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
BSMT
Invesco Bulletshares 2029 Muni

ETFs
113
+ 0.74%
$22.22 - $22.92 $2.51K - $2.59K
15.4K $350M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
106
+ 0.71%
$23.2 - $23.63 $2.46K - $2.5K
15K $354M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
109
+ 0.73%
$23.03 - $23.64 $2.51K - $2.58K
15K $352M
BSMU
Invesco Exchange Self Ind Tr

ETFs
123
+ 0.76%
$20.97 - $21.71 $2.58K - $2.67K
16.3K $350M
VZ
Verizon Communications Inc

Communication Services
137
+ 3.01%
$41.67 - $45.62 $5.71K - $6.25K
4.69K $203M
MRK
Merck & Co., Inc.

Healthcare
263
+ 5.51%
$73.47 - $87.12 $19.3K - $22.9K
5.04K $399M
PEP
Pepsico Inc

Consumer Defensive
89
+ 3.81%
$128.02 - $151.37 $11.4K - $13.5K
2.43K $321M
CVX
Chevron Corp

Energy
414
+ 5.42%
$133.73 - $168.51 $55.4K - $69.8K
8.05K $1.15B
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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