Latest Wealthgate Family Office, LLC Stock Portfolio
$36.11Million
Equity Portfolio Value
Last Reported on: 13 Feb, 2024
About Wealthgate Family Office, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Wealthgate Family Office, LLC reported an equity portfolio of $36.1 Millions as of 31 Dec, 2023.
The top stock holdings of Wealthgate Family Office, LLC are SPY, AGG, EVCM. The fund has invested 43.1% of it's portfolio in SPDR S&P 500 ETF TR and 9.2% of portfolio in ISHARES TR.
Wealthgate Family Office, LLC opened new stock positions in COINBASE GLOBAL INC (COIN) and ASML HOLDING N V (ASML). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), VANGUARD INDEX FDS (VOO) and GOLDMAN SACHS GROUP INC (GS).
The top stock holdings of Wealthgate Family Office, LLC are SPY, AGG, EVCM. The fund has invested 43.1% of it's portfolio in SPDR S&P 500 ETF TR and 9.2% of portfolio in ISHARES TR.
Wealthgate Family Office, LLC opened new stock positions in COINBASE GLOBAL INC (COIN) and ASML HOLDING N V (ASML). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AGG), VANGUARD INDEX FDS (VOO) and GOLDMAN SACHS GROUP INC (GS).
New Buys
| Ticker | $ Bought |
|---|---|
| COINBASE GLOBAL INC | 225,748 |
| ASML HOLDING N V | 205,882 |
New stocks bought by Wealthgate Family Office, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 14.2 |
| VANGUARD INDEX FDS | 0.42 |
| GOLDMAN SACHS GROUP INC | 0.28 |
| SPDR S&P 500 ETF TR | 0.1 |
| ISHARES TR | 0.06 |
Additions to existing portfolio by Wealthgate Family Office, LLC
Reductions
Sold off
Current Stock Holdings of Wealthgate Family Office, LLC
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.31 | 15,585 | 3,000,640 | UNCHANGED | 0.00 | |
| ACWF | ISHARES TR | 4.91 | 56,290 | 1,773,700 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 9.15 | 18,428 | 3,302,540 | ADDED | 0.06 | |
| AGG | ISHARES TR | 2.04 | 9,782 | 737,110 | ADDED | 14.2 | |
| ARW | ARROW ELECTRS INC | 1.04 | 3,080 | 376,530 | UNCHANGED | 0.00 | |
| ASML | ASML HOLDING N V | 0.57 | 272 | 205,882 | NEW | ||
| BABA | ALIBABA GROUP HLDG LTD | 0.70 | 3,267 | 253,225 | UNCHANGED | 0.00 | |
| CAG | CONAGRA BRANDS INC | 1.80 | 22,656 | 649,321 | UNCHANGED | 0.00 | |
| COIN | COINBASE GLOBAL INC | 0.62 | 1,298 | 225,748 | NEW | ||
| EVCM | EVERCOMMERCE INC | 8.98 | 294,116 | 3,244,100 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 0.80 | 2,060 | 287,761 | UNCHANGED | 0.00 | |
| GS | GOLDMAN SACHS GROUP INC | 1.14 | 1,071 | 413,140 | ADDED | 0.28 | |
| IAU | ISHARES GOLD TR | 1.33 | 12,312 | 480,537 | UNCHANGED | 0.00 | |
| JPM | JPMORGAN CHASE & CO | 1.11 | 2,360 | 401,436 | UNCHANGED | 0.00 | |
| LW | LAMB WESTON HLDGS INC | 2.06 | 6,877 | 743,335 | UNCHANGED | 0.00 | |
| NKE | NIKE INC | 1.20 | 4,000 | 434,280 | UNCHANGED | 0.00 | |
| SPY | SPDR S&P 500 ETF TR | 43.13 | 32,761 | 15,571,800 | ADDED | 0.1 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.72 | 41,454 | 1,703,780 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 4.75 | 7,233 | 1,715,820 | ADDED | 0.42 | |
| BERKSHIRE HATHAWAY INC DEL | 1.62 | 1,644 | 586,349 | UNCHANGED | 0.00 |