$559 Million is the total value of Gateway Wealth Partners, LLC's 239 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 29.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $21,093,624 | +11.7% | 198,865 | +11.1% | 3.77% | +29.8% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $20,207,805 | -0.5% | 796,524 | +1.1% | 3.61% | +15.6% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $20,208,729 | +6.8% | 520,308 | +3.8% | 3.61% | +24.0% |
| IBTD | Buy | ISHARES TRibonds 23 trm ts | $9,278,077 | +6.3% | 373,965 | +6.3% | 1.66% | +23.5% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $8,915,974 | +11.8% | 118,753 | +8.7% | 1.59% | +30.0% |
| IBTE | Buy | ISHARES TRibonds 24 trm ts | $8,708,302 | +7.0% | 365,895 | +7.9% | 1.56% | +24.4% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $8,160,546 | +1.8% | 145,516 | +0.2% | 1.46% | +18.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $6,912,415 | +9.7% | 15,509 | +1.1% | 1.24% | +27.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $6,690,477 | +6.7% | 33,639 | +1.7% | 1.20% | +23.9% |
| BSMO | Buy | INVESCO EXCH TRD SLF IDX FD | $6,360,261 | +5.0% | 256,773 | +5.5% | 1.14% | +22.0% |
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $6,052,720 | +54.1% | 80,499 | +45.2% | 1.08% | +79.1% |
| XLP | Buy | SELECT SECTOR SPDR TRsbi cons stpls | $5,997,222 | +6.3% | 80,858 | +7.0% | 1.07% | +23.5% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $5,175,850 | +2.9% | 68,491 | +4.1% | 0.92% | +19.5% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $4,639,604 | +15.6% | 115,730 | +15.8% | 0.83% | +34.1% |
| MSFT | Buy | MICROSOFT CORP | $4,312,121 | +41.0% | 12,663 | +19.4% | 0.77% | +64.0% |
| BSMP | Buy | INVESCO EXCH TRD SLF IDX FD | $4,270,846 | +8.8% | 175,394 | +9.7% | 0.76% | +26.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $4,005,665 | +3.1% | 30,179 | +0.6% | 0.72% | +19.7% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $3,778,706 | +20.8% | 18,640 | +11.3% | 0.68% | +40.3% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $3,673,224 | +6.4% | 36,861 | +3.2% | 0.66% | +23.7% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $3,667,571 | +29.8% | 84,898 | +22.3% | 0.66% | +50.8% |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $3,623,901 | +44.2% | 63,134 | +43.3% | 0.65% | +67.4% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $3,612,425 | +37.3% | 81,785 | +40.1% | 0.65% | +59.5% |
| GVI | Buy | ISHARES TRintrm gov cr etf | $3,491,089 | +4.9% | 33,927 | +6.5% | 0.62% | +21.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,429,380 | +25.7% | 21,113 | +19.2% | 0.61% | +46.0% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $3,322,325 | -1.0% | 50,769 | +2.4% | 0.59% | +15.1% |
| IUSB | Buy | ISHARES TRcore total usd | $3,039,361 | -0.1% | 66,843 | +1.4% | 0.54% | +16.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,949,034 | +32.6% | 13,388 | +22.9% | 0.53% | +54.1% |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,861,432 | +16.1% | 60,752 | +10.6% | 0.51% | +34.8% |
| CAT | Buy | CATERPILLAR INC | $2,810,667 | +8.7% | 11,423 | +1.1% | 0.50% | +26.1% |
| BSMQ | Buy | INVESCO EXCH TRD SLF IDX FD | $2,712,634 | +7.4% | 115,382 | +8.7% | 0.48% | +24.7% |
| GTO | Buy | INVESCO ACTIVELY MANAGED ETFtotal return | $2,640,935 | +3.7% | 56,843 | +5.3% | 0.47% | +20.4% |
| GSY | Buy | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $2,620,727 | +27.1% | 52,795 | +27.0% | 0.47% | +47.6% |
