Bestgate Wealth Advisors, LLC Incresed Positions in Q3 2025

Bestgate Wealth Advisors, LLC

  • $56.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.16K
+ 6.04%
$72.65 - $78.68 $230K - $249K
55.5K $4.35B
VEA
Vanguard Ftse Developed Market

ETFs
1.3K
+ 1.48%
$56.02 - $60.3 $72.7K - $78.3K
89.2K $5.34B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
376
+ 2.99%
$225.11 - $247.9 $84.6K - $93.2K
12.9K $3.2B
IEFA
Ishares Tr

ETFs
5.83K
+ 46.29%
$81.7 - $87.53 $476K - $510K
18.4K $1.61B
VXF
Vanguard Extended Market ETF

ETFs
673
+ 7.71%
$193.58 - $213.07 $130K - $143K
9.4K $1.97B
GOOGL
Alphabet Inc.

Communication Services
429
+ 15.39%
$174.36 - $254.72 $74.8K - $109K
3.22K $782M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.03K
+ 5.22%
$62.54 - $68.42 $64.5K - $70.6K
20.8K $1.41B
QUAL
Ishares Msci Usa Quality Facto

ETFs
147
+ 1.24%
$182.33 - $194.5 $26.8K - $28.6K
12K $2.33B
XSVM
Invesco S&P Smallcap Value Wit

ETFs
1.75K
+ 5.88%
$51.33 - $58.15 $89.6K - $102K
31.4K $1.77B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.99K
+ 2.73%
$22.9 - $23.58 $114K - $118K
188K $4.4B
MSFT
Microsoft Corp

Technology
46
+ 4.6%
$491.09 - $535.64 $22.6K - $24.6K
1.05K $542M
PANW
Palo Alto Networks Inc

Technology
165
+ 4.43%
$167.06 - $208.19 $27.6K - $34.4K
3.89K $791M
ASML
Asml Holding Nv

Technology
31
+ 8.91%
$689.63 - $968.09 $21.4K - $30K
379 $367M
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 1.02%
$211.65 - $238.24 $8.47K - $9.53K
3.96K $870M
VBR
Vanguard Small Cap Value ETF

ETFs
28
+ 0.63%
$195.41 - $212.37 $5.47K - $5.95K
4.44K $927M
AAPL
Apple Inc.

Technology
29
+ 1.23%
$202.38 - $256.87 $5.87K - $7.45K
2.39K $608M
MBB
Ishares Tr

ETFs
544
+ 2.48%
$92.46 - $95.73 $50.3K - $52.1K
22.4K $2.14B
Blackrock Inc
12
+ 4.63%
N/A
271 $316M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
2K
+ 5.69%
$22.45 - $23.2 $44.9K - $46.4K
37.2K $858M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
134
+ 3.07%
$72.04 - $77.35 $9.65K - $10.4K
4.49K $345M
NOW
Service Now, Inc.

Technology
14
+ 4.36%
$850.86 - $1044.69 $11.9K - $14.6K
335 $308M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.75K
+ 3.32%
$22.64 - $23.22 $39.7K - $40.7K
54.4K $1.26B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.13K
+ 2.45%
$20.76 - $21.78 $23.5K - $24.6K
47.2K $1.02B
BR
Broadridge Financial Solutions, Inc.

Technology
37
+ 3.28%
$233.75 - $266.89 $8.65K - $9.87K
1.16K $277M
CRM
Salesforce, Inc.

Technology
119
+ 9.02%
$231.66 - $273.65 $27.6K - $32.6K
1.44K $341M
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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