Wingate Wealth Advisors, Inc. Incresed Positions in Q1 2025

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUSB
Vanguard Bd Index Fds
18.2K
+ 220.96%
N/A
26.4K $1.32B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
19.6K
+ 208.65%
$44.41 - $45.98 $870K - $901K
29K $1.32B
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
33.8K
+ 82.08%
$20.05 - $20.4 $678K - $690K
75K $1.53B
FNDF
Schwab Fundamental Intl Large

ETFs
12.2K
+ 15.61%
$32.9 - $37.45 $403K - $459K
90.7K $3.28B
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
27K
+ 78.7%
$18.18 - $18.58 $491K - $502K
61.3K $1.14B
FNDX
Schwab Fundamental U S Large C

ETFs
21.5K
+ 19.37%
$23.03 - $25.01 $495K - $537K
132K $3.13B
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
24.7K
+ 59.48%
$19.43 - $19.62 $481K - $485K
66.3K $1.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 0.75%
$442.66 - $534.52 $18.6K - $22.4K
5.61K $2.99B
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
20.7K
+ 44.3%
$19.42 - $19.54 $402K - $404K
67.4K $1.31B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.64K
+ 13.64%
$78.0 - $84.37 $362K - $391K
38.7K $3.09B
2023 ETF Series Trust Ii
9.32K
+ 14.83%
N/A
72.2K $2.26B
GLD
Spdr Gold Trust

ETFs
207
+ 5.36%
$243.19 - $288.14 $50.3K - $59.6K
4.07K $1.17B
VTV
Vanguard Value ETF

ETFs
825
+ 15.3%
$167.73 - $179.21 $138K - $148K
6.22K $1.07B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
6.41K
+ 75.32%
$23.55 - $23.74 $151K - $152K
14.9K $352M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
6.41K
+ 75.48%
$23.49 - $23.77 $151K - $152K
14.9K $351M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
7.2K
+ 27.17%
$20.64 - $20.73 $149K - $149K
33.7K $696M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
6.5K
+ 75.78%
$23.1 - $23.56 $150K - $153K
15.1K $349M
BSMU
Invesco Exchange Self Ind Tr

ETFs
6.96K
+ 75.92%
$21.49 - $22.03 $150K - $153K
16.1K $348M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
6.6K
+ 75.86%
$22.66 - $23.19 $150K - $153K
15.3K $348M
T Rowe Price ETF Inc
6.55K
+ 7.71%
N/A
91.5K $2.95B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.47K
+ 21.09%
$18.36 - $20.51 $82K - $91.6K
25.6K $507M
IEFA
Ishares Tr

ETFs
284
+ 1.66%
$69.57 - $78.65 $19.8K - $22.3K
17.4K $1.31B
QQQ
Invesco Qqq Trust, Series 1

ETFs
281
+ 60.82%
$468.34 - $539.52 $132K - $152K
743 $348M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
314
+ 14.48%
$507.05 - $563.67 $159K - $177K
2.48K $1.28B
BSCU
Invesco Exc Self Ind Tr

ETFs
6.12K
+ 117.64%
$16.2 - $16.64 $99.2K - $102K
11.3K $188M
EFA
Ishares Tr Msci Eafe ETF

ETFs
62
+ 0.41%
$74.85 - $84.89 $4.64K - $5.26K
15.1K $1.24B
XOM
Exxon Mobil Corp

Energy
11
+ 0.16%
$105.44 - $118.93 $1.16K - $1.31K
6.95K $826M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.99K
+ 21.61%
$60.91 - $71.4 $121K - $142K
11.2K $694M
VEA
Vanguard Ftse Developed Market

ETFs
975
+ 14.59%
$47.4 - $52.99 $46.2K - $51.7K
7.66K $389M
VUG
Vanguard Growth ETF

ETFs
605
+ 14.36%
$369.1 - $427.61 $223K - $259K
4.82K $1.79B
VIG
Vanguard Dividend Appreciation

ETFs
365
+ 4.68%
N/A
8.17K $1.58B
DFAE
Dimensional ETF Tr

ETFs
251
+ 0.31%
$24.64 - $26.86 $6.18K - $6.74K
82K $2.12B
VZ
Verizon Communications Inc

Communication Services
26
+ 0.57%
$37.81 - $46.49 $983 - $1.21K
4.55K $206M
DFIC
Dimensional ETF Tr Dimensional

ETFs
36
+ 0.3%
$25.54 - $28.79 $919 - $1.04K
12K $333M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
360
+ 2.99%
$65.27 - $71.18 $23.5K - $25.6K
12.4K $822M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
74
+ 0.72%
$51.52 - $52.37 $3.81K - $3.88K
10.4K $544M
Dimensional ETF Trust
59
+ 0.41%
N/A
14.3K $437M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
15
+ 0.17%
$25.44 - $27.95 $382 - $419
8.61K $233M
META
Meta Platforms, Inc.

Communication Services
22
+ 4.14%
$576.36 - $736.67 $12.7K - $16.2K
553 $319M
MUB
Ishares National Muni Bond ETF

ETFs
23
+ 0.26%
$104.71 - $107.69 $2.41K - $2.48K
8.74K $921M
IVW
Ishares S&P 500 Growth ETF

ETFs
83
+ 3.71%
$92.45 - $106.69 $7.67K - $8.86K
2.32K $216M
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.28%
$149.27 - $169.4 $597 - $678
1.45K $219M
MRK
Merck & Co., Inc.

Healthcare
11
+ 0.23%
$83.01 - $101.02 $913 - $1.11K
4.77K $428M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.18%
$89.18 - $104.04 $1.61K - $1.87K
9.8K $897M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
38
+ 0.26%
$96.93 - $109.51 $3.68K - $4.16K
14.4K $1.41B
Activity Summary
Buys All Purchases 46 New Holdings 0 Increased Positions 46 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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