The Analysis of Wingate Wealth Advisors, Inc.'s Holdings
Currently, Wingate Wealth Advisors, Inc. holds 117 types of securities in its portfolio with a total value $179.2M. In the most recent quarter, they have increased their positions in VIG (+69.9K shares, valued at $15.4M), SMLF (+78.4K shares, valued at $5.9M), VTIP (+74.8K shares, valued at $3.7M); decreased their positions in IJH (-6.3K shares, valued at $418.8K), N/A (-976 shares, valued at $187.0K), MCD (-525 shares, valued at $160.5K); initiated new positions in MMM (+2.6K shares, valued at $413.2K), VGSH (+6.5K shares, valued at $382.5K), GEV (+524 shares, valued at $342.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VIG VANGUARD SPECIALIZED FUNDS88.4K shares377.51%2025-12-312026-01-28
VTIP VANGUARD MALVERN FDS268.8K shares38.54%2025-12-312026-01-28 SMLF ISHARES TR93.7K shares512.35%2025-12-312026-01-28 FNDX SCHWAB STRATEGIC TR245.3K shares2.03%2025-12-312026-01-28 BND VANGUARD BD INDEX FDS68.4K shares1.99%2025-12-312026-01-28 FNDF SCHWAB STRATEGIC TR109.3K shares5.39%2025-12-312026-01-28 DGRW WISDOMTREE TR42.1K shares-1.03%2025-12-312026-01-28 DFAE DIMENSIONAL ETF TRUST112.4K shares-2.14%2025-12-312026-01-28 ALPHABET INC ALPHABET INC11.7K shares-3.54%2025-12-312026-01-28 VEA VANGUARD TAX-MANAGED FDS58.1K shares6.22%2025-12-312026-01-28 TCAF T ROWE PRICE ETF INC88.4K shares0.50%2025-12-312026-01-28 IQLT ISHARES TR69.2K shares0.93%2025-12-312026-01-28 AGG ISHARES TR30.8K shares-0.58%2025-12-312026-01-28 QLTY GMO ETF TRUST73.8K shares4.89%2025-12-312026-01-28 VUG VANGUARD INDEX FDS5.2K shares3.73%2025-12-312026-01-28 FBND FIDELITY MERRIMACK STR TR54.2K shares-0.70%2025-12-312026-01-28 VO VANGUARD INDEX FDS8.6K shares16.01%2025-12-312026-01-28 EFV ISHARES TR33.5K shares2.91%2025-12-312026-01-28 AAPL APPLE INC8.6K shares4.56%2025-12-312026-01-28 ESGD ISHARES TR23.9K shares1.90%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR3.2K shares-0.22%2025-12-312026-01-28 VUSB VANGUARD BD INDEX FDS41.1K shares10.50%2025-12-312026-01-28 VXUS VANGUARD STAR FDS26.1K shares-3.79%2025-12-312026-01-28 VTI VANGUARD INDEX FDS5.5K shares4.34%2025-12-312026-01-28 EAGG ISHARES TR38.4K shares1.34%2025-12-312026-01-28 ESGV VANGUARD WORLD FD14.5K shares0.24%2025-12-312026-01-28 SPHQ INVESCO EXCHANGE TRADED FD T21.9K shares16.30%2025-12-312026-01-28 BSCS INVESCO EXCH TRD SLF IDX FD79.3K shares0.78%2025-12-312026-01-28 VTV VANGUARD INDEX FDS8.4K shares-0.50%2025-12-312026-01-28 GLD SPDR GOLD TR4.0K shares3.64%2025-12-312026-01-28 IEFA ISHARES TR17.3K shares-2.12%2025-12-312026-01-28 EFA ISHARES TR15.7K shares0.93%2025-12-312026-01-28 CRMD CORMEDIX INC128.5K shares-0.80%2025-12-312026-01-28 BSCR INVESCO EXCH TRD SLF IDX FD70.5K shares0.78%2025-12-312026-01-28 BSCQ INVESCO EXCH TRD SLF IDX FD69.0K shares0.74%2025-12-312026-01-28 IVV ISHARES TR2.0K shares-6.76%2025-12-312026-01-28 CVX CHEVRON CORP NEW8.6K shares6.82%2025-12-312026-01-28 VB VANGUARD INDEX FDS5.1K shares12.02%2025-12-312026-01-28 SUB ISHARES TR12.2K shares124.70%2025-12-312026-01-28 EFG ISHARES TR11.3K shares6.92%2025-12-312026-01-28 BSCT INVESCO EXCH TRD SLF IDX FD65.5K shares5.01%2025-12-312026-01-28 AMZN AMAZON COM INC5.3K shares21.47%2025-12-312026-01-28 SCHD SCHWAB STRATEGIC TR41.4K shares-7.14%2025-12-312026-01-28 XMHQ INVESCO EXCHANGE TRADED FD T10.8K shares0.17%2025-12-312026-01-28 ALPHABET INC ALPHABET INC3.4K shares17.54%2025-12-312026-01-28 META META PLATFORMS INC1.6K shares26.58%2025-12-312026-01-28 MSFT MICROSOFT CORP2.1K shares-5.36%2025-12-312026-01-28 XOM EXXON MOBIL CORP7.8K shares25.43%2025-12-312026-01-28 MUB ISHARES TR8.7K shares0.55%2025-12-312026-01-28 VGT VANGUARD WORLD FD1.2K shares0.00%2025-12-312026-01-28 VOE VANGUARD INDEX