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.
Stock Holdings Table Companies Only
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