Wealthgate Family Office as of June 30, 2024
Portfolio Holdings for Wealthgate Family Office
Wealthgate Family Office holds 24 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 43.7 | $18M | 33k | 544.23 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 8.9 | $3.6M | 55k | 65.21 | |
| Apple (AAPL) | 8.4 | $3.4M | 16k | 210.63 | |
| Evercommerce (EVCM) | 7.9 | $3.2M | 294k | 10.98 | |
| Ishares Tr Hdg Msci Eafe (HEFA) | 4.9 | $2.0M | 56k | 35.56 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.8 | $1.9M | 7.3k | 267.49 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.5 | $1.8M | 42k | 43.76 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.9 | $768k | 9.8k | 78.33 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $669k | 1.6k | 406.80 | |
| ConAgra Foods (CAG) | 1.6 | $644k | 23k | 28.42 | |
| Lamb Weston Hldgs (LW) | 1.4 | $578k | 6.9k | 84.08 | |
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $541k | 12k | 43.93 | |
| Goldman Sachs (GS) | 1.2 | $487k | 1.1k | 452.20 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $477k | 2.4k | 202.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $375k | 2.1k | 182.15 | |
| Arrow Electronics (ARW) | 0.9 | $372k | 3.1k | 120.76 | |
| Nike CL B (NKE) | 0.7 | $302k | 4.0k | 75.37 | |
| Coinbase Global Com Cl A (COIN) | 0.7 | $289k | 1.3k | 222.23 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $278k | 272.00 | 1022.73 | |
| Amazon (AMZN) | 0.6 | $262k | 1.4k | 193.25 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $235k | 3.3k | 72.00 | |
| Exchange Traded Concepts Tru Emqq Em Intern (EMQQ) | 0.5 | $213k | 6.4k | 33.19 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $202k | 2.8k | 72.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $161k | 879.00 | 183.42 |
