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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$116B
$545 Million 0.14% of portfolio
1,122
Q4 2024 Added 0.09%
$10.3B
$552 Million 0.14% of portfolio
6,225
Q4 2024 Reduced 2.35%
$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%
$561B
$557 Million 0.14% of portfolio
1,763
Q4 2024 Added 26.38%
$0
$552 Million 0.14% of portfolio
14,861
Q4 2024 Added 69.45%
$68.5B
$524 Million 0.14% of portfolio
2,262
Q4 2024 Added 10.99%
Capital Group Core Balanced
-
$499 Million 0.13% of portfolio
-
Q4 2024 Added 95.0%
$42.5B
$485 Million 0.13% of portfolio
5,240
Q4 2024 New
J P Morgan Exchange Traded F
-
$493 Million 0.13% of portfolio
-
Q4 2024 Added 22.7%
$363B
$498 Million 0.13% of portfolio
2,803
Q4 2024 Added 0.61%
$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
$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%
$57.8B
$453 Million 0.12% of portfolio
23,139
Q4 2024 Added 75.07%
$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%
$226B
$451 Million 0.12% of portfolio
1,556
Q4 2024 Added 17.43%
$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%
$367B
$470 Million 0.12% of portfolio
1,208
Q4 2024 Added 12.58%
-
$457 Million 0.12% of portfolio
-
Q4 2024 Added 18.34%
$0
$451 Million 0.12% of portfolio
4,018
Q4 2024 Added 10.26%
$141B
$451 Million 0.12% of portfolio
1,995
Q4 2024 Added 20.25%
$398B
$411 Million 0.11% of portfolio
2,449
Q4 2024 Added 32.38%
$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%
-
$411 Million 0.11% of portfolio
-
Q4 2024 Added 44.44%
$0
$431 Million 0.11% of portfolio
4,233
Q4 2024 Added 0.59%
Capital Group Dividend Growe
-
$382 Million 0.1% of portfolio
-
Q4 2024 Added 62.61%
$0
$376 Million 0.1% of portfolio
4,866
Q4 2024 Added 1.21%
$201B
$402 Million 0.1% of portfolio
17,653
Q4 2024 Added 18.72%
$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%
$185B
$388 Million 0.1% of portfolio
678
Q4 2024 Reduced 22.69%
$98B
$367 Million 0.1% of portfolio
1,516
Q4 2024 Reduced 12.87%
$138B
$375 Million 0.1% of portfolio
5,226
Q4 2024 Added 0.35%
$189B
$375 Million 0.1% of portfolio
9,377
Q4 2024 Added 18.79%
$0
$398 Million 0.1% of portfolio
10,978
Q4 2024 Added 0.23%
$10.6B
$370 Million 0.1% of portfolio
2,000
Q3 2024 Added 33.33%
$0
$397 Million 0.1% of portfolio
24,413
Q4 2024 Added 26.08%
$226B
$380 Million 0.1% of portfolio
3,823
Q4 2024 Added 10.46%

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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