News + Filings Holdings
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Wealthgate Family Office, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 32,697 | -14,310 | 14,494,086,000 | -3,482,811,000 | 42.39 | |
Hist
| 06/30/2023 |
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EverCommerce Inc.
| EVCM | COM | 294,116 | 294,116 | 3,482,333,000 | 3,482,333,000 | 10.18 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 15,585 | 0 | 3,023,058,000 | 998,090,000 | 8.84 | |
Hist
| 06/30/2023 |
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TR ASSET MANAGEMENT L P
| IYG | Common | 18,417 | -3,529 | 2,909,708,000 | -547,236,000 | 8.51 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| HEFA | Common | 56,290 | 0 | 1,744,994,000 | 225,161,000 | 5.10 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 41,454 | -44,752 | 1,686,369,000 | -1,673,939,000 | 4.93 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 7,176 | -674 | 1,580,700,000 | 79,823,000 | 4.62 | |
Hist
| 06/30/2023 |
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Lamb Weston Holdings, Inc.
| LW | COM | 6,877 | 0 | 790,511,000 | 175,982,000 | 2.31 | 0.00 |
Hist
| 06/30/2023 |
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CONAGRA BRANDS INC.
| CAG | Common | 22,656 | 0 | 763,960,000 | -112,827,000 | 2.23 | 0.00 |
Hist
| 06/30/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 8,566 | 0 | 621,001,000 | 58,759,000 | 1.82 | |
Hist
| 06/30/2023 |
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BERKSHIRE HATHAWAY INC
| BRK/B | Common | 1,644 | 0 | 560,604,000 | 52,772,000 | 1.64 | |
Hist
| 06/30/2023 |
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ISHARES GOLD TRUST
| IAU | Common | 12,312 | 0 | 448,034,000 | 22,162,000 | 1.31 | 0.00 |
Hist
| 06/30/2023 |
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NIKE, Inc.
| NKE | Common | 4,000 | 0 | 441,480,000 | -26,560,000 | 1.29 | |
Hist
| 06/30/2023 |
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ARROW ELECTRONICS, INC
| ARW | Common | 3,080 | 0 | 441,148,000 | 119,072,000 | 1.29 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| GS | Common | 1,065 | 6 | 343,568,000 | -20,236,000 | 1.00 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 2,360 | 0 | 343,238,000 | 26,762,000 | 1.00 | |
Hist
| 06/30/2023 |
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Alibaba Group Holding Ltd
| BABA | SPONSORED ADS | 3,267 | 0 | 272,304,000 | -15,486,000 | 0.80 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 2,060 | 2,060 | 246,582,000 | 246,582,000 | 0.72 | |
Hist
| 06/30/2023 |
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EXCHANGE TRADED CONCEPTS TRUST
| EMQQ | Common | 0 | -9,474 | 0 | -281,653,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VGT | Common | 0 | -5,367 | 0 | -1,714,355,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WISDOMTREE TR EUROPE HEDGED EQ
| HEDJ | STOCK | 0 | -3,307 | 0 | -231,372,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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