Wingate Wealth Advisors, Inc. ETFs

Wingate Wealth Advisors, Inc.

$102 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IMTM Ishares Msci Intl Momentum Fac	$0	$244 Million 0.24% of portfolio	6,516	Q4 2024 New
IWN Ishares Russell2000 Val ETF	$0	$238 Million 0.23% of portfolio	1,449	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$236 Million 0.23% of portfolio	462	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$227 Million 0.22% of portfolio	2,239	Q4 2024 New
DFEV Dimensional ETF Tr Emerging Mk	$0	$225 Million 0.22% of portfolio	8,593	Q4 2024 New
BSMQ Invesco Bulletshares 2026 Muni	$0	$201 Million 0.2% of portfolio	8,514	Q4 2024 New
BSMR Invesco Bulletshares 2027 Muni	$0	$200 Million 0.2% of portfolio	8,494	Q4 2024 New
BSMS Invesco Bulletshares 2028 Muni	$0	$200 Million 0.2% of portfolio	8,579	Q4 2024 New
BSMT Invesco Bulletshares 2029 Muni	$0	$200 Million 0.2% of portfolio	8,704	Q4 2024 New
VGIT Vanguard Intermediate Term Tre	$0	$199 Million 0.2% of portfolio	3,438	Q4 2024 New
BSMU Invesco Exchange Self Ind Tr	$0	$199 Million 0.2% of portfolio	9,171	Q4 2024 New
VIS Vanguard Industrial ETF	$0	$195 Million 0.19% of portfolio	768	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$187 Million 0.18% of portfolio	328	Q4 2024 New
FSTA Fidelity Covington Tr Msci Con	$0	$180 Million 0.18% of portfolio	3,648	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$173 Million 0.17% of portfolio	3,579	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$171 Million 0.17% of portfolio	926	Q4 2024 New
IWO Ishares Russell 2000 Gwt ETF	$0	$130 Million 0.13% of portfolio	453	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$103 Million 0.1% of portfolio	256	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$103 Million 0.1% of portfolio	1,429	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$101 Million 0.1% of portfolio	3,632	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$96.2 Million 0.09% of portfolio	4,236	Q4 2024 New
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$86.7 Million 0.09% of portfolio	349	Q4 2024 New
BSCU Invesco Exc Self Ind Tr	$0	$85.2 Million 0.08% of portfolio	5,205	Q4 2024 New
SPAB Spdr Portfolio Aggregate Bond	$0	$83.9 Million 0.08% of portfolio	3,356	Q4 2024 New
SPSB Spdr Portfolio Short Term Corp	$0	$75.7 Million 0.07% of portfolio	2,534	Q4 2024 New
SDG Ishares Trust Ishares Msci Glo	$0	$74.3 Million 0.07% of portfolio	1,039	Q4 2024 New
VPU Vanguard Utilities ETF	$0	$73.1 Million 0.07% of portfolio	447	Q4 2024 New
SCHE Schwab Strategic Tr Us Emergin	$0	$72.5 Million 0.07% of portfolio	2,724	Q4 2024 New
VTWO Vanguard Russell 2000 ETF	$0	$71.7 Million 0.07% of portfolio	803	Q4 2024 New
XLU Utilities Sector Spdr	$0	$70.3 Million 0.07% of portfolio	928	Q4 2024 New
SPMD Spdr Portfolio	$0	$69 Million 0.07% of portfolio	1,261	Q4 2024 New
SCHO Schwab Short Term Us Treasury	$0	$64.2 Million 0.06% of portfolio	2,670	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$63.9 Million 0.06% of portfolio	779	Q4 2024 New
IGLB Ishares 10+ Year Investment Gr	$0	$63.4 Million 0.06% of portfolio	1,284	Q4 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$61.7 Million 0.06% of portfolio	864	Q4 2024 New
XLE Energy Sector Spdr	$0	$60.3 Million 0.06% of portfolio	704	Q4 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$59.8 Million 0.06% of portfolio	174	Q4 2024 New
ICLN Ishares	$0	$58.5 Million 0.06% of portfolio	5,143	Q4 2024 New
VAW Vanguard Materials ETF	$0	$57.3 Million 0.06% of portfolio	305	Q4 2024 New
IDEV Ishares Core Msci Intl Develop	$0	$57 Million 0.06% of portfolio	884	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$56.5 Million 0.06% of portfolio	1,282	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$55.6 Million 0.05% of portfolio	1,238	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$55 Million 0.05% of portfolio	622	Q4 2024 New
FNDA Schwab Fundamental U S Small C	$0	$54.3 Million 0.05% of portfolio	1,828	Q4 2024 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$54.3 Million 0.05% of portfolio	1,145	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$53.9 Million 0.05% of portfolio	2,084	Q4 2024 New
IPAC Ishares Tr Ishares Core Msci P	$0	$52.4 Million 0.05% of portfolio	857	Q4 2024 New
FDIS Fidelity Covington Tr Msci Con	$0	$48.7 Million 0.05% of portfolio	500	Q4 2024 New
IEMG Ishares Inc	$0	$46.9 Million 0.05% of portfolio	897	Q4 2024 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$44.8 Million 0.04% of portfolio	1,035	Q4 2024 New

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