FDS4.8K shares1.08%2025-12-312026-01-28 BSCU INVESCO EXCH TRD SLF IDX FD49.2K shares197.05%2025-12-312026-01-28 PM PHILIP MORRIS INTL INC5.1K shares0.00%2025-12-312026-01-28 VGIT VANGUARD SCOTTSDALE FDS13.2K shares10.80%2025-12-312026-01-28 SCHF SCHWAB STRATEGIC TR32.5K shares12.81%2025-12-312026-01-28 MMC MARSH & MCLENNAN COS INC4.0K shares0.00%2025-12-312026-01-28 DFAS DIMENSIONAL ETF TRUST10.7K shares0.27%2025-12-312026-01-28 GE AEROSPACE GE AEROSPACE2.3K shares150.38%2025-12-312026-01-28 WMT WALMART INC6.0K shares-4.18%2025-12-312026-01-28 FNDA SCHWAB STRATEGIC TR19.9K shares0.14%2025-12-312026-01-28 LLY ELI LILLY & CO571 shares-0.87%2025-12-312026-01-28 IGSB ISHARES TR10.9K shares1.50%2025-12-312026-01-28 RTX RTX CORPORATION2.9K shares-19.96%2025-12-312026-01-28 DFLV DIMENSIONAL ETF TRUST14.5K shares0.39%2025-12-312026-01-28 BROADCOM INC BROADCOM INC1.4K shares0.00%2025-12-312026-01-28 MA MASTERCARD INCORPORATED838 shares43.00%2025-12-312026-01-28 BJUL INNOVATOR ETFS TRUST9.2K shares19.49%2025-12-312026-01-28 COST COSTCO WHSL CORP NEW534 shares-15.77%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS1.5K shares23.62%2025-12-312026-01-28 PEP PEPSICO INC3.0K shares24.96%2025-12-312026-01-28 DFIC DIMENSIONAL ETF TRUST12.3K shares0.70%2025-12-312026-01-28 VZ VERIZON COMMUNICATIONS INC10.4K shares-11.06%2025-12-312026-01-28 MMM 3M CO2.6K sharesnew addition2025-12-312026-01-28 VGSH VANGUARD SCOTTSDALE FDS6.5K sharesnew addition2025-12-312026-01-28 BAC BANK AMERICA CORP6.9K shares40.46%2025-12-312026-01-28 IEMG ISHARES INC5.5K shares10.39%2025-12-312026-01-28 PG PROCTER AND GAMBLE CO2.6K shares10.79%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON1.8K shares-9.98%2025-12-312026-01-28 BSMU INVESCO EXCH TRD SLF IDX FD16.5K shares0.67%2025-12-312026-01-28 BSMS INVESCO EXCH TRD SLF IDX FD15.4K shares0.68%2025-12-312026-01-28 BSMT INVESCO EXCH TRD SLF IDX FD15.6K shares0.66%2025-12-312026-01-28 UNP UNION PAC CORP1.6K shares19.36%2025-12-312026-01-28 BSMQ INVESCO EXCH TRD SLF IDX FD15.2K shares0.65%2025-12-312026-01-28 BSMR INVESCO EXCH TRD SLF IDX FD15.2K shares0.66%2025-12-312026-01-28 GEV GE VERNOVA INC524 sharesnew addition2025-12-312026-01-28 DFUS DIMENSIONAL ETF TRUST4.5K shares0.22%2025-12-312026-01-28 IMTM ISHARES TR6.5K shares0.00%2025-12-312026-01-28 V VISA INC889 shares35.73%2025-12-312026-01-28 DELL DELL TECHNOLOGIES INC2.5K shares0.00%2025-12-312026-01-28 IVW ISHARES TR2.5K shares0.04%2025-12-312026-01-28 VPU VANGUARD WORLD FD1.6K sharesnew addition2025-12-312026-01-28 GS GOLDMAN SACHS GROUP INC346 shares-4.42%2025-12-312026-01-28 NVDA NVIDIA CORPORATION1.6K shares-8.74%2025-12-312026-01-28 DIA SPDR DOW JONES INDL AVERAGE614 shares0.33%2025-12-312026-01-28 BSCV INVESCO EXCH TRD SLF IDX FD17.6K sharesnew addition2025-12-312026-01-28 DFEV DIMENSIONAL ETF TRUST8.7K shares0.00%2025-12-312026-01-28 WM WASTE MGMT INC DEL1.3K shares8.06%2025-12-312026-01-28 BSV VANGUARD BD INDEX FDS3.6K shares-6.82%2025-12-312026-01-28 IWF ISHARES TR595 sharesnew addition2025-12-312026-01-28 DFAC DIMENSIONAL ETF TRUST7.1K shares0.00%2025-12-312026-01-28 ITA ISHARES TR1.3K sharesnew addition2025-12-312026-01-28 TJX TJX COS INC NEW1.7K sharesnew addition2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.769 shares-0.26%2025-12-312026-01-28 XVV ISHARES TR4.6K sharesnew addition2025-12-312026-01-28 MCD MCDONALDS CORP744 shares-41.37%2025-12-312026-01-28 MCO MOODYS CORP421 sharesnew addition2025-12-312026-01-28 NULG NUSHARES ETF TR2.2K shares-0.37%2025-12-312026-01-28 TSLA TESLA INC471 sharesnew addition2025-12-312026-01-28 IJH ISHARES TR3.2K shares-66.68%2025-12-312026-01-28 SHY ISHARES TR2.4K shares-2.06%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available