Wingate Wealth Advisors, Inc. Portfolio Holdings
Q3 2025•109 long positions•$144.4M portfolio value
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Holding113 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $9.8M 6.8% | +$7.6M Bought | — 194.0K shares | 44.7K → 194.0K +$7.6M | +334.05% | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $7.0M 4.83% | +$919.0K Bought | 0.001% 13.9K shares | 12.0K → 13.9K +$919.0K | +15.2% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $6.3M 4.38% | +$804.4K Bought | — 240.4K shares | 209.9K → 240.4K +$804.4K | +14.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 3.45% | +$4.3M Bought | — 67.1K shares | 9.2K → 67.1K +$4.3M | +625.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.5M 3.09% | +$184.0K Bought | — 103.7K shares | 99.4K → 103.7K +$184.0K | +4.31% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $4.0M 2.77% | +$1.9M Bought | — 18.5K shares | 9.6K → 18.5K +$1.9M | +93.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 2.62% | +$13.1K Bought | — 42.6K shares | 42.4K → 42.6K +$13.1K | +0.35% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 2.51% | +$341.7K Bought | — 114.9K shares | 104.0K → 114.9K +$341.7K | +10.42% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 2.3% | -$31.1K Sold | — 87.9K shares | 88.8K → 87.9K −$31.1K | -0.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 2.27% | +$103.1K Bought | — 54.7K shares | 53.0K → 54.7K +$103.1K | +3.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 2.15% | +$109.6K Bought | — 30.9K shares | 29.8K → 30.9K +$109.6K | +3.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 2.1% | +$151.2K Bought | — 68.5K shares | 65.1K → 68.5K +$151.2K | +5.26% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.9M 2.04% | +$157.0K Bought | 0.0% 12.1K shares | 11.5K → 12.1K +$157.0K | +5.64% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.83% | -$1.1K Sold | — 13.9K shares | 13.9K → 13.9K −$1.1K | -0.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 1.76% | -$27.0K Sold | — 70.4K shares | 71.1K → 70.4K −$27.0K | -1.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.5M 1.75% | +$284.9K Bought | — 54.6K shares | 48.4K → 54.6K +$284.9K | +12.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.67% | +$179.8K Bought | — 5.0K shares | 4.6K → 5.0K +$179.8K | +8.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.53% | +$8.6K Bought | — 32.5K shares | 32.4K → 32.5K +$8.6K | +0.39% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.51% | +$18.5K Bought | — 23.4K shares | 23.2K → 23.4K +$18.5K | +0.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.51% | +$355.7K Bought | — 7.4K shares | 6.2K → 7.4K +$355.7K | +19.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.47% | +$227.8K Bought | — 3.2K shares | 2.8K → 3.2K +$227.8K | +12.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.46% | +$504.6K Bought | — 3.4K shares | 2.6K → 3.4K +$504.6K | +31.62% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.1M 1.45% | +$566.5K Bought | 0.0% 8.2K shares | 6.0K → 8.2K +$566.5K | +37.06% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.38% | +$661.1 Bought | — 27.1K shares | 27.1K → 27.1K +$661.1 | +0.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.29% | +$241.2K Bought | — 37.2K shares | 32.4K → 37.2K +$241.2K | +14.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 1.26% | +$217.6K Bought | — 37.9K shares | 33.3K → 37.9K +$217.6K | +13.59% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.2% | -$328.2 Sold | — 5.3K shares | 5.3K → 5.3K −$328.2 | -0.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 1.19% | +$4.0K Bought | — 14.5K shares | 14.4K → 14.5K +$4.0K | +0.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 1.12% | +$63.4K Bought | — 78.7K shares | 75.6K → 78.7K +$63.4K | +4.08% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 1.09% | +$4.3K Bought | — 8.4K shares | 8.4K → 8.4K +$4.3K | +0.27% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 1.07% | +$22.7K Bought | — 17.7K shares | 17.4K → 17.7K +$22.7K | +1.49% | — — | Q4 2024 Held for 11 months | |
Biotechnology Healthcare | $1.5M 1.04% | — | 0.174% 129.5K shares | — | — | $868.2M Small Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 1.01% | +$11.7K Bought | — 15.6K shares | 15.4K → 15.6K +$11.7K | +0.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.98% | +$269.7K Bought | — 2.1K shares | 1.7K → 2.1K +$269.7K | +23.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.958% | +$283.3K Bought | — 18.9K shares | 15.0K → 18.9K +$283.3K | +25.78% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.956% | +$11.3K Bought | — 70.0K shares | 69.4K → 70.0K +$11.3K | +0.83% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $1.4M 0.954% | — | — 3.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.928% | +$10.3K Bought | — 68.5K shares | 67.9K → 68.5K +$10.3K | +0.78% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $1.3M 0.866% | — | 0.0% 8.1K shares | — | — | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.843% | -$208.1K Sold | — 44.6K shares | 52.2K → 44.6K −$208.1K | -14.6% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.836% | +$90.9K Bought | — 10.6K shares | 9.8K → 10.6K +$90.9K | +8.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.813% | +$9.7K Bought | — 62.4K shares | 61.8K → 62.4K +$9.7K | +0.84% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.797% | +$282.0K Bought | — 4.5K shares | 3.4K → 4.5K +$282.0K | +32.45% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.2M 0.797% | +$162.6K Bought | 0.0% 2.2K shares | 1.9K → 2.2K +$162.6K | +16.46% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.788% | +$426.3K Bought | — 15.3K shares | 9.6K → 15.3K +$426.3K | +59.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.787% | +$105.9K Bought | — 10.8K shares | 9.8K → 10.8K +$105.9K | +10.29% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $958.4K 0.664% | +$517.3K Bought | 0.0% 4.4K shares | 2.0K → 4.4K +$517.3K | +117.27% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $920.0K 0.637% | +$448.6K Bought | 0.0% 1.3K shares | 642.0 → 1.3K +$448.6K | +95.17% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $916.6K 0.635% | +$3.7K Bought | — 8.6K shares | 8.6K → 8.6K +$3.7K | +0.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $878.3K 0.608% | +$94.1K Bought | — 1.2K shares | 1.1K → 1.2K +$94.1K | +12.0% | — — | Q4 2024 Held for 11 months |
