Wingate Wealth Advisors, Inc.
Net buyer this quarter
$227M
50
+$832K
13.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FNDF | $9.31M | 4.10% | Not reported | +32.0% | Q4 2024 |
 BRK.B | $4.99M | 2.20% | Not reported | -9.1% | Q4 2024 |
 GOOGL | $4.04M | 1.78% | 0.00% | -2.7% | Q4 2024 |
 QLTY | $3.21M | 1.41% | 0.27% | +4.5% | Q4 2024 |
 AAPL | $2.18M | 0.96% | 0.00% | -9.5% | Q4 2024 |
 SPY | $2.07M | 0.91% | Not reported | -0.2% | Q4 2024 |
 CVX | $1.44M | 0.63% | 0.00% | 0.0% | Q4 2024 |
| GLD | $1.31M | 0.58% | 0.00% | +0.1% | Q4 2024 |
 DELL | $1.14M | 0.50% | 0.00% | +4.7% | Q4 2024 |
 XOM | $1.12M | 0.49% | 0.00% | 0.0% | Q4 2024 |
 CRMD | $1.01M | 0.44% | 0.17% | Not reported | Q4 2024 |
 AMZN | $953K | 0.42% | 0.00% | -17.2% | Q4 2024 |
 PM | $918K | 0.40% | 0.00% | Not reported | Q4 2024 |
 GE | $859K | 0.38% | 0.00% | Not reported | Q4 2024 |
| GOOG | $776K | 0.34% | Not reported | -35.4% | Q4 2024 |
 MRK | $769K | 0.34% | 0.00% | -2.5% | Q4 2024 |
 MSFT | $750K | 0.33% | 0.00% | Not reported | Q4 2024 |
 WMT | $681K | 0.30% | 0.00% | -3.5% | Q4 2024 |
 LLY | $680K | 0.30% | 0.00% | Not reported | Q4 2024 |
 MRSH | $673K | 0.30% | 0.00% | +0.4% | Q4 2024 |
 GEV | $596K | 0.26% | 0.00% | Not reported | Q4 2024 |
 META | $578K | 0.25% | Not reported | -28.3% | Q4 2024 |
 RTX | $525K | 0.23% | 0.00% | -3.9% | Q4 2024 |
 AVGO | $497K | 0.22% | 0.00% | -0.8% | Q4 2024 |
 JNJ | $454K | 0.20% | 0.00% | +0.1% | Q4 2024 |
 COST | $447K | 0.20% | 0.00% | +10.9% | Q4 2024 |
 VZ | $432K | 0.19% | 0.00% | -1.9% | Q4 2024 |
 IBM | $428K | 0.19% | 0.00% | Not reported | Q4 2024 |
 MMM | $418K | 0.18% | 0.00% | Not reported | Q4 2024 |
 PEP | $400K | 0.18% | 0.00% | Not reported | Q4 2024 |
 BAC | $385K | 0.17% | 0.00% | 0.0% | Q4 2024 |
 QQQ | $376K | 0.17% | Not reported | +7.1% | Q4 2024 |
 BSVN | $352K | 0.15% | 0.05% | +14.7% | Q4 2024 |
 PG | $349K | 0.15% | 0.00% | Not reported | Q4 2024 |
 GS | $348K | 0.15% | 0.00% | Not reported | Q4 2024 |
 UNP | $323K | 0.14% | 0.00% | -23.5% | Q4 2024 |
| DIA | $322K | 0.14% | Not reported | +0.2% | Q4 2024 |
 CAT | $319K | 0.14% | 0.00% | Not reported | Q4 2024 |
 RKLB | $282K | 0.12% | 0.00% | Not reported | Q4 2024 |
 TSM | $235K | 0.10% | 0.00% | Not reported | Q4 2024 |
 WM | $234K | 0.10% | 0.00% | -18.8% | Q4 2024 |
 JPM | $232K | 0.10% | 0.00% | Not reported | Q4 2024 |
 MA | $230K | 0.10% | 0.00% | -46.1% | Q4 2024 |
| MDY | $229K | 0.10% | Not reported | Not reported | Q4 2024 |
 CARR | $227K | 0.10% | 0.00% | Not reported | Q4 2024 |
