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CIK: 0002055670
Total reported value
$62.8M
$62.8M
55 檔
32.6%
At the close of Q1 2025, Bestgate Wealth Advisors, LLC disclosed equity holdings valued at approximately $62.8M, spread across 55 reported holdings.
During Q1 2025, 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 | 12.23% | +0.10% | -9.37% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.26% | +0.29% | -4.12% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 8.76% | -0.99% | +2.50% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.13% | -0.02% | -6.16% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.02% | +0.80% | -6.14% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 4.26% | -0.44% | +75.75% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.19% | +0.06% | -2.46% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-Other | 3.12% | +0.30% | +48.17% | |
| 9 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 3.09% | +0.05% | +5.04% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.51% | -0.24% | +4.97% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.26% | +0.51% | +2.07% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-Other | 2.05% | -0.04% | -13.77% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.97% | -0.42% | — | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.71% | -0.08% | +12.77% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.70% | -0.36% | +15.76% | |
| 16 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 1.64% | -0.31% | — | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | +0.01% | -0.13% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.51% | — | -21.62% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.33% | -0.07% | — | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.32% | +0.89% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.01% | -2.60% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | -0.10% | — | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.99% | -0.25% | +5.21% | |
| 24 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.97% | — | -0.23% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.94% | -0.02% | -2.47% | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.90% | -0.07% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.13% | +0.40% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.52% | +16.09% | |
| 29 | DUK | Duke Energy CORP | Stock-Utilities | 0.81% | -0.11% | -0.71% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | +0.30% | +2.27% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.07% | -1.48% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.74% | -0.12% | — | |
| 33 | CRM | Salesforce Inc | Stock-Tech | 0.73% | -0.44% | EXIT | |
| 34 | USB | US Bancorp | Stock-Financials | 0.70% | +0.01% | +3.25% | |
| 35 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-Other | 0.69% | +0.01% | — | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.68% | — | — | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.68% | — | -1.07% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.60% | -0.04% | — | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.60% | -0.49% | EXIT | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.57% | -0.12% | — | |
| 41 | BR | Broadridge Financial Solutio | Stock-Tech | 0.57% | — | — | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.56% | — | — | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.54% | -0.15% | -1.59% | |
| 44 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.54% | — | -1.41% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.53% | — | — | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.51% | -0.05% | — | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.50% | -0.12% | +1.32% | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.48% | +0.23% | — | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.48% | — | — | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | -0.02% | — |
According to official SEC Form 13F filings, Bestgate Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $62.8M across 55 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, SCHZ) accounted for 32.6% of total reported equity market value during Q1 2025.
During Q1 2025, Bestgate Wealth Advisors, LLC's top holdings by market value included IVV (12.2%)、VEA (9.3%)、SCHZ (8.8%). The largest single position, IVV, represented 12.2% of total portfolio value.
In Q1 2025, 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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