Gateway Wealth Partners, LLC Portfolio Holdings by Sector

Gateway Wealth Partners, LLC

$527 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPY SPLG AVUS FTCS IVV SPAB FVD AVUV 219 stocks	$387 Million 81.71% of portfolio	123	93	35	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR CRWD PANW ORCL NLOK 6 stocks	$10.5 Million 2.21% of portfolio	6	-	4	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO SWKS QCOM TSM INTC AMD 7 stocks	$8.77 Million 1.85% of portfolio	5	2	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$7.54 Million 1.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$6.87 Million 1.45% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$6.52 Million 1.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5.02 Million 1.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC FPF PHYS PDI FSK PSLV EXG 7 stocks	$4.51 Million 0.95% of portfolio	6	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$3.16 Million 0.67% of portfolio	2	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY ABBV GILD JNJ AMGN MRK 6 stocks	$3.04 Million 0.64% of portfolio	5	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$2.71 Million 0.57% of portfolio	3	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$2.64 Million 0.56% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX BA LMT 3 stocks	$2.64 Million 0.56% of portfolio	3	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$1.91 Million 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$1.77 Million 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO AEP DUK WEC 4 stocks	$1.38 Million 0.29% of portfolio	4	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V AXP MA 3 stocks	$1.38 Million 0.29% of portfolio	2	1	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials OTIS ETN GE 3 stocks	$1.18 Million 0.25% of portfolio	2	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ TMUS 3 stocks	$1.17 Million 0.25% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET OKE 2 stocks	$1.1 Million 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1.09 Million 0.23% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$1.09 Million 0.23% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM SHEL 2 stocks	$847,874 0.18% of portfolio	2	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$750,171 0.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG CCL 2 stocks	$700,625 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR 1 stocks	$644,323 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$636,967 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS 1 stocks	$494,732 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK CAH 2 stocks	$481,380 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$481,143 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$455,902 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$434,892 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER CRM 2 stocks	$431,648 0.09% of portfolio	2	-	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$408,867 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$377,447 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials FIX 1 stocks	$360,916 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$329,414 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM 1 stocks	$326,740 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL 1 stocks	$323,051 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG 1 stocks	$310,943 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$225,269 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate LAMR 1 stocks	$224,041 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$220,126 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials MOS 1 stocks	$215,232 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$211,209 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$210,947 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical DECK 1 stocks	$208,716 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$201,320 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical UA 1 stocks	$177,015 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts

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Gateway Wealth Partners, LLC Portfolio Holdings by Sector

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