| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DBX ETF TRUST XTRACKERS S&P ETF | 9 | Q2 2024 | 5.6% |
| HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF | 9 | Q2 2024 | 4.2% |
| LATTICE STRATEGIES TR HARTFORD MLT ETF | 9 | Q2 2024 | 4.0% |
| PIMCO ETF TRUST INTER MUN BD ACT ETF | 9 | Q2 2024 | 3.9% |
| INVESCO EXCHANGE TRADED FD T | 9 | Q2 2024 | 3.2% |
| MICROSOFT CORP | 9 | Q2 2024 | 2.6% |
| SPDR INDEX SHS FDS | 9 | Q2 2024 | 2.5% |
| SPDR SER TR | 9 | Q2 2024 | 2.3% |
| SELECT SECTOR SPDR TR | 9 | Q2 2024 | 2.1% |
| DBX ETF TRUST XTRACK MSCI EAFE ETF | 9 | Q2 2024 | 2.1% |
View WCG Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR/A | 2022-08-23 |
| 13F-HR | 2022-08-15 |
View WCG Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.