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rosemary richard

@Wcg Wealth Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$1.481BTotal holdings307
Assets growth rate9.67%Assets growth rate (2-Q avg)11.27%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Wcg Wealth Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 307 positions.

Assets under management

The assets under management (AUM) of Wcg Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.481B in assets, with a quarterly growth rate of 9.67% and a 2-quarter average growth rate of 11.27%. The portfolio is managed by rosemary richard, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JQUAJ P Morgan Exchange Traded F
Recent Activity
New Position
0.62%
$9.164M
161,996 shares@ $56.57 avg price
XLPSelect Sector Spdr Tr
Recent Activity
New Position
0.51%
$7.514M
90,529 shares@ $83.01 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
New Position
0.5%
$7.258M
70,754 shares@ $102.59 avg price
SMLFIshares Tr
Recent Activity
New Position
0.49%
$7.212M
108,691 shares@ $66.36 avg price
BARGraniteshares Gold Tr
Recent Activity
New Position
0.38%
$5.618M
216,330 shares@ $25.97 avg price
XLVSelect Sector Spdr Tr
Recent Activity
New Position
0.25%
$3.649M
23,692 shares@ $154.02 avg price
JMBSJanus Detroit Str Tr
Recent Activity
New Position
0.21%
$2.973M
63,723 shares@ $46.66 avg price
AVLCAmerican Centy Etf Tr
Recent Activity
New Position
0.17%
$2.466M
37,358 shares@ $66.01 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.15%
$2.191M
12,228 shares@ $179.18 avg price
VFLOVictory Portfolios Ii
Recent Activity
New Position
0.15%
$2.165M
65,010 shares@ $33.31 avg price