Wingate Wealth Advisors

Wingate Wealth Advisors as of March 31, 2025

Portfolio Holdings for Wingate Wealth Advisors

Wingate Wealth Advisors holds 92 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Fundamental Intl (FNDF) 3.8 $3.3M 91k 36.14
Schwab Strategic Tr Fundamental Us L (FNDX) 3.6 $3.1M 132k 23.61
Wisdomtree Tr Us Qtly Div Grt (DGRW) 3.6 $3.1M 39k 79.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.4 $3.0M 5.6k 532.58
T Rowe Price Etf Cap Appreciation (TCAF) 3.4 $3.0M 92k 32.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.0 $2.6M 15k 173.23
Ishares Tr Msci Intl Qualty (IQLT) 2.8 $2.5M 62k 39.69
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 2.6 $2.3M 72k 31.26
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.4 $2.1M 82k 25.89
Ishares Tr Eafe Value Etf (EFV) 2.2 $1.9M 32k 58.94
Ishares Tr Esg Aw Msci Eafe (ESGD) 2.1 $1.9M 23k 81.69
Alphabet Cap Stk Cl A (GOOGL) 2.1 $1.8M 12k 154.64
Vanguard Index Fds Growth Etf (VUG) 2.1 $1.8M 4.8k 370.82
Ishares Tr Esg Awr Us Agrgt (EAGG) 2.0 $1.8M 37k 47.48
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $1.7M 27k 62.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $1.6M 2.9k 559.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $1.6M 58k 27.96
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $1.6M 8.2k 194.00
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.8 $1.5M 75k 20.35
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $1.5M 5.3k 274.81
Apple (AAPL) 1.7 $1.5M 6.5k 222.12
Vanguard World Esg Us Stk Etf (ESGV) 1.6 $1.4M 14k 97.95
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.5 $1.3M 29k 45.65
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.5 $1.3M 26k 49.86
Ishares Tr Core Msci Eafe (IEFA) 1.5 $1.3M 17k 75.65
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.5 $1.3M 67k 19.48
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.5 $1.3M 66k 19.59
Chevron Corporation (CVX) 1.5 $1.3M 7.6k 167.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $1.3M 2.5k 513.85
Ishares Tr Msci Eafe Etf (EFA) 1.4 $1.2M 15k 81.73
Spdr Gold Tr Gold Shs (GLD) 1.3 $1.2M 4.1k 288.14
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.3 $1.1M 61k 18.53
Vanguard Index Fds Value Etf (VTV) 1.2 $1.1M 6.2k 172.73
Marsh & McLennan Companies (MMC) 1.1 $982k 4.0k 244.03
Ishares Tr National Mun Etf (MUB) 1.1 $921k 8.7k 105.44
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $913k 9.1k 100.00
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.0 $897k 9.8k 91.53
Exxon Mobil Corporation (XOM) 1.0 $826k 6.9k 118.93
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.9 $822k 12k 66.34
Ishares Tr Core S&p500 Etf (IVV) 0.9 $789k 1.4k 561.81
Cormedix Inc cormedix (CRMD) 0.9 $776k 126k 6.16
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $759k 4.7k 160.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $725k 12k 58.35
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.8 $697k 34k 20.68
Ishares Tr Us Sml Cap Eqt (SMLF) 0.8 $694k 11k 62.16
Microsoft Corporation (MSFT) 0.8 $669k 1.8k 375.39
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $641k 6.1k 105.60
Philip Morris International (PM) 0.7 $592k 3.7k 158.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $544k 10k 52.37
Vanguard World Inf Tech Etf (VGT) 0.6 $540k 995.00 542.52
Costco Wholesale Corporation (COST) 0.6 $533k 564.00 945.82
Vanguard Index Fds Small Cp Etf (VB) 0.6 $530k 2.4k 221.76
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $526k 5.3k 98.92
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $507k 26k 19.78
Raytheon Technologies Corp (RTX) 0.6 $492k 3.7k 132.45
Analog Devices (ADI) 0.5 $476k 2.4k 201.67
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $443k 7.4k 59.75
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.5 $437k 14k 30.57
Merck & Co (MRK) 0.5 $429k 4.8k 89.76
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $422k 4.0k 104.58
Amazon (AMZN) 0.5 $400k 2.1k 190.26
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $389k 7.7k 50.83
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.4 $352k 15k 23.61
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.4 $351k 15k 23.55
Pepsi (PEP) 0.4 $351k 2.3k 149.94
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.4 $350k 15k 23.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $348k 743.00 468.80
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) 0.4 $348k 16k 21.58
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.4 $348k 15k 22.74
International Business Machines (IBM) 0.4 $339k 1.4k 248.66
Dimensional Etf Trust Intl Core Equity (DFIC) 0.4 $333k 12k 27.77
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.4 $332k 7.7k 43.18
Procter & Gamble Company (PG) 0.4 $326k 1.9k 170.42
Meta Platforms Cl A (META) 0.4 $319k 553.00 576.42
Wal-Mart Stores (WMT) 0.4 $316k 3.6k 87.79
McDonald's Corporation (MCD) 0.4 $312k 1.0k 312.37
Union Pacific Corporation (UNP) 0.3 $280k 1.2k 236.24
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $273k 4.5k 60.48
Johnson & Johnson (JNJ) 0.3 $267k 1.6k 165.87
Ishares Tr Msci Intl Moment (IMTM) 0.3 $260k 6.5k 39.94
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $256k 611.00 419.62
Eli Lilly & Co. (LLY) 0.3 $254k 307.00 825.91
Oracle Corporation (ORCL) 0.3 $244k 1.7k 139.81
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $233k 7.1k 32.99
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.3 $233k 8.6k 27.05
Broadcom (AVGO) 0.3 $226k 1.4k 167.43
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $219k 1.5k 151.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $216k 2.3k 92.83
Verizon Communications (VZ) 0.2 $206k 4.5k 45.36
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $204k 3.4k 59.40
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $188k 11k 16.59
Foghorn Therapeutics (FHTX) 0.1 $104k 29k 3.65