BW
| |
Bestgate Wealth Advisors, LLC13F | |
| Bestgate Wealth Advisors, LLC | |
| Last update 2025-07-16 | 55 Stocks (0 new) |
| Value $48.00 Mil | Turnover 0 % |
Bestgate Wealth Advisors, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 10,497 | 5,898.4 | 0% | 12.230 | 0% | 0.000 | +23.22% | +8.42% | 638,159.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 87,852 | 4,465.5 | 0% | 9.260 | 0% | 0.000 | +13.98% | +20.94% | 158,929.0 | ||
SCHZ | Schwab US Aggregate Bond ETF | 182,547 | 4,227.8 | 0% | 8.760 | 0% | 0.050 | +2.21% | +3.72% | 8,594.0 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 52,338 | 3,441.8 | 0% | 7.130 | 0% | 0.010 | +23.18% | +8.38% | 77,418.3 | ||
QQQM | Invesco NASDAQ 100 ETF | 12,556 | 2,423.6 | 0% | 5.020 | 0% | 0.010 | +30.73% | +11.00% | 54,974.8 | ||
MBB | iShares MBS ETF | 21,895 | 2,053.3 | 0% | 4.260 | 0% | 0.010 | +2.18% | +3.45% | 39,050.2 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 11,843 | 2,023.8 | 0% | 4.190 | 0% | 0.000 | +17.52% | +4.42% | 53,426.7 | ||
VXF | Vanguard Extended Market Index ETF | 8,727 | 1,503.3 | 0% | 3.120 | 0% | 0.010 | +26.11% | +5.33% | 21,578.0 | ||
XSVM |
Invesco S&P SmallCap Value with Momentum ETF
Invesco S&P SmallCap Value with Momentum ETF
| 29,685 | 1,490.2 | 0% | 3.090 | 0% | 0.270 | +17.85% | -0.58% | 582.6 | ||
GOVT | iShares U.S. Treasury Bond ETF | 52,692 | 1,211.1 | 0% | 2.510 | 0% | 0.000 | +1.20% | +0.94% | 27,409.4 |
Bestgate Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Bestgate Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
MBB | iShares MBS ETF | 2025-03-31 | Add Add | +1.84% | 90.37 ($92.49) 94.08 | $93.17 | 0.74% | Add 75.75% | 21,895 | 9,437 | |
SCHI | Schwab 5-10 Year Corporate Bond ETF | 2025-03-31 | New Buy New Buy | +1.64% | 21.77 ($22.24) 22.56 | $22.66 | 1.89% | New holding | 35,158 | 35,158 | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-03-31 | Sold Out Sold Out | -1.52% | 48.33 ($48.9) 49.5 | $49.39 | 0.99% | Sold Out | 0 | -15,457 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Sold Out Sold Out | -1.38% | 85.29 ($89.02) 92.57 | $86.27 | -3.09% | Sold Out | 0 | -7,871 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -1.28% | 554.06 ($590.51) 615.85 | $634.22 | 7.40% | Reduce -9.37% | 10,497 | -1,085 | |
VXF | Vanguard Extended Market Index ETF | 2025-03-31 | Add Add | +1.01% | 170.36 ($189.24) 201.04 | $198.87 | 5.09% | Add 48.17% | 8,727 | 2,837 | |
ABBV | AbbVie Inc | 2025-03-31 | Sold Out Sold Out | -0.65% | 169.2 ($194.4) 216.66 | $186.04 | -4.30% | Sold Out | 0 | -1,810 | |
ASML | ASML Holding NV | 2025-03-31 | New Buy New Buy | +0.48% | 662.63 ($727.48) 776.99 | $725.42 | -0.28% | New holding | 348 | 348 | |
ICE | Intercontinental Exchange Inc | 2025-03-31 | New Buy New Buy | +0.48% | 142.8 ($163.84) 176.36 | $181.43 | 10.73% | New holding | 1,329 | 1,329 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.48% | 64.88 ($69.16) 72.1 | $74.25 | 7.37% | Reduce -6.16% | 52,338 | -3,433 |
Bestgate Wealth Advisors, LLC Total Holding History ($B)
Bestgate Wealth Advisors, LLC's Asset Allocation
Bestgate Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Bestgate Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30
Bestgate Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Bestgate Wealth Advisors, LLC's Holdings Heat Map
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Bestgate Wealth Advisors, LLC's Holdings Bubble Chart
Bestgate Wealth Advisors, LLC News
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