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:
27.79%
Gain +0.02%
Monthly
1.32%
Yearly
17.17%
Drawdown
11.82%
$202.41M
Equity
Holdings
$202.41M
Investment
$173.95M
$28.94M
Profit +$26,097.81
Realized
$480,954.4
Unrealized
$28.46M
Dividends
$4.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$26,097.81
Win %
75%
This Week
Compared To Last Week
Gain
0.01%
Profit
$26,097.81
Win %
75%
This Month
Compared to last month
Gain
-0.44%
Profit
-$895,861.14
Win %
75%
This Year
Compared to last year
Gain
8.17%
Profit
$15.28M
Win %
75%
GEV GE Vernova Inc.
+2.09%
+$10,961.34 
CVX Chevron Corporation
+1.92%
+$30,564.16 
PM Philip Morris International Inc.
+1.65%
+$15,938.64 
CRMD CorMedix Inc.
+1.57%
+$16,705.26 
DELL Dell Technologies Inc.
+1.27%
+$12,479.36 
JNJ Johnson & Johnson
+1.23%
+$5,486.08 
XOM Exxon Mobil Corporation
+0.97%
+$11,497.14 
GLD SPDR Gold Shares
+0.94%
+$12,213.04 
GE General Electric Company
+0.9%
+$7,123.75 
LLY Eli Lilly and Company
+0.85%
+$5,635.95 
UNP Union Pacific Corporation
+0.78%
+$3,623.13 
CAT Caterpillar Inc.
+0.35%
+$933.01 
AAPL Apple Inc.
+0.14%
+$4,001.28 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$20,414.73 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$2,142.98 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$3,469.85 
FBND Fidelity Total Bond ETF
+0.07%
+$2,082.54 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.06%
+$214.86 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$710.38 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$726.22 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.05%
+$421.05 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.04%
+$810.93 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.02%
+$110.29 
MRSH Marsh & McLennan Companies, Inc.
+0.02%
+$120.66 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
IBM International Business Machines Corporation
-2.91%
-$9,710.36 
META Meta Platforms Inc Class A
-2.79%
-$26,534.92 
GS The Goldman Sachs Group, Inc.
-2.76%
-$10,402.56 
GOOG Alphabet Inc
-2.17%
-$26,169.07 
GOOGL Alphabet Inc
-2.17%
-$89,419.32 
MCD McDonald's Corporation
-2.1%
-$3,703 
MSFT Microsoft Corp.
-1.81%
-$14,632.8 
V Visa Inc. Class A
-1.8%
-$5,685.13 
PEP PepsiCo, Inc.
-1.66%
-$6,823.71 
QQQ Invesco QQQ Trust, Series 1
-1.5%
-$5,060.96 
IWF iShares Russell 1000 Growth ETF
-1.5%
-$4,331.6 
VUG Vanguard Growth ETF
-1.49%
-$44,288.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.47%
-$4,720 
DFAE Dimensional Emerging Core Equity Market ETF
-1.45%
-$65,757.45 
IEMG iShares Core MSCI Emerging Markets ETF
-1.45%
-$6,399.19 
MA Mastercard Incorporated
-1.44%
-$6,598.14 
QLTY GMO U.S. Quality ETF
-1.41%
-$43,562.65 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.3%
-$3,381.75 
XVV iShares ESG Screened S&P 500
-1.22%
-$5,137.3 
ESGV Vanguard ESG U.S. Stock ETF
-1.22%
-$23,575.86 
WM Waste Management, Inc.
-1.21%
-$3,795.54 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.2%
-$45,151 
MMM 3M Company
-1.19%
-$4,981.33 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-1.09%
-$47,249.5 
DFEV Dimensional Emerging Markets Value ETF
-1.09%
-$3,810.84 
AMZN Amazon.com Inc
-1.06%
-$12,845.14 
IVV iShares Core S&P 500 ETF
-1.02%
-$15,053.52 
VOO Vanguard S&P 500 ETF
-1.01%
-$27,901.03 
PG Procter & Gamble Co
-1%
-$3,613.04 
VGT Vanguard Information Technology ETF
-1%
-$10,734.26 
SPY SPDR S&P 500 ETF Trust
-0.99%
-$20,603.36 
DFUS Dimensional U.S. Equity Market ETF
-0.99%
-$3,691.17 
VAW Vanguard Materials ETF
-0.97%
-$2,299 
AVGO Broadcom Inc.