| EQL | Buy | ALPS ETF TRequal sec etf | $2,566,197 | +9.7% | 24,590 | +4.7% | 0.46% | +27.5% |
| OTTR | Buy | OTTER TAIL CORP | $2,491,125 | +26.4% | 31,549 | +15.7% | 0.44% | +46.9% |
| AMZN | Buy | AMAZON COM INC | $2,488,317 | +26.3% | 19,088 | +0.1% | 0.44% | +46.9% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $2,469,061 | +20.6% | 11,215 | +15.6% | 0.44% | +40.0% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $2,328,458 | +20.9% | 39,193 | +21.1% | 0.42% | +40.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,288,451 | +15.0% | 6,711 | +4.1% | 0.41% | +33.7% |
| JPME | Buy | J P MORGAN EXCHANGE TRADED Fdiversfed rtrn | $2,204,319 | +41.9% | 24,965 | +37.9% | 0.39% | +64.9% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,890,064 | +18.5% | 15,790 | +2.7% | 0.34% | +38.0% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $1,863,159 | +22.0% | 30,539 | +10.7% | 0.33% | +41.7% |
| DE | Buy | DEERE & CO | $1,852,282 | -0.9% | 4,571 | +0.9% | 0.33% | +14.9% |
| FTA | Buy | FIRST TR LRG CP VL ALPHADEX | $1,515,721 | +69.6% | 22,731 | +68.9% | 0.27% | +97.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,504,452 | +22.3% | 8,653 | +6.2% | 0.27% | +42.3% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,375,230 | +13.6% | 29,780 | +11.2% | 0.25% | +32.3% |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $1,370,480 | +68.1% | 17,659 | +60.4% | 0.24% | +96.0% |
| AVEM | Buy | AMERICAN CENTY ETF TRavantis emgmkt | $1,243,368 | +55.2% | 23,107 | +52.6% | 0.22% | +80.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,223,983 | +23.6% | 8,416 | +10.8% | 0.22% | +44.1% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $1,223,808 | +46.2% | 38,114 | +47.9% | 0.22% | +69.8% |
| MBB | Buy | ISHARES TRmbs etf | $1,168,202 | +11.2% | 12,526 | +13.0% | 0.21% | +29.0% |
| NVDA | Buy | NVIDIA CORPORATION | $1,152,439 | +124.2% | 2,724 | +47.2% | 0.21% | +160.8% |
| New | WISDOMTREE TRfloatng rat trea | $1,113,522 | – | 22,129 | +100.0% | 0.20% | – | |
| FDN | Buy | FIRST TR EXCHANGE-TRADED FDdj internt idx | $1,088,791 | +41.1% | 6,680 | +28.0% | 0.20% | +63.9% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $1,087,171 | +46.3% | 10,038 | +45.3% | 0.19% | +70.2% |
| RAVI | Buy | FLEXSHARES TRflexshares ultra | $1,072,026 | +20.9% | 14,302 | +20.6% | 0.19% | +41.2% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,075,950 | +10.3% | 6,500 | +3.3% | 0.19% | +28.0% |
| TDIV | Buy | FIRST TR EXCHANGE-TRADED FDnasd tech div | $1,043,219 | +71.5% | 17,784 | +58.2% | 0.19% | +97.9% |
| FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $1,028,395 | +65.7% | 10,153 | +52.2% | 0.18% | +93.7% |
| GOVT | Buy | ISHARES TRus treas bd etf | $1,009,747 | +0.9% | 44,093 | +3.0% | 0.18% | +16.9% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $987,437 | +1.2% | 29,034 | +5.7% | 0.18% | +17.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $983,967 | +230.6% | 2,664 | +187.4% | 0.18% | +282.6% |
| SPTI | Buy | SPDR SER TRportfli intrmdit | $965,035 | +48.3% | 34,112 | +51.7% | 0.17% | +72.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $938,062 | +4.8% | 19,782 | +5.7% | 0.17% | +21.7% |
| MRK | Buy | MERCK & CO INC | $889,453 | +13.8% | 7,708 | +4.9% | 0.16% | +32.5% |
| WM | Buy | WASTE MGMT INC DEL | $835,727 | +16.0% | 4,819 | +9.2% | 0.15% | +34.2% |
