Wingate Wealth Advisors, Inc.
- SEC CIK
- 0002041800
- Latest filing
- Jul 29, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 29, 2025. Long positions only.
- Positions
- 477
- No filing for Q3 2024
- Portfolio value
- $101.8M
- No filing for Q3 2024
Wingate Wealth Advisors, Inc. did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 16,753 | $2.94M | 2.9% | – | – | – |
| T Rowe Price Exchange-Traded87283Q867 | CAP APPRECIATION | 84,939 | $2.83M | 2.8% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 34,027 | $2.75M | 2.7% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 110,943 | $2.63M | 2.6% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 78,428 | $2.60M | 2.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,317 | $2.53M | 2.5% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,572 | $2.53M | 2.5% | – | – | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 64,851 | $2.41M | 2.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 12,161 | $2.30M | 2.3% | – | – | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 81,793 | $2.08M | 2.0% | – | – | – |
| AAPLApple Inc. | Stock | 8,173 | $2.05M | 2.0% | – | – | History |
| Gmo ETF Trust90139K100 | US QUALITY ETF | 62,866 | $2.01M | 2.0% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 35,671 | $1.87M | 1.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,131 | $1.84M | 1.8% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 30,701 | $1.81M | 1.8% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 38,051 | $1.77M | 1.7% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 23,094 | $1.76M | 1.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,212 | $1.73M | 1.7% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 58,962 | $1.61M | 1.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,312 | $1.54M | 1.5% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,804 | $1.53M | 1.5% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 14,373 | $1.51M | 1.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 16,112 | $1.24M | 1.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,093 | $1.20M | 1.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,168 | $1.17M | 1.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,074 | $1.14M | 1.1% | – | – | – |
| CVXChevron Corp | Stock | 7,640 | $1.11M | 1.1% | – | – | History |
| CRMDCorMedix Inc. | COM | 126,015 | $1.02M | 1.0% | – | – | History |
| MSFTMicrosoft Corp | Stock | 2,368 | $998.1K | 1.0% | – | – | History |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 9,780 | $963.1K | 0.9% | – | – | – |
| GLDSPDR Gold Trust | ETF | 3,863 | $935.3K | 0.9% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,716 | $928.7K | 0.9% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,392 | $912.9K | 0.9% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 46,723 | $907.8K | 0.9% | – | – | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,022 | $854.3K | 0.8% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,624 | $833.4K | 0.8% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 41,205 | $829.4K | 0.8% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 41,589 | $810.2K | 0.8% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 12,037 | $806.8K | 0.8% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,293 | $804.3K | 0.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,818 | $798.7K | 0.8% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 4,725 | $764.4K | 0.8% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 6,934 | $745.8K | 0.7% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,905 | $669.1K | 0.7% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,238 | $658.0K | 0.6% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,658 | $644.7K | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,632 | $632.3K | 0.6% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 34,325 | $629.5K | 0.6% | – | – | – |
| iShares Tr46434V290 | US SML CAP EQT | 9,187 | $620.1K | 0.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,228 | $602.3K | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,718 | $596.3K | 0.6% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 26,482 | $546.8K | 0.5% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 10,319 | $533.5K | 0.5% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 564 | $516.8K | 0.5% | – | – | History |
| ADIAnalog Devices Inc | Stock | 2,362 | $501.8K | 0.5% | – | – | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 7,573 | $492.9K | 0.5% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 7,707 | $491.3K | 0.5% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 4,763 | $473.9K | 0.5% | – | – | History |
| RTXRTX Corp | Stock | 3,930 | $454.7K | 0.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 3,729 | $448.8K | 0.4% | – | – | History |
| WMTWalmart Inc. | Stock | 4,852 | $438.4K | 0.4% | – | – | History |
| RVMDRevolution Medicines, Inc. | COM | 10,000 | $437.4K | 0.4% | – | – | History |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 14,250 | $427.9K | 0.4% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 9,391 | $421.4K | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,766 | $420.6K | 0.4% | – | – | History |
| PGProcter & Gamble Co | Stock | 2,506 | $420.1K | 0.4% | – | – | History |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 8,220 | $407.9K | 0.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 21,179 | $391.8K | 0.4% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 1,755 | $385.8K | 0.4% | – | – | History |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 7,690 | $342.6K | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,683 | $319.6K | 0.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,350 | $313.0K | 0.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 531 | $311.2K | 0.3% | – | – | History |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 11,963 | $309.2K | 0.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 704 | $299.3K | 0.3% | – | – | History |
| ORCLOracle Corp | Stock | 1,746 | $291.0K | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,000 | $289.9K | 0.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,187 | $270.7K | 0.3% | – | – | History |
| NEENextera Energy Inc | Stock | 3,565 | $255.6K | 0.3% | – | – | History |
| CARRCarrier Global Corp | Stock | 3,736 | $255.0K | 0.3% | – | – | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 7,071 | $244.6K | 0.2% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 6,516 | $243.7K | 0.2% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,449 | $237.8K | 0.2% | – | – | – |
| VVisa Inc. | Stock | 750 | $237.0K | 0.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 307 | $237.0K | 0.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 462 | $236.1K | 0.2% | – | – | – |
| DELLDell Technologies Inc. | Stock | 2,024 | $233.2K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,612 | $233.2K | 0.2% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,239 | $227.3K | 0.2% | – | – | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 8,593 | $225.2K | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 8,514 | $200.7K | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 8,494 | $200.5K | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 8,579 | $200.2K | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J478 | BULSHS 2029 MUNI | 8,704 | $199.7K | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 3,438 | $199.4K | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J445 | INVSC 30 MUNI BD | 9,171 | $199.2K | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 546 | $198.1K | 0.2% | – | – | History |
| Vanguard Industrials ETF92204A603 | ETF | 768 | $195.4K | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 1,713 | $190.7K | 0.2% | – | – | History |
| PSAPublic Storage | COM | 636 | $190.3K | 0.2% | – | – | History |