Gateway Wealth Partners, LLC Purchases in Q4 2024

Gateway Wealth Partners, LLC

  • $386 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
148
+ 2.05%
$481.22 - $538.17 $71.2K - $79.6K
7.36K $3.76B
VTI
Vanguard Total Stock Market Et

ETFs
514
+ 3.67%
$280.04 - $302.45 $144K - $155K
14.5K $4.21B
ET
Energy Transfer LP

Energy
9.92K
+ 75.07%
$16.05 - $19.86 $159K - $197K
23.1K $453M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
10K
New
$21.45 - $24.97 $215K - $250K
10K $240M
FTHI
First Trust Exchange Traded Fd

ETFs
10.3K
New
$22.89 - $24.02 $235K - $246K
10.3K $239M
CGUS
Capital Group Core Equity ETF
6.34K
+ 44.36%
$33.96 - $36.24 $215K - $230K
20.6K $722M
AB
Alliancebernstein Holding L.P.

Financial Services
6.1K
New
$34.59 - $38.68 $211K - $236K
6.1K $226M
VT
Vanguard Total World Stk Index

ETFs
1.96K
+ 94.22%
$117.09 - $123.07 $229K - $241K
4.03K $474M
FXU
First Tr Exchange Traded Fd Ut

ETFs
5.94K
New
$37.15 - $41.12 $220K - $244K
5.94K $225M
Capital Grp Fixed Incm ETF T
8.59K
New
N/A
8.59K $222M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.71K
+ 2.4%
$49.03 - $53.35 $83.8K - $91.2K
72.8K $3.73B
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.06K
New
$26.05 - $29.17 $210K - $235K
8.06K $211M
Wisdomtree Tr
4.28K
New
N/A
4.28K $211M
Blackrock Inc
203
New
N/A
203 $208M
FXR
First Trust Industrials/Produc

ETFs
2.72K
New
$74.81 - $83.27 $203K - $226K
2.72K $203M
FXD
First Tr Exchange Traded Fd

ETFs
3.14K
New
$62.05 - $68.52 $195K - $215K
3.14K $203M
SRLN
Ssga Active Trust

ETFs
4.86K
New
$41.48 - $42.08 $201K - $204K
4.86K $203M
CGMS
Capital Grp Core Plus Income E
7.42K
New
N/A
7.42K $202M
PANW
Palo Alto Networks Inc

Technology
1.11K
New
$181.96 - $405.9 $201K - $449K
1.11K $201M
MCK
Mckesson Corp

Healthcare
353
New
$482.27 - $628.5 $170K - $222K
353 $201M
Victory Portfolios Ii
5.87K
New
N/A
5.87K $200M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.24K
+ 5.64%
$176.42 - $186.91 $218K - $231K
23.2K $4.13B
USFR
Wisdomtree Floating Rate Treas

ETFs
3.63K
+ 5.81%
$50.23 - $50.46 $182K - $183K
66.2K $3.33B
VIG
Vanguard Dividend Appreciation

ETFs
1.05K
+ 11.33%
N/A
10.3K $2.03B
GOOG
Alphabet Inc.

Communication Services
525
+ 16.29%
$163.08 - $198.16 $85.6K - $104K
3.75K $714M
V
Visa Inc.

Financial Services
368
+ 26.38%
$273.87 - $320.91 $101K - $118K
1.76K $557M
AVGO
Broadcom Inc.

Technology
224
+ 10.99%
$159.67 - $250.0 $35.8K - $56K
2.26K $524M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.51K
+ 13.78%
$71.75 - $75.11 $252K - $264K
29K $2.09B
META
Meta Platforms, Inc.

Communication Services
190
+ 4.73%
$554.08 - $632.68 $105K - $120K
4.21K $2.47B
VGT
Vanguard Information Technolog

ETFs
167
+ 11.44%
$571.78 - $647.97 $95.5K - $108K
1.63K $1.01B
Blackrock ETF Trust Ii
3.42K
+ 21.75%
N/A
19.1K $995M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.96K
+ 27.26%
$56.06 - $61.35 $166K - $182K
13.8K $780M
MBB
Ishares Tr

ETFs
2.32K
+ 15.12%
$91.26 - $95.82 $211K - $222K
17.6K $1.62B
LLY
Eli Lilly & CO

Healthcare
285
+ 41.24%
$727.2 - $932.06 $207K - $266K
976 $753M
JGRO
J P Morgan Exchange Traded Fd
1.56K
+ 44.44%
N/A
5.07K $411M
Capital Group Dividend Growe
4.97K
+ 62.61%
N/A
12.9K $382M
DGRO
Ishares Core Dividend Growth E

ETFs
2.24K
+ 39.4%
$60.73 - $64.94 $136K - $146K
7.93K $487M
BNDX
Vanguard Total International B

ETFs
2.94K
+ 17.91%
$48.91 - $50.61 $144K - $149K
19.3K $949M
CGDV
Capital Group Divid Value ETF

ETFs
3.78K
+ 36.47%
$35.16 - $37.12 $133K - $140K
14.1K $499M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
7.88K
+ 12.5%
$22.51 - $23.61 $177K - $186K
70.9K $1.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
180
+ 9.38%
$521.84 - $558.82 $93.9K - $101K
2.1K $1.13B
ITOT
Ishares Core S&P Total U.S. St

ETFs
867
+ 45.46%
$124.26 - $134.12 $108K - $116K
2.77K $357M
IVE
Ishares S&P 500 Value ETF

ETFs
945
+ 9.23%
$189.5 - $206.17 $179K - $195K
11.2K $2.13B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.9K
+ 34.02%
$63.01 - $68.55 $119K - $130K
7.47K $473M
DE
Deere & CO

Industrials
244
+ 16.27%
$389.45 - $466.0 $95K - $114K
1.74K $739M
CRWD
Crowd Strike Holdings, Inc.

Technology
195
+ 26.97%
$275.15 - $388.2 $53.7K - $75.7K
918 $314M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.27K
+ 37.75%
$96.64 - $101.23 $123K - $129K
4.63K $449M
HON
Honeywell International Inc

Industrials
336
+ 20.25%
$202.84 - $236.0 $68.2K - $79.3K
2K $451M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
940
+ 45.97%
$119.34 - $127.78 $112K - $120K
2.99K $356M
Activity Summary
Buys All Purchases 210 New Holdings 30 Increased Positions 180 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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