Wingate Wealth Advisors, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $102 Billion distributed in 477 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $2.94B, T Rowe Price ETF Inc with a value of $2.83B, Wisdomtree Tr Us Quality Divid with a value of $2.75B, Schwab Fundamental U S Large C with a value of $2.63B, and Schwab Fundamental Intl Large with a value of $2.6B.
Examining the 13F form we can see an increase of $102B in the current position value.
Wingate Wealth Advisors, Inc. is based out at Lexington, MA
Below you can find more details about Wingate Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$102 Billion
ETFs: $65.2 Billion
Technology: $5.77 Billion
Financial Services: $4.88 Billion
Healthcare: $4.25 Billion
Communication Services: $3.58 Billion
Industrials: $3.4 Billion
Consumer Defensive: $3.25 Billion
Energy: $2.43 Billion
Other: $2.87 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
