13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001966037
Total reported value
$1.7B
$1.7B
264 檔
3.6%
At the close of Q2 2024, Gateway Wealth Partners, LLC disclosed equity holdings valued at approximately $1.7B, spread across 264 reported holdings.
During Q2 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 264 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.69% | +1.03% | +6.01% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.64% | -0.11% | -3.33% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.66% | -0.07% | +19.34% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 2.61% | -0.03% | +24.16% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 2.36% | -0.11% | +28.31% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.08% | +36.65% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 2.11% | -0.24% | +30.48% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | +0.02% | +38.73% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.67% | -0.16% | +12.97% | |
| 10 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.54% | -0.01% | -7.24% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.54% | -0.08% | +20.52% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.48% | +0.10% | +4.89% | |
| 13 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.35% | -0.01% | EXIT | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.33% | -0.04% | +28.96% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.31% | +0.06% | +59.71% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.30% | -0.04% | +1.85% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 1.28% | -0.01% | +10.12% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.27% | -0.07% | +4.83% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | +0.04% | +12.96% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | -0.05% | -20.45% | |
| 21 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.05% | — | -37.41% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | -0.34% | +11.30% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.99% | -0.02% | -2.20% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.95% | +0.04% | +4.46% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.94% | — | +3.50% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.93% | +0.03% | +11.19% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.88% | +0.02% | +20.32% | |
| 28 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.85% | +0.03% | +13.14% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.83% | -0.07% | +24.92% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.82% | — | +64.46% | |
| 31 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.81% | -0.02% | +27.36% | |
| 32 | FTA | First Trust L C Val Alp | ETF-Other | 0.80% | -0.03% | +5.45% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.01% | +1133.16% | |
| 34 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.74% | -0.03% | -5.76% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.74% | -0.06% | +1012.29% | |
| 36 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.71% | -0.03% | +28.64% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | +0.12% | -15.71% | |
| 38 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.65% | -0.05% | +15.19% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | -0.05% | -21.30% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | +0.01% | +164.74% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | — | +7.03% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | — | +11.65% | |
| 43 | SYFI | AB Shrt Duration Hgh Yld ETF | ETF-Other | 0.61% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.03% | +4.59% | |
| 45 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.56% | -0.04% | +24.83% | |
| 46 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.54% | -0.05% | +2.78% | |
| 47 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.54% | +0.01% | +5.34% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.18% | +11.04% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.52% | -0.04% | -12.35% | |
| 50 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.51% | -0.05% | -0.32% |
According to official SEC Form 13F filings, Gateway Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 264 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, AVUS) accounted for 3.6% of total reported equity market value during Q2 2024.
During Q2 2024, Gateway Wealth Partners, LLC's top holdings by market value included IVV (4.7%)、SPY (4.6%)、AVUS (3.7%). The largest single position, IVV, represented 4.7% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.