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
ABT
Abbott Laboratories

Healthcare
298
New
$111.93 - $119.39 $33.4K - $35.6K
298 $33.7M
MAR
Marriott International Inc

Consumer Cyclical
120
New
$246.06 - $292.59 $29.5K - $35.1K
120 $33.5M
PHO
Invesco Exchange Traded Fd Tr

ETFs
500
New
$65.79 - $72.14 $32.9K - $36.1K
500 $32.9M
PRU
Prudential Financial Inc

Financial Services
276
New
$114.59 - $129.52 $31.6K - $35.7K
276 $32.7M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
999
New
$30.42 - $36.45 $30.4K - $36.4K
999 $31.8M
ITM
Vaneck Intermediate Muni ETF

ETFs
676
New
$45.56 - $46.97 $30.8K - $31.8K
676 $31.2M
SPH
Suburban Propane Partners LP

Utilities
1.8K
New
$17.0 - $19.85 $30.6K - $35.7K
1.8K $31M
Wells Fargo CO New
25
New
N/A
25 $29.9M
AMP
Ameriprise Financial Inc

Financial Services
56
New
$473.15 - $574.01 $26.5K - $32.1K
56 $29.8M
HD
Home Depot, Inc.

Consumer Cyclical
73
New
$385.02 - $431.37 $28.1K - $31.5K
73 $28.4M
XCEM
Columbia ETF Tr Ii

ETFs
950
New
$29.6 - $32.67 $28.1K - $31K
950 $28.1M
CEG
Constellation Energy Corp

Utilities
121
New
$224.28 - $285.52 $27.1K - $34.5K
121 $27.1M
COIN
Coinbase Global, Inc.

Technology
108
New
$163.17 - $343.62 $17.6K - $37.1K
108 $26.8M
CPNG
Coupang, Inc.

Consumer Cyclical
1.2K
New
$21.98 - $26.89 $26.4K - $32.3K
1.2K $26.4M
XLRE
Select Sector Spdr Tr Real Est

ETFs
647
New
$40.06 - $45.21 $25.9K - $29.3K
647 $26.3M
VHT
Vanguard Health Care ETF

ETFs
102
New
$250.81 - $283.3 $25.6K - $28.9K
102 $25.9M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
622
New
$39.01 - $50.76 $24.3K - $31.6K
622 $24.3M
AMD
Advanced Micro Devices Inc

Technology
194
New
$118.88 - $172.8 $23.1K - $33.5K
194 $23.4M
VXF
Vanguard Extended Market ETF

ETFs
123
New
$179.17 - $207.15 $22K - $25.5K
123 $23.4M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
356
New
$64.28 - $76.45 $22.9K - $27.2K
356 $23M
CAH
Cardinal Health Inc

Healthcare
194
New
$107.89 - $125.33 $20.9K - $24.3K
194 $22.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
44
New
$501.29 - $612.85 $22.1K - $27K
44 $22.9M
CCI
Crown Castle International Corp

Real Estate
250
New
$89.78 - $119.11 $22.4K - $29.8K
250 $22.7M
PHG
Koninklijke Philips Nv

Healthcare
882
New
$24.71 - $32.66 $21.8K - $28.8K
882 $22.3M
C
Citigroup Inc

Financial Services
307
New
$61.31 - $72.5 $18.8K - $22.3K
307 $21.6M
VV
Vanguard Large Cap ETF

ETFs
80
New
$260.27 - $280.65 $20.8K - $22.5K
80 $21.6M
TDG
Trans Digm Group Inc

Industrials
17
New
$1239.0 - $1442.53 $21.1K - $24.5K
17 $21.5M
D
Dominion Energy, Inc

Utilities
400
New
$52.63 - $60.92 $21.1K - $24.4K
400 $21.5M
IP
International Paper CO

Consumer Cyclical
400
New
$46.64 - $59.57 $18.7K - $23.8K
400 $21.5M
FDX
Fedex Corp

Industrials
75
New
$260.5 - $305.15 $19.5K - $22.9K
75 $21.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
158
New
$131.66 - $144.0 $20.8K - $22.8K
158 $20.9M
MDT
Medtronic PLC

Healthcare
260
New
$79.61 - $92.24 $20.7K - $24K
260 $20.8M
GM
General Motors CO

Consumer Cyclical
388
New
$44.82 - $60.2 $17.4K - $23.4K
388 $20.7M
RLAY
Relay Therapeutics, Inc.

Healthcare
5K
New
$4.12 - $6.8 $20.6K - $34K
5K $20.6M
DE
Deere & CO

Industrials
48
New
$389.45 - $466.0 $18.7K - $22.4K
48 $20.3M
DBA
Invesco Db Agriculture Fund

ETFs
761
New
$24.81 - $27.83 $18.9K - $21.2K
761 $20.2M
CVS
Cvs Health Corp

Healthcare
450
New
$43.78 - $67.46 $19.7K - $30.4K
450 $20.2M
TGT
Target Corp

Consumer Defensive
147
New
$121.59 - $160.69 $17.9K - $23.6K
147 $19.9M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
918
New
$20.92 - $23.57 $19.2K - $21.6K
918 $19.6M
EEM
Ishares Msci Emerging Markets

ETFs
457
New
$41.82 - $47.36 $19.1K - $21.6K
457 $19.1M
MCO
Moodys Corp

Financial Services
40
New
$454.04 - $500.88 $18.2K - $20K
40 $18.9M
HXL
Hexcel Corp

Industrials
300
New
$58.56 - $65.31 $17.6K - $19.6K
300 $18.8M
ECL
Ecolab Inc.

Basic Materials
80
New
$234.32 - $261.43 $18.7K - $20.9K
80 $18.7M
LOW
Lowes Companies Inc

Consumer Cyclical
75
New
$244.52 - $284.07 $18.3K - $21.3K
75 $18.5M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
1K
New
$14.29 - $18.76 $14.3K - $18.8K
1K $18.4M
IBB
Ishares Biotechnology ETF

ETFs
135
New
$131.21 - $148.85 $17.7K - $20.1K
135 $17.9M
SBUX
Starbucks Corp

Consumer Cyclical
195
New
$87.44 - $102.5 $17.1K - $20K
195 $17.8M
ABBV
Abb Vie Inc.

Healthcare
100
New
$164.99 - $203.87 $16.5K - $20.4K
100 $17.8M
WTRG
Essential Utilities, Inc.

Utilities
482
New
$36.18 - $40.55 $17.4K - $19.5K
482 $17.5M
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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