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
$224 Million 0.05% of portfolio
7,527
Q1 2025 Added 0.01%
$0
$211 Million 0.05% of portfolio
10,000
Q4 2024 New
$0
$204 Million 0.05% of portfolio
4,508
Q1 2025 New
$0
$243 Million 0.05% of portfolio
5,109
Q1 2025 New
$0
$200 Million 0.05% of portfolio
8,686
Q1 2025 New
$133B
$207 Million 0.05% of portfolio
876
Q1 2025 New
$0
$208 Million 0.05% of portfolio
1,588
Q1 2025 New
$1.26B
$120 Million 0.03% of portfolio
20,125
Q1 2025 Added 5.92%
$0
$97.2 Million 0.02% of portfolio
11,935
Q1 2025 Reduced 0.17%
$600M
$92.2 Million 0.02% of portfolio
16,800
Q1 2025 New
$143M
$30.2 Million 0.01% of portfolio
10,200
Q4 2024 New

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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