Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 7 | Q2 2024 | 14.4% |
SPDR S&P 500 ETF TR | 7 | Q2 2024 | 8.5% |
SPDR SER TR | 7 | Q2 2024 | 7.3% |
VANGUARD S&P | 7 | Q2 2024 | 6.0% |
ISHARES TR | 7 | Q2 2024 | 5.6% |
SPDR SER TR | 7 | Q2 2024 | 3.7% |
SPDR PORTFOLIO | 7 | Q2 2024 | 4.8% |
APPLE INC | 7 | Q2 2024 | 4.5% |
SPDR SER TR | 7 | Q2 2024 | 3.6% |
VANGUARD WHITEHALL FDS | 7 | Q2 2024 | 4.0% |
View Gateway Wealth Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-16 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-16 |
View Gateway Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.