WWA
Wingate Wealth Advisors Inc. Portfolio
Invests via Wingate Wealth Advisors Inc. | Managed by Jeffrey H. White, Peter Frailey, Carol M. Khouri, David N. Khouri, Matthew A. Lasker, Teo Ferreira, Gary D. Pomerantz, Christopher Bekel, Michael Claveau, Jason Sikorski, John C. Slupski III, Joseph N. Evangelista
Invests via Wingate Wealth Advisors Inc.
Managed by Jeffrey H. White, Peter Frailey, Carol M. Khouri, David N. Khouri, Matthew A. Lasker, Teo Ferreira, Gary D. Pomerantz, Christopher Bekel, Michael Claveau, Jason Sikorski, John C. Slupski III, Joseph N. Evangelista
Automatically Tracked
Company Profile
Serves as a privately held wealth advisory firm that manages investment strategies and financial planning for individuals, families and small institutions across taxable and retirement accounts. Wingate Wealth Advisors Inc. combines discretionary portfolio management with fee-based financial planning, tax-aware asset allocation and retirement income modeling to align client objectives with risk capacity. Revenue is derived primarily from advisory fees and occasional project-based consulting; capital allocation favors diversified equities, fixed income and alternative allocations tailored to client profiles. The firm supports consolidation and custody relationships with national custodians and may participate in M&A or succession planning to scale advisor teams and expand regional distribution.
Serves as a privately held wealth advisory firm that manages investment strategies and financial planning for individuals, families and small institutions across taxable and retirement accounts. Wingate Wealth Advisors Inc. combines discretionary portfolio management with fee-based financial planning, tax-aware asset allocation and retirement income modeling to align client objectives with risk capacity. Revenue is derived primarily from advisory fees and occasional project-based consulting; capital allocation favors diversified equities, fixed income and alternative allocations tailored to client profiles. The firm supports consolidation and custody relationships with national custodians and may participate in M&A or succession planning to scale advisor teams and expand regional distribution.
Investment Philosophy & Strategy
As a fiduciary-focused wealth manager, Wingate Wealth Advisors emphasizes tax-aware, client-centric capital allocation across diversified equities, fixed income and alternatives. The firm favors discretionary, fee-based portfolios and retirement-income planning with multi-horizon timeframes and risk segmentation by household. Underwriting privileges liability-aware asset allocation, low-turnover tax efficiency, and integration of custodial partnerships to scale operations. Growth strategy blends organic advisor recruitment with opportunistic M&A and succession transactions to broaden regional distribution while preserving personalized planning and fiduciary governance.
As a fiduciary-focused wealth manager, Wingate Wealth Advisors emphasizes tax-aware, client-centric capital allocation across diversified equities, fixed income and alternatives. The firm favors discretionary, fee-based portfolios and retirement-income planning with multi-horizon timeframes and risk segmentation by household. Underwriting privileges liability-aware asset allocation, low-turnover tax efficiency, and integration of custodial partnerships to scale operations. Growth strategy blends organic advisor recruitment with opportunistic M&A and succession transactions to broaden regional distribution while preserving personalized planning and fiduciary governance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
16.42%
Gain +0.47%
Monthly
0.89%
Yearly
11.26%
Drawdown
13.15%
$204.15M
Equity
Holdings
$204.15M
Investment
$173.83M
$30.75M
Profit +$992,171.8
Realized
$426,350.4
Unrealized
$30.32M
Dividends
$3.6M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.47%
Profit
$992,171.8
Win %
74%
This Week
Compared To Last Week
Gain
0.26%
Profit
$523,323.36
Win %
74%
This Month
Compared to last month
Gain
0.26%
Profit
$523,323.36
Win %
74%
This Year
Compared to last year
Gain
5.12%
Profit
$10.51M
Win %
74%
GS The Goldman Sachs Group, Inc.
+4.91%
+$17,581.84 
MRK Merck & Co., Inc.
