Wingate Wealth Advisors, Inc. Portfolio Holdings
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 2025
Wingate Wealth Advisors, Inc. has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $86.9 Billion distributed in 92 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental Intl Large with a value of $3.28B, Schwab Fundamental U S Large C with a value of $3.13B, Wisdomtree Tr Us Quality Divid with a value of $3.09B, Berkshire Hathaway Inc Class B with a value of $2.99B, and T Rowe Price ETF Inc with a value of $2.95B.
Examining the 13F form we can see an decrease of $14.9B in the current position value, from $102B to 86.9B.
Wingate Wealth Advisors, Inc. is based out at Lexington, MA
Below you can find more details about Wingate Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.