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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 $112,286,028
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 12,029 $5,843,327 5.2%
2.
Schwab Strategic Trust
 FNDF 209,862 $5,150,015 4.59%
3.
Schwab Strategic Trust
 FNDF 99,402 $3,978,077 3.54%
4.
Wisdomtree Tr
 42,439 $3,553,847 3.16%
5.
T Rowe Price Etf Inc
 88,772 $3,131,888 2.79%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)