Portfolio (Quarterly)
Guide ↗
Bestgate Wealth Advisors, LLC
· CIK 0002055670| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | GOOG | ALPHABET INC | — | 695.0 | $246K | 0.39% | NEW | — | $353.33 | — |
| 42 | JNJ | JOHNSON & JOHNSON | Healthcare | 958.0 | $243K | 0.39% | -100.0 | -9.4% | $254.01 | +6.4% |
| 43 | BLK | BLACKROCK INC | Financial Services | 252.0 | $242K | 0.39% | — | — | $961.02 | +20.3% |
| 44 | CVX | CHEVRON CORPORATION | Energy | 1,391.0 | $231K | 0.37% | — | — | $165.76 | +23.8% |
| 45 | AVUV | AMERICAN CENTY ETF TR | — | 1,790.0 | $223K | 0.36% | NEW | — | $124.76 | +1.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
39.9%
Financial Services
17.1%
Communication Services
14.4%
Consumer Cyclical
11.6%
Healthcare
7.6%
Utilities
6.8%
Energy
2.5%