 ADI | $226K | 0.10% | 0.00% | Not reported | Q4 2024 |
| DUK | $219K | 0.10% | 0.00% | Not reported | Q3 2025 |
 NVDA | $208K | 0.09% | 0.00% | Not reported | Q4 2024 |
 PSA | $202K | 0.09% | 0.00% | Not reported | Q4 2024 |
 EMR | $200K | 0.09% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| FNDF | $6.54M | 3.50% | Not reported | +22.4% | Q4 2024 |
| BRK.B | $5.26M | 2.81% | Not reported | -22.3% | Q4 2024 |
| GOOGL | $3.34M | 1.79% | 0.00% | -0.4% | Q4 2024 |
| QLTY | $2.67M | 1.43% | 0.26% | Not reported | Q4 2024 |
| AAPL | $2.12M | 1.13% | 0.00% | -3.1% | Q4 2024 |
| SPY | $1.8M | 0.96% | Not reported | -12.6% | Q4 2024 |
| CVX | $1.8M | 0.96% | 0.00% | +0.9% | Q4 2024 |
| GLD | $1.52M | 0.81% | 0.00% | -11.9% | Q4 2024 |
| XOM | $1.38M | 0.74% | 0.00% | +4.4% | Q4 2024 |
| AMZN | $1.01M | 0.54% | 0.00% | -8.9% | Q4 2024 |
| GOOG | $976K | 0.52% | Not reported | +1.3% | Q4 2024 |
| CRMD | $873K | 0.47% | 0.16% | Not reported | Q4 2024 |
| PM | $839K | 0.45% | 0.00% | -0.2% | Q4 2024 |
| META | $819K | 0.44% | Not reported | -9.7% | Q4 2024 |
| WMT | $775K | 0.41% | 0.00% | +4.7% | Q4 2024 |
| MSFT | $744K | 0.40% | 0.00% | -4.4% | Q4 2024 |
| MRK | $739K | 0.39% | 0.00% | -8.0% | Q4 2024 |
| MRSH | $698K | 0.37% | 0.00% | -0.5% | Q4 2024 |
| GE | $652K | 0.35% | 0.00% | -1.6% | Q4 2024 |
| RTX | $555K | 0.30% | 0.00% | Not reported | Q4 2024 |
| VZ | $522K | 0.28% | 0.00% | +0.2% | Q4 2024 |
| LLY | $522K | 0.28% | 0.00% | -0.7% | Q4 2024 |
| PEP | $459K | 0.25% | 0.00% | -2.6% | Q4 2024 |
| GEV | $443K | 0.24% | 0.00% | -3.2% | Q4 2024 |
| JNJ | $437K | 0.23% | 0.00% | +0.1% | Q4 2024 |
| COST | $428K | 0.23% | 0.00% | -19.5% | Q4 2024 |
| MA | $415K | 0.22% | 0.00% | -0.8% | Q4 2024 |
| DELL | $413K | 0.22% | 0.00% | +2.2% | Q4 2024 |
| AVGO | $410K | 0.22% | 0.00% | -5.0% | Q4 2024 |
| UNP | $377K | 0.20% | 0.00% | -0.3% | Q4 2024 |
| MMM | $375K | 0.20% | 0.00% | Not reported | Q4 2024 |
| IBM | $369K | 0.20% | 0.00% | -0.4% | Q4 2024 |
| PG | $343K | 0.18% | 0.00% | -8.2% | Q4 2024 |
| BAC | $329K | 0.18% | 0.00% | -2.7% | Q4 2024 |
| BSVN | $309K | 0.16% | 0.04% | +10.0% | Q4 2024 |
| WM | $297K | 0.16% | 0.00% | -0.8% | Q4 2024 |
| GS | $291K | 0.16% | 0.00% | -0.6% | Q4 2024 |
| DIA | $285K | 0.15% | Not reported | +0.2% | Q4 2024 |
| QQQ | $275K | 0.15% | Not reported | -23.2% | Q4 2024 |
 V | $261K | 0.14% | 0.00% | -2.8% | Q4 2024 |
 TJX | $261K | 0.14% | 0.00% | -3.3% | Q4 2024 |
 T | $255K | 0.14% | 0.00% | Not reported | Q4 2024 |
 WWD | $228K | 0.12% | 0.00% | Not reported | Q4 2024 |
| DUK | $227K | 0.12% | 0.00% | Not reported | Q3 2025 |
