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:

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BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:1.1K

Value:$273.3K

% of Portfolio:0.6% ($273.3K/$48.2M)

Blackstone Inc.

BX|09260D107

Shares:1.9K

Value:$271.3K

% of Portfolio:0.6% ($271.3K/$48.2M)

CHEVRON CORP

CVX|166764100

Shares:1.6K

Value:$259.5K

% of Portfolio:0.5% ($259.5K/$48.2M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:1.1K

Value:$258.7K

% of Portfolio:0.5% ($258.7K/$48.2M)

ServiceNow, Inc.

NOW|81762P102

Shares:321

Value:$255.6K

% of Portfolio:0.5% ($255.6K/$48.2M)

BlackRock, Inc.

BLK|09290D101

Shares:259

Value:$245.0K

% of Portfolio:0.5% ($245.0K/$48.2M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.4K

Value:$240.2K

% of Portfolio:0.5% ($240.2K/$48.2M)

ASML HOLDING NV

ASML|N07059210

Shares:348

Value:$230.6K

% of Portfolio:0.5% ($230.6K/$48.2M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.3K

Value:$229.2K

% of Portfolio:0.5% ($229.2K/$48.2M)

464287408

IVE|464287408

Shares:1.2K

Value:$220.7K

% of Portfolio:0.5% ($220.7K/$48.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:230

Value:$217.6K

% of Portfolio:0.5% ($217.6K/$48.2M)

Booking Holdings Inc.

BKNG|09857L108

Shares:47

Value:$216.5K

% of Portfolio:0.4% ($216.5K/$48.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:687

Value:$210.0K

% of Portfolio:0.4% ($210.0K/$48.2M)

BECTON DICKINSON & CO

BDX|075887109

Shares:885

Value:$202.7K

% of Portfolio:0.4% ($202.7K/$48.2M)

922908512

VOE|922908512

Shares:1.3K

Value:$201.5K

% of Portfolio:0.4% ($201.5K/$48.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	1.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$273.3K	0.6% ($273.3K/$48.2M)	QoQ +7.26% (+$18.5K) YoY-
Blackstone Inc.(BXcusip09260D107)	1.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$271.3K	0.6% ($271.3K/$48.2M)	QoQ -18.91% (-$63.3K) YoY-
CHEVRON CORP(CVXcusip166764100)	1.6K	QoQ -1.58% (-25) YoY-	All Managers (Combined)	$259.5K	0.5% ($259.5K/$48.2M)	QoQ +13.66% (-$31.2K) YoY-
VEEVA SYSTEMS INC(VEEVcusip922475108)	1.1K	QoQ -1.41% (-16) YoY-	All Managers (Combined)	$258.7K	0.5% ($258.7K/$48.2M)	QoQ +8.61% (-$20.5K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	321	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$255.6K	0.5% ($255.6K/$48.2M)	QoQ -24.90% (-$84.7K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	259	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$245.0K	0.5% ($245.0K/$48.2M)	QoQ -7.66% (-$20.4K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	3.4K	QoQ +1.31% (+44) YoY-	All Managers (Combined)	$240.2K	0.5% ($240.2K/$48.2M)	QoQ +0.18% (+$443) YoY-
ASML HOLDING NV(ASMLcusipN07059210)	348	QoQ NEW(+348) YoY-	All Managers (Combined)	$230.6K	0.5% ($230.6K/$48.2M)	QoQ NEW(+$230.6K) YoY-
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$229.2K	0.5% ($229.2K/$48.2M)	QoQ NEW(+$229.2K) YoY-
(IVEcusip464287408)	1.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$220.7K	0.5% ($220.7K/$48.2M)	QoQ -0.15% (-$347) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	230	QoQ -9.80% (-25) YoY-	All Managers (Combined)	$217.6K	0.5% ($217.6K/$48.2M)	QoQ -6.89% (-$16.1K) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	47	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$216.5K	0.4% ($216.5K/$48.2M)	QoQ -7.27% (-$17.0K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	687	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$210.0K	0.4% ($210.0K/$48.2M)	QoQ +4.37% (+$8.8K) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	885	QoQ NEW(+885) YoY-	All Managers (Combined)	$202.7K	0.4% ($202.7K/$48.2M)	QoQ NEW(+$202.7K) YoY-
(VOEcusip922908512)	1.3K	QoQ -0.79% (-10) YoY-	All Managers (Combined)	$201.5K	0.4% ($201.5K/$48.2M)	QoQ -1.54% (-$3.2K) YoY-