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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
HTRBHartford Funds Exchange Traded Total Rtrn Etf
Recent Activity
Decreased -14.53%
2.3%
$34.02M
973,108 shares@ $34.97 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 2.32%
2.25%
$33.237M
349,317 shares@ $95.15 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.24%
2.22%
$32.761M
269,769 shares@ $121.45 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.31%
2.14%
$31.657M
73,571 shares@ $430.3 avg price
IVVIshares Tr
Recent Activity
Decreased -3.57%
2.02%
$29.766M
51,604 shares@ $576.82 avg price
SPHQInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.51%
1.94%
$28.604M
425,209 shares@ $67.28 avg price
IEFIshares Tr
Recent Activity
Decreased -9.46%
1.79%
$26.437M
269,435 shares@ $98.13 avg price
MUNIPimco Etf Trust Inter Mun Bd Act Etf
Recent Activity
Decreased -13.97%
1.68%
$24.762M
467,376 shares@ $52.99 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -22.68%
1.67%
$24.717M
366,122 shares@ $67.52 avg price