Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Wingate Wealth Advisors, Inc. > Profile

Instuitional Investor - Wingate Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Wingate Wealth Advisors, Inc.
Portfolio Value $86,880,098
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 90,674 $3,276,953 3.77%
2.
Schwab Strategic Trust
 FNDF 132,432 $3,126,712 3.6%
3.
Wisdomtree Tr
 38,667 $3,087,952 3.55%
4.
Berkshire Hathaway Inc
 BRK.A 5,614 $2,989,904 3.44%
5.
T Rowe Price Etf Inc
 91,487 $2,953,207 3.4%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)