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.

Portfolio value $86.9 Billion
ETFs: $62.7 Billion
Financial Services: $3.97 Billion
Technology: $3.4 Billion
Communication Services: $2.33 Billion
Consumer Defensive: $2.12 Billion
Energy: $2.1 Billion
Healthcare: $1.83 Billion
Industrials: $773 Million
Other: $712 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177M
$104 Million 0.12% of portfolio
28,471
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $86.9 Billion
  • Prior Value $102 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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