Gateway Wealth Partners, LLC Portfolio Holdings
Gateway Wealth Partners, LLC
- $279 Billion
- Q1 2024
Gateway Wealth Partners, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $279 Billion distributed in 235 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 $15.3B, Ishares Core S&P 500 ETF with a value of $14.1B, American Centy ETF Tr Avantis with a value of $10.1B, First Trust Capital Strength E with a value of $7.08B, and American Centy ETF Tr Avantis with a value of $6.24B.
Examining the 13F form we can see an increase of $30.3B in the current position value, from $248B to 279B.
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
Summary
- Portfolio
- No. of Stocks 235
- Current Value $279 Billion
- Prior Value $248 Billion
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 33 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 96 stocks