Wingate Wealth Advisors, Inc. Incresed Positions 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
FNDX
Schwab Fundamental U S Large C

ETFs
77.4K
+ 58.47%
$20.84 - $24.54 $1.61M - $1.9M
210K $5.15B
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
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
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.6K
+ 20.99%
$59.24 - $71.39 $154K - $186K
15K $1.07B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.23K
+ 43.66%
$52.31 - $63.72 $169K - $206K
10.6K $678M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
431
+ 1.89%
$73.02 - $90.22 $31.5K - $38.9K
23.2K $2.07B
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
DFIC
Dimensional ETF Tr Dimensional

ETFs
164
+ 1.37%
$24.94 - $31.15 $4.09K - $5.11K
12.2K $378M
DFUS
Dimensional ETF Tr U S Equity

ETFs
12
+ 0.27%
$53.65 - $67.02 $644 - $804
4.53K $303M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
53
+ 0.62%
$23.66 - $29.99 $1.25K - $1.59K
8.66K $260M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
609
+ 0.81%
$20.16 - $20.49 $12.3K - $12.5K
75.6K $1.55B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
504
+ 0.82%
$18.28 - $18.7 $9.21K - $9.42K
61.8K $1.16B
PG
Procter & Gamble CO

Consumer Defensive
234
+ 12.25%
$157.66 - $172.39 $36.9K - $40.3K
2.14K $342M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
524
+ 0.78%
$19.44 - $19.56 $10.2K - $10.2K
67.9K $1.33B
JNJ
Johnson & Johnson

Healthcare
216
+ 13.4%
$146.36 - $159.82 $31.6K - $34.5K
1.83K $279M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
116
+ 1.12%
$51.68 - $52.76 $5.99K - $6.12K
10.5K $554M
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 10.0%
$285.55 - $321.23 $28.6K - $32.1K
1.1K $321M
Dimensional ETF Trust
67
+ 0.47%
N/A
14.4K $446M
BSCU
Invesco Exc Self Ind Tr

ETFs
135
+ 1.19%
$16.31 - $16.78 $2.2K - $2.27K
11.5K $192M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
110
+ 0.73%
$22.66 - $23.35 $2.49K - $2.57K
15.2K $353M
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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