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

SEC FilingSEC DataHachi Filing

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
CIK: bestgate-wealth-advisors
Manager Name: Bestgate-Wealth-Advisors

Data Enrichment

85% identified

47 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $48.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:2.4K

Value:$523.6K

% of Portfolio:1.1% ($523.6K/$48.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:2.1K

Value:$503.1K

% of Portfolio:1.0% ($503.1K/$48.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:10.5K

Value:$476.1K

% of Portfolio:1.0% ($476.1K/$48.2M)

46434V803

HEFA|46434V803

Shares:12.8K

Value:$466.2K

% of Portfolio:1.0% ($466.2K/$48.2M)

464287887

IJT|464287887

Shares:3.6K

Value:$451.7K

% of Portfolio:0.9% ($451.7K/$48.2M)

MERCADOLIBRE INC

MELI|58733R102

Shares:223

Value:$435.0K

% of Portfolio:0.9% ($435.0K/$48.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.8K

Value:$431.0K

% of Portfolio:0.9% ($431.0K/$48.2M)

922908363

VOO|922908363

Shares:801

Value:$411.6K

% of Portfolio:0.9% ($411.6K/$48.2M)

Duke Energy CORP

DUK|26441C204

Shares:3.2K

Value:$390.0K

% of Portfolio:0.8% ($390.0K/$48.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.3K

Value:$388.9K

% of Portfolio:0.8% ($388.9K/$48.2M)

MICROSOFT CORP

MSFT|594918104

Shares:1.0K

Value:$375.4K

% of Portfolio:0.8% ($375.4K/$48.2M)

921946810

VIGI|921946810

Shares:4.3K

Value:$358.0K

% of Portfolio:0.7% ($358.0K/$48.2M)

Salesforce, Inc.

CRM|79466L302

Shares:1.3K

Value:$354.0K

% of Portfolio:0.7% ($354.0K/$48.2M)

US BANCORP \DE\

USB|902973304

Shares:8.0K

Value:$339.1K

% of Portfolio:0.7% ($339.1K/$48.2M)

31609A107

Shares:10.8K

Value:$333.5K

% of Portfolio:0.7% ($333.5K/$48.2M)

46429B689

EFAV|46429B689

Shares:4.2K

Value:$329.9K

% of Portfolio:0.7% ($329.9K/$48.2M)

STARBUCKS CORP

SBUX|855244109

Shares:3.3K

Value:$325.8K

% of Portfolio:0.7% ($325.8K/$48.2M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.1K

Value:$291.6K

% of Portfolio:0.6% ($291.6K/$48.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.4K

Value:$291.3K

% of Portfolio:0.6% ($291.3K/$48.2M)

464288273

Shares:4.4K

Value:$276.8K

% of Portfolio:0.6% ($276.8K/$48.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	2.4K	QoQ -2.60% (-63) YoY-	All Managers (Combined)	$523.6K	1.1% ($523.6K/$48.2M)	QoQ -13.60% (-$82.5K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	2.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$503.1K	1.0% ($503.1K/$48.2M)	QoQ +2.33% (+$11.5K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	10.5K	QoQ +5.21% (+520) YoY-	All Managers (Combined)	$476.1K	1.0% ($476.1K/$48.2M)	QoQ +19.34% (+$77.2K) YoY-
(HEFAcusip46434V803)	12.8K	QoQ -0.22% (-29) YoY-	All Managers (Combined)	$466.2K	1.0% ($466.2K/$48.2M)	QoQ +4.19% (-$18.8K) YoY-
(IJTcusip464287887)	3.6K	QoQ -2.47% (-92) YoY-	All Managers (Combined)	$451.7K	0.9% ($451.7K/$48.2M)	QoQ -10.30% (-$51.9K) YoY-
MERCADOLIBRE INC(MELIcusip58733R102)	223	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$435.0K	0.9% ($435.0K/$48.2M)	QoQ +14.72% (+$55.8K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.8K	QoQ +0.39% (-11) YoY-	All Managers (Combined)	$431.0K	0.9% ($431.0K/$48.2M)	QoQ -17.98% (-$94.5K) YoY-
(VOOcusip922908363)	801	QoQ +16.08% (+111) YoY-	All Managers (Combined)	$411.6K	0.9% ($411.6K/$48.2M)	QoQ +10.72% (+$39.9K) YoY-
Duke Energy CORP(DUKcusip26441C204)	3.2K	QoQ -0.71% (-23) YoY-	All Managers (Combined)	$390.0K	0.8% ($390.0K/$48.2M)	QoQ +12.37% (-$43.0K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.3K	QoQ +2.26% (-52) YoY-	All Managers (Combined)	$388.9K	0.8% ($388.9K/$48.2M)	QoQ -14.03% (-$63.5K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.0K	QoQ -1.47% (-15) YoY-	All Managers (Combined)	$375.4K	0.8% ($375.4K/$48.2M)	QoQ -12.25% (-$52.4K) YoY-
(VIGIcusip921946810)	4.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$358.0K	0.7% ($358.0K/$48.2M)	QoQ +3.68% (+$12.7K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	1.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$354.0K	0.7% ($354.0K/$48.2M)	QoQ -19.73% (-$87.0K) YoY-
US BANCORP \DE\(USBcusip902973304)	8.0K	QoQ +3.25% (-253) YoY-	All Managers (Combined)	$339.1K	0.7% ($339.1K/$48.2M)	QoQ -8.86% (-$33.0K) YoY-
(cusip31609A107)✕	10.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$333.5K	0.7% ($333.5K/$48.2M)	QoQ +0.88% (+$2.9K) YoY-
(EFAVcusip46429B689)	4.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$329.9K	0.7% ($329.9K/$48.2M)	QoQ +10.19% (+$30.5K) YoY-
STARBUCKS CORP(SBUXcusip855244109)	3.3K	QoQ -1.07% (-36) YoY-	All Managers (Combined)	$325.8K	0.7% ($325.8K/$48.2M)	QoQ +6.34% (-$19.4K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$291.6K	0.6% ($291.6K/$48.2M)	QoQ -9.34% (-$30.1K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.4K	QoQ +0.07% (-1) YoY-	All Managers (Combined)	$291.3K	0.6% ($291.3K/$48.2M)	QoQ -6.23% (-$19.4K) YoY-
(cusip464288273)✕	4.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$276.8K	0.6% ($276.8K/$48.2M)	QoQ +4.57% (+$12.1K) YoY-