Bestgate Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Bestgate Wealth Advisors, LLC

Investment Activity

Bestgate Wealth Advisors, LLC has $48.25 million in total holdings as of March 31, 2025.
Bestgate Wealth Advisors, LLC owns shares of 55 different stocks, but just 24 companies or ETFs make up 80% of its holdings.
Approximately 7.03% of the portfolio was purchased this quarter.
About 7.97% of the portfolio was sold this quarter.
This quarter, Bestgate Wealth Advisors, LLC has purchased 56 new stocks and bought additional shares in 15 stocks.
Bestgate Wealth Advisors, LLC sold shares of 18 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $5,898,349
Vanguard FTSE Developed Markets ETF: $4,465,517
Schwab U.S. Aggregate Bond ETF: $4,227,789
SPDR Portfolio S&P 500 ETF: $3,441,747
Invesco NASDAQ 100 ETF: $2,423,559

Largest New Holdings this Quarter

808524698 - Schwab 5-10 Year Corporate Bond ETF: $789,649 Holding
N07059210 - ASML: $230,595 Holding
45866F104 - Intercontinental Exchange: $229,171 Holding
075887109 - Becton, Dickinson and Company: $202,668 Holding

Largest Purchases this Quarter

iShares MBS ETF: 9,437 shares (about $885.00K)
Schwab 5-10 Year Corporate Bond ETF: 35,158 shares (about $789.65K)
Vanguard Extended Market ETF: 2,837 shares (about $488.70K)
ASML: 348 shares (about $230.60K)
Intercontinental Exchange: 1,329 shares (about $229.17K)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 1,085 shares (about $609.67K)
SPDR Portfolio S&P 500 ETF: 3,433 shares (about $225.75K)
iShares Core S&P Small-Cap ETF: 1,919 shares (about $200.67K)
Vanguard FTSE Developed Markets ETF: 3,778 shares (about $192.04K)
Invesco NASDAQ 100 ETF: 822 shares (about $158.66K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$5,898,349	$609,670 ▼	-9.4%	10,497	12.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$4,465,517	$192,036 ▼	-4.1%	87,852	9.3%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$4,227,789	$103,131 ▲	2.5%	182,547	8.8%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$3,441,747	$225,754 ▼	-6.2%	52,338	7.1%	ETF
QQQM Invesco NASDAQ 100 ETF	$2,423,559	$158,662 ▼	-6.1%	12,556	5.0%	ETF
MBB iShares MBS ETF	$2,053,313	$885,002 ▲	75.8%	21,895	4.3%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$2,023,850	$51,096 ▼	-2.5%	11,843	4.2%	ETF
VXF Vanguard Extended Market ETF	$1,503,313	$488,702 ▲	48.2%	8,727	3.1%	ETF
XSVM Invesco S&P SmallCap Value with Momentum ETF	$1,490,187	$71,435 ▲	5.0%	29,685	3.1%	Miscellaneous
GOVT iShares U.S. Treasury Bond ETF	$1,211,126	$57,325 ▲	5.0%	52,692	2.5%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$1,090,121	$22,091 ▲	2.1%	19,788	2.3%	Manufacturing
SCHH Schwab U.S. REIT ETF	$990,449	$158,227 ▼	-13.8%	46,046	2.1%	ETF
IEFA iShares Core MSCI EAFE ETF	$952,412		0.0%	12,590	2.0%	ETF
VO Vanguard Mid-Cap ETF	$826,808	$93,620 ▲	12.8%	3,197	1.7%	ETF
VBR Vanguard Small-Cap Value ETF	$822,470	$111,960 ▲	15.8%	4,415	1.7%	ETF
SCHI Schwab 5-10 Year Corporate Bond ETF	$789,649	$789,649 ▲	New Holding	35,158	1.6%	ETF
AMZN Amazon.com	$746,580	$951 ▼	-0.1%	3,924	1.5%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$727,493	$200,670 ▼	-21.6%	6,957	1.5%	ETF
BRK.B Berkshire Hathaway	$640,161		0.0%	1,202	1.3%	Finance