| PEP | Buy | PEPSICO INC | $788,937 | +8.2% | 4,259 | +6.5% | 0.14% | +25.9% |
| PFE | Buy | PFIZER INC | $774,082 | -5.7% | 21,104 | +4.9% | 0.14% | +9.5% |
| XOM | Buy | EXXON MOBIL CORP | $766,320 | +49.9% | 7,145 | +53.3% | 0.14% | +73.4% |
| EMBD | Buy | GLOBAL X FDSx emerging mkt | $758,015 | +50.5% | 34,660 | +50.2% | 0.14% | +75.3% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $751,514 | +1.9% | 14,964 | +2.8% | 0.13% | +18.6% |
| LMBS | Buy | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $727,596 | +21.8% | 15,263 | +22.3% | 0.13% | +41.3% |
| FMF | Buy | FIRST TR EXCHANGE-TRADED FDmngd futrs strgy | $701,214 | +80.2% | 14,667 | +77.2% | 0.12% | +108.3% |
| MCD | Buy | MCDONALDS CORP | $695,822 | +21.1% | 2,332 | +13.4% | 0.12% | +40.9% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $681,261 | +16.5% | 8,393 | +18.9% | 0.12% | +35.6% |
| FAAR | Buy | FIRST TR EXCHANGE TRAD FD VIalt abslt strg | $684,000 | +70.7% | 24,290 | +80.0% | 0.12% | +96.8% |
| FXN | Buy | FIRST TR EXCHANGE TRADED FDenergy alphadx | $679,737 | +6.1% | 43,462 | +5.3% | 0.12% | +22.2% |
| XLI | Buy | SELECT SECTOR SPDR TRsbi int-inds | $654,561 | +10.1% | 6,099 | +3.8% | 0.12% | +28.6% |
| F | Buy | FORD MTR CO DEL | $651,435 | +36.5% | 43,056 | +13.7% | 0.12% | +58.9% |
| RYH | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $576,772 | +5.5% | 1,935 | +3.2% | 0.10% | +22.6% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $563,971 | +61.8% | 5,091 | +67.3% | 0.10% | +87.0% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $552,894 | – | 7,614 | +100.0% | 0.10% | – |
| BIBL | Buy | NORTHERN LTS FD TR IVinspire 100 etf | $549,082 | +52.2% | 16,695 | +45.4% | 0.10% | +75.0% |
| GLD | Buy | SPDR GOLD TR | $547,825 | +10.2% | 3,073 | +13.3% | 0.10% | +28.9% |
| CIBR | Buy | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $546,656 | +11.2% | 12,038 | +4.7% | 0.10% | +28.9% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $534,374 | +35.9% | 3,510 | +134.9% | 0.10% | +57.4% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $513,178 | +49.1% | 5,239 | +49.1% | 0.09% | +73.6% |
| COWZ | New | PACER FDS TRus cash cows 100 | $505,378 | – | 10,557 | +100.0% | 0.09% | – |
| AGG | New | ISHARES TRcore us aggbd et | $503,291 | – | 5,138 | +100.0% | 0.09% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $498,567 | +3.8% | 5,556 | +11.6% | 0.09% | +20.3% |
| NEE | Buy | NEXTERA ENERGY INC | $490,202 | -0.4% | 6,607 | +3.5% | 0.09% | +15.8% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $487,402 | +12.6% | 14,459 | +7.4% | 0.09% | +29.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $465,382 | +51.7% | 1,361 | +13.3% | 0.08% | +76.6% |
| WMT | Buy | WALMART INC | $429,630 | +11.9% | 2,733 | +4.9% | 0.08% | +30.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $425,030 | +6.5% | 11,429 | +11.3% | 0.08% | +24.6% |
| Buy | FIRST TR EXCHANGE-TRADED FDlimited duration | $419,277 | +36.5% | 22,518 | +38.1% | 0.08% | +59.6% | |
| BIL | Buy | SPDR SER TRbloomberg 1-3 mo | $420,748 | +40.0% | 4,582 | +40.0% | 0.08% | +63.0% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $410,752 | +103.4% | 840 | +60.3% | 0.07% | +135.5% |
| AGGY | New | WISDOMTREE TRyield enhancd us | $410,155 | – | 9,519 | +100.0% | 0.07% | – |
| NXTG | Buy | FIRST TR EXCHANGE TRADED FDindxx nextg etf | $405,745 | +6.6% | 5,653 | +3.2% | 0.07% | +23.7% |
