• 13F History

Bestgate Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$49.8M
Signature - Title
Jeremy Will - Operations Manager
Location
Frederick, MD
Summary
This page shows a list of all the recent 13F filings made by Bestgate Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bestgate Wealth Advisors, LLC reported 56 stock holdings with total value $49.8M as of Q4 2024. Top holdings included IVV, VEA, SCHZ, SPLG, and QQQM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 56 $49.8M $0 $0 IVV, VEA, SCHZ, SPLG, QQQM 13F-HR 2/10/2025, 06:35 PM