Wingate Wealth Advisors, Inc. Purchases and Sells in Q2 2025

Wingate Wealth Advisors, Inc.

$112 Billion
Q2 2025

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	6.42K + 114.27%	$483.48 - $539.8 $3.1M - $3.46M	12K $5.84B
VEA	45.4K + 592.32%	$45.65 - $57.01 $2.07M - $2.59M	53K $3.02B
AGG	24.5K + 461.17%	$96.84 - $99.46 $2.38M - $2.44M	29.8K $2.96B
FNDX	77.4K + 58.47%	$20.84 - $24.54 $1.61M - $1.9M	210K $5.15B
FBND	19.4K + 67.01%	$44.68 - $45.96 $868K - $893K	48.4K $2.21B
DFAE	22K + 26.81%	$22.87 - $28.95 $503K - $637K	104K $3.01B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	44.7K New	$49.57 - $50.27 $2.22M - $2.25M	44.7K $2.25B
VO	6.2K New	$228.54 - $279.83 $1.42M - $1.73M	6.2K $1.73B
BND	9.24K New	$72.02 - $73.82 $666K - $682K	9.24K $681M
FNDA	13.8K New	$23.85 - $28.69 $330K - $397K	13.8K $396M
DELL	2.02K New	$71.63 - $125.98 $145K - $255K	2.02K $248M
STIP	2.29K New	$102.02 - $103.5 $234K - $237K	2.29K $236M

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-6.04K - 10.37%	$24.32 - $27.87 $147K - $168K	52.2K $1.38B
AAPL	-524 - 8.03%	$172.42 - $223.89 $90.3K - $117K	6K $1.23B
EAGG	-3.99K - 10.68%	$46.41 - $47.7 $185K - $190K	33.3K $1.58B
XOM	-718 - 10.34%	$99.93 - $119.04 $71.7K - $85.5K	6.23K $671M
IJH	-2.92K - 23.52%	$51.16 - $62.02 $149K - $181K	9.5K $589M
QQQ	-267 - 35.94%	$416.06 - $551.64 $111K - $147K	476 $262M

Activity Summary All Purchases 71 New Holdings 13 Increased Positions 58 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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