Wingate Wealth Advisors, Inc. New Holdings in Q4 2024

Wingate Wealth Advisors, Inc.

  • $102 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
2.72K
New
$180.88 - $232.93 $492K - $633K
2.72K $596M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
26.5K
New
$20.6 - $20.71 $546K - $548K
26.5K $547M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.3K
New
$51.54 - $52.55 $532K - $542K
10.3K $533M
COST
Costco Wholesale Corp

Consumer Defensive
564
New
$873.59 - $994.69 $493K - $561K
564 $517M
ADI
Analog Devices Inc

Technology
2.36K
New
$206.35 - $236.48 $487K - $559K
2.36K $502M
DFAS
Dimensional ETF Tr U S Small C

ETFs
7.57K
New
$63.58 - $71.15 $481K - $539K
7.57K $493M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.71K
New
$61.52 - $66.5 $474K - $513K
7.71K $491M
MRK
Merck & Co., Inc.

Healthcare
4.76K
New
$96.31 - $114.76 $459K - $547K
4.76K $474M
RTX
Raytheon Technologies Corp

Industrials
3.93K
New
$114.45 - $127.21 $450K - $500K
3.93K $455M
PM
Philip Morris International Inc.

Consumer Defensive
3.73K
New
$118.38 - $133.06 $441K - $496K
3.73K $449M
RVMD
Revolution Medicines, Inc.

Healthcare
10K
New
$42.97 - $60.6 $430K - $606K
10K $437M
Dimensional ETF Trust
14.3K
New
N/A
14.3K $428M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.39K
New
$44.87 - $46.86 $421K - $440K
9.39K $421M
PEP
Pepsico Inc

Consumer Defensive
2.77K
New
$151.29 - $176.1 $418K - $487K
2.77K $421M
PG
Procter & Gamble CO

Consumer Defensive
2.51K
New
$161.05 - $179.7 $404K - $450K
2.51K $420M
VUSB
Vanguard Bd Index Fds
8.22K
New
N/A
8.22K $408M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.2K
New
$18.41 - $40.87 $390K - $866K
21.2K $392M
IBM
International Business Machines Corp

Technology
1.76K
New
$204.9 - $238.04 $360K - $418K
1.76K $386M
BJUL
Innovator U.S. Equity Buffer E

ETFs
7.69K
New
$43.33 - $45.42 $333K - $349K
7.69K $343M
VEA
Vanguard Ftse Developed Market

ETFs
6.68K
New
$47.57 - $52.44 $318K - $350K
6.68K $320M
AVGO
Broadcom Inc.

Technology
1.35K
New
$159.67 - $250.0 $216K - $338K
1.35K $313M
META
Meta Platforms, Inc.

Communication Services
531
New
$554.08 - $632.68 $294K - $336K
531 $311M
DFIC
Dimensional ETF Tr Dimensional

ETFs
12K
New
$25.61 - $28.0 $306K - $335K
12K $309M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
704
New
$417.69 - $450.94 $294K - $317K
704 $299M
ORCL
Oracle Corp

Technology
1.75K
New
$165.41 - $192.43 $289K - $336K
1.75K $291M
MCD
Mcdonalds Corp

Consumer Cyclical
1K
New
$288.47 - $316.54 $288K - $317K
1K $290M
UNP
Union Pacific Corp

Industrials
1.19K
New
$223.15 - $249.32 $265K - $296K
1.19K $271M
NEE
Nextera Energy Inc

Utilities
3.57K
New
$69.77 - $85.43 $249K - $305K
3.57K $256M
CARR
Carrier Global Corp

Industrials
3.74K
New
$66.69 - $82.65 $249K - $309K
3.74K $255M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.07K
New
$33.92 - $36.6 $240K - $259K
7.07K $245M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
6.52K
New
$37.33 - $40.39 $243K - $263K
6.52K $244M
IWN
Ishares Russell2000 Val ETF

ETFs
1.45K
New
$162.69 - $181.35 $236K - $263K
1.45K $238M
V
Visa Inc.

Financial Services
750
New
$273.87 - $320.91 $205K - $241K
750 $237M
LLY
Eli Lilly & CO

Healthcare
307
New
$727.2 - $932.06 $223K - $286K
307 $237M
QQQ
Invesco Qqq Trust, Series 1

ETFs
462
New
$481.22 - $538.17 $222K - $249K
462 $236M
DELL
Dell Technologies Inc.

Technology
2.02K
New
$111.96 - $144.21 $227K - $292K
2.02K $233M
JNJ
Johnson & Johnson

Healthcare
1.61K
New
$143.34 - $165.86 $231K - $267K
1.61K $233M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.24K
New
$94.43 - $105.47 $211K - $236K
2.24K $227M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
8.59K
New
$26.16 - $29.13 $225K - $250K
8.59K $225M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
8.51K
New
$23.48 - $23.73 $200K - $202K
8.51K $201M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
8.49K
New
$23.55 - $23.9 $200K - $203K
8.49K $200M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
8.58K
New
$23.26 - $23.6 $200K - $202K
8.58K $200M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
8.7K
New
$22.83 - $23.36 $199K - $203K
8.7K $200M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.44K
New
$57.78 - $60.4 $199K - $208K
3.44K $199M
BSMU
Invesco Exchange Self Ind Tr

ETFs
9.17K
New
$21.63 - $22.25 $198K - $204K
9.17K $199M
CAT
Caterpillar Inc

Industrials
546
New
$360.37 - $416.88 $197K - $228K
546 $198M
VIS
Vanguard Industrial ETF

ETFs
768
New
$254.39 - $279.7 $195K - $215K
768 $195M
DIS
Walt Disney CO

Communication Services
1.71K
New
$92.39 - $117.6 $158K - $201K
1.71K $191M
PSA
Public Storage

Real Estate
636
New
$289.33 - $360.21 $184K - $229K
636 $190M
Activity Summary
Buys All Purchases 477 New Holdings 477 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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