Gateway Wealth Partners, LLC Incresed Positions in Q1 2025

Gateway Wealth Partners, LLC

  • $445 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
USXF
Ishares Esg Advanced Msci Usa

Technology
1.47K
+ 34.11%
$46.38 - $52.65 $68.2K - $77.4K
5.78K $270M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
111
+ 0.85%
$48.65 - $53.06 $5.4K - $5.89K
13.2K $687M
VUG
Vanguard Growth ETF

ETFs
395
+ 17.13%
$369.1 - $427.61 $146K - $169K
2.7K $1B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
360
+ 1.18%
$38.89 - $41.6 $14K - $15K
30.8K $1.25B
Rbb Fd Inc
842
+ 2.47%
N/A
35K $1.76B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.64K
+ 6.37%
$48.06 - $53.73 $223K - $249K
77.5K $3.78B
FDV
Federated Hermes ETF Tr U S St
1.01K
+ 10.21%
N/A
10.9K $307M
SHEL
Shell PLC

Energy
1
+ 0.02%
$62.84 - $73.29 $62.8 - $73.3
4.11K $301M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
154
+ 2.95%
$67.08 - $76.14 $10.3K - $11.7K
5.38K $397M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
957
+ 19.19%
$59.79 - $67.15 $57.2K - $64.3K
5.95K $360M
CGSD
Capital Grp Core Plus Income E
1.39K
+ 16.35%
N/A
9.89K $255M
WEC
Wec Energy Group, Inc.

Utilities
24
+ 1.04%
$92.12 - $108.98 $2.21K - $2.62K
2.32K $253M
CRWD
Crowd Strike Holdings, Inc.

Technology
75
+ 8.17%
$308.86 - $455.36 $23.2K - $34.2K
993 $350M
IBM
International Business Machines Corp

Technology
1
+ 0.08%
$217.4 - $264.74 $217 - $265
1.2K $298M
Victory Portfolios Ii
792
+ 13.49%
N/A
6.66K $228M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
262
+ 5.38%
$76.94 - $78.28 $20.2K - $20.5K
5.13K $401M
PDI
Pimco Dynamic Income Fund

Financial Services
461
+ 4.47%
$18.51 - $20.05 $8.53K - $9.24K
10.8K $213M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
400
+ 3.2%
$27.01 - $28.54 $10.8K - $11.4K
12.9K $360M
RPV
Invesco Exchange Traded Fd Tr

ETFs
28
+ 0.36%
$89.33 - $95.17 $2.5K - $2.66K
7.73K $714M
BA
Boeing CO

Industrials
250
+ 6.68%
$148.15 - $186.25 $37K - $46.6K
4K $681M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
395
+ 7.83%
$55.41 - $60.74 $21.9K - $24K
5.44K $307M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
315
+ 10.55%
$113.13 - $127.79 $35.6K - $40.3K
3.3K $373M
DSI
Ishares Msci Kld 400 Social Et

ETFs
332
+ 14.91%
$101.98 - $115.66 $33.9K - $38.4K
2.56K $262M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
64
+ 0.66%
$74.87 - $79.99 $4.79K - $5.12K
9.82K $756M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
86
+ 1.89%
$66.9 - $71.57 $5.75K - $6.16K
4.64K $326M
DVY
Ishares Tr

ETFs
61
+ 3.19%
$128.58 - $138.1 $7.84K - $8.42K
1.97K $265M
SPYG
Spdr Portfolio

ETFs
2.37K
+ 10.11%
$80.05 - $92.39 $190K - $219K
25.8K $2.07B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
233
+ 4.33%
$49.22 - $51.73 $11.5K - $12.1K
5.61K $284M
PG
Procter & Gamble CO

Consumer Defensive
32
+ 1.31%
$158.56 - $176.26 $5.07K - $5.64K
2.48K $423M
QCOM
Qualcomm Inc

Technology
56
+ 2.4%
$151.94 - $175.86 $8.51K - $9.85K
2.39K $367M
ITOT
Ishares Core S&P Total U.S. St

ETFs
214
+ 7.71%
$120.29 - $134.6 $25.7K - $28.8K
2.99K $365M
LQD
Ishares Iboxx $ Investment Gra

ETFs
14
+ 0.49%
$105.1 - $109.61 $1.47K - $1.53K
2.85K $310M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
152
+ 2.82%
$65.27 - $71.18 $9.92K - $10.8K
5.55K $368M
TGT
Target Corp

Consumer Defensive
587
+ 32.96%
$103.65 - $142.5 $60.8K - $83.6K
2.37K $247M
RYH
Invesco S&P 500 Equal Weight H

ETFs
1
+ 0.01%
N/A
7.53K $224M
XLC
Select Sector Spdr Tr Communic

ETFs
24
+ 0.3%
$94.84 - $105.31 $2.28K - $2.53K
7.98K $770M
AVUS
American Centy ETF Tr Avantis

ETFs
4.56K
+ 4.89%
$90.7 - $101.57 $413K - $463K
97.6K $9.02B
QQQ
Invesco Qqq Trust, Series 1

ETFs
657
+ 8.93%
$468.34 - $539.52 $308K - $354K
8.02K $3.76B
ET
Energy Transfer LP

Energy
1.04K
+ 4.48%
$17.26 - $21.08 $17.9K - $21.8K
24.2K $449M
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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