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:
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31609A107
Shares:10.8K
Value:$333.5K
464288273
Shares:4.4K
Value:$276.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 2.4K | QoQ -2.60% (-63)YoY- | All Managers (Combined) | $523.6K | YoY- |
2.1K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $503.1K | YoY- | |
10.5K | QoQ +5.21% (+520)YoY- | All Managers (Combined) | $476.1K | YoY- | |
12.8K | QoQ -0.22% (-29)YoY- | All Managers (Combined) | $466.2K | YoY- | |
3.6K | QoQ -2.47% (-92)YoY- | All Managers (Combined) | $451.7K | YoY- | |
223 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $435.0K | YoY- | |
Alphabet Inc.(GOOGLcusip02079K305) | 2.8K | QoQ +0.39% (-11)YoY- | All Managers (Combined) | $431.0K | YoY- |
801 | YoY- | All Managers (Combined) | $411.6K | YoY- | |
Duke Energy CORP(DUKcusip26441C204) | 3.2K | QoQ -0.71% (-23)YoY- | All Managers (Combined) | $390.0K | YoY- |
2.3K | QoQ +2.26% (-52)YoY- | All Managers (Combined) | $388.9K | YoY- | |
MICROSOFT CORP(MSFTcusip594918104) | 1.0K | QoQ -1.47% (-15)YoY- | All Managers (Combined) | $375.4K | YoY- |
4.3K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $358.0K | YoY- | |
Salesforce, Inc.(CRMcusip79466L302) | 1.3K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $354.0K | YoY- |
US BANCORP \DE\(USBcusip902973304) | 8.0K | QoQ +3.25% (-253)YoY- | All Managers (Combined) | $339.1K | YoY- |
(cusip31609A107)✕ | 10.8K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $333.5K | YoY- |
4.2K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $329.9K | YoY- | |
STARBUCKS CORP(SBUXcusip855244109) | 3.3K | QoQ -1.07% (-36)YoY- | All Managers (Combined) | $325.8K | YoY- |
1.1K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $291.6K | YoY- | |
1.4K | QoQ +0.07% (-1)YoY- | All Managers (Combined) | $291.3K | YoY- | |
(cusip464288273)✕ | 4.4K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $276.8K | YoY- |