542,055 2.49%
4.
Microsoft Corp
 MSFT 68,017 $33,832,360 2.19%
5.
J P Morgan Exchange Traded F
 378,412 $32,569,908 2.11%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)