Wealthgate Family Office, LLC Top Holdings and 13F Report (2024) About Wealthgate Family Office, LLCInvestment ActivityWealthgate Family Office, LLC has $35.91 million in total holdings as of September 30, 2024.Wealthgate Family Office, LLC owns shares of 14 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 6.35% of the portfolio was purchased this quarter.About 23.94% of the portfolio was sold this quarter.This quarter, Wealthgate Family Office, LLC has purchased 24 new stocks and bought additional shares in 4 stocks.Wealthgate Family Office, LLC sold shares of 3 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $17,345,943iShares U.S. Financial Services ETF $3,687,115EverCommerce $3,047,042Vanguard Total Stock Market ETF $2,062,633iShares Currency Hedged MSCI EAFE ETF $1,993,796 Largest Purchases this Quarter iShares Core MSCI EAFE ETF 22,220 shares (about $1.73M)iShares Gold Trust 10,785 shares (about $536.02K)Vanguard Total Stock Market ETF 25 shares (about $7.08K)The Goldman Sachs Group 2 shares (about $990.21) Largest Sales this Quarter SPDR S&P 500 ETF Trust 2,422 shares (about $1.39M)iShares U.S. Financial Services ETF 3,389 shares (about $240.68K)Berkshire Hathaway 284 shares (about $130.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthgate Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$17,345,943$1,389,649 ▼-7.4%30,23248.3%FinanceIYGiShares U.S. Financial Services ETF$3,687,115$240,685 ▼-6.1%51,91710.3%ETFEVCMEverCommerce$3,047,0420.0%294,1168.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,062,633$7,079 ▲0.3%7,2845.7%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,993,7960.0%56,2905.6%ETFVWOVanguard FTSE Emerging Markets ETF$1,983,9330.0%41,4615.5%ETFIEFAiShares Core MSCI EAFE ETF$1,950,783$1,734,272 ▲801.0%24,9945.4%ETFIAUiShares Gold Trust$1,147,929$536,018 ▲87.6%23,0973.2%FinanceEFAiShares MSCI EAFE ETF$819,6430.0%9,8012.3%FinanceBRK.BBerkshire Hathaway$625,954$130,714 ▼-17.3%1,3601.7%FinanceGSThe Goldman Sachs Group$533,721$990 ▲0.2%1,0781.5%FinanceEMQQEmerging Markets Internet & Ecommerce ETF$251,5110.0%6,4140.7%ETFCOINCoinbase Global$231,2650.0%1,2980.6%Business ServicesASMLASML$226,6440.0%2720.6%Computer and TechnologyAAPLApple$0$3,429,609 ▼-100.0%00.0%Computer and TechnologyCAGConagra Brands$0$643,884 ▼-100.0%00.0%Consumer StaplesLWLamb Weston$0$578,218 ▼-100.0%00.0%Consumer StaplesJPMJPMorgan Chase & Co.$0$477,334 ▼-100.0%00.0%FinanceGOOGLAlphabet$0$375,229 ▼-100.0%00.0%Computer and TechnologyARWArrow Electronics$0$371,941 ▼-100.0%00.0%Computer and TechnologyNKENIKE$0$301,480 ▼-100.0%00.0%Consumer DiscretionaryAMZNAmazon.com$0$261,854 ▼-100.0%00.0%Retail/WholesaleBABAAlibaba Group$0$235,224 ▼-100.0%00.0%Retail/WholesaleGOOGAlphabet$0$161,226 ▼-100.0%00.0%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
