Wingate Wealth Advisors, Inc. Purchases in Q3 2025

Wingate Wealth Advisors, Inc.

  • $144 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
798
+ 8.14%
$106.99 - $114.46 $85.4K - $91.3K
10.6K $1.21B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
199
+ 0.86%
$87.05 - $93.19 $17.3K - $18.5K
23.4K $2.18B
DELL
Dell Technologies Inc.

Technology
437
+ 21.59%
$120.96 - $141.77 $52.9K - $62K
2.46K $349M
IEFA
Ishares Tr

ETFs
260
+ 1.49%
$81.7 - $87.53 $21.2K - $22.8K
17.7K $1.54B
QQQ
Invesco Qqq Trust, Series 1

ETFs
109
+ 22.9%
$546.99 - $602.2 $59.6K - $65.6K
585 $351M
JNJ
Johnson & Johnson

Healthcare
156
+ 8.53%
$155.17 - $185.42 $24.2K - $28.9K
1.98K $368M
AVGO
Broadcom Inc.

Technology
45
+ 3.33%
$264.74 - $369.57 $11.9K - $16.6K
1.4K $460M
BSCU
Invesco Exc Self Ind Tr

ETFs
5.09K
+ 44.37%
$16.67 - $17.03 $84.8K - $86.6K
16.5K $280M
VTV
Vanguard Value ETF

ETFs
23
+ 0.27%
$175.51 - $186.57 $4.04K - $4.29K
8.44K $1.57B
EFA
Ishares Tr Msci Eafe ETF

ETFs
125
+ 0.81%
$87.29 - $93.61 $10.9K - $11.7K
15.6K $1.45B
MCD
Mcdonalds Corp

Consumer Cyclical
169
+ 15.36%
$291.67 - $316.99 $49.3K - $53.6K
1.27K $386M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1K
+ 3.59%
$21.69 - $23.34 $21.7K - $23.3K
28.8K $671M
DFAS
Dimensional ETF Tr U S Small C

ETFs
56
+ 0.53%
$63.41 - $69.69 $3.55K - $3.9K
10.7K $732M
GE
General Electric CO

Industrials
38
+ 4.25%
$244.75 - $305.63 $9.3K - $11.6K
933 $281M
UNP
Union Pacific Corp

Industrials
161
+ 14.05%
$214.91 - $237.16 $34.6K - $38.2K
1.31K $309M
IVW
Ishares S&P 500 Growth ETF

ETFs
83
+ 3.45%
$108.97 - $121.65 $9.04K - $10.1K
2.49K $300M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
42
+ 1.35%
$108.46 - $120.63 $4.56K - $5.07K
3.14K $374M
JPM
Jpmorgan Chase & CO

Financial Services
45
+ 6.2%
$282.78 - $316.06 $12.7K - $14.2K
771 $243M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20
+ 0.21%
$62.09 - $66.51 $1.24K - $1.33K
9.52K $621M
Dimensional ETF Trust
64
+ 0.45%
N/A
14.4K $475M
MRK
Merck & Co., Inc.

Healthcare
41
+ 0.81%
$77.6 - $87.37 $3.18K - $3.58K
5.08K $426M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11
+ 0.24%
$67.01 - $72.84 $737 - $801
4.54K $329M
DFIC
Dimensional ETF Tr Dimensional

ETFs
50
+ 0.41%
$30.76 - $33.01 $1.54K - $1.65K
12.2K $400M
MUB
Ishares National Muni Bond ETF

ETFs
35
+ 0.41%
$103.24 - $106.68 $3.61K - $3.73K
8.61K $917M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
277
+ 2.64%
$52.39 - $53.11 $14.5K - $14.7K
10.8K $572M
PG
Procter & Gamble CO

Consumer Defensive
192
+ 8.96%
$150.47 - $161.22 $28.9K - $31K
2.34K $359M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
518
+ 0.84%
$18.61 - $18.94 $9.64K - $9.81K
62.4K $1.17B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
575
+ 0.83%
$19.61 - $19.79 $11.3K - $11.4K
70K $1.38B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.16%
$435.72 - $463.74 $436 - $464
612 $284M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
528
+ 0.78%
$19.49 - $19.61 $10.3K - $10.4K
68.5K $1.34B
LLY
Eli Lilly & CO

Healthcare
26
+ 4.73%
$625.65 - $812.69 $16.3K - $21.1K
576 $439M
BSMU
Invesco Exchange Self Ind Tr

ETFs
119
+ 0.73%
$21.43 - $22.06 $2.55K - $2.63K
16.4K $359M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
112
+ 0.73%
$22.71 - $23.24 $2.54K - $2.6K
15.5K $359M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
109
+ 0.72%
$23.12 - $23.59 $2.52K - $2.57K
15.3K $358M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
106
+ 0.71%
$23.46 - $23.77 $2.49K - $2.52K
15.1K $358M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
225
+ 0.69%
$20.66 - $20.74 $4.65K - $4.67K
32.9K $680M
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
107
+ 0.71%
$23.48 - $23.7 $2.51K - $2.54K
15.1K $358M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
18
+ 0.45%
$196.15 - $217.83 $3.53K - $3.92K
4.04K $814M
Activity Summary
Buys All Purchases 89 New Holdings 12 Increased Positions 77 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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