Wingate Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Wingate Wealth Advisors, Inc.Investment ActivityWingate Wealth Advisors, Inc. has $101.81 million in total holdings as of December 31, 2024.Wingate Wealth Advisors, Inc. owns shares of 477 different stocks, but just 75 companies or ETFs make up 80% of its holdings.Largest Holdings Invesco S&P 500 Equal Weight ETF $2,935,621T. Rowe Price Capital Appreciation Equity ETF $2,825,927WisdomTree U.S. Quality Dividend Growth Fund $2,753,836Schwab Fundamental U.S. Large Company Index ETF $2,627,124Schwab Fundamental International Large Company Index ETF $2,604,606 Sector AllocationMap of 500 Largest Holdings ofWingate Wealth Advisors, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$2,935,62116,7532.9%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$2,825,92784,9392.8%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$2,753,83634,0272.7%ManufacturingFNDXSchwab Fundamental U.S. Large Company Index ETF$2,627,124110,9432.6%ETFFNDFSchwab Fundamental International Large Company Index ETF$2,604,60678,4282.6%ETFSPYSPDR S&P 500 ETF Trust$2,530,3364,3172.5%FinanceBRK.BBerkshire Hathaway$2,525,6765,5722.5%FinanceIQLTiShares MSCI Intl Quality Factor ETF$2,407,28364,8512.4%ETFGOOGLAlphabet$2,302,09212,1612.3%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$2,075,08381,7932.0%ETFAAPLApple$2,046,6478,1732.0%Computer and Technology2023 ETF SERIES TRUST II$2,009,81562,8662.0%GMO US QUALITY EEFViShares MSCI EAFE Value ETF$1,871,64835,6711.8%ETFIVViShares Core S&P 500 ETF$1,843,2483,1311.8%ETFVXUSVanguard Total International Stock ETF$1,809,21030,7011.8%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,767,08538,0511.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$1,758,37923,0941.7%ManufacturingVUGVanguard Growth ETF$1,728,5874,2121.7%ETFSCHDSchwab US Dividend Equity ETF$1,610,83758,9621.6%ETFVTIVanguard Total Stock Market ETF$1,539,4815,3121.5%ETFVIGVanguard Dividend Appreciation ETF$1,528,2567,8041.5%ETFESGVVanguard ESG US Stock ETF$1,507,59114,3731.5%ETFBSVVanguard Short-Term Bond ETF$1,244,95316,1121.2%ETFIEFAiShares Core MSCI EAFE ETF$1,201,31117,0931.2%ETFVOOVanguard S&P 500 ETF$1,167,9662,1681.1%ETFEFAiShares MSCI EAFE ETF$1,139,70915,0741.1%FinanceCVXChevron$1,106,5787,6401.1%Oils/EnergyCRMDCorMedix$1,020,722126,0151.0%MedicalMSFTMicrosoft$998,1122,3681.0%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$963,0619,7800.9%ETFGLDSPDR Gold Shares$935,3483,8630.9%FinanceMUBiShares National Muni Bond ETF$928,7028,7160.9%ETFVTVVanguard Value ETF$912,9295,3920.9%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$907,82946,7230.9%ETFMMCMarsh & McLennan Companies$854,3134,0220.8%FinanceVTEBVanguard Tax-Exempt Bond ETF$833,36116,6240.8%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$829,44841,2050.8%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$810,15741,5890.8%ETFSPHQInvesco S&P 500 Quality ETF$806,80712,0370.8%ETFVGTVanguard Information Technology ETF$804,2791,2930.8%ETFIJHiShares Core S&P Mid-Cap ETF$798,70812,8180.8%ETFVOEVanguard Mid-Cap Value ETF$764,4064,7250.8%ETFXOMExxon Mobil$745,8416,9340.7%Oils/EnergyAGGiShares Core U.S. Aggregate