Bestgate Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Bestgate Wealth Advisors, LLCInvestment ActivityBestgate Wealth Advisors, LLC has $49.83 million in total holdings as of December 31, 2024.Bestgate Wealth Advisors, LLC owns shares of 56 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $6,818,175Vanguard FTSE Developed Markets ETF $4,381,747Schwab U.S. Aggregate Bond ETF $4,042,734SPDR Portfolio S&P 500 ETF $3,844,853Invesco NASDAQ 100 ETF $2,815,400 Sector AllocationMap of 500 Largest Holdings ofBestgate Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$6,818,17511,58213.7%ETFVEAVanguard FTSE Developed Markets ETF$4,381,74791,6308.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$4,042,734178,0948.1%ETFSPLGSPDR Portfolio S&P 500 ETF$3,844,85355,7717.7%ETFQQQMInvesco NASDAQ 100 ETF$2,815,40013,3785.6%ETFQUALiShares MSCI USA Quality Factor ETF$2,162,24712,1424.3%ETFXSVMInvesco S&P SmallCap Value with Momentum ETF$1,539,71428,2623.1%MiscellaneousGOVTiShares U.S. Treasury Bond ETF$1,153,55050,1982.3%ETFMBBiShares MBS ETF$1,142,14912,4582.3%ETFSCHHSchwab U.S. REIT ETF$1,124,64653,4022.3%ETFVXFVanguard Extended Market ETF$1,118,9825,8902.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,075,00919,3872.2%ManufacturingIJRiShares Core S&P Small-Cap ETF$1,022,6938,8762.1%ETFIEFAiShares Core MSCI EAFE ETF$884,80512,5901.8%ETFAMZNAmazon.com$861,9833,9291.7%Retail/WholesaleBNDXVanguard Total International Bond ETF$758,16615,4571.5%ETFVBRVanguard Small-Cap Value ETF$755,8593,8141.5%ETFVOVanguard Mid-Cap ETF$748,8092,8351.5%ETFTLTiShares 20+ Year Treasury Bond ETF$687,3747,8711.4%ETFPANWPalo Alto Networks$677,2553,7221.4%Computer and TechnologyAAPLApple$606,0162,4201.2%Computer and TechnologyBRK.BBerkshire Hathaway$544,8431,2021.1%FinanceGOOGLAlphabet$525,4972,7761.1%Computer and TechnologyIJTiShares S&P Small-Cap 600 Growth ETF$503,5763,7201.0%ETFJPMJPMorgan Chase & Co.$491,6322,0511.0%FinanceTSMTaiwan Semiconductor Manufacturing$452,4502,2910.9%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$447,47012,8770.9%ETFCRMSalesforce$440,9811,3190.9%Computer and TechnologyMSFTMicrosoft$427,8281,0150.9%Computer and TechnologyVZVerizon Communications$398,9289,9760.8%Computer and TechnologyMELIMercadoLibre$379,1982230.8%Retail/WholesaleUSBU.S. Bancorp$372,0267,7780.7%FinanceVOOVanguard S&P 500 ETF$371,7796900.7%ETFDUKDuke Energy$347,0813,2210.7%UtilitiesVIGIVanguard International Dividend Appreciation ETF$345,2274,3160.7%ETFNOWServiceNow$340,2993210.7%Computer and TechnologyBXBlackstone$334,5921,9410.7%FinanceFIDELITY COVINGTON TRUST$330,60010,8500.7%ENHANCED LARGEAXPAmerican Express$321,7201,0840.6%FinanceABBVAbbVie$321,6071,8100.6%MedicalHONHoneywell International$310,6211,3750.6%Multi-Sector ConglomeratesSBUXStarbucks$306,3343,3570.6%Retail/WholesaleEFAViShares MSCI EAFE Min Vol Factor ETF$299,3594,2340.6%ETFBLACKROCK INC$265,3962590.5%COMSCZiShares MSCI EAFE Small-Cap ETF$264,7274,3580.5%ETFBRBroadridge Financial Solutions$254,7731,1270.5%Business ServicesNEENextEra Energy$239,8033,3450.5%UtilitiesVEEVVeeva Systems$238,2131,1330.5%MedicalCOSTCostco Wholesale$233,6992550.5%Retail/WholesaleBKNGBooking$233,516470.5%Retail/WholesaleCVXChevron$228,2681,5760.5%Oils/EnergyIVEiShares S&P 500 Value ETF$221,0391,1580.4%ETFGOOGAlphabet$208,5321,0950.4%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$204,6391,2650.4%ETFESGUiShares ESG Aware MSCI USA ETF$201,8611,5670.4%ManufacturingADPAutomatic Data Processing$201,2366870.4%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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