Gateway Wealth Partners, LLC
Q3 2025 13F Holdings
- Locationappleton, WI
- Num holdings
410
- Value ($000)
$740,669
- Date Filed11/05/2025
- Form type13F-HR
- CIK0001966037
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $21.31 M | 3 % | 272,043 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.01 M | 3 % | 28,530 | ||
AAPL APPLE INC | COM | 037833100 | $16.62 M | 2 % | 65,268 | ||
AMLP ALPS ETF TR | ALERIAN MLP | 00162Q452 | $13.84 M | 2 % | 294,910 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $12.59 M | 2 % | 115,867 | ||
PYLD PIMCO ETF TR | MULTISECTOR BD | 72201R585 | $12.16 M | 2 % | 452,912 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $11.46 M | 2 % | 17,123 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $10.95 M | 2 % | 135,812 | ||
FSK FS KKR CAP CORP | COM | 302635206 | $10.80 M | 2 % | 723,508 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $10.63 M | 1 % | 115,847 |
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