Bestgate Wealth Advisors, LLC
Net seller this quarter
$62.8M
23
-$226K
16.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 EMXC | $2.34M | 3.73% | Not reported | +0.8% | Q4 2024 |
 SCHI | $1.87M | 2.98% | Not reported | +2.7% | Q1 2025 |
 PANW | $1.19M | 1.90% | 0.00% | Not reported | Q4 2024 |
 GOOGL | $977K | 1.56% | 0.00% | -1.1% | Q4 2024 |
 TSM | $956K | 1.52% | 0.00% | Not reported | Q4 2024 |
 AMZN | $762K | 1.21% | 0.00% | Not reported | Q4 2024 |
 JPM | $591K | 0.94% | 0.00% | -8.1% | Q4 2024 |
 ASML | $575K | 0.92% | 0.00% | Not reported | Q1 2025 |
 AAPL | $571K | 0.91% | 0.00% | Not reported | Q4 2024 |
 BRK.B | $558K | 0.89% | Not reported | Not reported | Q4 2024 |
 ABBV | $455K | 0.73% | 0.00% | Not reported | Q4 2024 |
 USB | $404K | 0.64% | 0.00% | Not reported | Q4 2024 |
 MSFT | $374K | 0.60% | 0.00% | Not reported | Q4 2024 |
 VZ | $350K | 0.56% | 0.00% | -7.1% | Q4 2024 |
| DUK | $340K | 0.54% | 0.00% | -2.2% | Q4 2024 |
 AXP | $334K | 0.53% | 0.00% | -4.6% | Q4 2024 |
 MELI | $306K | 0.49% | 0.00% | Not reported | Q4 2024 |
| SCZ | $294K | 0.47% | Not reported | -14.1% | Q4 2024 |
 NEE | $284K | 0.45% | 0.00% | -4.4% | Q4 2024 |
| GOOG | $246K | 0.39% | Not reported | Not reported | Q4 2024 |
 JNJ | $243K | 0.39% | 0.00% | -9.5% | Q3 2025 |
 BLK | $242K | 0.39% | 0.00% | Not reported | Q4 2024 |
 CVX | $231K | 0.37% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| SCHI | $1.83M | 3.29% | Not reported | +107.5% | Q1 2025 |
| EMXC | $1.78M | 3.22% | Not reported | +8.6% | Q4 2024 |
| GOOGL | $795K | 1.43% | 0.00% | -8.2% | Q4 2024 |
| TSM | $677K | 1.22% | 0.00% | -13.5% | Q4 2024 |
| AMZN | $666K | 1.20% | 0.00% | -23.7% | Q4 2024 |
| JPM | $578K | 1.04% | 0.00% | -2.3% | Q4 2024 |
| PANW | $561K | 1.01% | 0.00% | -7.5% | Q4 2024 |
| BRK.B | $535K | 0.96% | Not reported | -6.5% | Q4 2024 |
| AAPL | $501K | 0.90% | 0.00% | -12.4% | Q4 2024 |
| VZ | $446K | 0.81% | 0.00% | -8.2% | Q4 2024 |
| ABBV | $394K | 0.71% | 0.00% | Not reported | Q4 2024 |
| ASML | $382K | 0.69% | 0.00% | -15.3% | Q1 2025 |
| MSFT | $371K | 0.67% | 0.00% | -13.7% | Q4 2024 |
| DUK | $359K | 0.65% | 0.00% | -8.9% | Q4 2024 |
| USB | $348K | 0.63% | 0.00% | -2.3% | Q4 2024 |
| SCZ | $326K | 0.59% | Not reported | -15.0% | Q4 2024 |
| NEE | $315K | 0.57% | 0.00% | Not reported | Q4 2024 |
| AXP | $313K | 0.57% | 0.00% | -4.4% | Q4 2024 |
| MELI | $311K | 0.56% | 0.00% | -19.3% | Q4 2024 |
| CVX | $288K | 0.52% | 0.00% | -1.3% | Q4 2024 |
 HON | $273K | 0.49% | 0.00% | -11.3% | Q4 2024 |
| JNJ | $259K | 0.47% | 0.00% | -6.2% | Q3 2025 |
 CRM | $244K | 0.44% | 0.00% | -9.0% | Q4 2024 |
| BLK | $242K | 0.44% | 0.00% | -2.7% | Q4 2024 |
| Q4 2025 | |||||
| EMXC | $1.52M | 2.67% | Not reported | +0.4% | Q4 2024 |
| AMZN | $967K | 1.70% | 0.00% | +5.7% | Q4 2024 |
| GOOGL | $943K | 1.66% | 0.00% | -6.3% | Q4 2024 |
| SCHI | $891K | 1.57% | Not reported | +4.4% | Q1 2025 |
| TSM | $703K | 1.24% | 0.00% | -1.3% | Q4 2024 |
| PANW | $697K | 1.23% | 0.00% | -2.6% | Q4 2024 |
| JPM | $648K | 1.14% | 0.00% | -2.0% | Q4 2024 |
