Bestgate Wealth Advisors, LLC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$49.8B
Holdings
56
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 11,582 | $6.8B | 13.68% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 91,630 | $4.4B | 8.79% | |
| 3 | SCHZSCHWAB STRATEGIC TR | 178,094 | $4.0B | 8.11% | |
| 4 | SPYMSPDR SER TR | 55,771 | $3.8B | 7.72% | |
| 5 | QQQMINVESCO EXCH TRADED FD TR II | 13,378 | $2.8B | 5.65% | |
| 6 | QUALISHARES TR | 12,142 | $2.2B | 4.34% | |
| 7 | XSVMINVESCO EXCHANGE TRADED FD T | 28,262 | $1.5B | 3.09% | |
| 8 | AQLTISHARES TR | 50,198 | $1.2B | 2.31% | |
| 9 | MBBISHARES TR | 12,458 | $1.1B | 2.29% | |
| 10 | SCHHSCHWAB STRATEGIC TR | 53,402 | $1.1B | 2.26% | |
| 11 | VXFVANGUARD INDEX FDS | 5,890 | $1.1B | 2.25% | |
| 12 | EMXCISHARES INC | 19,387 | $1.1B | 2.16% | |
| 13 | IJRISHARES TR | 8,876 | $1.0B | 2.05% | |
| 14 | AQLTISHARES TR | 12,590 | $884.8M | 1.78% | |
| 15 | AMZNAMAZON COM INC | 3,929 | $862.0M | 1.73% | |
| 16 | BNDXVANGUARD CHARLOTTE FDS | 15,457 | $758.2M | 1.52% | |
| 17 | VBRVANGUARD INDEX FDS | 3,814 | $755.9M | 1.52% | |
| 18 | VOVANGUARD INDEX FDS | 2,835 | $748.8M | 1.50% | |
| 19 | TLTISHARES TR | 7,871 | $687.4M | 1.38% | |
| 20 | PANWPALO ALTO NETWORKS INC | 3,722 | $677.3M | 1.36% | |
| 21 | AAPLAPPLE INC | 2,420 | $606.0M | 1.22% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,202 | $544.8M | 1.09% | |
| 23 | GOOGLALPHABET INC | 2,776 | $525.5M | 1.05% | |
| 24 | IJTISHARES TR | 3,720 | $503.6M | 1.01% | |
| 25 | JPMJPMORGAN CHASE & CO. | 2,051 | $491.6M | 0.99% | |
| 26 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,291 | $452.4M | 0.91% | |
| 27 | HEFAISHARES TR | 12,877 | $447.5M | 0.90% | |
| 28 | CRMSALESFORCE INC | 1,319 | $441.0M | 0.88% | |
| 29 | MSFTMICROSOFT CORP | 1,015 | $427.8M | 0.86% | |
| 30 | BACVERIZON COMMUNICATIONS INC | 9,976 | $398.9M | 0.80% | |
| 31 | MLB1MERCADOLIBRE INC | 223 | $379.2M | 0.76% | |
| 32 | USBUS BANCORP DEL | 7,778 | $372.0M | 0.75% | |
| 33 | VOOVANGUARD INDEX FDS | 690 | $371.8M | 0.75% | |
| 34 | DUKDUKE ENERGY CORP NEW | 3,221 | $347.1M | 0.70% | |
| 35 | VIGIVANGUARD WHITEHALL FDS | 4,316 | $345.2M | 0.69% | |
| 36 | NOWSERVICENOW INC | 321 | $340.3M | 0.68% | |
| 37 | BXBLACKSTONE INC | 1,941 | $334.6M | 0.67% | |
| 38 | FEMRFIDELITY COVINGTON TRUST | 10,850 | $330.6M | 0.66% | |
| 39 | AXPAMERICAN EXPRESS CO | 1,084 | $321.7M | 0.65% | |
| 40 | ABBVABBVIE INC | 1,810 | $321.6M | 0.65% | |
| 41 | HONHONEYWELL INTL INC | 1,375 | $310.6M | 0.62% | |
| 42 | SBUXSTARBUCKS CORP | 3,357 | $306.3M | 0.61% | |
| 43 | EFAVISHARES TR | 4,234 | $299.4M | 0.60% | |
| 44 | BLKBLACKROCK INC | 259 | $265.4M | 0.53% | |
| 45 | SCZISHARES TR | 4,358 | $264.7M | 0.53% | |
| 46 | BRBROADRIDGE FINL SOLUTIONS IN | 1,127 | $254.8M | 0.51% | |
| 47 | NEENEXTERA ENERGY INC | 3,345 | $239.8M | 0.48% | |
| 48 | VEEVVEEVA SYS INC | 1,133 | $238.2M | 0.48% | |
| 49 | COSTCOSTCO WHSL CORP NEW | 255 | $233.7M | 0.47% | |
| 50 | BKNGBOOKING HOLDINGS INC | 47 | $233.5M | 0.47% | |
| 51 | CVXCHEVRON CORP NEW | 1,576 | $228.3M | 0.46% | |
| 52 | IVEISHARES TR | 1,158 | $221.0M | 0.44% | |
| 53 | GOOGALPHABET INC | 1,095 | $208.5M | 0.42% | |
| 54 | VOEVANGUARD INDEX FDS | 1,265 | $204.6M | 0.41% | |
| 55 | ESGUISHARES TR | 1,567 | $201.9M | 0.41% | |
| 56 | ADPAUTOMATIC DATA PROCESSING IN | 687 | $201.2M | 0.40% |