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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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