Bestgate Wealth Advisors, LLC Portfolio Holdings

Bestgate Wealth Advisors, LLC

  • $48.2 Billion
  • Q1 2025

Bestgate Wealth Advisors, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $48.2 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $5.9B, Vanguard Ftse Developed Market with a value of $4.47B, Schwab Us Aggregate Bond ETF with a value of $4.23B, Spdr Portfolio S&P 500 ETF (Ma with a value of $3.44B, and Invesco Exchange Traded Fd Tr with a value of $2.42B.

Examining the 13F form we can see an decrease of $1.59B in the current position value, from $49.8B to 48.2B.

Bestgate Wealth Advisors, LLC is based out at Frederick, MD

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

Portfolio value $48.2 Billion
ETFs: $37.7 Billion
Technology: $3.04 Billion
Financial Services: $2.27 Billion
Consumer Cyclical: $1.72 Billion
Communication Services: $907 Million
Utilities: $630 Million
Industrials: $501 Million
Healthcare: $461 Million
Other: $477 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.9 Billion 12.23% of portfolio
10,497
Q1 2025 Reduced 9.37%
$0
$4.47 Billion 9.26% of portfolio
87,852
Q1 2025 Reduced 4.12%
$0
$4.23 Billion 8.76% of portfolio
182,547
Q1 2025 Added 2.5%
$0
$3.44 Billion 7.13% of portfolio
52,338
Q1 2025 Reduced 6.16%
$0
$2.42 Billion 5.02% of portfolio
12,556
Q1 2025 Reduced 6.14%
$0
$2.05 Billion 4.26% of portfolio
21,895
Q1 2025 Added 75.75%
$0
$2.02 Billion 4.19% of portfolio
11,843
Q1 2025 Reduced 2.46%
$0
$1.5 Billion 3.12% of portfolio
8,727
Q1 2025 Added 48.17%
$0
$1.49 Billion 3.09% of portfolio
29,685
Q1 2025 Added 5.04%
$0
$1.21 Billion 2.51% of portfolio
52,692
Q1 2025 Added 4.97%
$0
$1.09 Billion 2.26% of portfolio
19,788
Q1 2025 Added 2.07%
$0
$990 Million 2.05% of portfolio
46,046
Q1 2025 Reduced 13.77%
$0
$952 Million 1.97% of portfolio
12,590
Q4 2024 New
$0
$827 Million 1.71% of portfolio
3,197
Q1 2025 Added 12.77%
$0
$822 Million 1.7% of portfolio
4,415
Q1 2025 Added 15.76%
$0
$790 Million 1.64% of portfolio
35,158
Q1 2025 New
$0
$727 Million 1.51% of portfolio
6,957
Q1 2025 Reduced 21.62%
$694B
$640 Million 1.33% of portfolio
1,202
Q4 2024 New
$55.9B
$635 Million 1.32% of portfolio
3,722
Q4 2024 New
$3.42T
$524 Million 1.09% of portfolio
2,357
Q1 2025 Reduced 2.6%
$718B
$503 Million 1.04% of portfolio
2,051
Q4 2024 New
$185B
$476 Million 0.99% of portfolio
10,496
Q1 2025 Added 5.21%
$0
$466 Million 0.97% of portfolio
12,848
Q1 2025 Reduced 0.23%
$0
$452 Million 0.94% of portfolio
3,628
Q1 2025 Reduced 2.47%
$117B
$435 Million 0.9% of portfolio
223
Q4 2024 New
$957B
$431 Million 0.89% of portfolio
2,787
Q1 2025 Added 0.4%
$0
$412 Million 0.85% of portfolio
801
Q1 2025 Added 16.09%
$94B
$390 Million 0.81% of portfolio
3,198
Q1 2025 Reduced 0.71%
$864B
$389 Million 0.81% of portfolio
2,343
Q1 2025 Added 2.27%
$2.95T
$375 Million 0.78% of portfolio
1,000
Q1 2025 Reduced 1.48%
$0
$358 Million 0.74% of portfolio
4,316
Q4 2024 New
$269B
$354 Million 0.73% of portfolio
1,319
Q4 2024 New
$59.9B
$339 Million 0.7% of portfolio
8,031
Q1 2025 Added 3.25%
Fidelity Covington Trust
-
$334 Million 0.69% of portfolio
-
Q4 2024 New
$97.4B
$326 Million 0.68% of portfolio
3,321
Q1 2025 Reduced 1.07%
$0
$330 Million 0.68% of portfolio
4,234
Q4 2024 New
$142B
$291 Million 0.6% of portfolio
1,376
Q1 2025 Added 0.07%
$199B
$292 Million 0.6% of portfolio
1,084
Q4 2024 New
$0
$277 Million 0.57% of portfolio
4,358
Q4 2024 New
$37.4B
$273 Million 0.57% of portfolio
1,127
Q4 2024 New
$93.4B
$271 Million 0.56% of portfolio
1,941
Q4 2024 New
$266B
$259 Million 0.54% of portfolio
1,551
Q1 2025 Reduced 1.59%
$32.8B
$259 Million 0.54% of portfolio
1,117
Q1 2025 Reduced 1.41%
$193B
$256 Million 0.53% of portfolio
321
Q4 2024 New
Blackrock Inc
-
$245 Million 0.51% of portfolio
-
Q4 2024 New
$131B
$240 Million 0.5% of portfolio
3,389
Q1 2025 Added 1.32%
$265B
$231 Million 0.48% of portfolio
348
Q1 2025 New
$93.8B
$229 Million 0.48% of portfolio
1,329
Q1 2025 New
$0
$221 Million 0.46% of portfolio
1,158
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $48.2 Billion
  • Prior Value $49.8 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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