| CAT | $213K | 0.11% | 0.00% | Not reported | Q4 2024 |
| JPM | $208K | 0.11% | 0.00% | -7.9% | Q4 2024 |
| MDY | $200K | 0.11% | Not reported | Not reported | Q4 2024 |
 MCD | $200K | 0.11% | 0.00% | -13.4% | Q4 2024 |
| Q4 2025 | |||||
| BRK.B | $7.1M | 3.96% | Not reported | +2.0% | Q4 2024 |
| FNDF | $4.94M | 2.76% | Not reported | +5.4% | Q4 2024 |
| GOOGL | $3.65M | 2.04% | 0.00% | -3.5% | Q4 2024 |
| QLTY | $2.84M | 1.58% | 0.26% | +4.9% | Q4 2024 |
| AAPL | $2.34M | 1.31% | 0.00% | +4.6% | Q4 2024 |
| SPY | $2.16M | 1.21% | Not reported | -0.2% | Q4 2024 |
| GLD | $1.59M | 0.89% | 0.00% | +3.6% | Q4 2024 |
| CRMD | $1.49M | 0.83% | 0.16% | -0.8% | Q4 2024 |
| CVX | $1.31M | 0.73% | 0.00% | +6.8% | Q4 2024 |
| AMZN | $1.22M | 0.68% | 0.00% | +21.5% | Q4 2024 |
| GOOG | $1.05M | 0.59% | Not reported | +17.5% | Q4 2024 |
| META | $1.05M | 0.58% | Not reported | +26.6% | Q4 2024 |
| MSFT | $1.02M | 0.57% | 0.00% | -5.4% | Q4 2024 |
| XOM | $940K | 0.52% | 0.00% | +25.4% | Q4 2024 |
| PM | $816K | 0.46% | 0.00% | Not reported | Q4 2024 |
| MRSH | $750K | 0.42% | 0.00% | Not reported | Q4 2024 |
| GE | $720K | 0.40% | 0.00% | +150.4% | Q4 2024 |
| MRK | $703K | 0.39% | 0.00% | +31.5% | Q4 2024 |
| WMT | $664K | 0.37% | 0.00% | -4.2% | Q4 2024 |
| LLY | $614K | 0.34% | 0.00% | -0.9% | Q4 2024 |
| RTX | $528K | 0.29% | 0.00% | -20.0% | Q4 2024 |
| AVGO | $483K | 0.27% | 0.00% | Not reported | Q4 2024 |
| MA | $478K | 0.27% | 0.00% | +43.0% | Q4 2024 |
| COST | $461K | 0.26% | 0.00% | -15.8% | Q4 2024 |
| IBM | $453K | 0.25% | 0.00% | +23.6% | Q4 2024 |
| PEP | $435K | 0.24% | 0.00% | +25.0% | Q4 2024 |
| VZ | $423K | 0.24% | 0.00% | -11.1% | Q4 2024 |
| MMM | $413K | 0.23% | 0.00% | Not reported | Q4 2024 |
| BAC | $382K | 0.21% | 0.00% | +40.5% | Q4 2024 |
| QQQ | $382K | 0.21% | Not reported | +6.2% | Q4 2024 |
| PG | $371K | 0.21% | 0.00% | +10.8% | Q4 2024 |
| JNJ | $370K | 0.21% | 0.00% | -10.0% | Q4 2024 |
| UNP | $361K | 0.20% | 0.00% | +19.4% | Q4 2024 |
| GEV | $342K | 0.19% | 0.00% | Not reported | Q4 2024 |
| V | $312K | 0.17% | 0.00% | +35.7% | Q4 2024 |
| DELL | $310K | 0.17% | 0.00% | Not reported | Q4 2024 |
| GS | $304K | 0.17% | 0.00% | -4.4% | Q4 2024 |
| NVDA | $300K | 0.17% | 0.00% | -8.7% | Q4 2024 |
| DIA | $295K | 0.16% | Not reported | +0.3% | Q4 2024 |
| WM | $286K | 0.16% | 0.00% | +8.1% | Q4 2024 |
| BSVN | $282K | 0.16% | 0.04% | -6.8% | Q4 2024 |
| TJX | $260K | 0.14% | 0.00% | Not reported | Q4 2024 |
| JPM | $248K | 0.14% | 0.00% | -0.3% | Q4 2024 |
