The Analysis of Wingate Wealth Advisors, Inc.'s Holdings
Currently, Wingate Wealth Advisors, Inc. holds 109 types of securities in its portfolio with a total value $144.4M. In the most recent quarter, they have increased their positions in VTIP (+149.3K shares, valued at $7.6M), BND (+57.8K shares, valued at $4.3M), VIG (+8.9K shares, valued at $1.9M); decreased their positions in SCHD (-7.6K shares, valued at $208.1K), TCAF (-825 shares, valued at $31.1K), QLTY (-746 shares, valued at $27.0K); initiated new positions in GOOG (+2.9K shares, valued at $695.8K), IBM (+1.2K shares, valued at $348.8K), MA (+586 shares, valued at $333.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTIP VANGUARD MALVERN FDS194.0K shares334.05%2025-09-302025-10-23
BRK.B BERKSHIRE HATHAWAY INC DEL13.9K shares15.20%2025-09-302025-10-23 FNDX SCHWAB STRATEGIC TR240.4K shares14.57%2025-09-302025-10-23 BND VANGUARD BD INDEX FDS67.1K shares625.41%2025-09-302025-10-23 FNDF SCHWAB STRATEGIC TR103.7K shares4.31%2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS18.5K shares93.34%2025-09-302025-10-23 DGRW WISDOMTREE TR42.6K shares0.35%2025-09-302025-10-23 DFAE DIMENSIONAL ETF TRUST114.9K shares10.42%2025-09-302025-10-23 TCAF T ROWE PRICE ETF INC87.9K shares-0.93%2025-09-302025-10-23 VEA VANGUARD TAX-MANAGED FDS54.7K shares3.25%2025-09-302025-10-23 AGG ISHARES TR30.9K shares3.66%2025-09-302025-10-23 IQLT ISHARES TR68.5K shares5.26%2025-09-302025-10-23 GOOGL ALPHABET INC12.1K shares5.64%2025-09-302025-10-23 RSP INVESCO EXCHANGE TRADED FD T13.9K shares-0.04%2025-09-302025-10-23 QLTY 2023 ETF SERIES TRUST II70.4K shares-1.05%2025-09-302025-10-23 FBND FIDELITY MERRIMACK STR TR54.6K shares12.73%2025-09-302025-10-23 VUG VANGUARD INDEX FDS5.0K shares8.09%2025-09-302025-10-23 EFV ISHARES TR32.5K shares0.39%2025-09-302025-10-23 ESGD ISHARES TR23.4K shares0.86%2025-09-302025-10-23 VO VANGUARD INDEX FDS7.4K shares19.55%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR3.2K shares12.05%2025-09-302025-10-23 VOO VANGUARD INDEX FDS3.4K shares31.62%2025-09-302025-10-23 AAPL APPLE INC8.2K shares37.06%2025-09-302025-10-23 VXUS VANGUARD STAR FDS27.1K shares0.03%2025-09-302025-10-23 VUSB VANGUARD BD INDEX FDS37.2K shares14.91%2025-09-302025-10-23 EAGG ISHARES TR37.9K shares13.59%2025-09-302025-10-23 VTI VANGUARD INDEX FDS5.3K shares-0.02%2025-09-302025-10-23 ESGV VANGUARD WORLD FD14.5K shares0.24%2025-09-302025-10-23 BSCS INVESCO EXCH TRD SLF IDX FD78.7K shares4.08%2025-09-302025-10-23 VTV VANGUARD INDEX FDS8.4K shares0.27%2025-09-302025-10-23 IEFA ISHARES TR17.7K shares1.49%2025-09-302025-10-23 CRMD CORMEDIX INC129.5K shares0.00%2025-09-302025-10-23 EFA ISHARES TR15.6K shares0.81%2025-09-302025-10-23 IVV ISHARES TR2.1K shares23.55%2025-09-302025-10-23 SPHQ INVESCO EXCHANGE TRADED FD T18.9K shares25.78%2025-09-302025-10-23 BSCR INVESCO EXCH TRD SLF IDX FD70.0K shares0.83%2025-09-302025-10-23 GLD SPDR GOLD TR3.9K shares0.00%2025-09-302025-10-23 BSCQ INVESCO EXCH TRD SLF IDX FD68.5K shares0.78%2025-09-302025-10-23 CVX CHEVRON CORP NEW8.1K shares0.00%2025-09-302025-10-23 SCHD SCHWAB STRATEGIC TR44.6K shares-14.60%2025-09-302025-10-23 EFG ISHARES TR10.6K shares8.14%2025-09-302025-10-23 BSCT INVESCO EXCH TRD SLF IDX FD62.4K shares0.84%2025-09-302025-10-23 VB VANGUARD INDEX FDS4.5K shares32.45%2025-09-302025-10-23 MSFT MICROSOFT CORP2.2K shares16.46%2025-09-302025-10-23 SMLF ISHARES TR15.3K shares59.97%2025-09-302025-10-23 XMHQ INVESCO EXCHANGE TRADED FD T10.8K shares10.29%2025-09-302025-10-23 AMZN AMAZON COM INC4.4K shares117.27%2025-09-302025-10-23 META META PLATFORMS INC1.3K shares95.17%2025-09-302025-10-23 MUB ISHARES TR8.6K shares0.41%2025-09-302025-10-23 VGT VANGUARD WORLD