Wingate Wealth Advisors, Inc.
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Lexington, MA
CIK
0002041800
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
477
101,812
RSP, TCAF, DGRW, FNDX
13F-HR
1/28/2025
000204180025000001