Gateway Wealth Partners, LLC Portfolio Holdings

Gateway Wealth Partners, LLC

  • $445 Billion
  • Q1 2025

Gateway Wealth Partners, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $445 Billion distributed in 311 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 $18B, Ishares Core S&P 500 ETF with a value of $13.6B, Spdr Portfolio S&P 500 ETF (Ma with a value of $12.1B, First Trust Capital Strength E with a value of $10.5B, and American Centy ETF Tr Avantis with a value of $9.02B.

Examining the 13F form we can see an increase of $59B in the current position value, from $386B to 445B.

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 $445 Billion
ETFs: $343 Billion
Technology: $19.7 Billion
Financial Services: $8.96 Billion
Consumer Cyclical: $7.94 Billion
Industrials: $7.19 Billion
Communication Services: $7.15 Billion
Consumer Defensive: $4.27 Billion
Healthcare: $3.86 Billion
Other: $3.53 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18 Billion 4.03% of portfolio
32,099
Q1 2025 Reduced 1.21%
$0
$13.6 Billion 3.05% of portfolio
24,145
Q1 2025 Added 0.28%
$0
$12.1 Billion 2.71% of portfolio
183,736
Q1 2025 Added 11.13%
$0
$10.5 Billion 2.36% of portfolio
117,185
Q1 2025 Added 22.1%
$0
$9.02 Billion 2.03% of portfolio
97,623
Q1 2025 Added 4.89%
$3.42T
$7.92 Billion 1.78% of portfolio
35,661
Q1 2025 Added 1.95%
$0
$7.86 Billion 1.76% of portfolio
176,164
Q1 2025 Reduced 0.88%
$0
$7.25 Billion 1.63% of portfolio
284,007
Q1 2025 Added 3.56%
$0
$6.84 Billion 1.54% of portfolio
148,349
Q1 2025 Added 13.38%
$0
$6.01 Billion 1.35% of portfolio
75,240
Q1 2025 Added 176.19%
$0
$5.76 Billion 1.3% of portfolio
66,123
Q1 2025 Added 12.16%
Pimco ETF Tr
-
$5.73 Billion 1.29% of portfolio
-
Q1 2025 New
$2.95T
$5.76 Billion 1.29% of portfolio
15,351
Q1 2025 Added 4.17%
$0
$5.69 Billion 1.28% of portfolio
32,830
Q1 2025 Added 3.6%
$0
$5.67 Billion 1.27% of portfolio
85,494
Q1 2025 Added 1.93%
$0
$5.45 Billion 1.23% of portfolio
183,650
Q1 2025 Added 107.36%
$0
$5.04 Billion 1.13% of portfolio
81,943
Q1 2025 Added 10.35%
$0
$5.04 Billion 1.13% of portfolio
29,194
Q1 2025 Added 2.71%
$0
$5 Billion 1.12% of portfolio
99,050
Q1 2025 Reduced 1.48%
$0
$4.85 Billion 1.09% of portfolio
94,896
Q1 2025 Added 6.18%
$1.88T
$4.72 Billion 1.06% of portfolio
24,808
Q1 2025 Added 16.71%
$0
$4.66 Billion 1.05% of portfolio
50,214
Q1 2025 Added 4.66%
$0
$4.59 Billion 1.03% of portfolio
48,969
Q1 2025 Reduced 0.24%
$0
$4.29 Billion 0.96% of portfolio
25,122
Q1 2025 Added 8.36%
$0
$4.06 Billion 0.91% of portfolio
14,762
Q1 2025 Added 1.6%
$0
$3.96 Billion 0.89% of portfolio
37,912
Q1 2025 Added 0.68%
$0
$3.97 Billion 0.89% of portfolio
73,486
Q1 2025 Added 212.93%
-
$3.85 Billion 0.87% of portfolio
-
Q1 2025 New
$0
$3.78 Billion 0.85% of portfolio
77,450
Q1 2025 Added 6.37%
$0
$3.76 Billion 0.84% of portfolio
8,016
Q1 2025 Added 8.93%
$0
$3.64 Billion 0.82% of portfolio
127,488
Q1 2025 Added 44.78%
Morgan Stanley ETF Trust
-
$3.58 Billion 0.81% of portfolio
-
Q1 2025 New
$0
$3.58 Billion 0.8% of portfolio
106,766
Q1 2025 Added 621.34%
-
$3.54 Billion 0.8% of portfolio
-
Q1 2025 Added 74.25%
$0
$3.53 Billion 0.79% of portfolio
47,893
Q1 2025 Added 26.13%
$0
$3.53 Billion 0.79% of portfolio
58,588
Q1 2025 Added 5.46%
$0
$3.53 Billion 0.79% of portfolio
60,256
Q1 2025 Added 11.7%
$0
$3.39 Billion 0.76% of portfolio
67,269
Q1 2025 Added 1.68%
$271B
$3.2 Billion 0.72% of portfolio
29,540
Q1 2025 Added 9.56%
$0
$3.17 Billion 0.71% of portfolio
16,629
Q1 2025 Added 48.77%
$0
$2.98 Billion 0.67% of portfolio
89,765
Q1 2025 Added 8.96%
$0
$2.96 Billion 0.66% of portfolio
66,806
Q1 2025 Added 0.35%
$0
$2.89 Billion 0.65% of portfolio
42,502
Q1 2025 Reduced 0.59%
$0
$2.79 Billion 0.63% of portfolio
55,812
Q1 2025 Added 119.59%
$0
$2.78 Billion 0.62% of portfolio
27,555
Q1 2025 Added 32.07%
$0
$2.78 Billion 0.62% of portfolio
8,991
Q1 2025 Added 8.48%
$0
$2.72 Billion 0.61% of portfolio
46,200
Q1 2025 Reduced 21.44%
$0
$2.64 Billion 0.59% of portfolio
20,971
Q1 2025 Reduced 6.99%
$0
$2.53 Billion 0.57% of portfolio
11,367
Q1 2025 Reduced 16.93%

Summary

  • Portfolio
  • No. of Stocks 311
  • Current Value $445 Billion
  • Prior Value $386 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 30, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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