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CIK: 0002055670
Total reported value
$62.8M
$62.8M
56 檔
34.9%
During the Q4 2024 filing period, Bestgate Wealth Advisors, LLC (CIK: 0002055670) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $62.8M across 56 reported positions.
During Q4 2024, Bestgate Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.68% | +0.10% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.79% | +0.29% | — | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 8.11% | -0.99% | — | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.72% | -0.02% | — | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.65% | +0.80% | — | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.34% | +0.06% | — | |
| 7 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 3.09% | +0.05% | — | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.31% | -0.24% | — | |
| 9 | MBB | Ishares Mbs ETF | ETF-Other | 2.29% | -0.44% | — | |
| 10 | SCHH | Schwab US Reit ETF | ETF-Other | 2.26% | -0.04% | — | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.25% | +0.30% | — | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.16% | +0.51% | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.05% | — | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.78% | -0.42% | — | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.01% | — | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.52% | — | — | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.52% | -0.36% | — | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.50% | -0.08% | — | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.38% | — | — | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.36% | +0.89% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.01% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.07% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.13% | — | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.01% | -0.02% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.10% | — | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.91% | +0.30% | — | |
| 27 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.90% | — | — | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.88% | -0.44% | EXIT | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.07% | — | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.80% | -0.25% | — | |
| 31 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.76% | -0.07% | — | |
| 32 | USB | US Bancorp | Stock-Financials | 0.75% | +0.01% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.52% | — | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 0.70% | -0.11% | — | |
| 35 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.69% | -0.12% | — | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.68% | — | — | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.67% | — | — | |
| 38 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 0.66% | +0.01% | — | |
| 39 | AXP | American Express Co | Stock-Financials | 0.65% | -0.04% | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.65% | +0.02% | — | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.49% | EXIT | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.61% | — | — | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.60% | — | — | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.53% | -0.05% | — | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.53% | -0.12% | — | |
| 46 | BR | Broadridge Financial Solutio | Stock-Tech | 0.51% | — | — | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.48% | -0.12% | — | |
| 48 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.48% | — | — | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.47% | — | — | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.47% | — | — |
According to official SEC Form 13F filings, Bestgate Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $62.8M across 56 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, SCHZ) accounted for 34.9% of total reported equity market value during Q4 2024.
During Q4 2024, Bestgate Wealth Advisors, LLC's top holdings by market value included IVV (13.7%)、VEA (8.8%)、SCHZ (8.1%). The largest single position, IVV, represented 13.7% of total portfolio value.
In Q4 2024, Bestgate Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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