FD1.2K shares12.00%2025-09-302025-10-23 PM PHILIP MORRIS INTL INC5.1K shares36.44%2025-09-302025-10-23 VOE VANGUARD INDEX FDS4.7K shares0.00%2025-09-302025-10-23 MMC MARSH & MCLENNAN COS INC4.0K shares0.45%2025-09-302025-10-23 DFAS DIMENSIONAL ETF TRUST10.7K shares0.53%2025-09-302025-10-23 VGIT VANGUARD SCOTTSDALE FDS11.9K shares90.64%2025-09-302025-10-23 XOM EXXON MOBIL CORP6.2K shares-0.03%2025-09-302025-10-23 GOOG ALPHABET INC2.9K sharesnew addition2025-09-302025-10-23 BSCP INVESCO EXCH TRD SLF IDX FD32.9K shares0.69%2025-09-302025-10-23 SCHF SCHWAB STRATEGIC TR28.8K shares3.59%2025-09-302025-10-23 WMT WALMART INC6.2K shares34.68%2025-09-302025-10-23 IJH ISHARES TR9.5K shares0.21%2025-09-302025-10-23 FNDA SCHWAB STRATEGIC TR19.8K shares43.50%2025-09-302025-10-23 RTX RTX CORPORATION3.6K shares0.00%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW634 shares0.00%2025-09-302025-10-23 SUB ISHARES TR5.4K shares-0.79%2025-09-302025-10-23 IGSB ISHARES TR10.8K shares2.64%2025-09-302025-10-23 VZ VERIZON COMMUNICATIONS INC11.7K shares148.99%2025-09-302025-10-23 DFLV DIMENSIONAL ETF TRUST14.4K shares0.45%2025-09-302025-10-23 AVGO BROADCOM INC1.4K shares3.33%2025-09-302025-10-23 LLY ELI LILLY & CO576 shares4.73%2025-09-302025-10-23 MRK MERCK & CO INC5.1K shares0.81%2025-09-302025-10-23 DFIC DIMENSIONAL ETF TRUST12.2K shares0.41%2025-09-302025-10-23 MCD MCDONALDS CORP1.3K shares15.36%2025-09-302025-10-23 BJUL INNOVATOR ETFS TRUST7.7K shares0.00%2025-09-302025-10-23 IJR ISHARES TR3.1K shares1.35%2025-09-302025-10-23 JNJ JOHNSON & JOHNSON2.0K shares8.53%2025-09-302025-10-23 BSMU INVESCO EXCH TRD SLF IDX FD16.4K shares0.73%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO2.3K shares8.96%2025-09-302025-10-23 BSMT INVESCO EXCH TRD SLF IDX FD15.5K shares0.73%2025-09-302025-10-23 BSMS INVESCO EXCH TRD SLF IDX FD15.3K shares0.72%2025-09-302025-10-23 BSMR INVESCO EXCH TRD SLF IDX FD15.1K shares0.71%2025-09-302025-10-23 BSMQ INVESCO EXCH TRD SLF IDX FD15.1K shares0.71%2025-09-302025-10-23 QQQ INVESCO QQQ TR585 shares22.90%2025-09-302025-10-23 DELL DELL TECHNOLOGIES INC2.5K shares21.59%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS1.2K sharesnew addition2025-09-302025-10-23 PEP PEPSICO INC2.4K shares0.00%2025-09-302025-10-23 MA MASTERCARD INCORPORATED586 sharesnew addition2025-09-302025-10-23 IEMG ISHARES INC5.0K sharesnew addition2025-09-302025-10-23 NVDA NVIDIA CORPORATION1.8K shares32.06%2025-09-302025-10-23 DFUS DIMENSIONAL ETF TRUST4.5K shares0.24%2025-09-302025-10-23 IMTM ISHARES TR6.5K shares0.00%2025-09-302025-10-23 UNP UNION PAC CORP1.3K shares14.05%2025-09-302025-10-23 BSV VANGUARD BD INDEX FDS3.8K sharesnew addition2025-09-302025-10-23 IVW ISHARES TR2.5K shares3.45%2025-09-302025-10-23 GS GOLDMAN SACHS GROUP INC362 sharesnew addition2025-09-302025-10-23 DIA SPDR DOW JONES INDL AVERAGE612 shares0.16%2025-09-302025-10-23 GE GE AEROSPACE933 shares4.25%2025-09-302025-10-23 BSCU INVESCO EXCH TRD SLF IDX FD16.5K shares44.37%2025-09-302025-10-23 DFEV DIMENSIONAL ETF TRUST8.7K shares0.00%2025-09-302025-10-23 DFAC DIMENSIONAL ETF TRUST7.1K shares0.00%2025-09-302025-10-23 WM WASTE MGMT INC DEL1.2K sharesnew addition2025-09-302025-10-23 BAC BANK AMERICA CORP4.9K sharesnew addition2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.771 shares6.20%2025-09-302025-10-23 STIP ISHARES TR2.2K shares-3.71%2025-09-302025-10-23 V VISA INC655 sharesnew addition2025-09-302025-10-23 NULG NUSHARES ETF TR2.2K shares0.00%2025-09-302025-10-23 DUK DUKE ENERGY CORP NEW1.7K sharesnew addition2025-09-302025-10-23 IWD ISHARES TR1.0K sharesnew addition2025-09-302025-10-23 SHY ISHARES TR2.5K sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available