Wingate Wealth Advisors, Inc. Reduced Holdings in Q1 2025

Wingate Wealth Advisors, Inc.

  • $86.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.73K
- 55.13%
$554.06 - $615.85 $956K - $1.06M
1.41K $789M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.37K
- 31.76%
$551.42 - $612.93 $756K - $840K
2.95K $1.65B
AAPL
Apple Inc.

Technology
-1.65K
- 20.13%
$209.68 - $247.1 $345K - $406K
6.53K $1.45B
GOOGL
Alphabet Inc.

Communication Services
-465
- 3.82%
$154.33 - $206.19 $71.8K - $95.9K
11.7K $1.81B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.86K
- 11.11%
$169.43 - $182.84 $315K - $340K
14.9K $2.58B
MSFT
Microsoft Corp

Technology
-587
- 24.79%
$375.39 - $447.2 $220K - $263K
1.78K $669M
VGT
Vanguard Information Technolog

ETFs
-298
- 23.05%
$542.38 - $646.34 $162K - $193K
995 $540M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.19K
- 41.44%
$59.61 - $66.71 $190K - $213K
4.51K $273M
AMZN
Amazon Com Inc

Consumer Cyclical
-618
- 22.74%
$190.26 - $242.06 $118K - $150K
2.1K $400M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.19K
- 22.82%
$102.49 - $119.96 $122K - $143K
4.04K $422M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.59K
- 11.68%
$58.01 - $64.46 $208K - $231K
27.1K $1.68B
WMT
Walmart Inc.

Consumer Defensive
-1.25K
- 25.74%
$84.5 - $105.05 $106K - $131K
3.6K $316M
VB
Vanguard Small Cap ETF

ETFs
-240
- 9.12%
$217.89 - $252.64 $52.3K - $60.6K
2.39K $530M
PG
Procter & Gamble CO

Consumer Defensive
-596
- 23.78%
$158.56 - $176.26 $94.5K - $105K
1.91K $326M
VTI
Vanguard Total Stock Market Et

ETFs
-16
- 0.3%
$271.18 - $303.12 $4.34K - $4.85K
5.3K $1.46B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-401
- 3.13%
$57.21 - $65.8 $22.9K - $26.4K
12.4K $725M
PEP
Pepsico Inc

Consumer Defensive
-427
- 15.44%
$142.64 - $156.42 $60.9K - $66.8K
2.34K $351M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-165
- 2.18%
$58.81 - $68.2 $9.7K - $11.3K
7.41K $443M
IBM
International Business Machines Corp

Technology
-392
- 22.34%
$217.4 - $264.74 $85.2K - $104K
1.36K $339M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-93
- 13.21%
$408.78 - $448.82 $38K - $41.7K
611 $256M
SUB
Ishares Short Term National Mu

ETFs
-166
- 2.66%
$105.3 - $106.24 $17.5K - $17.6K
6.07K $641M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-726
- 1.91%
$45.92 - $47.58 $33.3K - $34.5K
37.3K $1.77B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-739
- 1.25%
$27.01 - $28.54 $20K - $21.1K
58.2K $1.63B
RTX
Raytheon Technologies Corp

Industrials
-213
- 5.42%
$114.1 - $135.66 $24.3K - $28.9K
3.72K $492M
EFV
Msci Eafe Value ETF

ETFs
-3.28K
- 9.18%
$51.88 - $60.73 $170K - $199K
32.4K $1.91B
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.93K
- 4.52%
$36.91 - $41.03 $108K - $120K
61.9K $2.46B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-298
- 1.29%
$75.32 - $84.77 $22.4K - $25.3K
22.8K $1.86B
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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