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
RSP
Invesco S&P 500 Equal Weight E

ETFs
16.8K
New
$174.22 - $187.62 $2.92M - $3.14M
16.8K $2.94B
T Rowe Price ETF Inc
84.9K
New
N/A
84.9K $2.83B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
34K
New
$80.93 - $85.66 $2.75M - $2.91M
34K $2.75B
FNDX
Schwab Fundamental U S Large C

ETFs
111K
New
$23.49 - $71.77 $2.61M - $7.96M
111K $2.63B
FNDF
Schwab Fundamental Intl Large

ETFs
78.4K
New
$32.92 - $37.15 $2.58M - $2.91M
78.4K $2.6B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.32K
New
$567.81 - $607.81 $2.45M - $2.62M
4.32K $2.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.57K
New
$442.29 - $483.08 $2.46M - $2.69M
5.57K $2.53B
IQLT
Ishares Msci Intl Quality Fact

ETFs
64.9K
New
$37.12 - $41.23 $2.41M - $2.67M
64.9K $2.41B
GOOGL
Alphabet Inc.

Communication Services
12.2K
New
$161.86 - $196.66 $1.97M - $2.39M
12.2K $2.3B
DFAE
Dimensional ETF Tr

ETFs
81.8K
New
$25.36 - $28.15 $2.07M - $2.3M
81.8K $2.08B
2023 ETF Series Trust Ii
62.9K
New
N/A
62.9K $2.01B
EFV
Msci Eafe Value ETF

ETFs
35.7K
New
$51.78 - $57.15 $1.85M - $2.04M
35.7K $1.87B
IVV
Ishares Core S&P 500 ETF

ETFs
3.13K
New
$570.51 - $610.59 $1.79M - $1.91M
3.13K $1.84B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
30.7K
New
$58.88 - $64.8 $1.81M - $1.99M
30.7K $1.81B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
38.1K
New
$46.33 - $48.6 $1.76M - $1.85M
38.1K $1.77B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
23.1K
New
$75.65 - $83.47 $1.75M - $1.93M
23.1K $1.76B
VUG
Vanguard Growth ETF

ETFs
4.21K
New
$378.79 - $428.11 $1.6M - $1.8M
4.21K $1.73B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
59K
New
$26.93 - $84.95 $1.59M - $5.01M
59K $1.61B
VTI
Vanguard Total Stock Market Et

ETFs
5.31K
New
$280.04 - $302.45 $1.49M - $1.61M
5.31K $1.54B
VIG
Vanguard Dividend Appreciation

ETFs
7.8K
New
N/A
7.8K $1.53B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
14.4K
New
$100.18 - $109.1 $1.44M - $1.57M
14.4K $1.51B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
16.1K
New
$77.02 - $78.58 $1.24M - $1.27M
16.1K $1.24B
IEFA
Ishares Tr

ETFs
17.1K
New
$70.06 - $77.43 $1.2M - $1.32M
17.1K $1.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.17K
New
$521.84 - $558.82 $1.13M - $1.21M
2.17K $1.17B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.1K
New
$75.1 - $82.99 $1.13M - $1.25M
15.1K $1.14B
CVX
Chevron Corp

Energy
7.64K
New
$141.15 - $162.53 $1.08M - $1.24M
7.64K $1.11B
CRMD
Cor Medix Inc.

Healthcare
126K
New
$8.1 - $13.59 $1.02M - $1.71M
126K $1.02B
MSFT
Microsoft Corp

Technology
2.37K
New
$406.35 - $454.46 $962K - $1.08M
2.37K $998M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.78K
New
$98.47 - $109.35 $963K - $1.07M
9.78K $963M
GLD
Spdr Gold Trust

ETFs
3.86K
New
$236.59 - $257.5 $914K - $995K
3.86K $935M
MUB
Ishares National Muni Bond ETF

ETFs
8.72K
New
$105.78 - $108.7 $922K - $947K
8.72K $929M
VTV
Vanguard Value ETF

ETFs
5.39K
New
$168.32 - $181.87 $908K - $981K
5.39K $913M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
46.7K
New
$19.38 - $19.58 $905K - $915K
46.7K $908M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4.02K
New
$209.89 - $233.24 $844K - $938K
4.02K $854M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.6K
New
$49.79 - $51.14 $828K - $850K
16.6K $833M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
41.2K
New
$20.08 - $20.61 $827K - $849K
41.2K $829M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
41.6K
New
$19.42 - $19.76 $808K - $822K
41.6K $810M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12K
New
$65.67 - $69.79 $790K - $840K
12K $807M
VGT
Vanguard Information Technolog

ETFs
1.29K
New
$571.78 - $647.97 $739K - $838K
1.29K $804M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.8K
New
$61.68 - $67.87 $791K - $870K
12.8K $799M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.73K
New
$160.89 - $176.18 $760K - $832K
4.73K $764M
XOM
Exxon Mobil Corp

Energy
6.93K
New
$105.51 - $125.37 $732K - $869K
6.93K $746M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.91K
New
$96.64 - $101.23 $667K - $699K
6.91K $669M
SUB
Ishares Short Term National Mu

ETFs
6.24K
New
$104.94 - $106.2 $655K - $662K
6.24K $658M
EFG
Msci Eafe Growth ETF

ETFs
6.66K
New
$96.83 - $106.88 $645K - $712K
6.66K $645M
VB
Vanguard Small Cap ETF

ETFs
2.63K
New
$233.76 - $261.58 $615K - $688K
2.63K $632M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
34.3K
New
$18.28 - $18.87 $627K - $648K
34.3K $630M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
9.19K
New
$65.31 - $74.15 $600K - $681K
9.19K $620M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.23K
New
$113.92 - $127.38 $596K - $666K
5.23K $602M
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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