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
AVY
Avery Dennison Corp

Industrials
1.01K
New
$186.26 - $220.48 $187K - $222K
1.01K $188M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
328
New
$563.99 - $620.12 $185K - $203K
328 $187M
VZ
Verizon Communications Inc

Communication Services
4.52K
New
$39.6 - $45.21 $179K - $204K
4.52K $181M
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.65K
New
$49.28 - $52.29 $180K - $191K
3.65K $180M
HSIC
Henry Schein Inc

Healthcare
2.55K
New
$66.54 - $77.66 $170K - $198K
2.55K $176M
JPM
Jpmorgan Chase & CO

Financial Services
727
New
$205.18 - $250.29 $149K - $182K
727 $174M
EMR
Emerson Electric CO

Industrials
1.4K
New
$108.13 - $134.33 $151K - $188K
1.4K $174M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
3.58K
New
$48.33 - $49.08 $173K - $176K
3.58K $173M
IWD
Ishares Russell 1000 Val ETF

ETFs
926
New
$183.23 - $199.79 $170K - $185K
926 $171M
GIS
General Mills Inc

Consumer Defensive
2.68K
New
$62.78 - $74.62 $169K - $200K
2.68K $171M
ETN
Eaton Corp PLC

Industrials
485
New
$326.96 - $377.52 $159K - $183K
485 $161M
MMM
3 M CO

Industrials
1.18K
New
$124.74 - $137.12 $147K - $162K
1.18K $152M
BSX
Boston Scientific Corp

Healthcare
1.69K
New
$83.62 - $91.5 $141K - $154K
1.69K $151M
GE
General Electric CO

Industrials
895
New
$159.95 - $194.23 $143K - $174K
895 $149M
GOOG
Alphabet Inc.

Communication Services
783
New
$163.08 - $198.16 $128K - $155K
783 $149M
BMY
Bristol Myers Squibb CO

Healthcare
2.58K
New
$51.92 - $59.94 $134K - $155K
2.58K $146M
TJX
Tjx Companies Inc

Consumer Cyclical
1.15K
New
$112.15 - $127.2 $129K - $147K
1.15K $139M
OTIS
Otis Worldwide Corp

Industrials
1.46K
New
$92.57 - $106.01 $135K - $155K
1.46K $135M
FHTX
Foghorn Therapeutics Inc.

Healthcare
28.5K
New
$4.61 - $9.35 $131K - $266K
28.5K $134M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
453
New
$278.19 - $315.36 $126K - $143K
453 $130M
HON
Honeywell International Inc

Industrials
572
New
$202.84 - $236.0 $116K - $135K
572 $129M
NVDA
Nvidia Corp

Technology
941
New
$117.0 - $148.88 $110K - $140K
941 $126M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
2.6K
New
N/A
2.6K $125M
ALL
Allstate Corp

Financial Services
649
New
$181.25 - $208.2 $118K - $135K
649 $125M
ELV
Elevance Health, Inc.

Healthcare
338
New
$365.96 - $514.62 $124K - $174K
338 $125M
AEE
Ameren Corp

Utilities
1.35K
New
$85.81 - $94.98 $116K - $128K
1.35K $120M
KO
Coca Cola CO

Consumer Defensive
1.91K
New
$61.74 - $71.71 $118K - $137K
1.91K $119M
GILD
Gilead Sciences, Inc.

Healthcare
1.28K
New
$83.95 - $97.9 $107K - $125K
1.28K $118M
BAC
Bank Of America Corp

Financial Services
2.67K
New
$39.22 - $47.77 $105K - $127K
2.67K $117M
CSCO
Cisco Systems, Inc.

Technology
1.91K
New
$52.45 - $60.02 $100K - $115K
1.91K $113M
ADBE
Adobe Inc.

Technology
253
New
$437.39 - $552.96 $111K - $140K
253 $113M
T
At&T Inc.

Communication Services
4.8K
New
$21.22 - $23.88 $102K - $115K
4.8K $109M
WMB
Williams Companies, Inc.

Energy
1.95K
New
$46.37 - $59.74 $90.4K - $116K
1.95K $106M
SYY
Sysco Corp

Consumer Defensive
1.37K
New
$73.63 - $81.77 $101K - $112K
1.37K $105M
IWF
Ishares Russell 1000 Gr ETF

ETFs
256
New
$370.24 - $418.94 $94.8K - $107K
256 $103M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.43K
New
$71.75 - $75.11 $103K - $107K
1.43K $103M
TMUS
T Mobile Us, Inc.

Communication Services
461
New
$206.1 - $246.94 $95K - $114K
461 $102M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.63K
New
$27.54 - $83.04 $100K - $302K
3.63K $101M
NFG
National Fuel Gas CO

Energy
1.65K
New
$58.89 - $64.23 $97.2K - $106K
1.65K $100M
FFIV
F5, Inc.

Technology
394
New
$213.56 - $263.36 $84.1K - $104K
394 $99.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
493
New
$172.07 - $207.36 $84.8K - $102K
493 $97.4M
WM
Waste Management Inc

Industrials
480
New
$201.79 - $228.46 $96.9K - $110K
480 $96.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.24K
New
$22.01 - $66.82 $93.2K - $283K
4.24K $96.2M
CHD
Church & Dwight CO Inc

Consumer Defensive
859
New
$99.11 - $112.25 $85.1K - $96.4K
859 $89.9M
CB
Chubb LTD

Financial Services
325
New
$271.57 - $301.89 $88.3K - $98.1K
325 $89.8M
PGR
Progressive Corp

Financial Services
370
New
$239.6 - $268.88 $88.7K - $99.5K
370 $88.7M
UDR
Udr, Inc.

Real Estate
2.01K
New
$41.3 - $46.33 $82.9K - $93K
2.01K $87.1M
CL
Colgate Palmolive CO

Consumer Defensive
956
New
$90.22 - $102.31 $86.3K - $97.8K
956 $86.9M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
349
New
$225.16 - $265.16 $78.6K - $92.5K
349 $86.7M
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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