-0.97%
-$4,796.53 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.96%
-$19,695.58 
SPHQ Invesco S&P 500 Quality ETF
-0.94%
-$20,531.2 
NULG Nuveen ESG Large-Cap Growth ETF
-0.89%
-$4,305.05 
DUK Duke Energy Corporation
-0.87%
-$1,906.3 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.85%
-$2,686.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.82%
-$18,013.09 
RSP Invesco S&P 500 Equal Weight ETF
-0.79%
-$27,623.02 
T AT&T Inc.
-0.77%
-$1,496.68 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.77%
-$2,472.31 
DFAS Dimensional U.S. Small Cap ETF
-0.7%
-$6,128.07 
EFG iShares MSCI EAFE Growth ETF
-0.66%
-$10,167.19 
VZ Verizon Communications Inc.
-0.66%
-$3,016 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.66%
-$5,264.75 
VPU Vanguard Utilities ETF
-0.65%
-$2,669.56 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.64%
-$8,837.14 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$153,381.68 
WMT Walmart Inc.
-0.62%
-$4,428.98 
MDY SPDR S&P MidCap 400 ETF Trust
-0.61%
-$1,378 
JPM JPMorgan Chase & Co.
-0.6%
-$1,451.39 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.57%
-$50,713.5 
VB Vanguard Small-Cap ETF
-0.57%
-$8,873.14 
IMTM iShares MSCI International Momentum Factor ETF
-0.56%
-$1,889.64 
SCHF Schwab International Equity ETF
-0.55%
-$5,607.6 
BJUL Innovator U.S. Equity Buffer ETF
-0.53%
-$2,377.42 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$8,847.48 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.51%
-$43,776.8 
XMHQ Invesco S&P MidCap Quality ETF
-0.5%
-$3,675.36 
COST Costco Wholesale Corporation
-0.5%
-$2,021 
DFIC Dimensional International Core Equity Market ETF
-0.48%
-$2,218.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.47%
-$20,523.3 
EFA iShares MSCI EAFE ETF
-0.46%
-$7,540.32 
VO Vanguard Mid-Cap ETF
-0.46%
-$13,519.8 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.46%
-$11,749.06 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$24,256.96 
RTX RTX Corporation
-0.44%
-$2,447.18 
VTV Vanguard Value ETF
-0.43%
-$7,884.72 
XLI Industrial Select Sector SPDR Fund
-0.41%
-$991.59 
SCHD Schwab U.S. Dividend Equity ETF
-0.39%
-$2,034.52 
BAC Bank of America Corporation
-0.36%
-$1,485.66 
WWD Woodward Inc.
-0.32%
-$791.12 
VOE Vanguard Mid-Cap Value ETF
-0.3%
-$2,963.99 
DFLV Dimensional US Large Cap Value ETF
-0.23%
-$1,309.49 
TJX The TJX Companies, Inc.
-0.21%
-$539.52 
EFV iShares MSCI EAFE Value ETF
-0.2%
-$5,355.68 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.18%
-$647.28 
FNDF Schwab Fundamental International Large Company Index ETF
-0.17%
-$12,035.07 
IQLT iShares MSCI International Quality Factor ETF
-0.12%
-$4,282.32 
MRK Merck & Co., Inc.
-0.1%
-$798.2 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.1%
-$361.97 
ITA iShares U.S. Aerospace & Defense ETF
-0.07%
-$214.24 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.07%
-$245.15 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.06%
-$217.11 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$675.47 
MUB iShares National Muni Bond ETF
-0.04%
-$347.12 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.04%
-$71.86 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$39.36 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$24.37 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$122.54 Events
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Dividends
Dividend Analysis
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| Trades 956 | Longs Won 418/956 43% | Profit Factor 21.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $129,471.94 |
| Average Win $72,646.53 | Best Trade (Jul 19) $1.73M | Sharpe Ratio -8.63 |
| Average Loss -$2,653.29 | Worst Trade (Jul 19) -$138,862.92 | Z-Score -5.72 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 3d | Expectancy $30,270.69 |
| 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 | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
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Returns
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