Wingate Wealth Advisors, Inc. Incresed Positions in Q3 2025

Wingate Wealth Advisors, Inc.

  • $144 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
149K
+ 334.05%
$49.78 - $50.75 $7.43M - $7.58M
194K $9.82B
BND
Vanguard Bd Index Fd Inc Total

ETFs
57.8K
+ 625.41%
$72.57 - $74.72 $4.2M - $4.32M
67.1K $4.99B
VIG
Vanguard Dividend Appreciation

ETFs
8.94K
+ 93.34%
N/A
18.5K $4B
FNDX
Schwab Fundamental U S Large C

ETFs
30.6K
+ 14.57%
$24.38 - $26.34 $746K - $806K
240K $6.32B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.83K
+ 15.2%
$459.11 - $506.91 $839K - $927K
13.9K $6.97B
GOOGL
Alphabet Inc.

Communication Services
646
+ 5.64%
$174.36 - $254.72 $113K - $165K
12.1K $2.94B
AAPL
Apple Inc.

Technology
2.23K
+ 37.06%
$202.38 - $256.87 $450K - $572K
8.23K $2.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
824
+ 31.62%
$567.77 - $614.76 $468K - $507K
3.43K $2.1B
DFAE
Dimensional ETF Tr

ETFs
10.8K
+ 10.42%
$28.84 - $31.84 $313K - $345K
115K $3.62B
AMZN
Amazon Com Inc

Consumer Cyclical
2.36K
+ 117.27%
$211.65 - $238.24 $499K - $561K
4.37K $958M
FNDF
Schwab Fundamental Intl Large

ETFs
4.28K
+ 4.31%
$39.84 - $43.15 $171K - $185K
104K $4.45B
META
Meta Platforms, Inc.

Communication Services
611
+ 95.17%
$695.21 - $791.73 $425K - $484K
1.25K $920M
VO
Vanguard Mid Cap ETF

ETFs
1.21K
+ 19.55%
$279.83 - $293.74 $339K - $356K
7.41K $2.18B
VUG
Vanguard Growth ETF

ETFs
375
+ 8.09%
$433.97 - $484.08 $163K - $182K
5.01K $2.4B
SPY
Spdr S&P 500 ETF Trust

ETFs
342
+ 12.05%
$617.65 - $666.84 $211K - $228K
3.18K $2.12B
IVV
Ishares Core S&P 500 ETF

ETFs
403
+ 23.55%
$620.67 - $670.08 $250K - $270K
2.11K $1.41B
VGIT
Vanguard Intermediate Term Tre

ETFs
5.67K
+ 90.64%
$58.97 - $60.36 $334K - $342K
11.9K $716M
VB
Vanguard Small Cap ETF

ETFs
1.11K
+ 32.45%
$237.58 - $259.17 $263K - $287K
4.53K $1.15B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.87K
+ 25.78%
$70.77 - $73.59 $274K - $284K
18.9K $1.38B
VZ
Verizon Communications Inc

Communication Services
6.98K
+ 148.99%
$40.84 - $45.06 $285K - $315K
11.7K $513M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.16K
+ 12.73%
$45.26 - $46.63 $279K - $287K
54.6K $2.52B
VEA
Vanguard Ftse Developed Market

ETFs
1.72K
+ 3.25%
$56.02 - $60.3 $96.4K - $104K
54.7K $3.28B
VUSB
Vanguard Bd Index Fds
4.83K
+ 14.91%
N/A
37.2K $1.86B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
147
+ 0.35%
$84.28 - $89.46 $12.4K - $13.2K
42.6K $3.79B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.53K
+ 13.59%
$46.86 - $48.27 $212K - $219K
37.9K $1.82B
FNDA
Schwab Fundamental U S Small C

ETFs
6.01K
+ 43.5%
$28.75 - $31.93 $173K - $192K
19.8K $618M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.42K
+ 5.26%
$41.43 - $44.2 $142K - $151K
68.5K $3.03B
MSFT
Microsoft Corp

Technology
314
+ 16.46%
$491.09 - $535.64 $154K - $168K
2.22K $1.15B
WMT
Walmart Inc.

Consumer Defensive
1.6K
+ 34.68%
$94.4 - $104.27 $151K - $167K
6.22K $641M
VGT
Vanguard Information Technolog

ETFs
126
+ 12.0%
$656.44 - $753.15 $82.7K - $94.9K
1.18K $878M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.01K
+ 10.29%
$98.53 - $107.1 $99.4K - $108K
10.8K $1.14B
EFV
Msci Eafe Value ETF

ETFs
127
+ 0.39%
$62.79 - $68.42 $7.97K - $8.69K
32.5K $2.21B
PM
Philip Morris International Inc.

Consumer Defensive
1.36K
+ 36.44%
$157.77 - $183.27 $214K - $249K
5.09K $825M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.09K
+ 3.66%
$97.75 - $100.75 $107K - $110K
30.9K $3.1B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
34
+ 0.24%
$109.47 - $119.06 $3.72K - $4.05K
14.5K $1.72B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9
+ 0.03%
$68.24 - $73.73 $614 - $664
27.1K $1.99B
NVDA
Nvidia Corp

Technology
428
+ 32.06%
$153.3 - $186.58 $65.6K - $79.9K
1.76K $329M
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
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.08K
+ 4.08%
$20.41 - $20.67 $62.9K - $63.7K
78.7K $1.62B
MCD
Mcdonalds Corp

Consumer Cyclical
169
+ 15.36%
$291.67 - $316.99 $49.3K - $53.6K
1.27K $386M
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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