Bestgate-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", "AXP", "SCHH", "ASML", "BLK", "DUK", null, null, "HON", "EMXC", "BKNG", "ICE", null, null, "HEFA", null, "MSFT", "BX", "IJR", "PANW", "IVV", "AAPL", "EFAV", "VZ", "IEFA", null, "NOW", "SPLG", "SBUX", "VO", "VXF", "VOE", "TSM", "VIGI", "AMZN", "IVE", "USB", "VEA", "VBR", "VOO", "VEEV", "CRM", null, null, "MELI", "ADP", "BRK-B", "BDX", "BR", "CVX", "COST", "IJT", "NEE", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 55
- Total Value
- 48245099
- Accession Number
- 0002055670-25-000003
- Form Type
- 13F-HR
- Manager Name
- Bestgate-Wealth-Advisors
Data Enrichment
85% identified47 identified8 unidentified
Holdings
55 positions
Manager:
Search and click to pin securities to the top
Page 1 of 3
808524839
Shares:182.5K
Value:$4.2M
46138G649
Shares:12.6K
Value:$2.4M
464288588
Shares:21.9K
Value:$2.1M
46137V480
Shares:29.7K
Value:$1.5M
46429B267
Shares:52.7K
Value:$1.2M
808524698
Shares:35.2K
Value:$789.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
10.5K | YoY- | All Managers (Combined) | $5.9M | YoY- | |
87.9K | YoY- | All Managers (Combined) | $4.5M | YoY- | |
(cusip808524839)✕ | 182.5K | YoY- | All Managers (Combined) | $4.2M | YoY- |
52.3K | YoY- | All Managers (Combined) | $3.4M | YoY- | |
(cusip46138G649)✕ | 12.6K | QoQ -6.14% (-822)YoY- | All Managers (Combined) | $2.4M | YoY- |
(cusip464288588)✕ | 21.9K | YoY- | All Managers (Combined) | $2.1M | YoY- |
11.8K | QoQ -2.46% (-299)YoY- | All Managers (Combined) | $2.0M | YoY- | |
8.7K | YoY- | All Managers (Combined) | $1.5M | YoY- | |
(cusip46137V480)✕ | 29.7K | YoY- | All Managers (Combined) | $1.5M | YoY- |
(cusip46429B267)✕ | 52.7K | YoY- | All Managers (Combined) | $1.2M | YoY- |
19.8K | QoQ +2.06% (+401)YoY- | All Managers (Combined) | $1.1M | YoY- | |
46.0K | YoY- | All Managers (Combined) | $990.4K | YoY- | |
12.6K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $952.4K | YoY- | |
3.2K | YoY- | All Managers (Combined) | $826.8K | YoY- | |
4.4K | YoY- | All Managers (Combined) | $822.5K | YoY- | |
(cusip808524698)✕ | 35.2K | QoQ NEW(+35.2K) YoY- | All Managers (Combined) | $789.6K | QoQ NEW(+$789.6K) YoY- |
AMAZON COM INC(AMZNcusip023135106) | 3.9K | QoQ -0.12% (-5)YoY- | All Managers (Combined) | $746.6K | YoY- |
7.0K | YoY- | All Managers (Combined) | $727.5K | YoY- | |
1.2K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $640.2K | YoY- | |
3.7K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $635.1K | YoY- |