Wingate Wealth Advisors, Inc. Portfolio Holdings

Wingate Wealth Advisors, Inc.

  • $112 Billion
  • Q2 2025

Wingate Wealth Advisors, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $5.84B, Schwab Fundamental U S Large C with a value of $5.15B, Schwab Fundamental Intl Large with a value of $3.98B, Wisdomtree Tr Us Quality Divid with a value of $3.55B, and T Rowe Price ETF Inc with a value of $3.13B.

Examining the 13F form we can see an increase of $25.4B in the current position value, from $86.9B to 112B.

Wingate Wealth Advisors, Inc. is based out at Lexington, MA

Below you can find more details about Wingate Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $82.1 Billion
Financial Services: $6.93 Billion
Technology: $3.57 Billion
Communication Services: $3.14 Billion
Healthcare: $2.7 Billion
Consumer Defensive: $2.42 Billion
Energy: $1.82 Billion
Industrials: $1.24 Billion
Other: $762 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$5.84 Billion 5.2% of portfolio
12,029
Q2 2025 Added 114.27%
$1.21T
$2.02 Billion 1.8% of portfolio
11,459
Q2 2025 Reduced 2.03%
-
$1.61 Billion 1.44% of portfolio
-
Q2 2025 Added 22.69%
$474M
$1.6 Billion 1.42% of portfolio
129,537
Q2 2025 Added 2.79%
$3.69T
$1.23 Billion 1.1% of portfolio
6,004
Q2 2025 Reduced 8.03%
$302B
$1.15 Billion 1.03% of portfolio
8,054
Q2 2025 Added 5.42%
$3.95T
$949 Million 0.85% of portfolio
1,908
Q2 2025 Added 7.13%
$101B
$879 Million 0.78% of portfolio
4,022
Q4 2024 New
$261B
$679 Million 0.6% of portfolio
3,729
Q4 2024 New
$442B
$671 Million 0.6% of portfolio
6,227
Q2 2025 Reduced 10.34%
$439B
$628 Million 0.56% of portfolio
634
Q2 2025 Added 12.41%
$119B
$562 Million 0.5% of portfolio
2,362
Q4 2024 New
$229B
$525 Million 0.47% of portfolio
3,597
Q2 2025 Reduced 3.23%
$1.78T
$474 Million 0.42% of portfolio
642
Q2 2025 Added 16.09%
$281B
$452 Million 0.4% of portfolio
4,619
Q2 2025 Added 28.2%
$2.26T
$441 Million 0.39% of portfolio
2,009
Q2 2025 Reduced 4.33%
$203B
$399 Million 0.36% of portfolio
5,037
Q2 2025 Added 5.51%
$127B
$372 Million 0.33% of portfolio
1,350
Q4 2024 New
$368B
$342 Million 0.3% of portfolio
2,144
Q2 2025 Added 12.25%
$202B
$321 Million 0.29% of portfolio
2,428
Q2 2025 Added 3.81%
$222B
$321 Million 0.29% of portfolio
1,100
Q2 2025 Added 10.0%
$452B
$279 Million 0.25% of portfolio
1,828
Q2 2025 Added 13.4%
$135B
$264 Million 0.23% of portfolio
1,146
Q2 2025 Reduced 3.45%
$36.7B
$248 Million 0.22% of portfolio
2,024
Q2 2025 New
$306B
$230 Million 0.21% of portfolio
895
Q2 2025 New
$207B
$222 Million 0.2% of portfolio
1,794
Q2 2025 New
$55B
$225 Million 0.2% of portfolio
3,071
Q2 2025 New
$456B
$211 Million 0.19% of portfolio
1,335
Q2 2025 New
$203B
$218 Million 0.19% of portfolio
7,546
Q2 2025 New
$859B
$210 Million 0.19% of portfolio
726
Q2 2025 New
$182B
$203 Million 0.18% of portfolio
4,685
Q2 2025 Added 3.01%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $112 Billion
  • Prior Value $86.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
Track This Portfolio

Track Wingate Wealth Advisors, Inc. Portfolio

Follow Wingate Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wingate Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wingate Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email