Bestgate Wealth Advisors, LLC Portfolio Holdings

Bestgate Wealth Advisors, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $49.8 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $6.82B, Vanguard Ftse Developed Market with a value of $4.38B, Schwab Us Aggregate Bond ETF with a value of $4.04B, Spdr Portfolio S&P 500 ETF (Ma with a value of $3.84B, and Invesco Exchange Traded Fd Tr with a value of $2.82B.

Examining the 13F form we can see an increase of $49.8B in the current position value.

Bestgate Wealth Advisors, LLC is based out at Frederick, MD

Below you can find more details about Bestgate Wealth Advisors, LLC portfolio as well as his latest detailed transactions.