Stock Taper

WINGATE WEALTH ADVISORS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Alphabet Inc.GOOG2.2K$776.32K
GE AerospaceGE2.3K$858.98K
The Procter & Gamble CompanyPG2.38K$348.56K
3M CompanyMMM2.58K$417.89K
Dell Technologies Inc.DELL2.63K$1.14M
RTX CorporationRTX2.77K$524.79K
Rocket Lab USA, Inc.RKLB2.77K$281.57K
PepsiCo, Inc.PEP2.95K$400.04K
Carrier Global CorporationCARR3.09K$226.8K
Amazon.com, Inc.AMZN4K$953.12K
Marsh & McLennan Companies, Inc.MRSH4.04K$672.68K
Philip Morris International Inc.PM5.08K$918.3K
Merck & Co., Inc.MRK5.99K$769.04K
Walmart Inc.WMT6.02K$681.49K
Bank of America CorporationBAC6.75K$384.73K
Apple Inc.AAPL7.55K$2.18M
Exxon Mobil CorporationXOM8.16K$1.12M
Chevron CorporationCVX8.68K$1.44M
Berkshire Hathaway Inc.BRK-B9.98K$4.99M
Verizon Communications Inc.VZ10.2K$432.06K