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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$738 Million 0.19% of portfolio
9,536
Q4 2024 Added 4.76%
$0
$716 Million 0.19% of portfolio
13,100
Q4 2024 Reduced 7.86%
$0
$694 Million 0.18% of portfolio
42,490
Q4 2024 Reduced 3.42%
$0
$699 Million 0.18% of portfolio
60,660
Q4 2024 Added 9.69%
$0
$695 Million 0.18% of portfolio
7,702
Q4 2024 Added 0.5%
$0
$658 Million 0.17% of portfolio
4,427
Q4 2024 Added 2.98%
$0
$670 Million 0.17% of portfolio
6,734
Q4 2024 Added 14.23%
$0
$657 Million 0.17% of portfolio
14,631
Q4 2024 Added 16.91%
$0
$644 Million 0.17% of portfolio
11,703
Q4 2024 Added 3.96%
$0
$669 Million 0.17% of portfolio
19,702
Q4 2024 Reduced 4.15%
$0
$667 Million 0.17% of portfolio
10,137
Q4 2024 Reduced 2.08%
$0
$636 Million 0.16% of portfolio
28,332
Q4 2024 Reduced 6.0%
$0
$622 Million 0.16% of portfolio
22,216
Q4 2024 Added 1.88%
$0
$630 Million 0.16% of portfolio
25,705
Q4 2024 Reduced 7.44%
$0
$600 Million 0.16% of portfolio
4,338
Q4 2024 Reduced 70.49%
$0
$608 Million 0.16% of portfolio
9,751
Q4 2024 Added 8.83%
$0
$619 Million 0.16% of portfolio
12,355
Q4 2024 Reduced 12.78%
$0
$632 Million 0.16% of portfolio
13,114
Q4 2024 Added 0.08%
$0
$628 Million 0.16% of portfolio
17,611
Q4 2024 Added 7.12%
$0
$583 Million 0.15% of portfolio
19,313
Q4 2024 Added 0.26%
$0
$568 Million 0.15% of portfolio
7,560
Q4 2024 Reduced 1.77%
$0
$574 Million 0.15% of portfolio
23,861
Q4 2024 Added 4.11%
$0
$529 Million 0.14% of portfolio
8,129
Q4 2024 Reduced 4.06%
$0
$559 Million 0.14% of portfolio
29,648
Q4 2024 Reduced 2.21%
$0
$531 Million 0.14% of portfolio
14,801
Q4 2024 Reduced 24.3%
$0
$530 Million 0.14% of portfolio
15,523
Q4 2024 Added 11.89%
$0
$547 Million 0.14% of portfolio
12,094
Q4 2024 Added 7.48%
$0
$552 Million 0.14% of portfolio
14,861
Q4 2024 Added 69.45%
$0
$499 Million 0.13% of portfolio
14,142
Q4 2024 Added 36.47%
$0
$488 Million 0.13% of portfolio
4,673
Q4 2024 Added 1.23%
$0
$494 Million 0.13% of portfolio
5,770
Q4 2024 Added 23.29%
$0
$501 Million 0.13% of portfolio
6,506
Q4 2024 Added 14.32%
$0
$487 Million 0.13% of portfolio
7,932
Q4 2024 Added 39.4%
$0
$463 Million 0.12% of portfolio
4,944
Q4 2024 Reduced 4.65%
$0
$474 Million 0.12% of portfolio
4,032
Q4 2024 Added 94.22%
$0
$468 Million 0.12% of portfolio
10,911
Q4 2024 Added 0.46%
$0
$450 Million 0.12% of portfolio
6,018
Q4 2024 Reduced 4.07%
$0
$473 Million 0.12% of portfolio
7,466
Q4 2024 Added 34.02%
$0
$449 Million 0.12% of portfolio
4,634
Q4 2024 Added 37.75%
$0
$451 Million 0.12% of portfolio
4,018
Q4 2024 Added 10.26%
$0
$431 Million 0.11% of portfolio
3,753
Q4 2024 Added 16.37%
$0
$428 Million 0.11% of portfolio
1,842
Q4 2024 Added 3.37%
$0
$406 Million 0.11% of portfolio
8,771
Q4 2024 Added 6.85%
$0
$431 Million 0.11% of portfolio
4,233
Q4 2024 Added 0.59%
$0
$376 Million 0.1% of portfolio
4,866
Q4 2024 Added 1.21%
$0
$392 Million 0.1% of portfolio
5,932
Q4 2024 Added 33.63%
$0
$372 Million 0.1% of portfolio
2,695
Q4 2024 Added 12.62%
$87.3B
$367 Million 0.1% of portfolio
1,516
Q4 2024 Reduced 12.87%
$0
$398 Million 0.1% of portfolio
10,978
Q4 2024 Added 0.23%

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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