Bestgate Wealth Advisors, LLC New Holdings in Q4 2024

Bestgate Wealth Advisors, LLC

  • $49.8 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
11.6K
New
$570.51 - $610.59 $6.61M - $7.07M
11.6K $6.82B
VEA
Vanguard Ftse Developed Market

ETFs
91.6K
New
$47.57 - $52.44 $4.36M - $4.81M
91.6K $4.38B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
178K
New
$22.63 - $47.53 $4.03M - $8.46M
178K $4.04B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
55.8K
New
$66.77 - $71.52 $3.72M - $3.99M
55.8K $3.84B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
13.4K
New
$198.04 - $221.51 $2.65M - $2.96M
13.4K $2.82B
QUAL
Ishares Msci Usa Quality Facto

ETFs
12.1K
New
$176.42 - $186.91 $2.14M - $2.27M
12.1K $2.16B
XSVM
Invesco S&P Smallcap Value Wit

ETFs
28.3K
New
$53.38 - $60.64 $1.51M - $1.71M
28.3K $1.54B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
50.2K
New
$22.39 - $23.45 $1.12M - $1.18M
50.2K $1.15B
MBB
Ishares Tr

ETFs
12.5K
New
$91.26 - $95.82 $1.14M - $1.19M
12.5K $1.14B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
53.4K
New
$20.55 - $23.26 $1.1M - $1.24M
53.4K $1.12B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19.4K
New
$55.45 - $61.08 $1.08M - $1.18M
19.4K $1.08B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.88K
New
$113.92 - $127.38 $1.01M - $1.13M
8.88K $1.02B
IEFA
Ishares Tr

ETFs
12.6K
New
$70.06 - $77.43 $882K - $975K
12.6K $885M
AMZN
Amazon Com Inc

Consumer Cyclical
3.93K
New
$180.88 - $232.93 $711K - $915K
3.93K $862M
BNDX
Vanguard Total International B

ETFs
15.5K
New
$48.91 - $50.61 $756K - $782K
15.5K $758M
VBR
Vanguard Small Cap Value ETF

ETFs
3.81K
New
$197.36 - $217.3 $753K - $829K
3.81K $756M
VO
Vanguard Mid Cap ETF

ETFs
2.84K
New
$261.5 - $284.63 $741K - $807K
2.84K $749M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.87K
New
$87.1 - $98.49 $686K - $775K
7.87K $687M
PANW
Palo Alto Networks Inc

Technology
3.72K
New
$181.96 - $405.9 $677K - $1.51M
3.72K $677M
AAPL
Apple Inc.

Technology
2.42K
New
$221.69 - $259.02 $536K - $627K
2.42K $606M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.2K
New
$442.29 - $483.08 $532K - $581K
1.2K $545M
GOOGL
Alphabet Inc.

Communication Services
2.78K
New
$161.86 - $196.66 $449K - $546K
2.78K $525M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.72K
New
$134.53 - $150.65 $500K - $560K
3.72K $504M
JPM
Jpmorgan Chase & CO

Financial Services
2.05K
New
$205.18 - $250.29 $421K - $513K
2.05K $492M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.29K
New
$172.07 - $207.36 $394K - $475K
2.29K $452M
HEFA
Ishares Currency Hedged Msci E

ETFs
12.9K
New
$34.42 - $35.88 $443K - $462K
12.9K $447M
CRM
Salesforce, Inc.

Technology
1.32K
New
$270.87 - $367.87 $357K - $485K
1.32K $441M
MSFT
Microsoft Corp

Technology
1.02K
New
$406.35 - $454.46 $412K - $461K
1.02K $428M
VZ
Verizon Communications Inc

Communication Services
9.98K
New
$39.6 - $45.21 $395K - $451K
9.98K $399M
MELI
Mercadolibre Inc

Consumer Cyclical
223
New
$1666.0 - $2117.3 $372K - $472K
223 $379M
USB
Us Bancorp \De\

Financial Services
7.78K
New
$43.98 - $53.66 $342K - $417K
7.78K $372M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
690
New
$521.84 - $558.82 $360K - $386K
690 $372M
DUK
Duke Energy Corp

Utilities
3.22K
New
$105.76 - $120.76 $341K - $389K
3.22K $347M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.32K
New
$79.93 - $88.06 $345K - $380K
4.32K $345M
NOW
Service Now, Inc.

Technology
321
New
$867.18 - $1148.42 $278K - $369K
321 $340M
BX
Blackstone Inc.

Financial Services
1.94K
New
$148.45 - $199.05 $288K - $386K
1.94K $335M
Fidelity Covington Trust
10.9K
New
N/A
10.9K $331M
AXP
American Express CO

Financial Services
1.08K
New
$267.35 - $305.57 $290K - $331K
1.08K $322M
ABBV
Abb Vie Inc.

Healthcare
1.81K
New
$164.99 - $203.87 $299K - $369K
1.81K $322M
HON
Honeywell International Inc

Industrials
1.38K
New
$202.84 - $236.0 $279K - $325K
1.38K $311M
SBUX
Starbucks Corp

Consumer Cyclical
3.36K
New
$87.44 - $102.5 $294K - $344K
3.36K $306M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
4.23K
New
$70.1 - $76.53 $297K - $324K
4.23K $299M
Blackrock Inc
259
New
N/A
259 $265M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.36K
New
$60.13 - $67.31 $262K - $293K
4.36K $265M
BR
Broadridge Financial Solutions, Inc.

Technology
1.13K
New
$209.64 - $236.44 $236K - $266K
1.13K $255M
NEE
Nextera Energy Inc

Utilities
3.35K
New
$69.77 - $85.43 $233K - $286K
3.35K $240M
VEEV
Veeva Systems Inc

Healthcare
1.13K
New
$201.81 - $250.45 $229K - $284K
1.13K $238M
COST
Costco Wholesale Corp

Consumer Defensive
255
New
$873.59 - $994.69 $223K - $254K
255 $234M
BKNG
Booking Holdings Inc.

Consumer Cyclical
47
New
$4100.99 - $5300.34 $193K - $249K
47 $234M
Activity Summary
Buys All Purchases 56 New Holdings 56 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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