PANW Palo Alto Networks	$635,122		0.0%	3,722	1.3%	Computer and Technology
AAPL Apple	$523,560	$13,994 ▼	-2.6%	2,357	1.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$503,097		0.0%	2,051	1.0%	Finance
VZ Verizon Communications	$476,109	$23,588 ▲	5.2%	10,496	1.0%	Computer and Technology
HEFA iShares Currency Hedged MSCI EAFE ETF	$466,248	$1,052 ▼	-0.2%	12,848	1.0%	ETF
IJT iShares S&P Small-Cap 600 Growth ETF	$451,686	$11,454 ▼	-2.5%	3,628	0.9%	ETF
MELI MercadoLibre	$435,044		0.0%	223	0.9%	Retail/Wholesale
GOOGL Alphabet	$430,982	$1,701 ▲	0.4%	2,787	0.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$411,642	$57,044 ▲	16.1%	801	0.9%	ETF
DUK Duke Energy	$390,045	$2,805 ▼	-0.7%	3,198	0.8%	Utilities
TSM Taiwan Semiconductor Manufacturing	$388,938	$8,632 ▲	2.3%	2,343	0.8%	Computer and Technology
MSFT Microsoft	$375,415	$5,631 ▼	-1.5%	1,000	0.8%	Computer and Technology
VIGI Vanguard International Dividend Appreciation ETF	$357,959		0.0%	4,316	0.7%	ETF
CRM Salesforce	$353,967		0.0%	1,319	0.7%	Computer and Technology
USB U.S. Bancorp	$339,056	$10,681 ▲	3.3%	8,031	0.7%	Finance
FIDELITY COVINGTON TRUST	$333,529		0.0%	10,850	0.7%	ENHANCED LARGE
EFAV iShares MSCI EAFE Min Vol Factor ETF	$329,883		0.0%	4,234	0.7%	ETF
SBUX Starbucks	$325,766	$3,531 ▼	-1.1%	3,321	0.7%	Retail/Wholesale
AXP American Express	$291,650		0.0%	1,084	0.6%	Finance
HON Honeywell International	$291,267	$212 ▲	0.1%	1,376	0.6%	Multi-Sector Conglomerates
SCZ iShares MSCI EAFE Small-Cap ETF	$276,842		0.0%	4,358	0.6%	ETF
BR Broadridge Financial Solutions	$273,292		0.0%	1,127	0.6%	Business Services
BX Blackstone	$271,305		0.0%	1,941	0.6%	Finance
CVX Chevron	$259,467	$4,182 ▼	-1.6%	1,551	0.5%	Energy
VEEV Veeva Systems	$258,731	$3,706 ▼	-1.4%	1,117	0.5%	Medical
NOW ServiceNow	$255,561		0.0%	321	0.5%	Computer and Technology
BLACKROCK INC	$245,044		0.0%	259	0.5%	COM
NEE NextEra Energy	$240,246	$3,119 ▲	1.3%	3,389	0.5%	Utilities
ASML ASML	$230,595	$230,595 ▲	New Holding	348	0.5%	Computer and Technology
ICE Intercontinental Exchange	$229,171	$229,171 ▲	New Holding	1,329	0.5%	Finance
IVE iShares S&P 500 Value ETF	$220,692		0.0%	1,158	0.5%	ETF
COST Costco Wholesale	$217,588	$23,651 ▼	-9.8%	230	0.5%	Retail/Wholesale
BKNG Booking	$216,525		0.0%	47	0.4%	Retail/Wholesale
ADP Automatic Data Processing	$210,036		0.0%	687	0.4%	Business Services
BDX Becton, Dickinson and Company	$202,668	$202,668 ▲	New Holding	885	0.4%	Medical
VOE Vanguard Mid-Cap Value ETF	$201,478	$1,605 ▼	-0.8%	1,255	0.4%	ETF
BNDX Vanguard Total International Bond ETF	$0	$758,166 ▼	-100.0%	0	0.0%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$0	$687,374 ▼	-100.0%	0	0.0%	ETF
ABBV AbbVie	$0	$321,607 ▼	-100.0%	0	0.0%	Medical
GOOG Alphabet	$0	$208,532 ▼	-100.0%	0	0.0%	Computer and Technology
ESGU iShares ESG Aware MSCI USA ETF	$0	$201,861 ▼	-100.0%	0	0.0%	Manufacturing

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Bestgate Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Bestgate Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Bestgate Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Bestgate Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBestgate Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools