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CIK: 0001966037
Total reported value
$1.7B
$1.7B
272 檔
4.0%
As reported in its official Q3 2024 Form 13F filing, Gateway Wealth Partners, LLC's tracked investment portfolio stood at $1.7B with 272 total positions.
In Q3 2024, Gateway Wealth Partners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 272 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 | 5.17% | -0.11% | +16.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.76% | +1.03% | +5.47% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.58% | -0.07% | +1.69% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 2.48% | -0.03% | -3.38% | |
| 5 | AVDE | Avantis International Equity | ETF-Other | 2.37% | -0.11% | +2.17% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.14% | +0.08% | -6.36% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 1.97% | -0.24% | -8.25% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.70% | -0.16% | +6.99% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | +0.02% | +2.37% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.51% | +0.10% | +7.27% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.49% | -0.08% | -2.06% | |
| 12 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.47% | -0.01% | +0.09% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.43% | -0.04% | +7.54% | |
| 14 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.38% | -0.01% | EXIT | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.36% | — | +118.99% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.27% | +0.06% | +2.81% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.23% | -0.07% | -2.44% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.20% | -0.04% | -7.16% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-Other | 1.18% | -0.01% | -6.54% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.09% | -0.05% | -0.78% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.08% | -0.34% | +11.48% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.04% | +2.43% | |
| 23 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.03% | — | +1.62% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.04% | +10.29% | |
| 25 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.97% | +0.03% | +8.77% | |
| 26 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.87% | -0.05% | +75.60% | |
| 27 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.86% | -0.02% | +330.78% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.85% | +0.02% | -2.49% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.85% | -0.35% | +186.90% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.01% | +18.48% | |
| 31 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.84% | -0.05% | +60.22% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.84% | -0.07% | +3.12% | |
| 33 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.84% | — | -5.39% | |
| 34 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.81% | -0.03% | +9.90% | |
| 35 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.80% | +0.03% | -2.41% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.80% | — | +1.59% | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.79% | -0.02% | +2.10% | |
| 38 | FTA | First Trust L C Val Alp | ETF-Other | 0.76% | -0.03% | -2.42% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.73% | -0.06% | +4.52% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.12% | +0.16% | |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.65% | -0.05% | +5.54% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | -0.05% | +1.85% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | +0.01% | -2.64% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.62% | -0.10% | +25.54% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.59% | — | +44.86% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.18% | +6.60% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | — | -5.47% | |
| 48 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.54% | +0.01% | +8.09% | |
| 49 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.53% | -0.04% | -1.99% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.04% | +7.31% |
According to official SEC Form 13F filings, Gateway Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 272 disclosed positions in Q3 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 SPY, IVV, AVUS) accounted for 4.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
VTIP
市值: $914.2K
Top Position Liquidated / Trimmed
OMFL
前期市值: $555.6K
During Q3 2024, Gateway Wealth Partners, LLC's top holdings by market value included SPY (5.2%)、IVV (4.8%)、AVUS (3.6%). The largest single position, SPY, represented 5.2% of total portfolio value.
In Q3 2024, Gateway Wealth Partners, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 25 positions, trimming 10 holdings, and fully liquidating 6 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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