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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
ADSKAutodesk Inc
Recent Activity
Exited
0%
$2.941M
11,885 shares@ $247.46 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$1.772M
12,124 shares@ $146.16 avg price
SHMSpdr Ser Tr
Recent Activity
Exited
0%
$1.345M
28,506 shares@ $47.19 avg price
HEFAIshares Tr
Recent Activity
Exited
0%
$1.33M
37,400 shares@ $35.57 avg price
OMCOmnicom Group Inc
Recent Activity
Exited
0%
$933,000
10,401 shares@ $89.71 avg price
JDJd.com Inc
Recent Activity
Exited
0%
$741,000
28,675 shares@ $25.85 avg price
IQSUIndexiq Etf Tr
Recent Activity
Exited
0%
$572,000
12,573 shares@ $45.5 avg price
RITMRithm Capital Corp
Recent Activity
Exited
0%
$231,000
21,200 shares@ $10.9 avg price
PTYPimco Corporate & Income Opp
Recent Activity
Exited
0%
$201,000
14,038 shares@ $14.32 avg price