WW

Wingate Wealth Advisors, Inc.

13F
Wingate Wealth Advisors, Inc.
Last update 2025-04-24 92 Stocks (0 new)
Value $87.00 Mil Turnover 9 %
Countries:
Top Holdings: FNDF(3.77%)FNDX(3.60%)DGRW(3.55%)BRK.B(3.44%)TCAF(3.40%)
Summary Stock Picks Current Portfolio
Wingate Wealth Advisors, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
90,674
3,276.9
+15.61%
3.770
+0.51%
0.020
+14.74%
+22.61%
16,613.1
 
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
132,432
3,126.7
+19.37%
3.600
+0.58%
0.020
+10.96%
+6.60%
18,945.1
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
38,667
3,087.9
+13.64%
3.550
+0.43%
0.020
+10.73%
+6.09%
16,022.3
 
BRK.B
Berkshire Hathaway Inc
5,614
2,989.9
+0.75%
3.440
+0.03%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
TCAF
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
91,487
2,953.2
+7.71%
3.400
+0.24%
0.090
+13.40%
+7.06%
4,603.2
 
RSP
Invesco S&P 500 Equal Weight ETF
14,891
2,579.5
-11.11%
2.970
-0.32%
0.000
+11.65%
+6.62%
73,305.4
 
IQLT
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
61,919
2,457.6
-4.52%
2.830
-0.11%
0.030
+11.30%
+17.99%
11,986.6
 
QLTY
GMO U.S. Quality ETF
72,187
2,256.6
+14.83%
2.600
+0.34%
-
+14.64%
+8.75%
1,455.1
 
DFAE
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
82,044
2,124.1
+0.31%
2.440
+0.01%
0.040
+15.52%
+16.59%
6,186.9
 
EFV
iShares MSCI EAFE Value ETF
32,396
1,909.4
-9.18%
2.200
-0.17%
0.010
+12.70%
+24.54%
26,221.2
 

Wingate Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Wingate Wealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Sold Out
Sold Out
-1.22%
●
76.94 ($77.63) 78.28
$78.24
0.79%
Sold Out
0
-16,112
VUSB
Vanguard Ultra-Short Bond ETF
2025-03-31
Add
Add
+1.04%
●
49.61 ($49.73) 49.89
$49.69
-0.09%
Add 220.96%
26,383
18,163
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+1.03%
●
44.41 ($45.29) 45.98
$45.63
0.75%
Add 208.65%
28,985
19,594
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-1.00%
●
554.06 ($590.51) 615.85
$628.17
6.38%
Reduce -55.13%
1,405
-1,726
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Sold Out
Sold Out
-0.82%
●
49.25 ($50.03) 50.66
$48.95
-2.16%
Sold Out
0
-16,624
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
Invesco BulletShares 2028 Corporate Bond ETF
2025-03-31
Add
Add
+0.79%
●
20.05 ($20.24) 20.4
$20.46
1.09%
Add 82.08%
75,026
33,821
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.79%
●
551.42 ($587.78) 612.93
$625.34
6.39%
Reduce -31.76%
2,946
-1,371
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
Invesco BulletShares 2029 Corporate Bond ETF
2025-03-31
Add
Add
+0.58%
●
18.18 ($18.42) 18.58
$18.67
1.36%
Add 78.7%
61,338
27,013
FNDX
Schwab Fundamental U.S. Large Company ETF
Schwab Fundamental U.S. Large Company ETF
2025-03-31
Add
Add
+0.58%
●
23.03 ($24.17) 25.01
$25.02
3.52%
Add 19.37%
132,432
21,489
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
Invesco BulletShares 2027 Corporate Bond ETF
2025-03-31
Add
Add
+0.56%
●
19.43 ($19.52) 19.62
$19.65
0.67%
Add 59.48%
66,326
24,737

Wingate Wealth Advisors, Inc. Total Holding History ($B)

To

Wingate Wealth Advisors, Inc.'s Asset Allocation

To

Wingate Wealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Wingate Wealth Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Wingate Wealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Wingate Wealth Advisors, Inc.'s Holdings Heat Map

Size field:

Wingate Wealth Advisors, Inc.'s Holdings Bubble Chart

Wingate Wealth Advisors, Inc. News

  • 1

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