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Value $
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$102M
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Signature - Title
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Jeffrey White - Chief Compliance Officer
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Location
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Lexington, MA
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Summary
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This page shows a list of all the recent 13F filings made by Wingate Wealth Advisors, Inc.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Wingate Wealth Advisors, Inc. reported 476 stock holdings with total value $102M as of Q4 2024. Top holdings included RSP, TCAF, DGRW, FNDX, and FNDF.