Filer Name: BESTGATE WEALTH ADVISORS, LLC
CIK: 2055670
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 56
Portfolio Value: $0.05B

Bestgate Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 11,582 $7M 13.68% - -
VEA US VANGUARD FTSE DEVELOPED ETF 91,630 $4M 8.79% - -
SCHZ US SCHWAB US AGGREGATE BOND ETF 178,094 $4M 8.11% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 55,771 $4M 7.72% - -
QQQM US INVESCO NASDAQ 100 ETF 13,378 $3M 5.65% - -
QUAL US ISHARES MSCI USA QUALITY FAC 12,142 $2M 4.34% - -
XSVM US INVESCO S&P SMALLCAP VALUE W 28,262 $2M 3.09% - -
GOVT US ISHARES US TREASURY BOND ETF 50,198 $1M 2.31% - -
MBB US ISHARES MBS ETF 12,458 $1M 2.29% - -
SCHH US SCHWAB US REIT ETF 53,402 $1M 2.26% - -
VXF US VANGUARD EXTENDED MARKET ETF 5,890 $1M 2.25% - -
EMXC US ISHARES MSCI EMR MRK EX CHNA 19,387 $1M 2.16% - -
IJR US ISHARES CORE S&P SMALL-CAP E 8,876 $1M 2.05% - -
IEFA US ISHARES CORE MSCI EAFE ETF 12,590 $1M 1.78% - -
AMZN US AMAZON.COM INC 3,929 $1M 1.73% - -
BNDX US VANGUARD TOTAL INTL BOND ETF 15,457 $1M 1.52% - -
VBR US VANGUARD SMALL-CAP VALUE ETF 3,814 $1M 1.52% - -
VO US VANGUARD MID-CAP ETF 2,835 $1M 1.50% - -
TLT US ISHARES 20+ YEAR TREASURY BD 7,871 $1M 1.38% - -
PANW US PALO ALTO NETWORKS INC 3,722 $1M 1.36% - -
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