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 (434 days), 105 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months +9.6% · 1 year +15.7% · all +15.7%
- Max drawdown -0.7% · Sharpe 1.24 · win rate 41% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 12.3% · long · since 2025-06-30
- 922020805 · 8.2% · long · since 2025-06-30
- 46434V290 · 4.2% · long · since 2025-06-30
- 808524755 · 4.1% · long · since 2025-06-30
- 808524771 · 3.9% · long · since 2025-06-30
- 316188309 · 3.7% · long · since 2025-06-30
- 46137V241 · 3.1% · long · since 2025-06-30
- 97717X669 · 2.6% · long · since 2025-06-30
- 921937835 · 2.4% · long · since 2025-06-30
- BRK-B · 2.2% · long · since 2025-06-30
- 921943858 · 2.1% · long · since 2025-06-30
- 25434V302 · 2.0% · long · since 2025-06-30
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