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
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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:
33.06%
Gain +1.11%
Monthly
1.43%
Yearly
18.61%
Drawdown
11.91%
$231.51M
Equity
Holdings
$231.51M
Investment
$198.61M
$34.12M
Profit +$1.53M
Realized
$1.22M
Unrealized
$32.9M
Dividends
$4.88M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.11%
Profit
$1.53M
Win %
69%
This Week
Compared To Last Week
Gain
0.4%
Profit
$925,378.09
Win %
69%
This Month
Compared to last month
Gain
0.4%
Profit
$911,240.05
Win %
69%
This Year
Compared to last year
Gain
1.99%
Profit
$4.51M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$144,283.88 
GOOG Alphabet Inc
+6.88%
+$50,465.09 
GOOGL Alphabet Inc
+6.73%
+$254,203.11 
META Meta Platforms Inc Class A
+3.28%
+$18,157.35 
MSFT Microsoft Corp.
+3.02%
+$27,376.18 
NVDA NVIDIA Corporation
+2.93%
+$5,944.12 
CVX Chevron Corporation
+2.35%
+$39,251.68 
PSA Public Storage Common Stock
+2.12%
+$4,273.92 
VZ Verizon Communications Inc.
+1.52%
+$7,142.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,552.32 
GE General Electric Company
+1.42%
+$11,558.94 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,501.32 
VUG Vanguard Growth ETF
+1.1%
+$36,052.38 
UNP Union Pacific Corporation
+0.92%
+$3,174.64 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$36,201.96 
IBM International Business Machines Corporation
+0.86%
+$2,906.99 
GEV GE Vernova Inc.
+0.85%
+$4,213.17 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,947.35 
EMR Emerson Electric Co.
+0.79%
+$1,652.01 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,621.49 
XVV iShares ESG Screened S&P 500
+0.78%
+$3,230.47 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,118.2 
BJUL Innovator U.S. Equity Buffer ETF
+0.74%
+$3,945.6 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,491.02 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,775.86 
VOO Vanguard S&P 500 ETF
+0.71%
+$13,350.53 
CAT Caterpillar Inc.
+0.7%
+$1,701 
QLTY GMO U.S. Quality ETF
+0.7%
+$22,372.92 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$2,558.08 
IVV iShares Core S&P 500 ETF
+0.69%
+$10,040.32 
CARR Carrier Global Corporation
+0.68%
+$1,298.64 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$13,763.02 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$9,202.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,268.84 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$2,059.38 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,730.96 
CRMD CorMedix Inc.
+0.53%
+$5,140.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$11,649.7 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$28,819.93 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$19,254.54 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,032.3 
RKLB Rocket Lab Corporation
+0.42%
+$747.9 
RTX RTX Corporation
+0.39%
+$2,323.44 
AVGO Broadcom Inc.
+0.37%
+$1,893.6 
PG Procter & Gamble Co
+0.37%
+$1,259.81 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,562.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,131.36 
BAC Bank of America Corporation
+0.36%
+$1,485.44 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,898.39 
MRK Merck & Co., Inc.
+0.32%
+$2,453.91 
JPM JPMorgan Chase & Co.
+0.27%
+$665.52 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$2,396.1 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$1,233.66 
JNJ Johnson & Johnson
+0.21%
+$947.64 
ADI Analog Devices, Inc.
+0.2%
+$421.79 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$939 
DELL Dell Technologies Inc.
+0.14%
+$1,475.6 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$11,298.2 
MMM 3M Company
+0.12%
+$541.99 
WM Waste Management, Inc.
+0.1%
+$230.78 
WMT Walmart Inc.
+0.09%
+$601.71 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$259.83 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$362.44 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$158.47 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$154.52 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$519.63 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$123.2 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$185,052.44 
VAW Vanguard Materials ETF
-2.38%
-$5,679.78 
GLD SPDR Gold Shares
-1.49%
-$19,922.86 
XOM Exxon Mobil Corporation
-0.97%
-$12,478.68 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$7,345.48 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$31,751.22 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$11,519.91 
MA Mastercard Incorporated
-0.74%
-$1,904 
VPU Vanguard Utilities ETF
-0.71%
-$2,872.32 
DUK Duke Energy Corporation
-0.67%
-$1,455.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$30,826.57 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$1,775.8 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$6,308.19 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,229.12 
EFA iShares MSCI EAFE ETF
-0.62%
-$10,437.9 
PM Philip Morris International Inc.
-0.61%
-$5,989.63 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$16,240 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$56,471.02 
SCHF Schwab International Equity ETF
-0.58%
-$6,283.36 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$2,744.72 
LLY Eli Lilly and Company
-0.53%
-$3,475.71 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$10,127.79 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$31,335.6 
PEP PepsiCo, Inc.
