Gateway Wealth Partners, LLC Purchases in Q2 2025

Gateway Wealth Partners, LLC

  • $527 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
2.43K
+ 31.75%
$76.44 - $94.13 $186K - $229K
10.1K $856M
Capital Grp Fixed Incm ETF T
5.28K
+ 31.15%
N/A
22.2K $585M
RTX
Raytheon Technologies Corp

Industrials
91
+ 1.06%
$113.75 - $148.48 $10.4K - $13.5K
8.71K $1.27B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.14K
+ 8.17%
$59.8 - $60.07 $128K - $128K
28.3K $1.7B
CGGO
Capital Group Global Growth Eq

ETFs
2.08K
+ 12.39%
$25.31 - $32.17 $52.7K - $66.9K
18.9K $604M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21
+ 0.6%
$171.4 - $227.1 $3.6K - $4.77K
3.55K $805M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 3.1%
$462.22 - $707.75 $9.71K - $14.9K
699 $495M
PSLV
Sprott Physical Silver Trust

Financial Services
10K
New
$9.98 - $12.51 $99.8K - $125K
10K $122M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.65K
+ 47.17%
$45.3 - $50.64 $120K - $134K
8.26K $406M
EMLP
First Tr Exchange Traded Iv

ETFs
3.11K
+ 16.17%
$33.62 - $37.89 $104K - $118K
22.3K $837M
CGCP
Capital Group Core Plus Income

ETFs
4.99K
+ 34.59%
$21.92 - $22.56 $109K - $113K
19.4K $437M
IXUS
Ishares Tr

ETFs
810
+ 12.59%
$62.37 - $77.63 $50.5K - $62.9K
7.24K $560M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.81K
+ 24.11%
$37.51 - $45.52 $68K - $82.6K
9.34K $423M
PDI
Pimco Dynamic Income Fund

Financial Services
5.86K
+ 54.32%
$17.02 - $19.87 $99.7K - $116K
16.6K $316M
CSCO
Cisco Systems, Inc.

Technology
709
+ 11.39%
$53.19 - $69.38 $37.7K - $49.2K
6.94K $481M
PHYS
Sprott Physical Gold Trust

Financial Services
2.99K
+ 19.23%
$22.82 - $26.29 $68.3K - $78.7K
18.6K $471M
V
Visa Inc.

Financial Services
239
+ 11.87%
$308.27 - $373.31 $73.7K - $89.2K
2.25K $800M
CARR
Carrier Global Corp

Industrials
79
+ 0.91%
$55.55 - $75.83 $4.39K - $5.99K
8.8K $644M
Innovator Etfs Trust
2.31K
+ 30.68%
N/A
9.84K $293M
FXL
First Tr Exchange Traded Fd Fi

ETFs
35
+ 1.05%
$115.28 - $157.36 $4.03K - $5.51K
3.38K $532M
WMT
Walmart Inc.

Consumer Defensive
82
+ 1.16%
$81.79 - $99.98 $6.71K - $8.2K
7.15K $699M
PM
Philip Morris International Inc.

Consumer Defensive
134
+ 6.35%
$149.23 - $184.95 $20K - $24.8K
2.25K $409M
ITOT
Ishares Core S&P Total U.S. St

ETFs
257
+ 8.6%
$108.12 - $135.04 $27.8K - $34.7K
3.25K $438M
GE
General Electric CO

Industrials
25
+ 2.24%
$166.81 - $257.39 $4.17K - $6.43K
1.14K $293M
AMGN
Amgen Inc

Healthcare
345
+ 42.7%
$262.28 - $309.85 $90.5K - $107K
1.15K $322M
HON
Honeywell International Inc

Industrials
101
+ 4.94%
$182.86 - $232.88 $18.5K - $23.5K
2.15K $500M
SO
Southern CO

Utilities
632
+ 14.27%
$84.91 - $92.56 $53.7K - $58.5K
5.06K $465M
UA
Under Armour Inc Cl C

Consumer Cyclical
7.15K
+ 35.53%
$4.73 - $6.59 $33.8K - $47.1K
27.3K $177M
PULS
Pgim ETF Tr

ETFs
1.1K
+ 3.13%
$49.39 - $49.76 $54.4K - $54.8K
36.3K $1.81B
EDOW
First Tr Exchange Traded Fd

ETFs
934
+ 9.95%
$32.19 - $38.33 $30.1K - $35.8K
10.3K $396M
Victory Portfolios Ii
1.36K
+ 20.4%
N/A
8.02K $284M
KO
Coca Cola CO

Consumer Defensive
734
+ 25.54%
$68.37 - $73.9 $50.2K - $54.2K
3.61K $255M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.05K
+ 8.3%
$42.51 - $43.7 $44.8K - $46.1K
13.7K $600M
T
At&T Inc.

Communication Services
1.21K
+ 7.22%
$26.33 - $28.94 $31.8K - $34.9K
17.9K $519M
XLF
Financial Sector Spdr

ETFs
66
+ 0.41%
$43.92 - $52.37 $2.9K - $3.46K
16.2K $848M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
66
+ 1.11%
$53.69 - $67.27 $3.54K - $4.44K
6.01K $404M
XLI
Industrial Sector Spdr

ETFs
118
+ 7.43%
$116.42 - $147.52 $13.7K - $17.4K
1.71K $252M
Rbb Fd Inc
825
+ 2.36%
N/A
35.8K $1.8B
QCOM
Qualcomm Inc

Technology
165
+ 6.9%
$124.66 - $159.48 $20.6K - $26.3K
2.56K $407M
DSI
Ishares Msci Kld 400 Social Et

ETFs
34
+ 1.33%
$91.62 - $116.16 $3.12K - $3.95K
2.59K $301M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
1.25K
+ 5.46%
$42.44 - $49.08 $52.9K - $61.2K
24.1K $1.15B
ARCC
Ares Capital Corp

Financial Services
2.53K
+ 2.47%
$18.91 - $22.43 $47.9K - $56.8K
105K $2.3B
TGT
Target Corp

Consumer Defensive
464
+ 19.59%
$88.76 - $105.77 $41.2K - $49.1K
2.83K $279M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
235
+ 3.19%
$45.88 - $54.4 $10.8K - $12.8K
7.6K $413M
FXH
First Tr Exchange Trd Fd Healt

ETFs
294
+ 9.87%
$93.63 - $103.68 $27.5K - $30.5K
3.27K $339M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
283
+ 1.61%
$100.35 - $100.71 $28.4K - $28.5K
17.9K $1.8B
GILD
Gilead Sciences, Inc.

Healthcare
288
+ 7.35%
$96.91 - $113.0 $27.9K - $32.5K
4.21K $467M
AEP
American Electric Power CO Inc

Utilities
423
+ 13.14%
$98.59 - $109.11 $41.7K - $46.2K
3.64K $378M
LMT
Lockheed Martin Corp

Industrials
9
+ 0.8%
$430.82 - $486.45 $3.88K - $4.38K
1.13K $524M
Activity Summary
Buys All Purchases 225 New Holdings 67 Increased Positions 158 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 0 Puts 0
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