Gateway Wealth Partners, LLC Portfolio Holdings

Gateway Wealth Partners, LLC

  • $331 Billion
  • Q2 2024

Gateway Wealth Partners, LLC has filed its 13F form on August 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $331 Billion distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $15.5B, Spdr S&P 500 ETF Trust with a value of $15.3B, American Centy ETF Tr Avantis with a value of $12.1B, First Trust Capital Strength E with a value of $8.63B, and American Centy ETF Tr Avantis with a value of $7.82B.

Examining the 13F form we can see an increase of $52.3B in the current position value, from $279B to 331B.

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 $331 Billion
ETFs: $275 Billion
Technology: $19.9 Billion
Consumer Cyclical: $7.35 Billion
Communication Services: $5.48 Billion
Industrials: $4.45 Billion
Financial Services: $3.74 Billion
Healthcare: $3.06 Billion
Consumer Defensive: $2.72 Billion
Other: $2.37 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.55T
$7.49 Billion 2.26% of portfolio
35,553
Q2 2024 Added 36.65%
$2.99T
$6.05 Billion 1.83% of portfolio
13,547
Q2 2024 Added 38.73%
$1.75T
$3.81 Billion 1.15% of portfolio
19,733
Q2 2024 Added 12.96%
$256B
$2.63 Billion 0.8% of portfolio
21,309
Q2 2024 Added 1,133.16%
$1.12T
$2.08 Billion 0.63% of portfolio
4,130
Q2 2024 Added 164.74%
$901B
$1.96 Billion 0.59% of portfolio
10,765
Q2 2024 Added 4.59%
$174B
$1.22 Billion 0.37% of portfolio
3,668
Q2 2024 Added 2.34%
$623B
$1.07 Billion 0.32% of portfolio
5,275
Q2 2024 Reduced 1.82%
$244B
$975 Million 0.29% of portfolio
5,911
Q2 2024 Added 392.58%
$665B
$937 Million 0.28% of portfolio
4,735
Q2 2024 Added 88.65%
$94B
$818 Million 0.25% of portfolio
4,495
Q2 2024 Added 151.82%
$858B
$723 Million 0.22% of portfolio
799
Q2 2024 Added 3.23%
$598B
$721 Million 0.22% of portfolio
1,773
Q2 2024 Added 12.86%
$311B
$683 Million 0.21% of portfolio
17,173
Q2 2024 Added 74.74%
$388B
$682 Million 0.21% of portfolio
802
Q2 2024 Added 5.8%
$15.9B
$702 Million 0.21% of portfolio
6,591
Q2 2024 New
$470B
$647 Million 0.2% of portfolio
5,616
Q2 2024 Added 1.81%
-
$634 Million 0.19% of portfolio
-
Q2 2024 New
$558B
$617 Million 0.19% of portfolio
1,211
Q2 2024 Added 34.86%
$77.6B
$581 Million 0.18% of portfolio
18,754
Q2 2024 Added 162.62%
$115B
$560 Million 0.17% of portfolio
1,500
Q1 2024 Added 0.07%
$149B
$567 Million 0.17% of portfolio
1,215
Q2 2024 Added 161.85%
$174B
$458 Million 0.14% of portfolio
4,558
Q2 2024 Added 7.53%
-
$450 Million 0.14% of portfolio
-
Q2 2024 Reduced 1.01%
$926B
$455 Million 0.14% of portfolio
2,483
Q2 2024 Reduced 5.7%
$342B
$464 Million 0.14% of portfolio
2,703
Q2 2024 Added 10.19%
$8.7B
$424 Million 0.13% of portfolio
1,500
Q3 2023 New
$299B
$426 Million 0.13% of portfolio
3,441
Q2 2024 Added 3.36%
$157B
$382 Million 0.12% of portfolio
5,395
Q2 2024 Added 2.26%
$26.4B
$395 Million 0.12% of portfolio
2,861
Q2 2024 Added 0.92%
$369B
$388 Million 0.12% of portfolio
1,128
Q2 2024 Reduced 3.75%
$164B
$397 Million 0.12% of portfolio
877
Q2 2024 New
$173B
$361 Million 0.11% of portfolio
8,763
Q2 2024 Added 13.6%
$416B
$367 Million 0.11% of portfolio
2,227
Q2 2024 Added 12.25%
$457B
$355 Million 0.11% of portfolio
1,353
Q2 2024 Reduced 2.31%
$133B
$367 Million 0.11% of portfolio
1,717
Q2 2024 Added 2.45%
$41.8B
$354 Million 0.11% of portfolio
28,256
Q2 2024 Added 123.4%
$213B
$353 Million 0.11% of portfolio
1,385
Q2 2024 Added 1.24%
$430B
$352 Million 0.11% of portfolio
2,412
Q2 2024 Added 12.61%
$45.7B
$337 Million 0.1% of portfolio
2,246
Q2 2024 Added 6.09%
$238B
$311 Million 0.09% of portfolio
4,310
Q2 2024 Reduced 7.49%
$160B
$305 Million 0.09% of portfolio
3,069
Q2 2024 Reduced 0.26%
$150B
$310 Million 0.09% of portfolio
16,247
Q2 2024 Reduced 14.81%
$114B
$256 Million 0.08% of portfolio
816
Q2 2024 Reduced 18.15%
$199B
$265 Million 0.08% of portfolio
5,576
Q2 2024 Added 14.31%
$57.6B
$278 Million 0.08% of portfolio
5,888
Q2 2024 Added 14.51%
$98.7B
$280 Million 0.08% of portfolio
4,078
Q2 2024 Reduced 8.54%
$55.5B
$279 Million 0.08% of portfolio
173
Q2 2024 Added 2.98%
$208B
$266 Million 0.08% of portfolio
3,932
Q2 2024 Added 2.1%

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $331 Billion
  • Prior Value $279 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 16, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 44 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
Track This Portfolio

Track Gateway Wealth Partners, LLC Portfolio

Follow Gateway Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email