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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$371 Million 0.1% of portfolio
3,225
Q3 2024 Added 5.05%
$0
$357 Million 0.1% of portfolio
5,571
Q3 2024 Reduced 26.95%
$0
$342 Million 0.09% of portfolio
4,387
Q3 2024 Added 0.11%
$0
$322 Million 0.09% of portfolio
4,439
Q3 2024 Reduced 3.9%
$0
$341 Million 0.09% of portfolio
3,364
Q3 2024 Added 26.42%
$0
$310 Million 0.09% of portfolio
3,202
Q3 2024 Reduced 5.63%
$0
$320 Million 0.09% of portfolio
2,393
Q3 2024 Added 1.4%
$0
$340 Million 0.09% of portfolio
19,363
Q3 2024 Added 25.79%
$0
$310 Million 0.09% of portfolio
2,856
Q3 2024 Added 23.0%
$0
$311 Million 0.09% of portfolio
6,074
Q3 2024 Reduced 0.3%
$0
$320 Million 0.09% of portfolio
6,758
Q3 2024 Reduced 2.51%
$0
$309 Million 0.09% of portfolio
3,719
Q3 2024 Reduced 5.49%
$0
$312 Million 0.09% of portfolio
7,963
Q3 2024 Added 10.28%
$0
$278 Million 0.08% of portfolio
3,294
Q3 2024 New
$0
$273 Million 0.08% of portfolio
6,624
Q3 2024 Added 8.91%
$0
$291 Million 0.08% of portfolio
1,847
Q3 2024 Added 10.73%
$0
$299 Million 0.08% of portfolio
6,437
Q3 2024 Added 0.11%
$0
$290 Million 0.08% of portfolio
2,669
Q3 2024 Reduced 9.4%
$0
$284 Million 0.08% of portfolio
2,516
Q3 2024 Added 23.94%
$0
$305 Million 0.08% of portfolio
8,770
Q3 2024 New
$42B
$249 Million 0.07% of portfolio
5,015
Q3 2024 New
$0
$268 Million 0.07% of portfolio
2,694
Q3 2024 Reduced 4.23%
$0
$270 Million 0.07% of portfolio
3,397
Q3 2024 Reduced 20.46%
$0
$260 Million 0.07% of portfolio
2,045
Q3 2024 Reduced 15.53%
$0
$248 Million 0.07% of portfolio
2,076
Q3 2024 New
$0
$256 Million 0.07% of portfolio
450
Q4 2023 New
$0
$254 Million 0.07% of portfolio
6,473
Q3 2024 Reduced 19.62%
$0
$243 Million 0.07% of portfolio
7,525
Q3 2024 Reduced 55.66%
$0
$267 Million 0.07% of portfolio
5,592
Q3 2024 Added 0.38%
$0
$239 Million 0.07% of portfolio
1,767
Q3 2024 Reduced 8.92%
$0
$240 Million 0.07% of portfolio
1,907
Q3 2024 New
$0
$271 Million 0.07% of portfolio
5,726
Q3 2024 Reduced 7.27%
$0
$245 Million 0.07% of portfolio
1,019
Q3 2024 Added 4.73%
$0
$268 Million 0.07% of portfolio
5,093
Q3 2024 Added 2.99%
$0
$240 Million 0.07% of portfolio
4,900
Q3 2024 New
$0
$203 Million 0.06% of portfolio
3,072
Q3 2024 Reduced 46.43%
$0
$223 Million 0.06% of portfolio
1,771
Q3 2024 New
$0
$161 Million 0.04% of portfolio
12,905
Q3 2024 Added 24.43%

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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