Gateway Wealth Partners, LLC Portfolio Holdings

Gateway Wealth Partners, LLC

  • $363 Billion
  • Q3 2024

Gateway Wealth Partners, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $363 Billion distributed in 272 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18.8B, Ishares Core S&P 500 ETF with a value of $17.3B, American Centy ETF Tr Avantis with a value of $13B, First Trust Capital Strength E with a value of $9.01B, and American Centy ETF Tr Avantis with a value of $8.61B.

Examining the 13F form we can see an increase of $32B in the current position value, from $331B to 363B.

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 $363 Billion
ETFs: $302 Billion
Technology: $19.9 Billion
Consumer Cyclical: $7.36 Billion
Communication Services: $5.78 Billion
Industrials: $5.22 Billion
Financial Services: $3.89 Billion
Consumer Defensive: $3.47 Billion
Healthcare: $3.12 Billion
Other: $2.19 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.99T
$7.76 Billion 2.14% of portfolio
33,293
Q3 2024 Reduced 6.36%
$3.26T
$5.97 Billion 1.64% of portfolio
13,868
Q3 2024 Added 2.37%
$2.25T
$3.77 Billion 1.04% of portfolio
20,213
Q3 2024 Added 2.43%
$321B
$3.07 Billion 0.84% of portfolio
25,246
Q3 2024 Added 18.48%
$1.39T
$2.3 Billion 0.63% of portfolio
4,021
Q3 2024 Reduced 2.64%
$1.17T
$1.76 Billion 0.49% of portfolio
10,615
Q3 2024 Reduced 1.39%
$1.39T
$1.12 Billion 0.31% of portfolio
4,292
Q3 2024 Reduced 9.36%
$676B
$1.07 Billion 0.3% of portfolio
5,090
Q3 2024 Reduced 3.51%
$213B
$988 Million 0.27% of portfolio
5,810
Q3 2024 Reduced 1.71%
$427B
$897 Million 0.25% of portfolio
1,011
Q3 2024 Added 26.06%
$593B
$768 Million 0.21% of portfolio
1,669
Q3 2024 Reduced 5.87%
$467B
$670 Million 0.18% of portfolio
1,146
Q3 2024 Reduced 5.37%
$349B
$667 Million 0.18% of portfolio
16,801
Q3 2024 Reduced 2.17%
$727B
$613 Million 0.17% of portfolio
691
Q3 2024 Reduced 13.52%
$444B
$573 Million 0.16% of portfolio
4,891
Q3 2024 Reduced 12.91%
$306B
$550 Million 0.15% of portfolio
2,786
Q3 2024 Added 3.07%
$403B
$435 Million 0.12% of portfolio
1,073
Q3 2024 Reduced 4.88%
$506B
$383 Million 0.11% of portfolio
1,395
Q3 2024 Added 3.1%
$249B
$393 Million 0.11% of portfolio
3,461
Q3 2024 Added 0.58%
$214B
$403 Million 0.11% of portfolio
1,325
Q3 2024 Reduced 4.33%
$378B
$358 Million 0.1% of portfolio
2,209
Q3 2024 Reduced 8.42%
$254B
$324 Million 0.09% of portfolio
4,011
Q3 2024 Added 2.01%
$401B
$320 Million 0.09% of portfolio
1,850
Q3 2024 Reduced 16.93%
$221B
$288 Million 0.08% of portfolio
4,361
Q3 2024 Added 1.18%
$203B
$271 Million 0.07% of portfolio
2,815
Q3 2024 Reduced 8.28%
$236B
$260 Million 0.07% of portfolio
4,876
Q3 2024 Reduced 12.55%
$275B
$226 Million 0.06% of portfolio
1,097
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 272
  • Current Value $363 Billion
  • Prior Value $331 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 30 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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