Bond ETF$669,0626,9050.7%FinanceSUBiShares Short-Term National Muni Bond ETF$657,9836,2380.6%ETFEFGiShares MSCI EAFE Growth ETF$644,7236,6580.6%ETFVBVanguard Small-Cap ETF$632,3102,6320.6%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$629,52334,3250.6%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$620,1369,1870.6%ETFIJRiShares Core S&P Small-Cap ETF$602,3475,2280.6%ETFAMZNAmazon.com$596,3022,7180.6%Retail/WholesaleBSCPInvesco BulletShares 2025 Corporate Bond ETF$546,84726,4820.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$533,48910,3190.5%ManufacturingCOSTCostco Wholesale$516,7955640.5%Retail/WholesaleADIAnalog Devices$501,8312,3620.5%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$492,8647,5730.5%ETFDFUSDimensional U.S. Equity ETF$491,3027,7070.5%ETFMRKMerck & Co., Inc.$473,8574,7630.5%MedicalRTXRTX$454,7443,9300.4%AerospacePMPhilip Morris International$448,7853,7290.4%Consumer StaplesWMTWalmart$438,3784,8520.4%Retail/WholesaleRVMDRevolution Medicines$437,40010,0000.4%MedicalDFLVDimensional US Large Cap Value ETF$427,92814,2500.4%ETFFBNDFidelity Total Bond ETF$421,3639,3910.4%ETFPEPPepsiCo$420,5982,7660.4%Consumer StaplesPGProcter & Gamble$420,1312,5060.4%Consumer StaplesVUSBVanguard Ultra-Short Bond ETF$407,8788,2200.4%ETFSCHFSchwab International Equity ETF$391,81021,1790.4%ETFIBMInternational Business Machines$385,8021,7550.4%Computer and TechnologyBJULInnovator U.S. Equity Buffer ETF - July$342,6487,6900.3%ETFVEAVanguard FTSE Developed Markets ETF$319,5876,6830.3%ETFAVGOBroadcom$312,9841,3500.3%Computer and TechnologyMETAMeta Platforms$311,1565310.3%Computer and TechnologyDFICDimensional International Core Equity 2 ETF$309,17611,9630.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$299,3417040.3%FinanceORCLOracle$290,9531,7460.3%Computer and TechnologyMCDMcDonald's$289,8901,0000.3%Retail/WholesaleUNPUnion Pacific$270,6831,1870.3%TransportationNEENextEra Energy$255,5753,5650.3%UtilitiesCARRCarrier Global$255,0193,7360.3%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$244,5867,0710.2%ETFIMTMiShares MSCI Intl Momentum Factor ETF$243,6986,5160.2%ETFIWNiShares Russell 2000 Value ETF$237,8041,4490.2%ETFVVisa$237,0307500.2%Business ServicesLLYEli Lilly and Company$237,0043070.2%MedicalQQQInvesco QQQ$236,0874620.2%FinanceDELLDell Technologies$233,2462,0240.2%Computer and TechnologyJNJJohnson & Johnson$233,1691,6120.2%MedicalIVWiShares S&P 500 Growth ETF$227,3232,2390.2%ETFDFEVDimensional Emerging Markets Value ETF$225,2158,5930.2%ETFBSMQInvesco BulletShares 2026 Municipal Bond ETF$200,6808,5140.2%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$200,4678,4940.2%ETFBSMSInvesco BulletShares 2028 Municipal Bond ETF$200,1528,5790.2%ETFBSMTInvesco BulletShares 2029 Municipal Bond ETF$199,6618,7040.2%ETFVGITVanguard Intermediate-Term Treasury Index ETF$199,4043,4380.2%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$199,1839,1710.2%ManufacturingCATCaterpillar$198,0675460.2%Industrial ProductsVISVanguard Industrials ETF$195,3727680.2%ETFDISWalt Disney$190,7381,7130.2%Consumer DiscretionaryPSAPublic Storage$190,3326360.2%FinanceShowing 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.
