BESTGATE WEALTH ADVISORS, LLC 13F Portfolio
BESTGATE WEALTH ADVISORS, LLC runs BESTGATE WEALTH ADVISORS, LLC and currently holds 45 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $62.78M. Their top holdings are IVV, VEA, SCHZ, QQQM, VXF. The top five represent 41.0% of reported portfolio weight. BESTGATE WEALTH ADVISORS, LLC ranks #845 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BESTGATE WEALTH ADVISORS, LLC initiated 1 new position. They added to 13 existing positions. They trimmed 16 positions. Their current best-performing preview position is PANW with returns of +112.71%.
Portfolio Value
$62.78M
Alpha Score
24.2
#845 of 1000
Holdings
45
BESTGATE WEALTH ADVISORS, LLC Current 13F Holdings
Reported holdings from BESTGATE WEALTH ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
45 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 11.81% | $588.68 | $781.99 | +32.84% | Trimmed -0.38% |
 VEA VANGUARD TAX-MANAGED FDS | 10.21% | $49.07 | $70.36 | +43.38% | Added +4.86% |
 SCHZ SCHWAB STRATEGIC TR | 7.02% | $22.75 | $22.12 | -2.77% | Trimmed -0.39% |
 QQQM INVESCO EXCH TRADED FD TR II | 6.69% | $214.49 | $309.39 | +44.24% | Added +0.84% |
 VXF VANGUARD INDEX FDS | 5.24% | $192.01 | $235.04 | +22.41% | Added +0.34% |
 QUAL ISHARES TR | 4.49% | $179.29 | $227.05 | +26.64% | Added +0.36% |
 MBB ISHARES TR | 3.94% | $92.98 | $89.79 | -3.43% | Added +2.35% |
 VOO VANGUARD INDEX FDS | 3.74% | $595.36 | $715.51 | +20.18% | Added +14.46% |
 EMXC ISHARES INC | 3.73% | $58.24 | $99.02 | +70.02% | Added +0.81% |
 SCHI SCHWAB STRATEGIC TR | 2.98% | $22.60 | $21.47 | -5.02% | Added +2.72% |
Showing 1-10 of 45