| MCD | $227K | 0.13% | 0.00% | -41.4% | Q4 2024 |
 MCO | $215K | 0.12% | 0.00% | Not reported | Q4 2024 |
 TSLA | $212K | 0.12% | 0.00% | Not reported | Q4 2024 |
 PRM | $211K | 0.12% | 0.01% | Not reported | Q4 2024 |
| DUK | $203K | 0.11% | 0.00% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| BRK.B | $6.97M | 4.83% | Not reported | +15.2% | Q4 2024 |
| FNDF | $4.45M | 3.09% | Not reported | +4.3% | Q4 2024 |
| GOOGL | $2.94M | 2.04% | 0.00% | +5.6% | Q4 2024 |
| QLTY | $2.55M | 1.76% | 0.25% | -1.1% | Q4 2024 |
| SPY | $2.12M | 1.47% | Not reported | +12.1% | Q4 2024 |
| AAPL | $2.1M | 1.45% | 0.00% | +37.1% | Q4 2024 |
| CRMD | $1.51M | 1.04% | 0.17% | Not reported | Q4 2024 |
| GLD | $1.38M | 0.95% | 0.00% | Not reported | Q4 2024 |
| CVX | $1.25M | 0.87% | 0.00% | Not reported | Q4 2024 |
| MSFT | $1.15M | 0.80% | 0.00% | +16.5% | Q4 2024 |
| AMZN | $958K | 0.66% | 0.00% | +117.3% | Q4 2024 |
| META | $920K | 0.64% | Not reported | +95.2% | Q4 2024 |
| PM | $825K | 0.57% | 0.00% | +36.4% | Q4 2024 |
| MRSH | $814K | 0.56% | 0.00% | +0.5% | Q4 2024 |
| XOM | $702K | 0.49% | 0.00% | 0.0% | Q4 2024 |
| GOOG | $696K | 0.48% | Not reported | Not reported | Q4 2024 |
| WMT | $641K | 0.44% | 0.00% | +34.7% | Q4 2024 |
| RTX | $602K | 0.42% | 0.00% | Not reported | Q4 2024 |
| COST | $587K | 0.41% | 0.00% | Not reported | Q4 2024 |
| VZ | $513K | 0.36% | 0.00% | +149.0% | Q4 2024 |
| AVGO | $460K | 0.32% | 0.00% | +3.3% | Q4 2024 |
| LLY | $439K | 0.30% | 0.00% | +4.7% | Q4 2024 |
| MRK | $426K | 0.30% | 0.00% | +0.8% | Q4 2024 |
| MCD | $386K | 0.27% | 0.00% | +15.4% | Q4 2024 |
| JNJ | $368K | 0.25% | 0.00% | +8.5% | Q4 2024 |
| PG | $359K | 0.25% | 0.00% | +9.0% | Q4 2024 |
| QQQ | $351K | 0.24% | Not reported | +22.9% | Q4 2024 |
| DELL | $349K | 0.24% | 0.00% | +21.6% | Q4 2024 |
| IBM | $349K | 0.24% | 0.00% | Not reported | Q4 2024 |
| PEP | $341K | 0.24% | 0.00% | Not reported | Q4 2024 |
| MA | $333K | 0.23% | 0.00% | Not reported | Q4 2024 |
| NVDA | $329K | 0.23% | 0.00% | +32.1% | Q4 2024 |
| UNP | $309K | 0.21% | 0.00% | +14.1% | Q4 2024 |
| BSVN | $303K | 0.21% | 0.04% | Not reported | Q4 2024 |
| GS | $288K | 0.20% | 0.00% | Not reported | Q4 2024 |
| DIA | $284K | 0.20% | Not reported | +0.2% | Q4 2024 |
| GE | $281K | 0.19% | 0.00% | +4.3% | Q4 2024 |
| WM | $266K | 0.18% | 0.00% | Not reported | Q4 2024 |
| BAC | $255K | 0.18% | 0.00% | Not reported | Q4 2024 |
| JPM | $243K | 0.17% | 0.00% | +6.2% | Q4 2024 |
| V | $224K | 0.15% | 0.00% | Not reported | Q4 2024 |
| DUK | $214K | 0.15% | 0.00% | New | Q3 2025 |