The Analysis of Bestgate Wealth Advisors, LLC's Holdings
Currently, Bestgate Wealth Advisors, LLC holds 53 types of securities in its portfolio with a total value $56.9M. In the most recent quarter, they have increased their positions in MGK (+2.0K shares, valued at $813.6K), VGT (+347 shares, valued at $261.6K), NOW (+1.3K shares, valued at $194.6K); decreased their positions in EFAV (-1.9K shares, valued at $163.5K), IVV (-199 shares, valued at $136.3K), SPYM (-1.4K shares, valued at $112.2K); initiated new positions in MGK (+2.0K shares, valued at $813.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR10.0K shares-1.95%2025-12-312026-01-16
VEA VANGUARD TAX-MANAGED FDS88.6K shares-0.60%2025-12-312026-01-16 SCHZ SCHWAB STRATEGIC TR194.2K shares3.55%2025-12-312026-01-16 SPYM SPDR SERIES TRUST54.1K shares-2.52%2025-12-312026-01-16 QQQM INVESCO EXCH TRADED FD TR II12.6K shares-2.74%2025-12-312026-01-16 QUAL ISHARES TR12.0K shares0.04%2025-12-312026-01-16 MBB ISHARES TR23.5K shares4.54%2025-12-312026-01-16 VXF VANGUARD INDEX FDS9.4K shares0.23%2025-12-312026-01-16 XSVM INVESCO EXCHANGE TRADED FD T31.6K shares0.46%2025-12-312026-01-16 IEFA ISHARES TR18.9K shares2.71%2025-12-312026-01-16 EMXC ISHARES INC20.9K shares0.35%2025-12-312026-01-16 GOVT ISHARES TR55.8K shares2.42%2025-12-312026-01-16 VBR VANGUARD INDEX FDS5.2K shares17.31%2025-12-312026-01-16 AMZN AMAZON COM INC4.2K shares5.73%2025-12-312026-01-16 SCHH SCHWAB STRATEGIC TR45.4K shares-3.77%2025-12-312026-01-16 ALPHABET INC ALPHABET INC3.0K shares-6.34%2025-12-312026-01-16 SCHI SCHWAB STRATEGIC TR38.8K shares4.40%2025-12-312026-01-16 MGK VANGUARD WORLD FD2.0K sharesnew addition2025-12-312026-01-16 VO VANGUARD INDEX FDS2.8K shares0.50%2025-12-312026-01-16 TSM TAIWAN SEMICONDUCTOR MFG LTD2.3K shares-1.28%2025-12-312026-01-16 PANW PALO ALTO NETWORKS INC3.8K shares-2.62%2025-12-312026-01-16 JPM JPMORGAN CHASE & CO.2.0K shares-1.95%2025-12-312026-01-16 AAPL APPLE INC2.3K shares-5.53%2025-12-312026-01-16 MSFT MICROSOFT CORP1.2K shares10.99%2025-12-312026-01-16 VGT VANGUARD WORLD FD667 shares108.44%2025-12-312026-01-16 MELI MERCADOLIBRE INC223 shares0.00%2025-12-312026-01-16 ABBV ABBVIE INC1.8K shares0.00%2025-12-312026-01-16 AXP AMERICAN EXPRESS CO1.1K shares0.00%2025-12-312026-01-16 IJT ISHARES TR2.8K shares-19.35%2025-12-312026-01-16 VZ VERIZON COMMUNICATIONS INC9.7K shares-2.24%2025-12-312026-01-16 CRM SALESFORCE INC1.4K shares0.00%2025-12-312026-01-16 SCZ ISHARES TR4.9K shares8.90%2025-12-312026-01-16 FELV FIDELITY COVINGTON TRUST10.8K shares0.00%2025-12-312026-01-16 USB US BANCORP DEL6.9K shares-12.58%2025-12-312026-01-16 ASML ASML HOLDING N V341 shares-10.03%2025-12-312026-01-16 VIGI VANGUARD WHITEHALL FDS3.9K shares-8.78%2025-12-312026-01-16 ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-01-16 NEE NEXTERA ENERGY INC3.4K shares0.00%2025-12-312026-01-16 HON HONEYWELL INTL INC1.4K shares0.07%2025-12-312026-01-16 BKNG BOOKING HOLDINGS INC47 shares0.00%2025-12-312026-01-16 NOW SERVICENOW INC1.6K shares379.10%2025-12-312026-01-16 IVE ISHARES TR1.2K shares0.00%2025-12-312026-01-16 VEEV VEEVA SYS INC1.1K shares-5.10%2025-12-312026-01-16 JNJ JOHNSON & JOHNSON1.1K shares0.00%2025-12-312026-01-16 BR BROADRIDGE FINL SOLUTIONS IN1.0K shares-12.63%2025-12-312026-01-16 CVX CHEVRON CORP NEW1.4K shares-9.16%2025-12-312026-01-16 VOE VANGUARD INDEX FDS1.2K shares-5.18%2025-12-312026-01-16 EFAV ISHARES TR2.3K shares-44.78%2025-12-312026-01-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available