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CIK: 0002041800
Total reported value
$227.1M
$227.1M
477 檔
6.1%
At the close of Q4 2024, Wingate Wealth Advisors, Inc. disclosed equity holdings valued at approximately $227.1M, spread across 477 reported holdings.
During Q4 2024, Wingate Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 477 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.88% | -0.13% | — | |
| 2 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 2.78% | +0.10% | — | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.70% | +0.49% | — | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.58% | -0.20% | — | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.56% | +0.60% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.49% | -0.05% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.48% | -0.61% | — | |
| 8 | IQLT | Ishares Msci International Q | ETF-Other | 2.36% | -0.07% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | -0.01% | — | |
| 10 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.04% | -0.15% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.01% | -0.17% | — | |
| 12 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.97% | -0.02% | — | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.84% | -0.54% | — | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | -0.03% | — | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.78% | -0.10% | — | |
| 16 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.74% | -0.15% | — | |
| 17 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.73% | -0.13% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 1.70% | +0.13% | — | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.58% | -0.04% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.51% | +0.03% | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.50% | +0.72% | — | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.48% | +0.03% | — | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.22% | -0.01% | — | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.18% | -0.41% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | -0.45% | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.12% | -0.10% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.33% | — | |
| 28 | CRMD | Cormedix Inc | Stock-Other | 1.00% | -0.03% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.07% | — | |
| 30 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.95% | +0.04% | — | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.92% | -0.23% | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.91% | -0.08% | — | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | +0.04% | — | |
| 34 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.89% | -0.12% | — | |
| 35 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.84% | -0.07% | — | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.82% | — | — | |
| 37 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.81% | -0.15% | — | |
| 38 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.80% | -0.13% | — | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.79% | +2.08% | — | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.79% | +0.07% | — | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | +0.10% | NEW | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.75% | -0.11% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.25% | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | -0.36% | — | |
| 45 | SUB | Ishares Short-term National | ETF-Other | 0.65% | -0.12% | — | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.63% | -0.08% | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | — | — | |
| 48 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.62% | -0.11% | — | |
| 49 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.61% | +0.15% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | — | — |
According to official SEC Form 13F filings, Wingate Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $227.1M across 477 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, TCAF, DGRW) accounted for 6.1% of total reported equity market value during Q4 2024.
During Q4 2024, Wingate Wealth Advisors, Inc.'s top holdings by market value included RSP (2.9%)、TCAF (2.8%)、DGRW (2.7%). The largest single position, RSP, represented 2.9% of total portfolio value.
In Q4 2024, Wingate Wealth Advisors, Inc. 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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