Bestgate Wealth Advisors, LLC
- SEC CIK
- 0002055670
- Latest filing
- Jul 29, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 11, 2025. Long positions only.
- Positions
- 56
- No filing for Q3 2024
- Portfolio value
- $49.8M
- No filing for Q3 2024
Bestgate Wealth Advisors, LLC 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 11,582 | $6.82M | 13.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 91,630 | $4.38M | 8.8% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 178,094 | $4.04M | 8.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 55,771 | $3.84M | 7.7% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 13,378 | $2.82M | 5.6% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,142 | $2.16M | 4.3% | – | – | – |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 28,262 | $1.54M | 3.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 50,198 | $1.15M | 2.3% | – | – | – |
| iShares Tr464288588 | MBS ETF | 12,458 | $1.14M | 2.3% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 53,402 | $1.12M | 2.3% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,890 | $1.12M | 2.2% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 19,387 | $1.08M | 2.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,876 | $1.02M | 2.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 12,590 | $884.8K | 1.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,929 | $862.0K | 1.7% | – | – | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 15,457 | $758.2K | 1.5% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,814 | $755.9K | 1.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,835 | $748.8K | 1.5% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,871 | $687.4K | 1.4% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 3,722 | $677.3K | 1.4% | – | – | History |
| AAPLApple Inc. | Stock | 2,420 | $606.0K | 1.2% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,202 | $544.8K | 1.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,776 | $525.5K | 1.1% | – | – | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 3,720 | $503.6K | 1.0% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,051 | $491.6K | 1.0% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,291 | $452.4K | 0.9% | – | – | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 12,877 | $447.5K | 0.9% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,319 | $441.0K | 0.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 1,015 | $427.8K | 0.9% | – | – | History |
| VZVerizon Communications Inc | Stock | 9,976 | $398.9K | 0.8% | – | – | History |
| MELIMercadolibre Inc | COM | 223 | $379.2K | 0.8% | – | – | History |
| USBUS Bancorp DE | COM NEW | 7,778 | $372.0K | 0.7% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 690 | $371.8K | 0.7% | – | – | – |
| DUKDuke Energy CORP | Stock | 3,221 | $347.1K | 0.7% | – | – | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 4,316 | $345.2K | 0.7% | – | – | – |
| NOWServiceNow, Inc. | Stock | 321 | $340.3K | 0.7% | – | – | History |
| BXBlackstone Inc. | COM | 1,941 | $334.6K | 0.7% | – | – | History |
| Fidelity Covington Trust31609A107 | ENHANCED LARGE | 10,850 | $330.6K | 0.7% | – | – | – |
| AXPAmerican Express Co | Stock | 1,084 | $321.7K | 0.6% | – | – | History |
| ABBVAbbVie Inc. | Stock | 1,810 | $321.6K | 0.6% | – | – | History |
| HONHoneywell International Inc | COM | 1,375 | $310.6K | 0.6% | – | – | History |
| SBUXStarbucks Corp | Stock | 3,357 | $306.3K | 0.6% | – | – | History |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,234 | $299.4K | 0.6% | – | – | – |
| BLKBlackRock, Inc. | Stock | 259 | $265.4K | 0.5% | – | – | History |
| iShares Tr464288273 | EAFE SML CP ETF | 4,358 | $264.7K | 0.5% | – | – | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 1,127 | $254.8K | 0.5% | – | – | History |
| NEENextera Energy Inc | Stock | 3,345 | $239.8K | 0.5% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 1,133 | $238.2K | 0.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 255 | $233.7K | 0.5% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 47 | $233.5K | 0.5% | – | – | History |
| CVXChevron Corp | Stock | 1,576 | $228.3K | 0.5% | – | – | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,158 | $221.0K | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,095 | $208.5K | 0.4% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 1,265 | $204.6K | 0.4% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,567 | $201.9K | 0.4% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 687 | $201.2K | 0.4% | – | – | History |