Filer Name: WINGATE WEALTH ADVISORS, INC.
CIK: 2041800
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 477
Portfolio Value: $0.10B

Wingate Wealth Advisors, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
RSP US INVESCO S&P 500 EQUAL WEIGHT 16,753 $3M 2.88% - -
TCAF US T ROWE PRC CAP APPRECIATION 84,939 $3M 2.78% - -
DGRW US WISDOMTREE U.S. QUALITY DIVI 34,027 $3M 2.70% - -
FNDX US SCHWAB FNDMNTL US LRG CO ETF 110,943 $3M 2.58% - -
FNDF US SCHWAB FNDMN INTL LRG CO ETF 78,428 $3M 2.56% - -
SPY US SPDR S&P 500 ETF TRUST 4,317 $3M 2.49% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 5,572 $3M 2.48% - -
IQLT US ISHARES MSCI INTERNATIONAL Q 64,851 $2M 2.36% - -
GOOGL US ALPHABET INC-CL A 12,161 $2M 2.26% - -
DFAE US DIMENSIONAL EMERGING CORE EQ 81,793 $2M 2.04% - -
AAPL US APPLE INC 8,173 $2M 2.01% - -
QLTY US GMO U.S. QUALITY ETF 62,866 $2M 1.97% - -
EFV US ISHARES MSCI EAFE VALUE ETF 35,671 $2M 1.84% - -
IVV US ISHARES CORE S&P 500 ETF 3,131 $2M 1.81% - -
VXUS US VANGUARD TOTAL INTL STOCK 30,701 $2M 1.78% - -
EAGG US ISHARES ESG AWARE US AGGREGA 38,051 $2M 1.74% - -
ESGD US ISHARES TRUST ISHARES ESG AW 23,094 $2M 1.73% - -
VUG US VANGUARD GROWTH ETF 4,212 $2M 1.70% - -
SCHD US SCHWAB US DVD EQUITY ETF 58,962 $2M 1.58% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 5,312 $2M 1.51% - -
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