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 $240,739,998
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Funds - DIV APP ETF
 122,031 $28,471,028 11.83%
2.
Vanguard Malvern Fds
 414,968 $20,424,702 8.48%
3.
Schwab Strategic Trust
 SCHD 304,815 $16,383,786 6.81%
4.
Schwab Strategic Trust
 SCHD 305,030 $9,599,298 3.99%
5.
Ishares Tr
 109,493 $9,149,275 3.8%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.