Gateway Wealth Partners, LLC Purchases in Q1 2025

Gateway Wealth Partners, LLC

  • $445 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PHYS
Sprott Physical Gold Trust

Financial Services
4.35K
+ 38.77%
$20.25 - $24.06 $88.1K - $105K
15.6K $375M
JGRO
J P Morgan Exchange Traded Fd
2.49K
+ 49.12%
N/A
7.56K $558M
FAAR
First Trust Vii Alternative Ab

ETFs
4.33K
+ 19.48%
$27.81 - $28.97 $120K - $125K
26.5K $768M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.34K
+ 8.24%
$100.34 - $100.68 $134K - $135K
17.6K $1.77B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.82K
+ 45.45%
$58.04 - $65.84 $106K - $120K
5.83K $372M
GOOG
Alphabet Inc.

Communication Services
1.69K
+ 44.97%
$156.06 - $207.71 $263K - $350K
5.43K $849M
CGGO
Capital Group Global Growth Eq

ETFs
5.11K
+ 43.67%
$28.33 - $30.84 $145K - $157K
16.8K $476M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.14K
+ 3.6%
$169.43 - $182.84 $193K - $208K
32.8K $5.69B
SPTL
Spdr Portfolio Long Term Treas

ETFs
4.58K
+ 56.82%
$25.54 - $27.64 $117K - $127K
12.6K $345M
FBT
First Trust Nyse Arca Biotechn

ETFs
658
+ 12.28%
$164.86 - $182.19 $108K - $120K
6.02K $1.02B
CGGR
Capital Group Growth ETF Shs C

ETFs
4.98K
+ 33.49%
$33.98 - $39.84 $169K - $198K
19.8K $679M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
4.59K
+ 6.47%
$22.41 - $23.19 $103K - $106K
75.5K $1.72B
AEP
American Electric Power CO Inc

Utilities
750
+ 30.36%
$90.32 - $109.27 $67.7K - $82K
3.22K $352M
TMUS
T Mobile Us, Inc.

Communication Services
250
+ 22.64%
$211.3 - $272.83 $52.8K - $68.2K
1.35K $361M
JNJ
Johnson & Johnson

Healthcare
404
+ 17.38%
$142.06 - $167.7 $57.4K - $67.8K
2.73K $453M
BNDX
Vanguard Total International B

ETFs
2.41K
+ 12.44%
$48.33 - $49.5 $116K - $119K
21.8K $1.06B
JPM
Jpmorgan Chase & CO

Financial Services
330
+ 6.6%
$225.19 - $279.95 $74.3K - $92.4K
5.33K $1.31B
FDD
First Trust Stoxx European Sel

ETFs
4.88K
+ 28.48%
$11.08 - $13.94 $54K - $68K
22K $299M
GILD
Gilead Sciences, Inc.

Healthcare
271
+ 7.42%
$89.14 - $117.41 $24.2K - $31.8K
3.92K $439M
Capital Group Core Balanced
3.37K
+ 21.12%
N/A
19.3K $599M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
878
+ 18.95%
$95.85 - $99.25 $84.2K - $87.1K
5.51K $545M
VT
Vanguard Total World Stk Index

ETFs
869
+ 21.55%
$115.08 - $123.97 $100K - $108K
4.9K $568M
ABBV
Abb Vie Inc.

Healthcare
24
+ 0.86%
$169.2 - $216.66 $4.06K - $5.2K
2.83K $592M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
16.8K
New
$3.2 - $5.95 $53.8K - $100K
16.8K $92.2M
EMLP
First Tr Exchange Traded Iv

ETFs
1.59K
+ 9.02%
$35.79 - $38.28 $56.9K - $60.8K
19.2K $720M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.21K
+ 22.7%
$57.21 - $65.8 $127K - $146K
12K $698M
MMLG
First Tr Exc Viii First Multi

Technology
5.33K
+ 27.61%
$27.1 - $33.12 $145K - $177K
24.6K $673M
GLD
Spdr Gold Trust

ETFs
69
+ 4.55%
$243.19 - $288.14 $16.8K - $19.9K
1.59K $457M
JPHY
Jp Morgan High Yield Research

ETFs
1.87K
+ 27.35%
N/A
8.73K $402M
PM
Philip Morris International Inc.

Consumer Defensive
22
+ 1.05%
$117.15 - $158.79 $2.58K - $3.49K
2.11K $335M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.78K
+ 16.34%
$42.36 - $43.8 $75.5K - $78.1K
12.7K $551M
DE
Deere & CO

Industrials
4
+ 0.23%
$408.57 - $509.27 $1.63K - $2.04K
1.75K $820M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.42K
+ 7.06%
$48.31 - $49.23 $68.7K - $70.1K
21.6K $1.06B
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
230
+ 0.35%
$42.18 - $45.16 $9.7K - $10.4K
66.8K $2.96B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.98K
+ 36.7%
$51.45 - $58.51 $102K - $116K
7.36K $381M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
8.44K
+ 13.91%
$11.22 - $11.8 $94.7K - $99.6K
69.1K $775M
CGMU
Capital Group Core Plus Income
2.83K
+ 24.65%
N/A
14.3K $384M
AVUV
American Centy ETF Tr Avantis

ETFs
7.17K
+ 12.16%
$84.95 - $100.62 $609K - $721K
66.1K $5.76B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
481
+ 8.82%
$196.12 - $229.48 $94.3K - $110K
5.93K $1.2B
UNH
Unitedhealth Group Inc

Healthcare
95
+ 8.2%
$461.52 - $548.18 $43.8K - $52.1K
1.25K $656M
SCHO
Schwab Short Term Us Treasury

ETFs
2.58K
+ 10.83%
$24.1 - $24.34 $62.3K - $62.9K
26.4K $644M
COST
Costco Wholesale Corp

Consumer Defensive
27
+ 2.0%
$890.62 - $1076.86 $24K - $29.1K
1.38K $1.3B
FICS
First Tr Exchange Traded Fd Vi

ETFs
218
+ 1.11%
$33.49 - $37.82 $7.3K - $8.24K
19.9K $730M
IXUS
Ishares Tr

ETFs
500
+ 8.43%
$65.06 - $72.31 $32.5K - $36.2K
6.43K $449M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.11K
+ 1.68%
$50.29 - $50.5 $55.8K - $56.1K
67.3K $3.39B
AMZN
Amazon Com Inc

Consumer Cyclical
3.55K
+ 16.71%
$190.26 - $242.06 $676K - $860K
24.8K $4.72B
CSCO
Cisco Systems, Inc.

Technology
685
+ 12.36%
$58.74 - $64.87 $40.2K - $44.4K
6.23K $384M
MCD
Mcdonalds Corp

Consumer Cyclical
67
+ 4.31%
$279.74 - $321.29 $18.7K - $21.5K
1.62K $507M
USXF
Ishares Esg Advanced Msci Usa

Technology
1.47K
+ 34.11%
$46.38 - $52.65 $68.2K - $77.4K
5.78K $270M
Activity Summary
Buys All Purchases 217 New Holdings 38 Increased Positions 179 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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