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
SNA
Snap On Inc

Industrials
254
New
$285.44 - $371.35 $72.5K - $94.3K
254 $86.2M
BSCU
Invesco Exc Self Ind Tr

ETFs
5.21K
New
$16.32 - $16.99 $84.9K - $88.4K
5.21K $85.2M
BSCV
Invesco ETF Self Indexed Fd Tr
5.3K
New
$16.02 - $16.72 $84.9K - $88.6K
5.3K $85.1M
BSCW
Invesco Exg Tr Slf Indx Fd Tr
4.23K
New
N/A
4.23K $85M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.36K
New
$24.94 - $26.14 $83.7K - $87.7K
3.36K $83.9M
VMC
Vulcan Materials CO

Basic Materials
325
New
$237.95 - $292.31 $77.3K - $95K
325 $83.6M
EA
Electronic Arts Inc.

Communication Services
565
New
$140.69 - $167.97 $79.5K - $94.9K
565 $82.7M
DVA
Davita Inc.

Healthcare
545
New
$139.81 - $167.96 $76.2K - $91.5K
545 $81.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
422
New
$178.39 - $215.0 $75.3K - $90.7K
422 $81.4M
CME
Cme Group Inc.

Financial Services
349
New
$221.17 - $246.02 $77.2K - $85.9K
349 $81M
RSG
Republic Services, Inc.

Industrials
400
New
$198.0 - $218.75 $79.2K - $87.5K
400 $80.5M
UNH
Unitedhealth Group Inc

Healthcare
157
New
$485.52 - $625.25 $76.2K - $98.2K
157 $79.4M
SYK
Stryker Corp

Healthcare
216
New
$345.14 - $392.15 $74.6K - $84.7K
216 $77.8M
TSCO
Tractor Supply CO

Consumer Cyclical
1.44K
New
$52.59 - $303.74 $75.5K - $436K
1.44K $76.1M
ITW
Illinois Tool Works Inc

Industrials
300
New
$253.56 - $278.5 $76.1K - $83.6K
300 $76.1M
MA
Mastercard Inc

Financial Services
144
New
$491.3 - $536.15 $70.7K - $77.2K
144 $75.8M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.53K
New
$29.77 - $30.19 $75.4K - $76.5K
2.53K $75.7M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.46K
New
$47.96 - $55.17 $69.8K - $80.3K
1.46K $74.7M
SDG
Ishares Trust Ishares Msci Glo

ETFs
1.04K
New
$71.56 - $85.77 $74.4K - $89.1K
1.04K $74.3M
VPU
Vanguard Utilities ETF

ETFs
447
New
$160.52 - $179.11 $71.8K - $80.1K
447 $73.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.72K
New
$26.63 - $30.23 $72.5K - $82.3K
2.72K $72.5M
VTWO
Vanguard Russell 2000 ETF

ETFs
803
New
$87.42 - $98.06 $70.2K - $78.7K
803 $71.7M
CPB
Campbell Soup CO

Consumer Defensive
1.69K
New
$41.42 - $48.71 $70.1K - $82.4K
1.69K $70.9M
MO
Altria Group, Inc.

Consumer Defensive
1.35K
New
$49.06 - $57.74 $66.2K - $77.9K
1.35K $70.6M
XLU
Utilities Sector Spdr

ETFs
928
New
$74.89 - $82.93 $69.5K - $77K
928 $70.3M
QCOM
Qualcomm Inc

Technology
451
New
$150.4 - $178.04 $67.8K - $80.3K
451 $69.2M
SPMD
Spdr Portfolio

ETFs
1.26K
New
$54.13 - $59.56 $68.3K - $75.1K
1.26K $69M
MNST
Monster Beverage Corp

Consumer Defensive
1.27K
New
$49.24 - $56.38 $62.5K - $71.6K
1.27K $66.8M
OMC
Omnicom Group Inc.

Communication Services
774
New
$85.82 - $105.47 $66.4K - $81.6K
774 $66.6M
NSC
Norfolk Southern Corp

Industrials
280
New
$230.6 - $277.0 $64.6K - $77.6K
280 $65.7M
Jacobs Solutions Inc
489
New
N/A
489 $65.3M
ES
Eversource Energy

Utilities
1.13K
New
$55.9 - $67.73 $63.4K - $76.8K
1.13K $65.1M
SAP
Sap Se

Technology
262
New
$218.13 - $255.54 $57.2K - $67K
262 $64.5M
SCHO
Schwab Short Term Us Treasury

ETFs
2.67K
New
$24.06 - $48.88 $64.2K - $131K
2.67K $64.2M
MPC
Marathon Petroleum Corp

Energy
460
New
$131.65 - $174.84 $60.6K - $80.4K
460 $64.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
779
New
$81.68 - $82.93 $63.6K - $64.6K
779 $63.9M
PCAR
Paccar Inc

Industrials
614
New
$97.92 - $118.41 $60.1K - $72.7K
614 $63.9M
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.28K
New
$49.36 - $53.72 $63.4K - $69K
1.28K $63.4M
ZTS
Zoetis Inc.

Healthcare
386
New
$162.24 - $194.42 $62.6K - $75K
386 $62.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
864
New
$69.3 - $74.3 $59.9K - $64.2K
864 $61.7M
XLE
Energy Sector Spdr

ETFs
704
New
$83.32 - $97.27 $58.7K - $68.5K
704 $60.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
174
New
$316.94 - $357.88 $55.1K - $62.3K
174 $59.8M
XYL
Xylem Inc.

Industrials
512
New
$116.02 - $137.45 $59.4K - $70.4K
512 $59.4M
VEEV
Veeva Systems Inc

Healthcare
282
New
$201.81 - $250.45 $56.9K - $70.6K
282 $59.3M
ICLN
Ishares

ETFs
5.14K
New
$11.35 - $14.51 $58.4K - $74.6K
5.14K $58.5M
VAW
Vanguard Materials ETF

ETFs
305
New
$186.91 - $215.32 $57K - $65.7K
305 $57.3M
IDEV
Ishares Core Msci Intl Develop

ETFs
884
New
$64.18 - $70.42 $56.7K - $62.3K
884 $57M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
New
$44.04 - $49.49 $56.5K - $63.4K
1.28K $56.5M
AXP
American Express CO

Financial Services
190
New
$267.35 - $305.57 $50.8K - $58.1K
190 $56.4M
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
Track This Portfolio

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email