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