Gateway Wealth Partners, LLC Portfolio Holdings

Gateway Wealth Partners, LLC

  • $363 Billion
  • Q3 2024

Gateway Wealth Partners, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $363 Billion distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18.8B, Ishares Core S&P 500 ETF with a value of $17.3B, American Centy ETF Tr Avantis with a value of $13B, First Trust Capital Strength E with a value of $9.01B, and American Centy ETF Tr Avantis with a value of $8.61B.

Examining the 13F form we can see an increase of $32B in the current position value, from $331B to 363B.

Gateway Wealth Partners, LLC is based out at Appleton, WI

Below you can find more details about Gateway Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $363 Billion
ETFs: $302 Billion
Technology: $19.9 Billion
Consumer Cyclical: $7.36 Billion
Communication Services: $5.78 Billion
Industrials: $5.22 Billion
Financial Services: $3.89 Billion
Consumer Defensive: $3.47 Billion
Healthcare: $3.12 Billion
Other: $2.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.8 Billion 5.17% of portfolio
32,722
Q3 2024 Added 16.02%
$0
$17.3 Billion 4.76% of portfolio
29,915
Q3 2024 Added 5.47%
$0
$13 Billion 3.58% of portfolio
136,376
Q3 2024 Added 1.69%
$0
$9.01 Billion 2.48% of portfolio
99,180
Q3 2024 Reduced 3.38%
$0
$8.61 Billion 2.37% of portfolio
128,414
Q3 2024 Added 2.17%
$3.62T
$7.76 Billion 2.14% of portfolio
33,293
Q3 2024 Reduced 6.36%
$0
$7.13 Billion 1.97% of portfolio
156,843
Q3 2024 Reduced 8.25%
$0
$6.15 Billion 1.7% of portfolio
235,386
Q3 2024 Added 6.99%
$3.09T
$5.97 Billion 1.64% of portfolio
13,868
Q3 2024 Added 2.37%
$0
$5.49 Billion 1.51% of portfolio
116,530
Q3 2024 Added 7.27%
$0
$5.4 Billion 1.49% of portfolio
102,118
Q3 2024 Reduced 2.06%
$0
$5.35 Billion 1.47% of portfolio
101,765
Q3 2024 Added 0.09%
$0
$5.18 Billion 1.43% of portfolio
28,905
Q3 2024 Added 7.54%
$0
$5.01 Billion 1.38% of portfolio
47,708
Q3 2024 Added 1.73%
$0
$4.93 Billion 1.36% of portfolio
28,263
Q3 2024 Added 118.99%
$0
$4.6 Billion 1.27% of portfolio
48,032
Q3 2024 Added 2.81%
$0
$4.36 Billion 1.2% of portfolio
37,297
Q3 2024 Reduced 7.16%
$0
$4.27 Billion 1.18% of portfolio
72,164
Q3 2024 Reduced 6.54%
$0
$3.97 Billion 1.09% of portfolio
14,016
Q3 2024 Reduced 0.78%
$0
$3.93 Billion 1.08% of portfolio
21,946
Q3 2024 Added 11.48%
$2.06T
$3.77 Billion 1.04% of portfolio
20,213
Q3 2024 Added 2.43%
$0
$3.73 Billion 1.03% of portfolio
82,357
Q3 2024 Added 1.62%
$0
$3.52 Billion 0.97% of portfolio
7,211
Q3 2024 Added 10.29%
$0
$3.52 Billion 0.97% of portfolio
71,105
Q3 2024 Added 8.77%
$0
$3.14 Billion 0.87% of portfolio
62,527
Q3 2024 Added 75.6%
$0
$3.14 Billion 0.86% of portfolio
43,819
Q3 2024 Added 330.78%
$0
$3.1 Billion 0.85% of portfolio
68,011
Q3 2024 Reduced 2.49%
$0
$3.09 Billion 0.85% of portfolio
53,661
Q3 2024 Added 186.9%
$0
$3.06 Billion 0.84% of portfolio
66,989
Q3 2024 Added 60.22%
$0
$3.04 Billion 0.84% of portfolio
31,724
Q3 2024 Added 3.12%
$354B
$3.07 Billion 0.84% of portfolio
25,246
Q3 2024 Added 18.48%
$0
$3.03 Billion 0.84% of portfolio
14,318
Q3 2024 Reduced 5.39%
$0
$2.93 Billion 0.81% of portfolio
22,979
Q3 2024 Added 9.9%
$0
$2.92 Billion 0.8% of portfolio
36,349
Q3 2024 Reduced 2.41%
$0
$2.89 Billion 0.8% of portfolio
26,855
Q3 2024 Added 1.59%
$0
$2.88 Billion 0.79% of portfolio
44,600
Q3 2024 Added 2.1%
$0
$2.77 Billion 0.76% of portfolio
35,016
Q3 2024 Reduced 2.42%
$0
$2.66 Billion 0.73% of portfolio
88,948
Q3 2024 Added 4.52%
$0
$2.48 Billion 0.68% of portfolio
36,743
Q3 2024 Added 0.16%
$0
$2.37 Billion 0.65% of portfolio
70,201
Q3 2024 Added 5.54%
$0
$2.3 Billion 0.64% of portfolio
35,594
Q3 2024 Added 1.85%
$1.25T
$2.3 Billion 0.63% of portfolio
4,021
Q3 2024 Reduced 2.64%
$0
$2.25 Billion 0.62% of portfolio
27,035
Q3 2024 Added 25.54%
$0
$2.14 Billion 0.59% of portfolio
33,946
Q3 2024 Added 44.86%
$0
$2.02 Billion 0.56% of portfolio
10,233
Q3 2024 Added 6.6%
$0
$2.01 Billion 0.55% of portfolio
24,235
Q3 2024 Reduced 5.47%
$0
$1.96 Billion 0.54% of portfolio
21,762
Q3 2024 Added 8.09%
$0
$1.91 Billion 0.53% of portfolio
25,490
Q3 2024 Added 7.31%
$0
$1.93 Billion 0.53% of portfolio
14,698
Q3 2024 Reduced 1.99%

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $363 Billion
  • Prior Value $331 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 30 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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