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:
30.66%
Gain +0.44%
Monthly
1.24%
Yearly
15.96%
Drawdown
11.91%
$228.89M
Equity
Holdings
$228.89M
Investment
$198.61M
$31.49M
Profit +$627,587.02
Realized
$1.22M
Unrealized
$30.28M
Dividends
$5.7M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$627,587.02
Win %
64%
This Week
Compared To Last Week
Gain
0.69%
Profit
$1.57M
Win %
64%
This Month
Compared to last month
Gain
1.69%
Profit
$3.81M
Win %
64%
This Year
Compared to last year
Gain
0.83%
Profit
$1.88M
Win %
65%
RKLB Rocket Lab Corporation
+4.85%
+$6,841.9 
DELL Dell Technologies Inc.
+4.61%
+$56,086.53 
GEV GE Vernova Inc.
+4.5%
+$20,325.62 
CRMD CorMedix Inc.
+3.24%
+$31,482.99 
META Meta Platforms Inc Class A
+2.39%
+$17,027.66 
ADI Analog Devices, Inc.
+2.28%
+$5,149.96 
EMR Emerson Electric Co.
+2.12%
+$4,773.99 
GS The Goldman Sachs Group, Inc.
+2.07%
+$6,312.4 
NVDA NVIDIA Corporation
+2.01%
+$4,528.35 
VGT Vanguard Information Technology ETF
+1.71%
+$19,784.24 
CAT Caterpillar Inc.
+1.69%
+$3,684 
IBM International Business Machines Corporation
+1.49%
+$5,494.42 
AAPL Apple Inc.
+1.34%
+$34,414.32 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$4,680.76 
NULG Nuveen ESG Large-Cap Growth ETF
+1.06%
+$4,998.45 
XLI Industrial Select Sector SPDR Fund
+0.99%
+$2,215.95 
IWF iShares Russell 1000 Growth ETF
+0.99%
+$2,879.8 
PEP PepsiCo, Inc.
+0.98%
+$3,869.73 
VUG Vanguard Growth ETF
+0.96%
+$32,951.1 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.96%
+$3,132.76 
BAC Bank of America Corporation
+0.87%
+$2,970.88 
AVGO Broadcom Inc.
+0.85%
+$3,734.6 
IMTM iShares MSCI International Momentum Factor ETF
+0.83%
+$2,769.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.77%
+$2,536.97 
SCHF Schwab International Equity ETF
+0.72%
+$7,653.92 
VB Vanguard Small-Cap ETF
+0.69%
+$10,901.95 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.69%
+$62,572.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.67%
+$30,498.88 
EFG iShares MSCI EAFE Growth ETF
+0.66%
+$9,785.73 
VPU Vanguard Utilities ETF
+0.65%
+$2,481.6 
DFEV Dimensional Emerging Markets Value ETF
+0.64%
+$2,251.86 
VO Vanguard Mid-Cap ETF
+0.63%
+$23,231.52 
XMHQ Invesco S&P MidCap Quality ETF
+0.62%
+$5,790.57 
ESGV Vanguard ESG U.S. Stock ETF
+0.6%
+$12,603.16 
DFUS Dimensional U.S. Equity Market ETF
+0.57%
+$2,192.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.57%
+$12,850.7 
IVV iShares Core S&P 500 ETF
+0.55%
+$8,393.12 
VOO Vanguard S&P 500 ETF
+0.54%
+$10,438.63 
EFA iShares MSCI EAFE ETF
+0.54%
+$8,777.33 
SPHQ Invesco S&P 500 Quality ETF
+0.53%
+$34,860.86 
IQLT iShares MSCI International Quality Factor ETF
+0.53%
+$20,522.13 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$11,123.37 
BRK-B Berkshire Hathaway Inc.
