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CIK: 0001966037
Total reported value
$1.7B
$1.7B
311 檔
3.8%
As reported in its official Q1 2025 Form 13F filing, Gateway Wealth Partners, LLC's tracked investment portfolio stood at $1.7B with 311 total positions.
In Q1 2025, Gateway Wealth Partners, LLC displayed an active expansion posture, initiating 15 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 311 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 | 4.03% | -0.11% | -1.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.05% | +1.03% | +0.28% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.71% | +0.12% | +11.13% | |
| 4 | FTCS | First Trust Capital Strength | ETF-Other | 2.36% | -0.03% | +22.10% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.03% | -0.07% | +4.89% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.08% | +1.95% | |
| 7 | FVD | First Trust Value Line Dvd | ETF-Other | 1.76% | -0.24% | -0.88% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.63% | -0.16% | +3.56% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.54% | +0.10% | +13.38% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.35% | -0.10% | +176.19% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.30% | -0.07% | +12.16% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.29% | +0.02% | +4.17% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.29% | -0.17% | — | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.28% | -0.04% | +3.60% | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 1.27% | -0.11% | +1.93% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.23% | -0.06% | +107.36% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.16% | -0.04% | +416.96% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.13% | — | +2.71% | |
| 19 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 1.13% | -0.06% | +10.36% | |
| 20 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.12% | -0.01% | -1.48% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.09% | -0.08% | +6.18% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.04% | +16.71% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.05% | +0.06% | +4.66% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.03% | -0.07% | -0.24% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.96% | -0.34% | +8.36% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | -0.05% | +1.60% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.89% | -0.09% | +212.93% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.89% | -0.04% | +0.68% | |
| 29 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.87% | -0.02% | — | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.85% | +0.03% | +6.37% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.04% | +8.93% | |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.82% | -0.03% | +44.78% | |
| 33 | EVTR | Eaton Vance Total Return | ETF-Other | 0.81% | — | — | |
| 34 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.80% | -0.08% | +621.34% | |
| 35 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.80% | +0.02% | +74.25% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-Other | 0.79% | -0.01% | +11.70% | |
| 37 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.79% | +0.03% | +26.13% | |
| 38 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.79% | -0.02% | +5.46% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.76% | -0.05% | +1.68% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.01% | +9.56% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | -0.18% | +48.77% | |
| 42 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.67% | -0.05% | +8.96% | |
| 43 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.66% | -0.05% | +0.35% | |
| 44 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.65% | -0.02% | -0.59% | |
| 45 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.63% | -0.01% | +119.59% | |
| 46 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.62% | -0.03% | +32.07% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.62% | +0.40% | +8.48% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.61% | -0.35% | -21.44% | |
| 49 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.59% | -0.03% | -6.99% | |
| 50 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.57% | — | -16.93% |
According to official SEC Form 13F filings, Gateway Wealth Partners, LLC reported a total U.S. public equity portfolio value of $1.7B across 311 disclosed positions in Q1 2025.
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, SPYM) accounted for 3.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
PYLD
市值: $5.7M
Top Position Liquidated / Trimmed
SYFI
前期市值: $1.3M
During Q1 2025, Gateway Wealth Partners, LLC's top holdings by market value included SPY (4.0%)、IVV (3.0%)、SPYM (2.7%). The largest single position, SPY, represented 4.0% of total portfolio value.
In Q1 2025, Gateway Wealth Partners, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 23 positions, trimming 7 holdings, and fully liquidating 5 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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