Wingate Wealth Advisors, Inc. New Holdings in Q4 2024

Wingate Wealth Advisors, Inc.

  • $102 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HSY
Hershey CO

Consumer Defensive
53
New
$168.67 - $193.65 $8.94K - $10.3K
53 $8.98M
SWKS
Skyworks Solutions, Inc.

Technology
100
New
$83.18 - $99.15 $8.32K - $9.92K
100 $8.87M
PFFA
Etfis Ser Tr I

ETFs
380
New
$21.82 - $23.21 $8.29K - $8.82K
380 $8.32M
CROX
Crocs, Inc.

Consumer Cyclical
75
New
$96.51 - $141.93 $7.24K - $10.6K
75 $8.22M
TER
Teradyne, Inc

Technology
65
New
$102.58 - $133.62 $6.67K - $8.69K
65 $8.19M
SHW
Sherwin Williams CO

Basic Materials
24
New
$338.75 - $399.71 $8.13K - $9.59K
24 $8.16M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
480
New
$15.9 - $17.05 $7.63K - $8.18K
480 $7.98M
NKE
Nike, Inc.

Consumer Cyclical
104
New
$73.36 - $89.13 $7.63K - $9.27K
104 $7.87M
BTO
John Hancock Financial Opportunities Fund

Financial Services
220
New
$31.82 - $39.45 $7K - $8.68K
220 $7.85M
ROBO
Robo Global Robotics And Autom

ETFs
134
New
$55.06 - $58.6 $7.38K - $7.85K
134 $7.54M
IEP
Icahn Enterprises L.P.

Industrials
831
New
$8.67 - $15.49 $7.2K - $12.9K
831 $7.21M
FINX
Global X Fds Fintech ETF (De)

ETFs
229
New
$27.48 - $34.32 $6.29K - $7.86K
229 $7.14M
SCHW
Schwab Charles Corp

Financial Services
96
New
$63.31 - $82.85 $6.08K - $7.95K
96 $7.11M
THR
Thermon Group Holdings, Inc.

Industrials
246
New
$26.21 - $32.32 $6.45K - $7.95K
246 $7.08M
WFC
Wells Fargo & Company

Financial Services
99
New
$54.98 - $77.35 $5.44K - $7.66K
99 $6.95M
USA
Liberty All Star Equity Fund

Financial Services
1K
New
$6.82 - $7.46 $6.82K - $7.46K
1K $6.95M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
880
New
$7.83 - $8.16 $6.89K - $7.18K
880 $6.92M
EPD
Enterprise Products Partners L.P.

Energy
220
New
$28.66 - $34.43 $6.31K - $7.57K
220 $6.9M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
360
New
$18.42 - $22.58 $6.63K - $8.13K
360 $6.79M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
200
New
$33.77 - $44.09 $6.75K - $8.82K
200 $6.78M
Siriusxm Holdings Inc
290
New
N/A
290 $6.61M
Kenvue Inc
298
New
N/A
298 $6.36M
UTG
Reaves Utility Income Fund

Financial Services
200
New
$30.81 - $34.99 $6.16K - $7K
200 $6.34M
DLTR
Dollar Tree, Inc.

Consumer Defensive
82
New
$61.21 - $76.19 $5.02K - $6.25K
82 $6.15M
UPS
United Parcel Service Inc

Industrials
48
New
$122.65 - $138.35 $5.89K - $6.64K
48 $6.05M
Listed Fd Tr
303
New
N/A
303 $5.99M
ARCC
Ares Capital Corp

Financial Services
270
New
$20.74 - $22.27 $5.6K - $6.01K
270 $5.91M
ARKG
Ark Genomic Revolution ETF (De

ETFs
250
New
$22.66 - $27.11 $5.67K - $6.78K
250 $5.89M
APO
Apollo Global Management, Inc.

Financial Services
35
New
$131.36 - $178.61 $4.6K - $6.25K
35 $5.78M
VBR
Vanguard Small Cap Value ETF

ETFs
28
New
$197.36 - $217.3 $5.53K - $6.08K
28 $5.55M
VONV
Vanguard Russell 1000 Value Et

ETFs
66
New
$80.87 - $87.69 $5.34K - $5.79K
66 $5.36M
CX
Cemex Sab De Cv

Basic Materials
950
New
$5.17 - $6.16 $4.91K - $5.85K
950 $5.36M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
220
New
$23.17 - $26.26 $5.1K - $5.78K
220 $5.29M
HFRO
Highland Income Fund\Ma

Financial Services
1K
New
$5.16 - $6.21 $5.16K - $6.21K
1K $5.19M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
350
New
$14.28 - $14.81 $5K - $5.18K
350 $5.03M
WBD
Warner Bros. Discovery, Inc.

Communication Services
474
New
$7.33 - $12.37 $3.47K - $5.86K
474 $5.01M
ORCC
Owl Rock Capital Corp

Financial Services
330
New
N/A
330 $4.99M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
200
New
$23.56 - $25.94 $4.71K - $5.19K
200 $4.86M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
1.25K
New
$3.8 - $4.57 $4.75K - $5.71K
1.25K $4.83M
HQH
Tekla Healthcare Investors

Financial Services
300
New
$16.03 - $18.73 $4.81K - $5.62K
300 $4.82M
CSWC
Capital Southwest Corp

Financial Services
210
New
$20.85 - $25.85 $4.38K - $5.43K
210 $4.58M
Psq Holdings Inc
978
New
N/A
978 $4.44M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
86
New
$50.14 - $52.56 $4.31K - $4.52K
86 $4.32M
SHOP
Shopify Inc.

Technology
40
New
$78.14 - $119.49 $3.13K - $4.78K
40 $4.25M
RHP
Ryman Hospitality Properties, Inc.

Real Estate
40
New
$104.34 - $118.84 $4.17K - $4.75K
40 $4.17M
HOG
Harley Davidson, Inc.

Consumer Cyclical
132
New
$29.69 - $38.02 $3.92K - $5.02K
132 $3.98M
Labcorp Holdings Inc
17
New
N/A
17 $3.9M
MTX
Minerals Technologies Inc

Basic Materials
51
New
$74.88 - $84.6 $3.82K - $4.31K
51 $3.89M
VONG
Vanguard Russell 1000 Growth E

ETFs
37
New
$95.27 - $107.82 $3.52K - $3.99K
37 $3.82M
Activity Summary
Buys All Purchases 477 New Holdings 477 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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