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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
AAPLApple Inc
Recent Activity
Increased 0.24%
3.13%
$46.312M
198,765 shares@ $233.0 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 2.32%
2.25%
$33.237M
349,317 shares@ $95.15 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.31%
2.14%
$31.657M
73,571 shares@ $430.3 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.82%
1.59%
$23.435M
125,769 shares@ $186.34 avg price
IUSBIshares Tr
Recent Activity
Increased 11.65%
1.46%
$21.602M
458,441 shares@ $47.13 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 2.87%
1.24%
$18.336M
273,546 shares@ $67.04 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 6.51%
1.11%
$16.4M
564,148 shares@ $29.08 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.34%
1.11%
$16.336M
98,496 shares@ $165.86 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 54.55%
1.05%
$15.413M
26,862 shares@ $573.79 avg price
TOTLSsga Active Etf Tr
Recent Activity
Increased 3059.56%
1.01%
$14.816M
357,883 shares@ $41.4 avg price