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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
RODMLattice Strategies Tr
Recent Activity
Decreased -5.42%
1.65%
$24.33M
797,666 shares@ $30.51 avg price
SNPEDbx Etf Tr
Recent Activity
Decreased -15.86%
1.62%
$23.862M
453,815 shares@ $52.59 avg price
PYLDPimco Etf Tr
Recent Activity
Decreased -7.08%
1.61%
$23.777M
892,186 shares@ $26.66 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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.04%
1.34%
$19.805M
43,031 shares@ $460.25 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 2.87%
1.24%
$18.336M
273,546 shares@ $67.04 avg price
SPEMSpdr Index Shares Funds Portfolio Emg Mk Etf
Recent Activity
Decreased -5.78%
1.23%
$18.187M
440,586 shares@ $41.28 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Decreased -3.1%
1.2%
$17.724M
391,089 shares@ $45.32 avg price
XLRESelect Sector Spdr Tr
Recent Activity
Decreased -38.66%
1.18%
$17.415M
389,863 shares@ $44.67 avg price