Holdings
Wingate Wealth Advisors, Inc.
As of Jun 30, 2026, Wingate Wealth Advisors, Inc. reported 41 positions worth US$32M. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 9,980 | US$4.99M | −996 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 13,485 | US$4.82M | −1,538 | Jun 30, 2026 |
| Apple Inc | 7,547 | US$2.18M | −789 | Jun 30, 2026 |
| Chevron Corporation | 8,684 | US$1.44M | +1 | Jun 30, 2026 |
| Dell Technologies Inc. | 2,635 | US$1.14M | +119 | Jun 30, 2026 |
| Exxon Mobil Corporation | 8,156 | US$1.12M | +2 | Jun 30, 2026 |
| Cormedix Inc. | 129K | US$1.01M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 3,999 | US$953K | −830 | Jun 30, 2026 |
| Philip Morris International Inc | 5,076 | US$918K | no change | Jun 30, 2026 |
| Ge Aerospace | 2,298 | US$859K | no change | Jun 30, 2026 |