$555 Million is the total value of Gateway Wealth Partners, LLC's 257 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SMB | Exit | VANECK ETF TRUSTvaneck shrt muni | $0 | – | -11,136 | -100.0% | -0.03% | – |
| BFC | Exit | BANK FIRST CORP | $0 | – | -2,436 | -100.0% | -0.04% | – |
| MUSA | Exit | MURPHY USA INC | $0 | – | -651 | -100.0% | -0.04% | – |
| OTIS | Exit | OTIS WORLDWIDE CORP | $0 | – | -2,301 | -100.0% | -0.04% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -783 | -100.0% | -0.04% | – |
| Exit | ADTRAN HOLDINGS INC | $0 | – | -19,400 | -100.0% | -0.04% | – | |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,417 | -100.0% | -0.04% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -2,481 | -100.0% | -0.04% | – |
| LSI | Exit | LIFE STORAGE INC | $0 | – | -1,627 | -100.0% | -0.04% | – |
| MMM | Exit | 3M CO | $0 | – | -2,194 | -100.0% | -0.04% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -3,545 | -100.0% | -0.05% | – |
| FRME | Exit | FIRST MERCHANTS CORP | $0 | – | -10,539 | -100.0% | -0.05% | – |
| OPRA | Exit | OPERA LTDsponsored ads | $0 | – | -14,800 | -100.0% | -0.05% | – |
| MDYG | Exit | SPDR SER TRs&p 400 mdcp grw | $0 | – | -4,207 | -100.0% | -0.05% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -6,358 | -100.0% | -0.08% | – |
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -14,964 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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 | 2024-02-13 |
| 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.