Wingate Wealth Advisors, Inc. Purchases in Q4 2024

Wingate Wealth Advisors, Inc.

  • $102 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GTLS
Chart Industries Inc

Industrials
293
New
$119.65 - $202.35 $35.1K - $59.3K
293 $55.8M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.24K
New
$44.33 - $49.55 $54.9K - $61.3K
1.24K $55.6M
TM
Toyota Motor Corp

Consumer Cyclical
285
New
$169.2 - $199.52 $48.2K - $56.9K
285 $55.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
622
New
$87.25 - $95.52 $54.3K - $59.4K
622 $55M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
800
New
N/A
800 $54.7M
FNDA
Schwab Fundamental U S Small C

ETFs
1.83K
New
$29.26 - $59.11 $53.5K - $108K
1.83K $54.3M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.15K
New
$47.26 - $48.18 $54.1K - $55.2K
1.15K $54.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.08K
New
$25.33 - $51.16 $52.8K - $107K
2.08K $53.9M
BIIB
Biogen Inc.

Healthcare
350
New
$146.47 - $191.55 $51.3K - $67K
350 $53.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
75
New
$701.85 - $1046.91 $52.6K - $78.5K
75 $53.4M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
1.61K
New
$32.86 - $61.64 $52.8K - $99K
1.61K $52.8M
PFE
Pfizer Inc

Healthcare
1.98K
New
$24.8 - $30.19 $49.2K - $59.8K
1.98K $52.6M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
857
New
$60.27 - $66.27 $51.7K - $56.8K
857 $52.4M
AMGN
Amgen Inc

Healthcare
200
New
$258.78 - $328.31 $51.8K - $65.7K
200 $52.1M
HAL
Halliburton CO

Energy
1.91K
New
$25.77 - $31.99 $49.3K - $61.2K
1.91K $52M
Ge Vernova Inc
158
New
N/A
158 $52M
MOH
Molina Healthcare, Inc.

Healthcare
178
New
$274.73 - $341.91 $48.9K - $60.9K
178 $51.8M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
41
New
$1124.26 - $1344.96 $46.1K - $55.1K
41 $51.7M
ACM
Aecom

Industrials
480
New
$101.97 - $116.97 $48.9K - $56.1K
480 $51.3M
HPQ
Hp Inc

Technology
1.54K
New
$32.46 - $39.3 $49.9K - $60.4K
1.54K $50.2M
F
Ford Motor CO

Consumer Cyclical
4.98K
New
$9.69 - $11.4 $48.3K - $56.8K
4.98K $49.3M
FDIS
Fidelity Covington Tr Msci Con

ETFs
500
New
$85.33 - $104.24 $42.7K - $52.1K
500 $48.7M
BP
Bp PLC

Energy
1.63K
New
$28.16 - $33.14 $45.8K - $53.9K
1.63K $48.1M
HII
Huntington Ingalls Industries, Inc.

Industrials
254
New
$184.96 - $264.65 $47K - $67.2K
254 $48M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
703
New
$62.09 - $82.32 $43.6K - $57.9K
703 $47M
IEMG
Ishares Inc

ETFs
897
New
N/A
897 $46.9M
CHTR
Charter Communications, Inc.

Communication Services
131
New
$315.38 - $408.02 $41.3K - $53.5K
131 $44.9M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.04K
New
$43.02 - $47.32 $44.5K - $49K
1.04K $44.8M
GS
Goldman Sachs Group Inc

Financial Services
78
New
$486.1 - $608.57 $37.9K - $47.5K
78 $44.7M
IWM
Ishares Russell 2000 ETF

ETFs
201
New
$216.13 - $242.4 $43.4K - $48.7K
201 $44.5M
OKTA
Okta, Inc.

Technology
560
New
$71.81 - $86.11 $40.2K - $48.2K
560 $44.1M
KMI
Kinder Morgan, Inc.

Energy
1.61K
New
$22.59 - $28.54 $36.3K - $45.9K
1.61K $44M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
108
New
$396.64 - $516.74 $42.8K - $55.8K
108 $43.5M
VDC
Vanguard Consumer Staples ETF

ETFs
200
New
$210.96 - $223.62 $42.2K - $44.7K
200 $42.3M
SPG
Simon Property Group Inc

Real Estate
237
New
$167.23 - $183.84 $39.6K - $43.6K
237 $40.8M
IMO
Imperial Oil LTD

Energy
662
New
$61.13 - $79.21 $40.5K - $52.4K
662 $40.8M
RKLB
Rocket Lab Usa, Inc.

Industrials
1.57K
New
$9.23 - $28.44 $14.5K - $44.7K
1.57K $40M
TOST
Toast, Inc.

Technology
1.09K
New
$27.43 - $43.54 $30K - $47.6K
1.09K $39.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
307
New
$126.68 - $134.74 $38.9K - $41.4K
307 $39.2M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
205
New
$180.39 - $205.43 $37K - $42.1K
205 $38.9M
FCX
Freeport Mcmoran Inc

Basic Materials
1.02K
New
$38.08 - $50.82 $38.8K - $51.8K
1.02K $38.8M
CSX
Csx Corp

Industrials
1.2K
New
$31.58 - $36.88 $37.9K - $44.3K
1.2K $38.7M
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.32K
New
$28.88 - $29.33 $38K - $38.6K
1.32K $38.1M
VO
Vanguard Mid Cap ETF

ETFs
143
New
$261.5 - $284.63 $37.4K - $40.7K
143 $37.8M
ADP
Automatic Data Processing Inc

Industrials
127
New
$280.08 - $307.97 $35.6K - $39.1K
127 $37.2M
WPC
W. P. Carey Inc.

Real Estate
673
New
$53.44 - $61.33 $36K - $41.3K
673 $36.7M
WSO
Watsco Inc

Industrials
76
New
$466.57 - $568.78 $35.5K - $43.2K
76 $36M
COP
Conocophillips

Energy
361
New
$95.12 - $114.72 $34.3K - $41.4K
361 $35.8M
PEG
Public Service Enterprise Group Inc

Utilities
419
New
$81.87 - $94.51 $34.3K - $39.6K
419 $35.4M
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
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