Bestgate Wealth Advisors, LLC Portfolio Holdings

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.