+4.86%
+$34,199.8 
LLY Eli Lilly and Company
+4.31%
+$26,376.84 
GE General Electric Company
+4.15%
+$30,011.9 
RTX RTX Corporation
+3.99%
+$19,807.52 
GOOG Alphabet Inc
+3.85%
+$46,587.07 
CRMD CorMedix Inc.
+3.77%
+$39,835.62 
GOOGL Alphabet Inc
+3.72%
+$155,350.08 
JPM JPMorgan Chase & Co.
+3.36%
+$7,150.8 
BAC Bank of America Corporation
+3.26%
+$11,547.63 
WWD Woodward Inc.
+3.01%
+$6,718.14 
ITA iShares U.S. Aerospace & Defense ETF
+2.98%
+$8,984.69 
V Visa Inc. Class A
+2.5%
+$6,754.32 
MRSH Marsh & McLennan Companies, Inc.
+2.48%
+$15,705.91 
JNJ Johnson & Johnson
+2.3%
+$9,167.31 
MA Mastercard Incorporated
+2.17%
+$8,517.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.66%
+$5,196.75 
AMZN Amazon.com Inc
+1.56%
+$18,784.81 
CAT Caterpillar Inc.
+1.53%
+$4,257 
XLI Industrial Select Sector SPDR Fund
+1.19%
+$2,780.5 
IQLT iShares MSCI International Quality Factor ETF
+1.1%
+$38,540.88 
COST Costco Wholesale Corporation
+1.09%
+$4,523.6 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+1.05%
+$91,284.3 
DFAS Dimensional U.S. Small Cap ETF
+1.04%
+$8,762.07 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.02%
+$7,791.83 
EFG iShares MSCI EAFE Growth ETF
+0.94%
+$14,742.44 
VOE Vanguard Mid-Cap Value ETF
+0.92%
+$8,697.61 
GLD SPDR Gold Shares
+0.83%
+$12,035.96 
EFA iShares MSCI EAFE ETF
+0.79%
+$12,881.38 
VO Vanguard Mid-Cap ETF
+0.77%
+$22,289.4 
MMM 3M Company
+0.77%
+$2,993.96 
VTV Vanguard Value ETF
+0.76%
+$13,672.44 
META Meta Platforms Inc Class A
+0.74%
+$6,587.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.74%
+$25,253.03 
WMT Walmart Inc.
+0.74%
+$5,364.68 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.73%
+$18,748.5 
IEFA iShares Core MSCI EAFE ETF
+0.72%
+$12,143.6 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$37,318.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.71%
+$2,227.36 
IMTM iShares MSCI International Momentum Factor ETF
+0.71%
+$2,476.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.71%
+$30,756.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.71%
+$3,597.93 
XMHQ Invesco S&P MidCap Quality ETF
+0.7%
+$5,029.44 
VB Vanguard Small-Cap ETF
+0.69%
+$10,429.89 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.68%
+$57,457.05 
UNP Union Pacific Corporation
+0.67%
+$2,721.25 
DUK Duke Energy Corporation
+0.65%
+$1,369.07 
DFIC Dimensional International Core Equity Market ETF
+0.63%
+$2,957.76 
DFLV Dimensional US Large Cap Value ETF
+0.62%
+$3,564.75 
VPU Vanguard Utilities ETF
+0.61%
+$2,438.32 
QLTY GMO U.S. Quality ETF
+0.61%
+$18,458.75 
SPHQ Invesco S&P 500 Quality ETF
+0.59%
+$13,088.64 
EFV iShares MSCI EAFE Value ETF
+0.58%
+$15,062.85 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.52%
+$18,963.42 
WM Waste Management, Inc.
+0.47%
+$1,336.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.47%
+$9,599.64 
IVV iShares Core S&P 500 ETF
+0.46%
+$6,783.85 
TJX The TJX Companies, Inc.
+0.46%
+$1,177.2 
GEV GE Vernova Inc.
