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.

Portfolio value $279 Billion
ETFs: $240 Billion
Technology: $12.3 Billion
Consumer Cyclical: $5.86 Billion
Industrials: $3.96 Billion
Communication Services: $3.75 Billion
Financial Services: $3.33 Billion
Healthcare: $3.31 Billion
Consumer Defensive: $1.62 Billion
Other: $2.28 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.3 Billion 5.48% of portfolio
29,176
Q1 2024 Reduced 7.92%
$0
$14.1 Billion 5.05% of portfolio
26,756
Q1 2024 Reduced 8.75%
$0
$10.1 Billion 3.61% of portfolio
112,379
Q1 2024 Added 15.45%
$0
$7.08 Billion 2.54% of portfolio
82,674
Q1 2024 Added 3.18%
$0
$6.24 Billion 2.24% of portfolio
97,953
Q1 2024 Added 23.32%
$0
$5.64 Billion 2.03% of portfolio
129,469
Q1 2024 Added 11.12%
$0
$5.53 Billion 1.99% of portfolio
131,007
Q1 2024 Reduced 5.68%
$0
$5.24 Billion 1.88% of portfolio
109,618
Q1 2024 Reduced 28.38%
$0
$4.92 Billion 1.77% of portfolio
194,752
Q1 2024 Added 1.65%
$0
$4.72 Billion 1.69% of portfolio
103,561
Q1 2024 Added 35.82%
$0
$4.62 Billion 1.66% of portfolio
17,757
Q1 2024 Added 1.96%
$3.38T
$4.46 Billion 1.6% of portfolio
26,017
Q1 2024 Reduced 2.61%
$0
$4.33 Billion 1.56% of portfolio
86,515
Q1 2024 Added 22.1%
$0
$4.36 Billion 1.56% of portfolio
39,445
Q1 2024 Added 1.54%
$3.33T
$4.11 Billion 1.47% of portfolio
9,765
Q1 2024 Added 18.38%
$0
$3.99 Billion 1.43% of portfolio
47,729
Q1 2024 Reduced 3.77%
$0
$3.72 Billion 1.33% of portfolio
37,482
Q1 2024 Added 20.64%
$0
$3.53 Billion 1.27% of portfolio
20,842
Q1 2024 Added 1,476.55%
$0
$3.42 Billion 1.23% of portfolio
48,264
Q1 2024 Reduced 3.22%
$1.97T
$3.15 Billion 1.13% of portfolio
17,469
Q1 2024 Added 8.77%
$0
$3 Billion 1.08% of portfolio
14,621
Q1 2024 Added 29.04%
$0
$2.91 Billion 1.04% of portfolio
17,688
Q1 2024 Added 3.11%
$0
$2.78 Billion 1.0% of portfolio
6,259
Q1 2024 Added 2.64%
$0
$2.68 Billion 0.96% of portfolio
44,405
Q1 2024 Added 6.9%
$0
$2.68 Billion 0.96% of portfolio
43,520
Q1 2024 Reduced 53.86%
$0
$2.62 Billion 0.94% of portfolio
22,188
Q1 2024 Reduced 6.68%
$0
$2.61 Billion 0.94% of portfolio
58,796
Q1 2024 New
$0
$2.6 Billion 0.93% of portfolio
34,031
Q1 2024 Added 14.94%
$0
$2.5 Billion 0.9% of portfolio
57,972
Q1 2024 Reduced 16.62%
$0
$2.47 Billion 0.89% of portfolio
29,251
Q1 2024 Added 118.08%
$0
$2.31 Billion 0.83% of portfolio
24,626
Q1 2024 Added 19.26%
$0
$2.29 Billion 0.82% of portfolio
32,923
Q1 2024 Added 9.63%
$0
$1.99 Billion 0.71% of portfolio
34,300
Q1 2024 Added 25.17%
$0
$1.97 Billion 0.71% of portfolio
27,100
Q1 2024 Added 28.85%
$0
$1.96 Billion 0.7% of portfolio
12,058
Q1 2024 Reduced 8.14%
$0
$1.89 Billion 0.68% of portfolio
57,744
Q1 2024 Added 0.34%
$0
$1.74 Billion 0.63% of portfolio
34,644
Q1 2024 Added 5.89%
$0
$1.76 Billion 0.63% of portfolio
18,640
Q1 2024 Added 63.8%
$0
$1.71 Billion 0.61% of portfolio
44,351
Q1 2024 Reduced 4.63%
$0
$1.7 Billion 0.61% of portfolio
19,113
Q1 2024 New
$0
$1.71 Billion 0.61% of portfolio
41,947
Q1 2024 Reduced 11.58%
$0
$1.67 Billion 0.6% of portfolio
16,074
Q1 2024 Added 17.84%
$0
$1.68 Billion 0.6% of portfolio
22,963
Q1 2024 Added 21.48%
$0
$1.66 Billion 0.59% of portfolio
27,783
Q1 2024 Reduced 7.88%
$0
$1.62 Billion 0.58% of portfolio
29,826
Q1 2024 Reduced 34.44%
$0
$1.61 Billion 0.58% of portfolio
8,645
Q1 2024 New
$308B
$1.56 Billion 0.56% of portfolio
1,728
Q1 2024 Added 7.8%
$1.09T
$1.55 Billion 0.56% of portfolio
10,293
Q1 2024 Reduced 0.16%
$0
$1.55 Billion 0.55% of portfolio
14,107
Q1 2024 Added 13.78%

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
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