+0.52%
+$27,794.3 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.5%
+$1,590.97 
MDY SPDR S&P MidCap 400 ETF Trust
+0.49%
+$1,066.01 
DFAI Dimensional International Core Equity Market ETF
+0.48%
+$1,315.4 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$990.51 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.47%
+$10,314.64 
UNP Union Pacific Corporation
+0.46%
+$1,575.44 
MA Mastercard Incorporated
+0.46%
+$1,276.8 
EEM iShares MSCI Emerging Markets ETF
+0.46%
+$940.47 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.46%
+$11,926.25 
DFAS Dimensional U.S. Small Cap ETF
+0.45%
+$4,679.85 
IEMG iShares Core MSCI Emerging Markets ETF
+0.43%
+$2,088.39 
IEFA iShares Core MSCI EAFE ETF
+0.43%
+$4,155.4 
BJUL Innovator U.S. Equity Buffer ETF
+0.42%
+$2,317.05 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.4%
+$17,598.17 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.39%
+$2,972.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.39%
+$13,703.3 
GE General Electric Company
+0.38%
+$2,642.7 
GLD SPDR Gold Shares
+0.36%
+$4,838.96 
DFIC Dimensional International Core Equity Market ETF
+0.36%
+$1,684.26 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.36%
+$1,151.93 
EFV iShares MSCI EAFE Value ETF
+0.35%
+$6,594.84 
DFAE Dimensional Emerging Core Equity Market ETF
+0.29%
+$12,458.82 
FNDF Schwab Fundamental International Large Company Index ETF
+0.26%
+$24,706.12 
AMZN Amazon.com Inc
+0.24%
+$2,559.36 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$1,917.87 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.21%
+$745.53 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.2%
+$713.12 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.2%
+$391.97 
IWD iShares Russell 1000 Value ETF
+0.17%
+$395.25 
MUB iShares National Muni Bond ETF
+0.16%
+$1,394.24 
VIG Vanguard Dividend Appreciation ETF
+0.15%
+$43,137.06 
DFLV Dimensional US Large Cap Value ETF
+0.14%
+$876.18 
COST Costco Wholesale Corporation
+0.13%
+$596.25 
FBND Fidelity Total Bond ETF
+0.11%
+$9,118.75 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$3,035.45 
MSFT Microsoft Corp.
+0.11%
+$1,165.8 
WMT Walmart Inc.
+0.1%
+$725.65 
ITA iShares U.S. Aerospace & Defense ETF
+0.09%
+$242.29 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.08%
+$1,479.24 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$924 
VTV Vanguard Value ETF
+0.07%
+$1,541.54 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$715.13 
BND Vanguard Total Bond Market Index Fund
+0.05%
+$2,555.59 
MRK Merck & Co., Inc.
+0.04%
+$389.02 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.04%
+$401.98 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.04%
+$154.26 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$154.52 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.04%
+$227.13 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.04%
+$2,452.76 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$112.85 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$5,542.5 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$365.37 
XVV iShares ESG Screened S&P 500
+0.03%
+$110.13 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.02%
+$393.47 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$57.39 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$259.81 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$18.65 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
VZ Verizon Communications Inc.
-2.4%
-$10,918.28 
GOOG Alphabet Inc
-2.13%
-$15,774.44 
GOOGL Alphabet Inc
-2.1%
-$81,001.08 
PM Philip Morris International Inc.
-1.63%
-$16,547.76 
JNJ Johnson & Johnson
-1.37%
-$6,374.22 
RTX RTX Corporation
-1.29%
-$6,915 
LLY Eli Lilly and Company
-1.26%
-$9,157.05 
PG Procter & Gamble Co
-1.08%
-$4,100.32 
PSA Public Storage Common Stock
-1.07%
-$2,047.93 
WM Waste Management, Inc.
-0.98%
-$2,381.23 
MRSH Marsh & McLennan Companies, Inc.
-0.68%
-$5,246.8 
XOM Exxon Mobil Corporation
-0.57%
-$8,319.12 
JPM JPMorgan Chase & Co.