| DIS | Buy | DISNEY WALT CO | $399,137 | +10.8% | 4,471 | +24.2% | 0.07% | +29.1% |
| CVX | Buy | CHEVRON CORP NEW | $399,906 | -2.9% | 2,542 | +0.8% | 0.07% | +12.7% |
| DTD | New | WISDOMTREE TRus total dividnd | $393,530 | – | 6,338 | +100.0% | 0.07% | – |
| QCOM | New | QUALCOMM INC | $391,964 | – | 3,293 | +100.0% | 0.07% | – |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $385,690 | +2.1% | 7,891 | +2.2% | 0.07% | +19.0% |
| XLC | Buy | SELECT SECTOR SPDR TR | $383,501 | +13.2% | 5,893 | +0.9% | 0.07% | +32.7% |
| T | Buy | AT&T INC | $386,867 | -13.6% | 24,255 | +4.3% | 0.07% | 0.0% |
| FEM | Buy | FIRST TR EXCH TRD ALPHDX FDemerg mkt alph | $367,821 | +56.8% | 17,367 | +57.0% | 0.07% | +83.3% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $367,025 | +27.4% | 3,034 | +9.6% | 0.07% | +50.0% |
| BAC | Buy | BANK AMERICA CORP | $364,757 | +62.0% | 12,714 | +61.5% | 0.06% | +85.7% |
| FEP | Buy | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $361,007 | +65.0% | 10,488 | +66.6% | 0.06% | +91.2% |
| SHW | Buy | SHERWIN WILLIAMS CO | $352,364 | +18.3% | 1,327 | +0.2% | 0.06% | +37.0% |
| ONB | New | OLD NATL BANCORP IND | $354,079 | – | 25,400 | +100.0% | 0.06% | – |
| VYMI | New | VANGUARD WHITEHALL FDSintl high etf | $350,156 | – | 5,540 | +100.0% | 0.06% | – |
| TGT | Buy | TARGET CORP | $351,353 | -15.3% | 2,664 | +6.4% | 0.06% | -1.6% |
| COPX | Buy | GLOBAL X FDSglobal x copper | $354,963 | +1.9% | 9,428 | +4.7% | 0.06% | +16.7% |
| FJP | New | FIRST TR EXCH TRD ALPHDX FDjapan alphadex | $338,670 | – | 7,059 | +100.0% | 0.06% | – |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $338,348 | +36.1% | 14,628 | +38.4% | 0.06% | +57.9% |
| WCN | Buy | WASTE CONNECTIONS INC | $324,834 | +16.7% | 2,273 | +13.6% | 0.06% | +34.9% |
| XLY | Buy | SELECT SECTOR SPDR TRsbi cons discr | $326,962 | +24.0% | 1,925 | +9.1% | 0.06% | +41.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $319,855 | +30.0% | 1,130 | +14.6% | 0.06% | +50.0% |
| ABT | Buy | ABBOTT LABS | $317,336 | +30.1% | 2,911 | +20.8% | 0.06% | +50.0% |
| PLD | Buy | PROLOGIS INC. | $319,336 | +6.1% | 2,604 | +7.9% | 0.06% | +23.9% |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $321,520 | – | 6,139 | +100.0% | 0.06% | – |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $321,591 | +41.9% | 5,911 | +39.5% | 0.06% | +62.9% |
| FAST | Buy | FASTENAL CO | $305,859 | +34.3% | 5,185 | +22.8% | 0.06% | +57.1% |
| CSCO | New | CISCO SYS INC | $300,404 | – | 5,806 | +100.0% | 0.05% | – |
| MDYG | Buy | SPDR SER TRs&p 400 mdcp grw | $301,423 | +7.2% | 4,207 | +2.4% | 0.05% | +25.6% |
| OPRA | New | OPERA LTDsponsored ads | $294,076 | – | 14,800 | +100.0% | 0.05% | – |
| FRME | Buy | FIRST MERCHANTS CORP | $297,528 | +7.7% | 10,539 | +25.7% | 0.05% | +26.2% |
| DEM | New | WISDOMTREE TRemer mkt high fd | $294,582 | – | 7,697 | +100.0% | 0.05% | – |
| BBUS | New | J P MORGAN EXCHANGE TRADED Fbetabuildrs us | $289,376 | – | 3,630 | +100.0% | 0.05% | – |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $285,246 | +11.8% | 1,165 | +8.9% | 0.05% | +30.8% |
| KO | Buy | COCA COLA CO | $283,010 | -2.5% | 4,700 | +0.5% | 0.05% | +13.3% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $273,568 | +12.0% | 1,925 | +8.9% | 0.05% | +28.9% |
| SLYV | Buy | SPDR SER TRs&p 600 smcp val | $273,651 | +1.5% | 3,545 | +0.1% | 0.05% | +19.5% |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $274,355 | +25.1% | 4,379 | +23.9% | 0.05% | +44.1% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $273,230 | +4.2% | 1,826 | +0.7% | 0.05% | +22.5% |