-0.46%
-$1,890.56 
VGT Vanguard Information Technology ETF
-0.38%
-$4,129.72 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$105,185.3 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$31,286.07 
FBND Fidelity Total Bond ETF
-0.27%
-$21,885 
VTV Vanguard Value ETF
-0.27%
-$5,683.96 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$13,873.23 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$7,227.25 
COST Costco Wholesale Corporation
-0.24%
-$1,087.55 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$2,023.16 
VB Vanguard Small-Cap ETF
-0.22%
-$3,597.55 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$4,226.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,700.34 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$716.76 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$1,871.95 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$6,108.79 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,607.9 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$450.37 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$282.75 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$1,026.16 
MUB iShares National Muni Bond ETF
-0.11%
-$1,045.68 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$229.68 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.09%
-$317.6 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$637.02 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$270.84 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$680.3 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$302.09 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$819.73 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,822.08 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$223.08 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$72.2 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$77.13 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$37.31 Events
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Dividends
Dividend Analysis
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| Trades 1062 | Longs Won 654/1062 61% | Profit Factor 12.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $140,367.98 |
| Average Win $56,894.44 | Best Trade (Aug 05) $2.01M | Sharpe Ratio -12.65 |
| Average Loss -$7,569.85 | Worst Trade (Aug 03) -$294,436.51 | Z-Score 7.4 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 1d | Expectancy $32,128.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,547 | $1.91M | $2.33M | - | $424,058.37 | 22.23% | -7.354% |
| ADI Analog Devices, Inc. | 570 | $226,387 | $209,423.7 | - | -$16,963.3 | -7.49% | +0.202% |
| AGG iShares Core U.S. Aggregate Bond ETF | 28,909 | $2.86M | $2.81M | - | -$46,485.1 | -1.62% | -0.256% |
| AMZN Amazon.com Inc | 3,999 | $888,474.63 | $1.09M | - | $197,573.75 | 22.24% | +15.321% |
| AVGO Broadcom Inc. | 1,315 | $309,282.74 | $511,903.2 | - | $202,620.46 | 65.51% | +0.371% |
| BAC Bank of America Corporation | 6,752 | $355,155.32 | $418,286.4 | - | $63,131.08 | 17.78% | +0.356% |
| BJUL Innovator U.S. Equity Buffer ETF | 9,864 | $465,065.44 | $537,785.28 | - | $72,719.84 | 15.64% | +0.739% |
| BND Vanguard Total Bond Market Index Fund | 73,017 | $5.42M | $5.27M | - | -$144,775.27 | -2.67% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 9,980 | $4.84M | $5.11M | - | $265,642.1 | 5.49% | +0.365% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 71,513 | $1.39M | $1.4M | - | $5,315.22 | 0.38% | 0.0 |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 73,074 | $1.43M | $1.43M | - | $5,247.91 | 0.37% | 0.0 |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 81,973 | $1.66M | $1.67M | - | $5,537.01 | 0.33% | -0.049% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 68,030 | $1.26M | $1.26M | - | $2,662.41 | 0.21% | -0.054% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 51,308 | $862,650 | $846,838.54 | - | -$15,811.46 | -1.83% | -0.121% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 18,015 | $300,650.8 | $292,113.22 | - | -$8,537.58 | -2.84% | -0.154% |
| BSMQ Invesco BulletShares 2026 Municipal Bond Fund | 15,452 | $364,484.35 | $363,817.34 | - | -$667.01 | -0.18% | +0.042% |
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | 15,426 | $363,748.52 | $363,667.95 | - | -$80.57 | -0.02% | -0.021% |
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | 24,163 | $563,693.87 | $563,722.79 | - | $28.92 | 0.01% | +0.064% |
| BSMT Invesco BulletShares 2029 Municipal Bond ETF | 15,847 | $362,234.05 | $362,262.42 | - | $28.37 | 0.01% | +0.044% |
| BSMU Invesco BulletShares 2030 Municipal Bond ETF | 16,716 | $362,150.52 | $360,982.02 | - | -$1,168.5 | -0.32% | -0.088% |
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FAQ
Which stocks have generated the highest profits for Wingate Wealth Advisors Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Inflation-Protected Securities Index Fund - $546,160.89, iShares MSCI EAFE Value ETF - $424,987.68, iShares Core MSCI EAFE ETF - $283,171.18, Vanguard S&P 500 ETF - $220,232.37, and Vanguard Dividend Appreciation ETF - $213,563.43. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Tesla, Inc - $95,463.79, Revolution Medicines Inc - $83,800, Carrier Global Corporation - $58,150.84, AT&T Inc - $45,929.07, and Oracle Corporation - $45,273.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Wingate Wealth Advisors Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.88M earned over time. The largest contributors to dividend income include Vanguard Short-Term Inflation-Protected Securities Index Fund - $540,854.79, Vanguard Dividend Appreciation ETF - $213,563.43, Vanguard Total Bond Market Index Fund - $210,437.15, Fidelity Total Bond ETF - $203,449.94, and Schwab Fundamental International Large Company Index ETF - $198,016.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Wingate Wealth Advisors Inc.'s monthly returns?
Wingate Wealth Advisors Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Wingate Wealth Advisors Inc.'s strategy be considered aggressive or moderate?
Wingate Wealth Advisors Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Wingate Wealth Advisors Inc.'s strategy?
Wingate Wealth Advisors Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
