Gateway Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$363M
Signature - Title
Jill Batley - President and Chief Compliance Officer
Location
Appleton, WI
Summary
This page shows a list of all the recent 13F filings made by Gateway Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gateway Wealth Partners, LLC reported 272 stock holdings with total value $363M as of Q3 2024. Top holdings included SPY, IVV, AVUS, FTCS, and AVDE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 272 $363M +$36M -$21.7M +$14.4M SPY, IVV, AVUS, FTCS, AVDE 13F-HR 10/24/2024, 05:41 PM
Q2 2024 264 $331M +$66.5M -$15.8M +$50.6M IVV, SPY, AVUS, FTCS, AVDE 13F-HR 8/16/2024, 04:59 PM
Q1 2024 235 $279M +$42.4M -$26.8M +$15.6M SPY, IVV, AVUS, FTCS, AVDE 13F-HR 5/14/2024, 06:11 PM
Q4 2023 224 $248M +$44.9M -$395M -$351M SPY, IVV, AVUS, SNPE, FTCS 13F-HR 2/13/2024, 03:18 PM
Q3 2023 257 $555M +$39.1M -$23.5M +$15.5M SPLG, VOO, SPMD, SPDW, VYM 13F-HR 11/14/2023, 04:35 PM
Q2 2023 239 $559M +$39.9M -$158M -$119M SPLG, SPMD, VOO, SPDW, VYM 13F-HR 8/14/2023, 02:03 PM
Q1 2023 225 $650M +$61.2M -$19.7M +$41.4M SPLG, SPY, SPMD, VOO, AAPL 13F-HR 5/10/2023, 05:12 PM
Q4 2022 200 $582M $0 $0 SPLG, SPY, SPMD, VOO, SPDW 13F-HR 2/15/2023, 05:37 PM