| SRLN | Buy | SSGA ACTIVE ETF TRblackstone senr | $267,618 | +10.3% | 6,392 | +9.2% | 0.05% | +29.7% |
| FTXO | Buy | FIRST TR EXCHANGE-TRADED FDnasdaq bk etf | $266,886 | +31.5% | 12,575 | +31.7% | 0.05% | +54.8% |
| LGOV | New | FIRST TR EXCHANGE-TRADED FDlng dur oprtun | $262,227 | – | 11,785 | +100.0% | 0.05% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $264,319 | – | 6,498 | +100.0% | 0.05% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $259,386 | – | 4,056 | +100.0% | 0.05% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $257,339 | – | 5,177 | +100.0% | 0.05% | – |
| KNG | Buy | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $254,052 | +3.2% | 4,807 | +0.4% | 0.04% | +18.4% |
| ISMD | New | NORTHERN LTS FD TR IVinspire sml/ mid | $248,127 | – | 7,723 | +100.0% | 0.04% | – |
| O | Buy | REALTY INCOME CORP | $246,862 | -1.0% | 4,129 | +4.8% | 0.04% | +15.8% |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $241,214 | – | 1,025 | +100.0% | 0.04% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $238,378 | – | 539 | +100.0% | 0.04% | – |
| DTH | New | WISDOMTREE TRitl high div fd | $241,951 | – | 6,550 | +100.0% | 0.04% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $235,187 | – | 2,718 | +100.0% | 0.04% | – |
| DIVO | New | AMPLIFY ETF TRcwp enhanced div | $236,740 | – | 6,576 | +100.0% | 0.04% | – |
| SLB | Buy | SCHLUMBERGER LTD | $237,203 | +12.5% | 4,829 | +12.4% | 0.04% | +31.2% |
| FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $232,526 | – | 2,021 | +100.0% | 0.04% | – |
| DON | New | WISDOMTREE TRus midcap divid | $235,473 | – | 5,600 | +100.0% | 0.04% | – |
| GILD | New | GILEAD SCIENCES INC | $234,016 | – | 3,036 | +100.0% | 0.04% | – |
| GRID | Buy | FIRST TR EXCHANGE TRADED FDnasdq cln edge | $231,320 | +12.8% | 2,201 | +4.9% | 0.04% | +28.1% |
| LGLV | New | SPDR SER TRssga us lrg etf | $225,160 | – | 1,601 | +100.0% | 0.04% | – |
| SYY | Buy | SYSCO CORP | $216,541 | -3.8% | 2,918 | +0.1% | 0.04% | +11.4% |
| WEC | Buy | WEC ENERGY GROUP INC | $218,947 | -2.9% | 2,481 | +4.3% | 0.04% | +11.4% |
| MDT | New | MEDTRONIC PLC | $212,967 | – | 2,417 | +100.0% | 0.04% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $211,952 | – | 2,393 | +100.0% | 0.04% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $204,817 | – | 2,301 | +100.0% | 0.04% | – |
| BDX | New | BECTON DICKINSON & CO | $206,717 | – | 783 | +100.0% | 0.04% | – |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $209,049 | -5.1% | 2,767 | +0.1% | 0.04% | +8.8% |
| New | ADTRAN HOLDINGS INC | $204,282 | – | 19,400 | +100.0% | 0.04% | – | |
| BBIN | New | J P MORGAN EXCHANGE TRADED Fbetabuilders i | $205,824 | – | 3,750 | +100.0% | 0.04% | – |
| IQDG | New | WISDOMTREE TRintl qulty div | $202,396 | – | 5,882 | +100.0% | 0.04% | – |
| MUSA | New | MURPHY USA INC | $202,590 | – | 651 | +100.0% | 0.04% | – |
| ONEQ | New | FIDELITY COMWLTH TR | $200,269 | – | 3,703 | +100.0% | 0.04% | – |
| BFC | New | BANK FIRST CORP | $202,713 | – | 2,436 | +100.0% | 0.04% | – |
| SMB | Buy | VANECK ETF TRUSTvaneck shrt muni | $187,482 | -0.7% | 11,136 | +0.3% | 0.03% | +17.2% |
| LWLG | Buy | LIGHTWAVE LOGIC INC | $126,680 | +47.9% | 18,175 | +11.0% | 0.02% | +76.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.