Holdings of Wingate Wealth Advisors, Inc.
107 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 45.7 % of the equity sleeve
Sector breakdown
- Funds 5.2 %
- Financials 4.2 %
- Communication 3.4 %
- Technology 2.3 %
- Industrials 1.8 %
- Consumer staples 1.6 %
- Health care 1.0 %
- Consumer discretionary 0.8 %
- Energy 0.8 %
- Utilities 0.1 %
- Unattributed 78.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 107 | 175.8M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Select Sector Spdr Trust | 1,340 | 216.8K $ | |
| 102 | Caterpillar Inc | 300 | 212.5K $ | |
| 103 | JPMorgan Chase & Co | 708 | 208.3K $ | |
| 104 | Vanguard Intermediate-Term Tax-Exempt Bond ETF | 2,053 | 205.1K $ | |
| 105 | iShares Trust | 2,437 | 201.2K $ | |
| 106 | State Street SPDR S&P MidCap 400 ETF Trust | 325 | 200.2K $ | |
| 107 | McDonald's Corp. | 644 | 200.1K $ |