Gateway Wealth Partners, LLC

Q4 2024 13F Holdings

  • Location
    appleton, WI
  • Num holdings

    293

  • Value ($000)

    $386,089

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001966037
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$19.04M
5 %

32,493

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$14.17M
4 %

24,078

KRE
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$11.40M
3 %

165,335

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$9.02M
2 %

93,068

AAPL
AAPL

APPLE INC

COM
037833100
$8.76M
2 %

34,980

FTCS
FTCS

FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF
33733E104
$8.43M
2 %

95,975

FVD
FVD

FIRST TR VALUE LINE DIVID IN

SHS
33734H106
$7.76M
2 %

177,734

KRE
KRE

SPDR SER TR

PORTFOLIO AGRGTE
78464A649
$6.85M
2 %

274,238

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$6.21M
2 %

14,736

IUSB
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$5.91M
2 %

130,846

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