+0.45%
+$2,185.17 
PG Procter & Gamble Co
+0.43%
+$1,426.2 
DFUS Dimensional U.S. Equity Market ETF
+0.41%
+$1,549.38 
VIG Vanguard Dividend Appreciation ETF
+0.41%
+$97,881.73 
XVV iShares ESG Screened S&P 500
+0.4%
+$1,687.97 
ESGV Vanguard ESG U.S. Stock ETF
+0.4%
+$7,713.09 
VOO Vanguard S&P 500 ETF
+0.4%
+$10,968.22 
SPY SPDR S&P 500 ETF Trust
+0.39%
+$8,097.16 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$976.95 
MDY SPDR S&P MidCap 400 ETF Trust
+0.37%
+$832 
AAPL Apple Inc.
+0.31%
+$8,085.92 
SCHF Schwab International Equity ETF
+0.25%
+$2,616.88 
VUG Vanguard Growth ETF
+0.25%
+$7,553.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.24%
+$10,572.64 
DELL Dell Technologies Inc.
+0.2%
+$2,063.12 
IWF iShares Russell 1000 Growth ETF
+0.17%
+$499.8 
MSFT Microsoft Corp.
+0.17%
+$1,427.1 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.16%
+$3,654.84 
MUB iShares National Muni Bond ETF
+0.16%
+$1,475.26 
AGG iShares Core U.S. Aggregate Bond ETF
+0.15%
+$4,592.1 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$6,939.7 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.14%
+$1,122.8 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.11%
+$2,027.25 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.09%
+$267.06 
FBND Fidelity Total Bond ETF
+0.09%
+$2,776.72 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.08%
+$1,013.21 
BSV Vanguard Short-Term Bond ETF
+0.08%
+$236.16 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$441.16 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$146.22 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.06%
+$1,058.53 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.06%
+$230.21 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.06%
+$508.31 
VGSH Vanguard Short-Term Treasury Fund
+0.05%
+$299.73 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$612.7 
BJUL Innovator U.S. Equity Buffer ETF
+0.03%
+$122.97 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$363.11 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.02%
+$81.33 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$451.25 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
VTEI
0%
$0 
AVGO Broadcom Inc.
-12.59%
-$79,924.01 
VZ Verizon Communications Inc.
-3.82%
-$18,512 
T AT&T Inc.
-3.23%
-$6,691.04 
IBM International Business Machines Corporation
-1.25%
-$5,798.82 
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$4,643.66 
VGT Vanguard Information Technology ETF
-0.89%
-$10,357.6 
DFAE Dimensional Emerging Core Equity Market ETF
-0.84%
-$41,247.86 
DFEV Dimensional Emerging Markets Value ETF
-0.8%
-$3,031.35 
CVX Chevron Corporation
-0.72%
-$11,852.3 
PM Philip Morris International Inc.
-0.53%
-$4,771.44 
QQQ Invesco QQQ Trust
-0.48%
-$1,717.2 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.43%
-$6,118.02 
NULG Nuveen ESG Large-Cap Growth ETF
-0.34%
-$1,659.06 
XOM Exxon Mobil Corporation
-0.29%
-$3,669.3 
PEP PepsiCo, Inc.
-0.27%
-$1,152.06 
MCD McDonald's Corporation
-0.2%
-$360.64 
FNDF Schwab Fundamental International Large Company Index ETF
-0.18%
-$13,372.3 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.16%
-$568.45 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.08%
-$11,665.56 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.07%
-$238.82 
VAW Vanguard Materials ETF
-0.06%
-$156.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.03%
-$94.4 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.03%
-$89.7 Events
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Dividends
Dividend Analysis
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| Trades 956 | Longs Won 411/956 42% | Profit Factor 25.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $138,403.67 |
| Average Win $77,912.56 | Best Trade (May 18) $2.39M | Sharpe Ratio -10.95 |
| Average Loss -$2,341.28 | Worst Trade (May 05) -$140,873.22 | Z-Score -5.82 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 5d | Expectancy $32,161.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
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Returns
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