Bestgate Wealth Advisors

Bestgate Wealth Advisors as of June 30, 2025

Portfolio Holdings for Bestgate Wealth Advisors

Bestgate Wealth Advisors holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.2 $5.9M 11k 561.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.3 $4.5M 88k 50.83
Schwab Strategic Tr Us Aggregate B (SCHZ) 8.8 $4.2M 183k 23.16
Spdr Ser Tr Portfolio S&p500 (SPLG) 7.1 $3.4M 52k 65.76
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.0 $2.4M 13k 193.02
Ishares Tr Mbs Etf (MBB) 4.3 $2.1M 22k 93.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.2 $2.0M 12k 170.89
Vanguard Index Fds Extend Mkt Etf (VXF) 3.1 $1.5M 8.7k 172.26
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 3.1 $1.5M 30k 50.20
Ishares Tr Us Treas Bd Etf (GOVT) 2.5 $1.2M 53k 22.98
Ishares Msci Emrg Chn (EMXC) 2.3 $1.1M 20k 55.09
Schwab Strategic Tr Us Reit Etf (SCHH) 2.1 $990k 46k 21.51
Ishares Tr Core Msci Eafe (IEFA) 2.0 $952k 13k 75.65
Vanguard Index Fds Mid Cap Etf (VO) 1.7 $827k 3.2k 258.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $823k 4.4k 186.29
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 1.6 $790k 35k 22.46
Amazon (AMZN) 1.5 $747k 3.9k 190.26
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $728k 7.0k 104.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $640k 1.2k 532.58
Palo Alto Networks (PANW) 1.3 $635k 3.7k 170.64
Apple (AAPL) 1.1 $524k 2.4k 222.13
JPMorgan Chase & Co. (JPM) 1.0 $503k 2.1k 245.29
Verizon Communications (VZ) 1.0 $476k 11k 45.36
Ishares Tr Hdg Msci Eafe (HEFA) 1.0 $466k 13k 36.29
Ishares Tr S&P SML 600 GWT (IJT) 0.9 $452k 3.6k 124.50
MercadoLibre (MELI) 0.9 $435k 223.00 1950.87
Alphabet Cap Stk Cl A (GOOGL) 0.9 $431k 2.8k 154.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $412k 801.00 513.91
Duke Energy Corp Com New (DUK) 0.8 $390k 3.2k 121.97
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $389k 2.3k 166.00
Microsoft Corporation (MSFT) 0.8 $375k 1.0k 375.42
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.7 $358k 4.3k 82.94
salesforce (CRM) 0.7 $354k 1.3k 268.36
Us Bancorp Del Com New (USB) 0.7 $339k 8.0k 42.22
Fidelity Covington Trust Enhanced Large (FELV) 0.7 $334k 11k 30.74
Ishares Tr Msci Eafe Min Vl (EFAV) 0.7 $330k 4.2k 77.91
Starbucks Corporation (SBUX) 0.7 $326k 3.3k 98.09
American Express Company (AXP) 0.6 $292k 1.1k 269.05
Honeywell International (HON) 0.6 $291k 1.4k 211.68
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $277k 4.4k 63.52
Broadridge Financial Solutions (BR) 0.6 $273k 1.1k 242.50
Blackstone Group Inc Com Cl A (BX) 0.6 $271k 1.9k 139.78
Chevron Corporation (CVX) 0.5 $260k 1.6k 167.29
Veeva Sys Cl A Com (VEEV) 0.5 $259k 1.1k 231.63
Servicenow (NOW) 0.5 $256k 321.00 796.14
Blackrock (BLK) 0.5 $245k 259.00 946.12
Nextera Energy (NEE) 0.5 $240k 3.4k 70.89
Asml Holding N V N Y Registry Shs (ASML) 0.5 $231k 348.00 662.63
Intercontinental Exchange (ICE) 0.5 $229k 1.3k 172.44
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $221k 1.2k 190.58
Costco Wholesale Corporation (COST) 0.5 $218k 230.00 946.03
Booking Holdings (BKNG) 0.4 $217k 47.00 4606.91
Automatic Data Processing (ADP) 0.4 $210k 687.00 305.73
Becton, Dickinson and (BDX) 0.4 $203k 885.00 229.00
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $202k 1.3k 160.54