Wingate Wealth Advisors, Inc. Purchases and Sells in Q3 2025

Wingate Wealth Advisors, Inc.

$144 Billion
Q3 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	149K + 334.05%	$49.78 - $50.75 $7.43M - $7.58M	194K $9.82B
BND	57.8K + 625.41%	$72.57 - $74.72 $4.2M - $4.32M	67.1K $4.99B
VIG	8.94K + 93.34%	N/A	18.5K $4B
FNDX	30.6K + 14.57%	$24.38 - $26.34 $746K - $806K	240K $6.32B
BRK-B	1.83K + 15.2%	$459.11 - $506.91 $839K - $927K	13.9K $6.97B
GOOGL	646 + 5.64%	$174.36 - $254.72 $113K - $165K	12.1K $2.94B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	2.86K New	$175.16 - $255.24 $500K - $729K	2.86K $696M
IBM	1.24K New	$234.77 - $292.47 $290K - $361K	1.24K $349M
MA	586 New	$550.18 - $598.96 $322K - $351K	586 $333M
IEMG	5.02K New	N/A	5.02K $331M
BSV	3.84K New	$78.11 - $79.07 $300K - $304K	3.84K $303M
GS	362 New	$696.56 - $806.32 $252K - $292K	362 $288M

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-7.62K - 14.6%	$26.38 - $27.95 $201K - $213K	44.6K $1.22B
STIP	-85 - 3.71%	$102.4 - $103.88 $8.7K - $8.83K	2.21K $228M
SUB	-43 - 0.79%	$106.17 - $107.3 $4.57K - $4.61K	5.43K $580M
XOM	-2 - 0.03%	$105.83 - $117.22 $212 - $234	6.23K $702M
RSP	-6 - 0.04%	$181.56 - $190.33 $1.09K - $1.14K	13.9K $2.64B
2023 ETF SERIES TRUST II	-746 - 1.05%	N/A	70.4K $2.55B

Activity Summary All Purchases 89 New Holdings 12 Increased Positions 77 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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