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CIK: 0001966037
Total reported value
$1.7B
$1.7B
235 檔
3.2%
According to the latest 13F quarterly dataset, Gateway Wealth Partners, LLC managed an equity portfolio of $1.7B at the end of Q1 2024, spanning 235 distinct U.S. exchange-listed positions.
During Q1 2024, Gateway Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.48% | -0.11% | -7.92% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.05% | +1.03% | -8.75% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.61% | -0.07% | +15.45% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 2.54% | -0.03% | +3.18% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 2.24% | -0.11% | +23.32% | |
| 6 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.03% | — | +11.12% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 1.99% | -0.24% | -5.68% | |
| 8 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.88% | -0.01% | -28.38% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.77% | -0.16% | +1.65% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.69% | +0.10% | +35.82% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.66% | -0.05% | +1.96% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.08% | -2.61% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.56% | -0.04% | +1.54% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.56% | -0.08% | +22.10% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | +0.02% | +18.38% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.43% | -0.07% | -3.77% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 1.41% | -0.01% | -2.08% | |
| 18 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.33% | -0.01% | EXIT | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.27% | -0.04% | +1476.55% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.23% | -0.02% | -3.22% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.04% | +8.77% | |
| 22 | FDN | First Trust Dj Internet Ind | ETF-Other | 1.08% | — | +29.04% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | -0.34% | +3.11% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.04% | +2.64% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.12% | -53.86% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.96% | -0.05% | +6.90% | |
| 27 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.94% | -0.03% | -6.68% | |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.94% | +0.03% | — | |
| 29 | FTA | First Trust L C Val Alp | ETF-Other | 0.93% | -0.03% | +14.94% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.90% | +0.02% | -16.62% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.89% | +0.06% | +118.08% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.83% | -0.07% | +19.26% | |
| 33 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.82% | +0.03% | +9.63% | |
| 34 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.71% | -0.02% | +25.17% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | -0.04% | +28.85% | |
| 36 | VTV | Vanguard Value ETF | ETF-Other | 0.70% | — | -8.14% | |
| 37 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.68% | -0.05% | +0.34% | |
| 38 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.63% | -0.03% | +63.80% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.63% | -0.05% | +5.89% | |
| 40 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.61% | -0.05% | -11.58% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.61% | -0.09% | -4.63% | |
| 42 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.61% | +0.01% | — | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.60% | — | +21.48% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.60% | — | +17.84% | |
| 45 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.59% | -0.18% | -7.88% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.58% | -0.35% | -34.44% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.18% | — | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.01% | +7.80% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.03% | -0.16% | |
| 50 | FXH | First Trust Health Care Alph | ETF-Other | 0.55% | +0.03% | +13.78% |
According to official SEC Form 13F filings, Gateway Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 235 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IVV, AVUS) accounted for 3.2% of total reported equity market value during Q1 2024.
During Q1 2024, Gateway Wealth Partners, LLC's top holdings by market value included SPY (5.5%)、IVV (5.0%)、AVUS (3.6%). The largest single position, SPY, represented 5.5% of total portfolio value.
In Q1 2024, Gateway Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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