Wingate Wealth Advisors, Inc. Portfolio Holdings by Sector
Wingate Wealth Advisors, Inc.
- $112 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
FNDX FNDF DGRW VEA DFAE AGG IQLT RSP 65 stocks |
$80.4 Million
76.87% of portfolio
|
47
|
13
|
6
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5.84 Million
5.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$2.49 Million
2.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1.82 Million
1.74% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.61 Million
1.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
CRMD 1 stocks |
$1.6 Million
1.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.23 Million
1.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI AVGO NVDA 3 stocks |
$1.15 Million
1.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK JNJ 3 stocks |
$1.11 Million
1.06% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1.08 Million
1.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$949,058
0.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$879,370
0.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$679,163
0.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$525,189
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$440,755
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$421,122
0.4% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$341,582
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$321,387
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$320,606
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$263,672
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$248,142
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$230,446
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$224,766
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$222,473
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$210,475
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|