Wingate Wealth Advisors, Inc. Purchases and Sells in Q4 2025

Wingate Wealth Advisors, Inc.

$179 Billion
Q4 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	69.9K + 377.51%	N/A	88.4K $19.4B
SMLF	78.4K + 512.35%	$71.9 - $75.9 $5.63M - $5.95M	93.7K $7.01B
VTIP	74.8K + 38.54%	$49.98 - $50.22 $3.74M - $3.76M	269K $13.3B
SUB	6.78K + 124.7%	$106.22 - $106.81 $720K - $724K	12.2K $1.3B
BSCU	32.6K + 197.05%	$16.86 - $17.02 $550K - $555K	49.2K $832M
FNDF	5.59K + 5.39%	$42.35 - $45.18 $237K - $252K	109K $4.94B

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMM	2.58K New	$148.75 - $171.6 $384K - $443K	2.58K $413M
VGSH	6.51K New	$58.64 - $58.96 $382K - $384K	6.51K $382M
GE VERNOVA INC	524 New	N/A	524 $342M
VPU	1.65K New	$190.8 - $202.04 $314K - $332K	1.65K $304M
BSCV	17.6K New	$16.62 - $16.82 $293K - $296K	17.6K $294M
IWF	595 New	$459.47 - $491.71 $273K - $293K	595 $282M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-6.35K - 66.68%	$63.25 - $66.24 $401K - $420K	3.17K $209M
RSP	-976 - 7.01%	$185.12 - $192.11 $181K - $187K	12.9K $2.48B
MCD	-525 - 41.37%	$293.81 - $310.11 $154K - $163K	744 $227M
MSFT	-119 - 5.36%	$496.82 - $542.07 $59.1K - $64.5K	2.1K $1.02B
COST	-100 - 15.77%	$910.94 - $954.99 $91.1K - $95.5K	534 $461M
VZ	-1.29K - 11.06%	$38.4 - $43.83 $49.5K - $56.5K	10.4K $423M

Activity Summary All Purchases 80 New Holdings 12 Increased Positions 68 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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