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Home > Institutional Investor > Wingate Wealth Advisors, Inc. > Profile

Instuitional Investor - Wingate Wealth Advisors, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Wingate Wealth Advisors, Inc.
Portfolio Value	$179,226,183

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Specialized Funds - DIV APP ETF		88,444	$19,438,188	10.85%
2.	Vanguard Malvern Fds		268,795	$13,294,614	7.42%
3.	Berkshire Hathaway Inc	BRK.A	14,133	$7,103,952	3.96%
4.	Ishares Tr		93,665	$7,013,623	3.91%
5.	Schwab Strategic Trust	FNDF	245,329	$6,675,415	3.72%