Gateway Wealth Partners, LLC Portfolio Holdings

Gateway Wealth Partners, LLC

  • $386 Billion
  • Q4 2024

Gateway Wealth Partners, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $386 Billion distributed in 293 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 $19B, Ishares Core S&P 500 ETF with a value of $14.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $11.4B, American Centy ETF Tr Avantis with a value of $9.02B, and Apple Inc. with a value of $8.76B.

Examining the 13F form we can see an increase of $23.3B in the current position value, from $363B to 386B.

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 $386 Billion
ETFs: $312 Billion
Technology: $22.2 Billion
Consumer Cyclical: $8.91 Billion
Communication Services: $6.87 Billion
Industrials: $6.63 Billion
Financial Services: $6.45 Billion
Consumer Defensive: $3.68 Billion
Healthcare: $3.33 Billion
Other: $2.79 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$8.76 Billion 2.27% of portfolio
34,980
Q4 2024 Added 5.07%
$3.31T
$6.21 Billion 1.61% of portfolio
14,736
Q4 2024 Added 6.26%
$2.39T
$4.66 Billion 1.21% of portfolio
21,257
Q4 2024 Added 5.16%
$355B
$3.62 Billion 0.94% of portfolio
26,963
Q4 2024 Added 6.8%
$1.46T
$2.47 Billion 0.64% of portfolio
4,211
Q4 2024 Added 4.73%
-
$2.14 Billion 0.56% of portfolio
-
Q4 2024 Added 80.76%
$1.2T
$2.06 Billion 0.53% of portfolio
10,872
Q4 2024 Added 2.42%
$373B
$1.72 Billion 0.45% of portfolio
39,221
Q4 2024 Added 133.44%
$1.28T
$1.75 Billion 0.45% of portfolio
4,336
Q4 2024 Added 1.03%
$215B
$1.33 Billion 0.34% of portfolio
3,662
Q4 2024 Reduced 3.78%
$603B
$1.28 Billion 0.33% of portfolio
2,821
Q4 2024 Added 69.02%
$416B
$1.24 Billion 0.32% of portfolio
1,353
Q4 2024 Added 33.83%
$777B
$1.2 Billion 0.31% of portfolio
5,003
Q4 2024 Reduced 1.71%
$184B
$1.14 Billion 0.3% of portfolio
9,855
Q4 2024 Added 107.26%
$205B
$953 Million 0.25% of portfolio
6,266
Q4 2024 Added 7.85%
$746B
$753 Million 0.2% of portfolio
976
Q4 2024 Added 41.24%
$1.23T
$714 Million 0.18% of portfolio
3,747
Q4 2024 Added 16.29%
$46.7B
$689 Million 0.18% of portfolio
6,858
Q4 2024 New
$58.6B
$705 Million 0.18% of portfolio
10,327
Q4 2024 Added 221.81%
$105B
$663 Million 0.17% of portfolio
3,745
Q4 2024 Reduced 0.72%
$453B
$568 Million 0.15% of portfolio
5,283
Q4 2024 Added 8.01%
$498B
$586 Million 0.15% of portfolio
1,158
Q4 2024 Added 1.05%
$130B
$545 Million 0.14% of portfolio
1,122
Q4 2024 Added 0.09%
$14.6B
$552 Million 0.14% of portfolio
6,225
Q4 2024 Reduced 2.35%
$540B
$557 Million 0.14% of portfolio
1,763
Q4 2024 Added 26.38%
$99.1B
$524 Million 0.14% of portfolio
2,262
Q4 2024 Added 10.99%
$40.3B
$485 Million 0.13% of portfolio
5,240
Q4 2024 New
$301B
$498 Million 0.13% of portfolio
2,803
Q4 2024 Added 0.61%
$65B
$453 Million 0.12% of portfolio
23,139
Q4 2024 Added 75.07%
$210B
$451 Million 0.12% of portfolio
1,556
Q4 2024 Added 17.43%
$424B
$470 Million 0.12% of portfolio
1,208
Q4 2024 Added 12.58%
-
$457 Million 0.12% of portfolio
-
Q4 2024 Added 18.34%
$149B
$451 Million 0.12% of portfolio
1,995
Q4 2024 Added 20.25%
$389B
$411 Million 0.11% of portfolio
2,449
Q4 2024 Added 32.38%
-
$411 Million 0.11% of portfolio
-
Q4 2024 Added 44.44%
$162B
$402 Million 0.1% of portfolio
17,653
Q4 2024 Added 18.72%
$217B
$388 Million 0.1% of portfolio
678
Q4 2024 Reduced 22.69%
$143B
$375 Million 0.1% of portfolio
5,226
Q4 2024 Added 0.35%
$166B
$375 Million 0.1% of portfolio
9,377
Q4 2024 Added 18.79%
$14.2B
$370 Million 0.1% of portfolio
2,000
Q3 2024 Added 33.33%
$242B
$380 Million 0.1% of portfolio
3,823
Q4 2024 Added 10.46%
$29.5B
$329 Million 0.09% of portfolio
2,855
Q4 2024 Reduced 0.31%
$384B
$336 Million 0.09% of portfolio
2,325
Q4 2024 Added 5.25%
$193B
$359 Million 0.09% of portfolio
2,335
Q4 2024 Added 12.42%
$257B
$344 Million 0.09% of portfolio
3,803
Q4 2024 Reduced 5.19%
$204B
$328 Million 0.09% of portfolio
2,950
Q4 2024 Added 4.8%
$117B
$337 Million 0.09% of portfolio
3,650
Q4 2024 Added 1.98%
$147B
$359 Million 0.09% of portfolio
1,083
Q4 2024 Added 30.17%
$22.5B
$343 Million 0.09% of portfolio
1,525
Q4 2024 Added 32.61%

Summary

  • Portfolio
  • No. of Stocks 293
  • Current Value $386 Billion
  • Prior Value $363 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 30 stocks
  • Additional Purchases 180 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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