$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDYV | SPDR SER TRs&p 400 mdcp val | $437,311 | +4.1% | 6,358 | 0.0% | 0.08% | +20.0% | |
| DLN | WISDOMTREE TRus largecap divd | $298,722 | +2.8% | 4,697 | 0.0% | 0.05% | +17.8% | |
| FAD | FIRST TR MULTI CAP GROWTH AL | $247,345 | +7.8% | 2,344 | 0.0% | 0.04% | +25.7% | |
| STLD | STEEL DYNAMICS INC | $223,307 | -3.7% | 2,050 | 0.0% | 0.04% | +11.1% |
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 | 4 | Q3 2023 | 14.4% |
| SPDR SER TR | 4 | Q3 2023 | 7.3% |
| VANGUARD S&P | 4 | Q3 2023 | 6.0% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 8.5% |
| SPDR PORTFOLIO | 4 | Q3 2023 | 4.8% |
| SPDR SER TR | 4 | Q3 2023 | 3.7% |
| VANGUARD WHITEHALL FDS | 4 | Q3 2023 | 4.0% |
| SPDR SER TR | 4 | Q3 2023 | 3.6% |
| APPLE INC | 4 | Q3 2023 | 4.5% |
| ISHARES TR | 4 | Q3 2023 | 3.9% |
View Gateway Wealth Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.