-0.37%
-$870.85 
SCHD Schwab U.S. Dividend Equity ETF
-0.2%
-$1,095.5 
CARR Carrier Global Corporation
-0.1%
-$170.06 
CVX Chevron Corporation
-0.09%
-$1,736.8 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.08%
-$1,192.87 
VAW Vanguard Materials ETF
-0.07%
-$162.13 
MMM 3M Company
-0.06%
-$283.91 
QLTY GMO U.S. Quality ETF
-0.03%
-$1,157.22 
DUK Duke Energy Corporation
-0.03%
-$60.66 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.01%
-$1,412.28 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$55.77 Events
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Dividends
Dividend Analysis
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| Trades 1062 | Longs Won 629/1062 59% | Profit Factor 9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $134,185.05 |
| Average Win $56,329.45 | Best Trade (Oct 16) $1.7M | Sharpe Ratio -12.65 |
| Average Loss -$9,091.57 | Worst Trade (Oct 14) -$316,556.1 | Z-Score 7.22 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w | Expectancy $29,655.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,547 | $1.91M | $2.6M | - | $689,335.42 | 36.14% | +1.343% |
| ADI Analog Devices, Inc. | 570 | $226,387 | $231,468.45 | - | $5,081.45 | 2.24% | +2.276% |
| AGG iShares Core U.S. Aggregate Bond ETF | 28,909 | $2.86M | $2.76M | - | -$104,158.56 | -3.64% | +0.11% |
| AMZN Amazon.com Inc | 3,999 | $888,474.63 | $1.05M | - | $164,342.1 | 18.5% | +0.244% |
| AVGO Broadcom Inc. | 1,315 | $309,282.74 | $443,431.15 | - | $134,148.41 | 43.37% | +0.849% |
| BAC Bank of America Corporation | 6,752 | $355,155.32 | $344,892.16 | - | -$10,263.16 | -2.89% | +0.869% |
| BJUL Innovator U.S. Equity Buffer ETF | 9,864 | $465,065.44 | $551,989.44 | - | $86,924 | 18.69% | +0.422% |
| BND Vanguard Total Bond Market Index Fund | 73,017 | $5.42M | $5.17M | - | -$250,284.84 | -4.62% | +0.049% |
| BRK-B Berkshire Hathaway Inc. | 9,980 | $4.84M | $5.42M | - | $575,670.8 | 11.9% | +0.516% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 71,513 | $1.39M | $1.39M | - | $3,884.96 | 0.28% | +0.051% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 73,074 | $1.43M | $1.43M | - | $132.73 | 0.01% | +0.026% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 81,973 | $1.66M | $1.65M | - | -$10,054.25 | -0.61% | +0.024% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 68,030 | $1.26M | $1.24M | - | -$15,705.69 | -1.25% | 0.0 |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 51,308 | $862,650 | $830,933.06 | - | -$31,716.94 | -3.68% | 0.0 |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 18,015 | $300,650.8 | $285,087.37 | - | -$15,563.43 | -5.18% | 0.0 |
| BSMQ Invesco BulletShares 2026 Municipal Bond Fund | 15,452 | $364,484.35 | $361,885.84 | - | -$2,598.51 | -0.71% | +0.043% |
| BSMR Invesco BulletShares 2027 Municipal Bond ETF | 15,426 | $363,748.52 | $361,122.66 | - | -$2,625.86 | -0.72% | +0.043% |
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | 24,163 | $563,693.87 | $555,990.63 | - | -$7,703.24 | -1.37% | +0.041% |
| BSMT Invesco BulletShares 2029 Municipal Bond ETF | 15,847 | $362,234.05 | $356,636.73 | - | -$5,597.32 | -1.55% | +0.2% |
| BSMU Invesco BulletShares 2030 Municipal Bond ETF | 16,716 | $362,150.52 | $353,710.56 | - | -$8,439.96 | -2.33% | +0.211% |
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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 - $890,904.39, iShares MSCI EAFE Value ETF - $424,987.68, Vanguard Dividend Appreciation ETF - $323,476.41, iShares Core MSCI EAFE ETF - $283,171.18, and Dimensional Emerging Core Equity Market ETF - $243,395.63. 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 $5.7M earned over time. The largest contributors to dividend income include Vanguard Short-Term Inflation-Protected Securities Index Fund - $885,598.29, Vanguard Dividend Appreciation ETF - $323,476.41, 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.
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