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.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Wingate Wealth Advisors, Inc.
Portfolio Value	$227,057,847

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Specialized Funds - DIV APP ETF		118,186	$27,965,177	12.32%
2.	Vanguard Malvern Fds		369,500	$18,559,974	8.17%
3.	Ishares Tr		107,883	$9,616,688	4.24%
4.	Schwab Strategic Trust	SCHD	176,471	$9,310,584	4.1%
5.	Schwab Strategic Trust	SCHD	282,455	$8,784,361	3.87%