Portfolio Holdings & Fund Performance - Wingate Wealth Advisors Inc.

List of top 200 securities held by Wingate Wealth Advisors Inc.:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Quarter: 2024Q4
Report Date Time: 2025-01-28 18:26:34
Total Holdings: 463
Assets Under Management (AUM) :
$96,047,840 ($96.05M)
Reporting Manager: Jeffrey White
Address:

450 BEDFORD STREET
LEXINGTON, MA 02420

#HoldingReport
Quarter		Shares
Held		Value
(Price)		Portfolio
(%)		Shares Vs.
Prev Report		Money
Flow		Holding
History
#
Holding
Report
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
1INVESCO S&P 500 EQUAL WEIGHT E
RSP		2024Q416,753$2.936M
($175.23)		3.06%History
2T ROWE PRICE EXCHANGE-TRADED F
TCAF		2024Q484,939$2.826M
($33.27)		2.94%History
3WISDOMTREE TR US QUALITY DIVID
DGRW		2024Q434,027$2.754M
($80.93)		2.87%History
4SCHWAB STRATEGIC TRSCHWAB FUND
FNDX		2024Q4110,943$2.627M
($23.68)		2.74%History
5SCHWAB STRATEGIC TR SCHWAB FUN
FNDF		2024Q478,428$2.605M
($33.21)		2.71%History
6SPDR S&P 500 ETF TR
SPY		2024Q44,317$2.53M
($586.08)		2.63%History
7BERKSHIRE HATHWY INCB
BRK-B		2024Q45,572$2.526M
($453.28)		2.63%History
8ISHARES MSCI INTL QUALITY FACT
IQLT		2024Q464,851$2.407M
($37.12)		2.51%History
9ALPHABET INC CAP STK
GOOGL		2024Q412,161$2.302M
($189.30)		2.40%History
10DIMENSIONAL ETF TR
DFAE		2024Q481,793$2.075M
($25.37)		2.16%History
Showing 1 to 10 of 200 entries
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