Bestgate Wealth Advisors, LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$48.2B
Holdings
55
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 10,497 | $5.9B | 12.23% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 87,852 | $4.5B | 9.26% | |
| 3 | SCHZSCHWAB STRATEGIC TR | 182,547 | $4.2B | 8.76% | |
| 4 | SPYMSPDR SER TR | 52,338 | $3.4B | 7.13% | |
| 5 | QQQMINVESCO EXCH TRADED FD TR II | 12,556 | $2.4B | 5.02% | |
| 6 | MBBISHARES TR | 21,895 | $2.1B | 4.26% | |
| 7 | QUALISHARES TR | 11,843 | $2.0B | 4.19% | |
| 8 | VXFVANGUARD INDEX FDS | 8,727 | $1.5B | 3.12% | |
| 9 | XSVMINVESCO EXCHANGE TRADED FD T | 29,685 | $1.5B | 3.09% | |
| 10 | AQLTISHARES TR | 52,692 | $1.2B | 2.51% | |
| 11 | EMXCISHARES INC | 19,788 | $1.1B | 2.26% | |
| 12 | SCHHSCHWAB STRATEGIC TR | 46,046 | $990.4M | 2.05% | |
| 13 | AQLTISHARES TR | 12,590 | $952.4M | 1.97% | |
| 14 | VOVANGUARD INDEX FDS | 3,197 | $826.8M | 1.71% | |
| 15 | VBRVANGUARD INDEX FDS | 4,415 | $822.5M | 1.70% | |
| 16 | SCHISCHWAB STRATEGIC TR | 35,158 | $789.6M | 1.64% | |
| 17 | AMZNAMAZON COM INC | 3,924 | $746.6M | 1.55% | |
| 18 | IJRISHARES TR | 6,957 | $727.5M | 1.51% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,202 | $640.2M | 1.33% | |
| 20 | PANWPALO ALTO NETWORKS INC | 3,722 | $635.1M | 1.32% | |
| 21 | AAPLAPPLE INC | 2,357 | $523.6M | 1.09% | |
| 22 | JPMJPMORGAN CHASE & CO. | 2,051 | $503.1M | 1.04% | |
| 23 | BACVERIZON COMMUNICATIONS INC | 10,496 | $476.1M | 0.99% | |
| 24 | HEFAISHARES TR | 12,848 | $466.2M | 0.97% | |
| 25 | IJTISHARES TR | 3,628 | $451.7M | 0.94% | |
| 26 | MLB1MERCADOLIBRE INC | 223 | $435.0M | 0.90% | |
| 27 | GOOGLALPHABET INC | 2,787 | $431.0M | 0.89% | |
| 28 | VOOVANGUARD INDEX FDS | 801 | $411.6M | 0.85% | |
| 29 | DUKDUKE ENERGY CORP NEW | 3,198 | $390.0M | 0.81% | |
| 30 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,343 | $388.9M | 0.81% | |
| 31 | MSFTMICROSOFT CORP | 1,000 | $375.4M | 0.78% | |
| 32 | VIGIVANGUARD WHITEHALL FDS | 4,316 | $358.0M | 0.74% | |
| 33 | CRMSALESFORCE INC | 1,319 | $354.0M | 0.73% | |
| 34 | USBUS BANCORP DEL | 8,031 | $339.1M | 0.70% | |
| 35 | FEMRFIDELITY COVINGTON TRUST | 10,850 | $333.5M | 0.69% | |
| 36 | EFAVISHARES TR | 4,234 | $329.9M | 0.68% | |
| 37 | SBUXSTARBUCKS CORP | 3,321 | $325.8M | 0.68% | |
| 38 | AXPAMERICAN EXPRESS CO | 1,084 | $291.6M | 0.60% | |
| 39 | HONHONEYWELL INTL INC | 1,376 | $291.3M | 0.60% | |
| 40 | SCZISHARES TR | 4,358 | $276.8M | 0.57% | |
| 41 | BRBROADRIDGE FINL SOLUTIONS IN | 1,127 | $273.3M | 0.57% | |
| 42 | BXBLACKSTONE INC | 1,941 | $271.3M | 0.56% | |
| 43 | CVXCHEVRON CORP NEW | 1,551 | $259.5M | 0.54% | |
| 44 | VEEVVEEVA SYS INC | 1,117 | $258.7M | 0.54% | |
| 45 | NOWSERVICENOW INC | 321 | $255.6M | 0.53% | |
| 46 | BLKBLACKROCK INC | 259 | $245.0M | 0.51% | |
| 47 | NEENEXTERA ENERGY INC | 3,389 | $240.2M | 0.50% | |
| 48 | ASMLASML HOLDING N V | 348 | $230.6M | 0.48% | |
| 49 | ICEINTERCONTINENTAL EXCHANGE IN | 1,329 | $229.2M | 0.48% | |
| 50 | IVEISHARES TR | 1,158 | $220.7M | 0.46% | |
| 51 | COSTCOSTCO WHSL CORP NEW | 230 | $217.6M | 0.45% | |
| 52 | BKNGBOOKING HOLDINGS INC | 47 | $216.5M | 0.45% | |
| 53 | ADPAUTOMATIC DATA PROCESSING IN | 687 | $210.0M | 0.44% | |
| 54 | BDXBECTON DICKINSON & CO | 885 | $202.7M | 0.42% | |
| 55 | VOEVANGUARD INDEX FDS | 1,255 | $201.5M | 0.42% |