| AAPL | $613K | 1.08% | 0.00% | -5.5% | Q4 2024 |
| BRK.B | $600K | 1.05% | Not reported | -0.8% | Q4 2024 |
| MSFT | $562K | 0.99% | 0.00% | +11.0% | Q4 2024 |
| MELI | $449K | 0.79% | 0.00% | Not reported | Q4 2024 |
| ABBV | $414K | 0.73% | 0.00% | Not reported | Q4 2024 |
| AXP | $401K | 0.70% | 0.00% | Not reported | Q4 2024 |
| VZ | $395K | 0.69% | 0.00% | -2.2% | Q4 2024 |
| CRM | $381K | 0.67% | 0.00% | Not reported | Q4 2024 |
| SCZ | $379K | 0.67% | Not reported | +8.9% | Q4 2024 |
| USB | $366K | 0.64% | 0.00% | -12.6% | Q4 2024 |
| ASML | $365K | 0.64% | 0.00% | -10.0% | Q1 2025 |
| DUK | $353K | 0.62% | 0.00% | -1.0% | Q4 2024 |
| GOOG | $344K | 0.60% | Not reported | Not reported | Q4 2024 |
| BLK | $277K | 0.49% | 0.00% | -4.4% | Q4 2024 |
| NEE | $272K | 0.48% | 0.00% | Not reported | Q4 2024 |
 BX | $272K | 0.48% | 0.00% | -4.4% | Q4 2024 |
| HON | $266K | 0.47% | 0.00% | +0.1% | Q4 2024 |
 BKNG | $252K | 0.44% | 0.00% | Not reported | Q4 2024 |
 NOW | $246K | 0.43% | 0.00% | -4.2% | Q4 2024 |
 VEEV | $237K | 0.42% | 0.00% | -5.1% | Q4 2024 |
| JNJ | $233K | 0.41% | 0.00% | Not reported | Q3 2025 |
 BR | $227K | 0.40% | 0.00% | -12.6% | Q4 2024 |
| CVX | $215K | 0.38% | 0.00% | -9.2% | Q4 2024 |
| Q3 2025 | |||||
| EMXC | $1.41M | 2.48% | Not reported | +5.2% | Q4 2024 |
| AMZN | $870K | 1.54% | 0.00% | +1.0% | Q4 2024 |
| SCHI | $858K | 1.51% | Not reported | +5.7% | Q1 2025 |
| PANW | $791K | 1.40% | 0.00% | +4.4% | Q4 2024 |
| GOOGL | $782K | 1.38% | 0.00% | +15.4% | Q4 2024 |
| TSM | $654K | 1.16% | 0.00% | Not reported | Q4 2024 |
| JPM | $647K | 1.14% | 0.00% | Not reported | Q4 2024 |
| AAPL | $608K | 1.07% | 0.00% | +1.2% | Q4 2024 |
| BRK.B | $604K | 1.07% | Not reported | Not reported | Q4 2024 |
| MSFT | $542K | 0.96% | 0.00% | +4.6% | Q4 2024 |
| MELI | $521K | 0.92% | 0.00% | Not reported | Q4 2024 |
| VZ | $435K | 0.77% | 0.00% | -5.6% | Q4 2024 |
| ABBV | $419K | 0.74% | 0.00% | Not reported | Q4 2024 |
| USB | $379K | 0.67% | 0.00% | -2.4% | Q4 2024 |
| DUK | $376K | 0.66% | 0.00% | -4.9% | Q4 2024 |
| ASML | $367K | 0.65% | 0.00% | +8.9% | Q1 2025 |
| AXP | $360K | 0.64% | 0.00% | Not reported | Q4 2024 |
| SCZ | $345K | 0.61% | Not reported | +3.1% | Q4 2024 |
| CRM | $341K | 0.60% | 0.00% | +9.0% | Q4 2024 |
| VEEV | $333K | 0.59% | 0.00% | Not reported | Q4 2024 |
| BLK | $316K | 0.56% | 0.00% | +4.6% | Q4 2024 |
| BX | $315K | 0.56% | 0.00% | -5.0% | Q4 2024 |
| NOW | $308K | 0.54% | 0.00% | +4.4% | Q4 2024 |
| HON | $286K | 0.51% | 0.00% | -1.1% | Q4 2024 |
 SBUX | $281K | 0.50% | 0.00% | Not reported | Q4 2024 |
| BR | $277K | 0.49% | 0.00% | +3.3% | Q4 2024 |
| GOOG | $267K | 0.47% | Not reported | Not reported | Q4 2024 |
| NEE | $256K | 0.45% | 0.00% | Not reported | Q4 2024 |
| BKNG | $254K | 0.45% | 0.00% | Not reported | Q4 2024 |
| CVX | $241K | 0.43% | 0.00% | Not reported | Q4 2024 |
 ICE | $217K | 0.38% | 0.00% | -3.2% | Q1 2025 |
 PYPL | $213K | 0.38% | 0.00% | New | Q3 2025 |
| JNJ | $209K | 0.37% | 0.00% | New | Q3 2025 |
 ADP | $202K | 0.36% | 0.00% | Not reported | Q4 2024 |