Gateway Wealth Partners, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    appleton, WI
  • CIK
    0001966037
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

293

$386.09M
SPY, IVV, KRE, AVUS
13F-HR
Jan 22, 2025
000122107325000010

272

$362.84M
SPY, IVV, AVUS, FTCS
13F-HR
Oct 25, 2024
000122107324000092

264

$330.88M
IVV, SPY, AVUS, FTCS
13F-HR
Aug 16, 2024
000122107324000075

235

$278.57M
SPY, IVV, AVUS, FTCS
13F-HR
May 15, 2024
000122107324000047

224

$248.23M
SPY, IVV, AVUS, SNPE
13F-HR
Feb 13, 2024
000122107324000021

257

$554.78M
KRE, VOO, SPMD, SPDW
13F-HR
Nov 14, 2023
000122107323000088

239

$559.47M
KRE, SPMD, VOO, SPDW
13F-HR
Aug 14, 2023
000122107323000067

225

$650.02M
KRE, SPY, SPMD, VOO
13F-HR
May 10, 2023
000195175723000286

200

$581.85M
KRE, SPY, SPMD, VOO
13F-HR
Feb 16, 2023
000196603723000001
Gateway Wealth Partners, Llc 13F Filings