Wingate Wealth Advisors, Inc. Portfolio Holdings by Sector

Wingate Wealth Advisors, Inc.

$102 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs RSP DGRW FNDX FNDF SPY IQLT DFAE EFV 150 stocks	$63.6 Million 66.54% of portfolio	150	-	150	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$2.76 Million 2.89% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.53 Million 2.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.05 Million 2.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX XOM NFG BP IMO 5 stocks	$2.04 Million 2.14% of portfolio	5	-	5	-	0 Calls 0 Puts
Biotechnology \| Healthcare CRMD RVMD FHTX REGN AGIO VRTX RLAY ACAD 9 stocks	$1.78 Million 1.86% of portfolio	9	-	9	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE FFIV OKTA TOST BOX S 13 stocks	$1.63 Million 1.7% of portfolio	13	-	13	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1.54 Million 1.61% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK LLY JNJ BMY GILD BIIB PFE AMGN 10 stocks	$1.38 Million 1.45% of portfolio	10	-	10	-	0 Calls 0 Puts
Semiconductors \| Technology ADI AVGO NVDA TSM QCOM AMD TXN GFS 11 stocks	$1.16 Million 1.22% of portfolio	11	-	11	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT DLTR 4 stocks	$981,189 1.03% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC 1 stocks	$854,313 0.89% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR ETN GE OTIS ITW XYL GTLS ROP 11 stocks	$846,549 0.89% of portfolio	11	-	11	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO MNST COKE 4 stocks	$657,614 0.69% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG 2 stocks	$622,678 0.65% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX HII RKLB TDG HXL WWD LMT BA 8 stocks	$604,027 0.63% of portfolio	8	-	8	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CHD CL 3 stocks	$596,987 0.62% of portfolio	3	-	3	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$519,377 0.54% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE AEE ES PEG D IDA 6 stocks	$501,609 0.52% of portfolio	6	-	6	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T TMUS CHTR CMCSA 5 stocks	$465,082 0.49% of portfolio	5	-	5	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC WAB CSX 4 stocks	$413,989 0.43% of portfolio	4	-	4	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP PYPL ORCC LC 6 stocks	$392,925 0.41% of portfolio	6	-	6	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$385,802 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC C NU WFC TD SAN 7 stocks	$336,489 0.35% of portfolio	7	-	7	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR FBHS APT LPX 4 stocks	$327,615 0.34% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL CB PGR MKL 4 stocks	$317,298 0.33% of portfolio	4	-	4	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$307,684 0.32% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX SYK ABT PHG MDT ZIMV DCTH 7 stocks	$305,341 0.32% of portfolio	7	-	7	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH MOH CVS CI CNC 6 stocks	$304,645 0.32% of portfolio	6	-	6	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS CPB LW KHC 4 stocks	$292,778 0.31% of portfolio	4	-	4	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA TM F GM RACE 5 stocks	$290,670 0.3% of portfolio	5	-	5	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON IEP 3 stocks	$288,869 0.3% of portfolio	3	-	3	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL HPQ 2 stocks	$283,431 0.3% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT PCAR DE 3 stocks	$282,273 0.3% of portfolio	3	-	3	-	0 Calls 0 Puts
Medical Distribution \| Healthcare HSIC CAH 2 stocks	$199,404 0.21% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS WBD NFLX MSGS 4 stocks	$198,585 0.21% of portfolio	4	-	4	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PSA PLD 2 stocks	$191,706 0.2% of portfolio	2	-	2	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials AVY ACCO 2 stocks	$189,237 0.2% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services AMP STT BK SEIC BTZ RQI TROW BTO 24 stocks	$187,930 0.2% of portfolio	24	-	24	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG 2 stocks	$177,263 0.19% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy WMB KMI EPD 3 stocks	$156,465 0.16% of portfolio	3	-	3	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX ROST 2 stocks	$140,202 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology SAP COIN CRM UBER SHOP INTU PUBM NOW 9 stocks	$127,033 0.13% of portfolio	9	-	9	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$112,954 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB HAL 2 stocks	$105,383 0.11% of portfolio	2	-	2	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$104,903 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME MCO SPGI 3 stocks	$101,975 0.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$89,492 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC CX 2 stocks	$88,958 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Residential \| Real Estate UDR 1 stocks	$87,124 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$86,228 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA 1 stocks	$82,660 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare DVA 1 stocks	$81,505 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC BOKF 2 stocks	$81,489 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical TSCO ORLY 2 stocks	$77,327 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC PSX 2 stocks	$75,563 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS 1 stocks	$74,729 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$66,595 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS VTRS CRDL 3 stocks	$65,684 0.07% of portfolio	3	-	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO WAT DHR CRL 4 stocks	$60,917 0.06% of portfolio	4	-	4	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$59,291 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW 2 stocks	$51,769 0.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Engineering & Construction \| Industrials ACM 1 stocks	$51,274 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP FANG OXY 3 stocks	$47,986 0.05% of portfolio	3	-	3	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$46,906 0.05% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$40,814 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC BRSP 2 stocks	$40,049 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$38,842 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$37,177 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WSO 1 stocks	$36,016 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR HLT 2 stocks	$34,709 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU 1 stocks	$32,714 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities BIP 1 stocks	$31,758 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities SPH 1 stocks	$30,960 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SHW MTX 3 stocks	$30,791 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Marine Shipping \| Industrials GSL DAC 2 stocks	$30,349 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate CCI FPI LAND 3 stocks	$27,928 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS 2 stocks	$27,153 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$27,069 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical IP 1 stocks	$21,528 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$19,118 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities WTRG 1 stocks	$17,506 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials AEM 1 stocks	$17,206 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology MKSI 1 stocks	$16,911 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical LEN 1 stocks	$16,364 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical CROX NKE 2 stocks	$16,085 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL ABNB 2 stocks	$14,889 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical QS 1 stocks	$13,482 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology TER ASML 2 stocks	$11,650 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive TSN 1 stocks	$10,971 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate RHP 1 stocks	$4,174 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical HOG 1 stocks	$3,984 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials JBLU UAL 2 stocks	$3,925 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate AGNC 1 stocks	$2,763 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ALC 1 stocks	$2,207 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Coking Coal \| Basic Materials AMR 1 stocks	$2,201 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials SLDP PLUG 2 stocks	$1,997 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical IRBT 1 stocks	$1,550 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$1,512 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$704 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Wingate Wealth Advisors, Inc. Portfolio Holdings by Sector

Wingate Wealth Advisors, Inc.

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