Wingate Wealth Advisors, Inc. Purchases in Q2 2025

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.42K
+ 114.27%
$483.48 - $539.8 $3.1M - $3.46M
12K $5.84B
VEA
Vanguard Ftse Developed Market

ETFs
45.4K
+ 592.32%
$45.65 - $57.01 $2.07M - $2.59M
53K $3.02B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
24.5K
+ 461.17%
$96.84 - $99.46 $2.38M - $2.44M
29.8K $2.96B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
44.7K
New
$49.57 - $50.27 $2.22M - $2.25M
44.7K $2.25B
FNDX
Schwab Fundamental U S Large C

ETFs
77.4K
+ 58.47%
$20.84 - $24.54 $1.61M - $1.9M
210K $5.15B
VO
Vanguard Mid Cap ETF

ETFs
6.2K
New
$228.54 - $279.83 $1.42M - $1.73M
6.2K $1.73B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19.4K
+ 67.01%
$44.68 - $45.96 $868K - $893K
48.4K $2.21B
DFAE
Dimensional ETF Tr

ETFs
22K
+ 26.81%
$22.87 - $28.95 $503K - $637K
104K $3.01B
CRMD
Cor Medix Inc.

Healthcare
3.52K
+ 2.79%
$5.86 - $16.56 $20.6K - $58.3K
130K $1.6B
FNDF
Schwab Fundamental Intl Large

ETFs
8.73K
+ 9.63%
$32.25 - $40.02 $281K - $349K
99.4K $3.98B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.77K
+ 9.76%
$71.28 - $83.74 $269K - $316K
42.4K $3.55B
VTV
Vanguard Value ETF

ETFs
2.2K
+ 35.44%
$153.67 - $176.74 $339K - $389K
8.42K $1.49B
FNDA
Schwab Fundamental U S Small C

ETFs
13.8K
New
$23.85 - $28.69 $330K - $397K
13.8K $396M
VIG
Vanguard Dividend Appreciation

ETFs
1.41K
+ 17.27%
N/A
9.58K $1.96B
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.18K
+ 5.13%
$35.9 - $43.76 $114K - $139K
65.1K $2.81B
VUSB
Vanguard Bd Index Fds
5.99K
+ 22.69%
N/A
32.4K $1.61B
MSFT
Microsoft Corp

Technology
127
+ 7.13%
$354.56 - $497.45 $45K - $63.2K
1.91K $949M
VB
Vanguard Small Cap ETF

ETFs
1.03K
+ 42.89%
$193.73 - $237.37 $199K - $244K
3.42K $810M
IVV
Ishares Core S&P 500 ETF

ETFs
306
+ 21.78%
$498.8 - $620.9 $153K - $190K
1.71K $1.06B
DELL
Dell Technologies Inc.

Technology
2.02K
New
$71.63 - $125.98 $145K - $255K
2.02K $248M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.6K
+ 20.99%
$59.24 - $71.39 $154K - $186K
15K $1.07B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.29K
New
$102.02 - $103.5 $234K - $237K
2.29K $236M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.23K
+ 43.66%
$52.31 - $63.72 $169K - $206K
10.6K $678M
GE
General Electric CO

Industrials
895
New
$166.81 - $257.39 $149K - $230K
895 $230M
CARR
Carrier Global Corp

Industrials
3.07K
New
$55.55 - $75.83 $171K - $233K
3.07K $225M
DIS
Walt Disney CO

Communication Services
1.79K
New
$81.72 - $124.01 $147K - $222K
1.79K $222M
T
At&T Inc.

Communication Services
7.55K
New
$26.33 - $28.94 $199K - $218K
7.55K $218M
NVDA
Nvidia Corp

Technology
1.34K
New
$94.31 - $157.99 $126K - $211K
1.34K $211M
JPM
Jpmorgan Chase & CO

Financial Services
726
New
$210.28 - $289.91 $153K - $210K
726 $210M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
431
+ 1.89%
$73.02 - $90.22 $31.5K - $38.9K
23.2K $2.07B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.19K
New
$70.54 - $93.95 $154K - $205K
2.19K $205M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
124
+ 5.0%
$456.74 - $568.03 $56.6K - $70.4K
2.61K $1.48B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10
+ 0.04%
$55.54 - $69.09 $555 - $691
27.1K $1.87B
EFG
Msci Eafe Growth ETF

ETFs
674
+ 7.38%
$89.8 - $112.0 $60.5K - $75.5K
9.8K $1.1B
LLY
Eli Lilly & CO

Healthcare
243
+ 79.15%
$713.71 - $898.95 $173K - $218K
550 $429M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
35
+ 0.24%
$86.93 - $109.64 $3.04K - $3.84K
14.4K $1.58B
VGIT
Vanguard Intermediate Term Tre

ETFs
2.82K
+ 82.02%
$58.63 - $59.9 $165K - $169K
6.26K $374M
VGT
Vanguard Information Technolog

ETFs
55
+ 5.53%
$470.37 - $663.28 $25.9K - $36.5K
1.05K $697M
META
Meta Platforms, Inc.

Communication Services
89
+ 16.09%
$484.66 - $738.09 $43.1K - $65.7K
642 $474M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.06%
$243.75 - $303.93 $731 - $912
5.3K $1.61B
EFV
Msci Eafe Value ETF

ETFs
2
+ 0.01%
$52.4 - $64.65 $105 - $129
32.4K $2.06B
EFA
Ishares Tr Msci Eafe ETF

ETFs
304
+ 2.01%
$72.96 - $90.39 $22.2K - $27.5K
15.4K $1.38B
IEFA
Ishares Tr

ETFs
25
+ 0.14%
$67.83 - $84.09 $1.7K - $2.1K
17.4K $1.45B
WMT
Walmart Inc.

Consumer Defensive
1.02K
+ 28.2%
$81.79 - $99.98 $83.1K - $102K
4.62K $452M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.19K
+ 8.54%
$17.76 - $22.1 $38.9K - $48.4K
27.8K $615M
COST
Costco Wholesale Corp

Consumer Defensive
70
+ 12.41%
$908.13 - $1056.85 $63.6K - $74K
634 $628M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.12%
$82.17 - $99.96 $986 - $1.2K
9.81K $964M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.1K
+ 4.67%
$19.49 - $19.66 $60.3K - $60.9K
69.4K $1.36B
IVW
Ishares S&P 500 Growth ETF

ETFs
83
+ 3.57%
$82.96 - $110.1 $6.89K - $9.14K
2.41K $265M
Activity Summary
Buys All Purchases 71 New Holdings 13 Increased Positions 58 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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