Wingate Wealth Advisors, Inc. Purchases in Q4 2025

Wingate Wealth Advisors, Inc.

  • $179 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
69.9K
+ 377.51%
N/A
88.4K $19.4B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
78.4K
+ 512.35%
$71.9 - $75.9 $5.63M - $5.95M
93.7K $7.01B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
74.8K
+ 38.54%
$49.98 - $50.22 $3.74M - $3.76M
269K $13.3B
SUB
Ishares Short Term National Mu

ETFs
6.78K
+ 124.7%
$106.22 - $106.81 $720K - $724K
12.2K $1.3B
BSCU
Invesco Exc Self Ind Tr

ETFs
32.6K
+ 197.05%
$16.86 - $17.02 $550K - $555K
49.2K $832M
FNDF
Schwab Fundamental Intl Large

ETFs
5.59K
+ 5.39%
$42.35 - $45.18 $237K - $252K
109K $4.94B
GE
General Electric CO

Industrials
1.4K
+ 150.38%
$291.49 - $314.28 $409K - $441K
2.34K $720M
MMM
3 M CO

Industrials
2.58K
New
$148.75 - $171.6 $384K - $443K
2.58K $413M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
538
+ 15.69%
$600.51 - $631.95 $323K - $340K
3.97K $2.49B
VGSH
Vanguard

ETFs
6.51K
New
$58.64 - $58.96 $382K - $384K
6.51K $382M
VEA
Vanguard Ftse Developed Market

ETFs
3.4K
+ 6.22%
$59.18 - $62.09 $201K - $211K
58.1K $3.63B
FNDX
Schwab Fundamental U S Large C

ETFs
4.88K
+ 2.03%
$25.68 - $26.95 $125K - $132K
245K $6.68B
Ge Vernova Inc
524
New
N/A
524 $342M
VO
Vanguard Mid Cap ETF

ETFs
1.19K
+ 16.01%
$286.27 - $296.23 $340K - $351K
8.59K $2.49B
VPU
Vanguard Utilities ETF

ETFs
1.65K
New
$190.8 - $202.04 $314K - $332K
1.65K $304M
BSCV
Invesco ETF Self Indexed Fd Tr
17.6K
New
$16.62 - $16.82 $293K - $296K
17.6K $294M
Gmo ETF Trust
3.44K
+ 4.89%
N/A
73.8K $2.84B
IWF
Ishares Russell 1000 Gr ETF

ETFs
595
New
$459.47 - $491.71 $273K - $293K
595 $282M
ITA
Ishares Tr

ETFs
1.3K
New
$205.04 - $218.9 $266K - $284K
1.3K $278M
MRK
Merck & Co., Inc.

Healthcare
1.6K
+ 31.49%
$82.49 - $92.93 $132K - $149K
6.68K $703M
AMZN
Amazon Com Inc

Consumer Cyclical
937
+ 21.47%
$213.04 - $254.0 $200K - $238K
5.3K $1.22B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.08K
+ 16.3%
$72.21 - $75.0 $222K - $231K
21.9K $1.65B
TJX
Tjx Companies Inc

Consumer Cyclical
1.69K
New
$138.56 - $147.63 $234K - $249K
1.69K $260M
AAPL
Apple Inc.

Technology
375
+ 4.56%
$245.27 - $275.25 $92K - $103K
8.6K $2.34B
XVV
Ishares Tr Esg Screened S&P 50

ETFs
4.6K
New
$50.43 - $53.13 $232K - $245K
4.6K $243M
XOM
Exxon Mobil Corp

Energy
1.58K
+ 25.43%
$110.64 - $119.78 $175K - $190K
7.81K $940M
MCO
Moodys Corp

Financial Services
421
New
$468.56 - $495.08 $197K - $208K
421 $215M
GLD
Spdr Gold Trust

ETFs
141
+ 3.64%
$354.79 - $403.15 $50K - $56.8K
4.02K $1.59B
TSLA
Tesla, Inc.

Consumer Cyclical
471
New
$401.99 - $468.37 $189K - $221K
471 $212M
Perimeter Solutions Inc
7.65K
New
N/A
7.65K $211M
VUSB
Vanguard Bd Index Fds
3.91K
+ 10.5%
N/A
41.1K $2.05B
EFV
Msci Eafe Value ETF

ETFs
948
+ 2.91%
$66.73 - $70.99 $63.3K - $67.3K
33.5K $2.39B
VB
Vanguard Small Cap ETF

ETFs
544
+ 12.02%
$248.1 - $260.08 $135K - $141K
5.07K $1.31B
MA
Mastercard Inc

Financial Services
252
+ 43.0%
$536.85 - $580.45 $135K - $146K
838 $478M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
276
+ 1.99%
$475.68 - $513.11 $131K - $142K
14.1K $7.1B
VUG
Vanguard Growth ETF

ETFs
187
+ 3.73%
$470.44 - $504.26 $88K - $94.3K
5.2K $2.54B
META
Meta Platforms, Inc.

Communication Services
333
+ 26.58%
$609.01 - $751.67 $203K - $250K
1.59K $1.05B
BAC
Bank Of America Corp

Financial Services
2K
+ 40.46%
$48.65 - $54.11 $97.3K - $108K
6.94K $382M
IQLT
Ishares Msci Intl Quality Fact

ETFs
640
+ 0.93%
$43.84 - $45.35 $28.1K - $29K
69.2K $3.14B
VTI
Vanguard Total Stock Market Et

ETFs
230
+ 4.34%
$321.8 - $337.95 $74K - $77.7K
5.53K $1.85B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.69K
+ 12.81%
$23.02 - $24.23 $85K - $89.5K
32.5K $782M
IBM
International Business Machines Corp

Technology
292
+ 23.62%
$275.97 - $314.98 $80.6K - $92K
1.53K $453M
PEP
Pepsico Inc

Consumer Defensive
606
+ 24.96%
$138.84 - $153.71 $84.1K - $93.1K
3.03K $435M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
444
+ 1.9%
$91.84 - $96.06 $40.8K - $42.7K
23.9K $2.27B
V
Visa Inc.

Financial Services
234
+ 35.73%
$325.75 - $352.42 $76.2K - $82.5K
889 $312M
BJUL
Innovator U.S. Equity Buffer E

ETFs
1.5K
+ 19.49%
$48.99 - $50.36 $73.4K - $75.5K
9.19K $466M
EFG
Msci Eafe Growth ETF

ETFs
733
+ 6.92%
$112.91 - $117.61 $82.8K - $86.2K
11.3K $1.29B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.33K
+ 1.99%
$74.09 - $75.1 $98.7K - $100K
68.4K $5.07B
VGIT
Vanguard Intermediate Term Tre

ETFs
1.29K
+ 10.8%
$59.84 - $60.54 $77.1K - $78K
13.2K $792M
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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