Bestgate Wealth Advisors, LLC Portfolio Holdings
Q3 2025•57 long positions•$56.6M portfolio value
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Holding60 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $6.8M 12.07% | -$190.1K Sold | — 10.2K shares | 10.5K → 10.2K −$190.1K | -2.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.3M 9.43% | +$77.8K Bought | — 89.2K shares | 87.9K → 89.2K +$77.8K | +1.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.4M 7.77% | +$117.1K Bought | — 187.5K shares | 182.5K → 187.5K +$117.1K | +2.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 7.68% | +$247.6K Bought | — 55.5K shares | 52.3K → 55.5K +$247.6K | +6.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 5.64% | +$92.9K Bought | — 12.9K shares | 12.6K → 12.9K +$92.9K | +2.99% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 4.12% | +$28.6K Bought | — 12.0K shares | 11.8K → 12.0K +$28.6K | +1.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 3.77% | +$51.8K Bought | — 22.4K shares | 21.9K → 22.4K +$51.8K | +2.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 3.47% | +$140.9K Bought | — 9.4K shares | 8.7K → 9.4K +$140.9K | +7.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 3.13% | +$98.6K Bought | — 31.4K shares | 29.7K → 31.4K +$98.6K | +5.88% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 2.84% | +$508.8K Bought | — 18.4K shares | 12.6K → 18.4K +$508.8K | +46.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 2.48% | +$69.7K Bought | — 20.8K shares | 19.8K → 20.8K +$69.7K | +5.22% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 2.22% | +$40.5K Bought | — 54.4K shares | 52.7K → 54.4K +$40.5K | +3.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 1.8% | +$24.4K Bought | — 47.2K shares | 46.0K → 47.2K +$24.4K | +2.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $927.3K 1.64% | +$5.8K Bought | — 4.4K shares | 4.4K → 4.4K +$5.8K | +0.63% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $870.4K 1.54% | +$8.8K Bought | 0.0% 4.0K shares | 3.9K → 4.0K +$8.8K | +1.02% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $857.6K 1.51% | +$46.1K Bought | — 37.2K shares | 35.2K → 37.2K +$46.1K | +5.69% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $817.8K 1.44% | -$121.3K Sold | — 2.8K shares | 3.2K → 2.8K −$121.3K | -12.92% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $791.5K 1.4% | +$33.6K Bought | 0.001% 3.9K shares | 3.7K → 3.9K +$33.6K | +4.43% | $137.82B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $781.8K 1.38% | +$104.3K Bought | 0.0% 3.2K shares | 2.8K → 3.2K +$104.3K | +15.39% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $654.4K 1.16% | — | — 2.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $646.9K 1.14% | — | 0.0% 2.1K shares | — | — | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $607.5K 1.07% | +$7.4K Bought | 0.0% 2.4K shares | 2.4K → 2.4K +$7.4K | +1.23% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $604.3K 1.07% | — | 0.0% 1.2K shares | — | — | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $580.5K 1.03% | +$90.0K Bought | — 948.0 shares | 801.0 → 948.0 +$90.0K | +18.35% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $541.9K 0.957% | +$23.8K Bought | 0.0% 1.0K shares | 1.0K → 1.0K +$23.8K | +4.6% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $521.1K 0.92% | — | 0.0% 223.0 shares | — | — | $118.48B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $513.7K 0.907% | -$313.0K Sold | — 4.3K shares | 7.0K → 4.3K −$313.0K | -37.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $497.4K 0.878% | -$16.0K Sold | — 3.5K shares | 3.6K → 3.5K −$16.0K | -3.11% | — — | Q4 2024 Held for 11 months | |
Telecommunications Services Communication Services | $435.5K 0.769% | -$25.8K Sold | 0.0% 9.9K shares | 10.5K → 9.9K −$25.8K | -5.59% | $185.31B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $419.0K 0.74% | +$419.0K Bought | 0.0% 1.8K shares | — | — | $409.03B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $386.6K 0.683% | — | — 4.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $378.8K 0.669% | -$9.3K Sold | 0.001% 7.8K shares | 8.0K → 7.8K −$9.3K | -2.4% | $75.2B Large Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $376.2K 0.664% | -$19.6K Sold | 0.0% 3.0K shares | 3.2K → 3.0K −$19.6K | -4.94% | $96.2B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $366.9K 0.648% | +$30.0K Bought | — 379.0 shares | 348.0 → 379.0 +$30.0K | +8.91% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $363.8K 0.642% | — | — 10.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $360.1K 0.636% | — | 0.0% 1.1K shares | — | — | $231.14B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $359.1K 0.634% | — | — 4.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $344.6K 0.608% | +$10.3K Bought | — 4.5K shares | 4.4K → 4.5K +$10.3K | +3.07% | — — | Q4 2024 Held for 11 months | |
Software - Application Technology | $340.8K 0.602% | +$28.2K Bought | 0.0% 1.4K shares | 1.3K → 1.4K +$28.2K | +9.02% | $225.62B Mega Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Information Services Healthcare | $332.8K 0.588% | — | 0.001% 1.1K shares | — | — | $48.8B Large Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $315.8K 0.558% | +$14.0K Bought | 0.0% 271.0 shares | 259.0 → 271.0 +$14.0K | +4.63% | $180.54B Large Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $315.1K 0.556% | -$16.4K Sold | 0.0% 1.8K shares | 1.9K → 1.8K −$16.4K | -4.95% | $133.37B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $308.3K 0.544% | +$12.9K Bought | 0.0% 335.0 shares | 321.0 → 335.0 +$12.9K | +4.36% | $190.98B Large Cap | Q4 2024 Held for 11 months | |
Conglomerates Industrials | $286.5K 0.506% | -$3.2K Sold | 0.0% 1.4K shares | 1.4K → 1.4K −$3.2K | -1.09% | $133.65B Large Cap | Q4 2024 Held for 11 months | |
Restaurants Consumer Cyclical | $281.0K 0.496% | — | 0.0% 3.3K shares | — | — | $96.2B Large Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $277.2K 0.489% | +$8.8K Bought | 0.001% 1.2K shares | 1.1K → 1.2K +$8.8K | +3.28% | $27.9B Large Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $266.7K 0.471% | +$266.7K Bought | 0.0% 1.1K shares | — | — | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Regulated Electric Utilities | $255.8K 0.452% | — | 0.0% 3.4K shares | — | — | $155.46B Large Cap | Q4 2024 Held for 11 months | |
Travel Services Consumer Cyclical | $253.8K 0.448% | — | 0.0% 47.0 shares | — | — | $174.99B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $240.9K 0.425% | — | 0.0% 1.6K shares | — | — | $312.88B Mega Cap | Q4 2024 Held for 11 months |
