Long-term investor
Wingate Wealth Advisors, Inc. @wingatewealthadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002041800).
Record
- Tracked since 2025-06-30 (484 days), 119 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.9% · 1 year +1.2% · all +1.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 11.8% · long · since 2025-09-30
- 922020805 · 8.5% · long · since 2025-09-30
- 808524755 · 6.8% · long · since 2025-09-30
- 808524771 · 4.0% · long · since 2025-09-30
- 46434V290 · 3.8% · long · since 2025-09-30
- 316188309 · 3.7% · long · since 2025-09-30
- 46137V241 · 3.0% · long · since 2025-09-30
- 97717X669 · 2.4% · long · since 2025-09-30
- 921937835 · 2.1% · long · since 2025-09-30
- BRK-B · 2.0% · long · since 2025-09-30
- 921943858 · 1.9% · long · since 2025-09-30
- 25434V302 · 1.9% · long · since 2025-09-30