GW

Gateway Wealth Partners, LLC

13F
Gateway Wealth Partners, LLC
Last update 2025-05-01 311 Stocks (38 new)
Value $445.00 Mil Turnover 19 %
Countries:
Top Holdings: SPY(4.03%)IVV(3.05%)SPLG(2.71%)FTCS(2.36%)AVUS(2.03%)
Summary Stock Picks Current Portfolio
Gateway Wealth Partners, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
32,099
17,955.7
-1.21%
4.030
-0.06%
0.000
+17.14%
+7.04%
641,384.0
 
IVV
iShares Core S&P 500 ETF
24,145
13,567.0
+0.28%
3.050
+0.01%
0.000
+17.02%
+7.08%
622,054.4
 
SPLG
SPDR Portfolio S&P 500 ETF
183,736
12,082.4
+11.13%
2.710
+0.27%
0.020
+17.15%
+7.06%
72,502.2
 
FTCS
First Trust Capital Strength ETF
117,185
10,504.4
+22.10%
2.360
+0.43%
0.130
+5.08%
+4.06%
8,406.5
 
AVUS
Avantis U.S. Equity ETF
97,623
9,018.4
+4.89%
2.030
+0.09%
0.120
+17.88%
+6.17%
8,857.6
 
AAPL
Apple Inc
35,661
7,921.3
+1.95%
1.780
+0.03%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
FVD
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
176,164
7,855.2
-0.88%
1.760
-0.02%
0.090
+6.60%
+4.74%
9,105.6
 
SPAB
SPDR Portfolio Aggregate Bond ETF
284,007
7,253.5
+3.56%
1.630
+0.06%
0.080
+2.09%
+3.31%
8,713.3
 
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
148,349
6,835.9
+13.38%
1.540
+0.18%
0.020
+2.43%
+3.31%
32,689.6
 
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
75,240
6,008.7
+176.19%
1.350
+0.86%
0.040
+12.56%
+5.98%
16,006.3
 

Gateway Wealth Partners, LLC's Historical Top Holdings Breakdowns

Gateway Wealth Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
New Buy
New Buy
+1.29%
●
25.77 ($26.17) 26.48
$26.32
0.57%
New holding
217,330
217,330
BINC
iShares Flexible Income Active ETF
2025-03-31
Add
Add
+0.94%
●
51.89 ($52.37) 52.82
$52.51
0.27%
Add 416.96%
98,842
79,722
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
2025-03-31
New Buy
New Buy
+0.87%
●
23.2 ($24.7) 25.73
$24.89
0.77%
New holding
162,429
162,429
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+0.86%
●
78 ($81.92) 84.37
$85.14
3.93%
Add 176.19%
75,240
47,998
EVTR
MORGAN STANLEY ETF
2025-03-31
New Buy
New Buy
+0.81%
●
49.32 ($50.31) 50.97
$50.49
0.36%
New holding
70,786
70,786
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.69%
●
32.49 ($35.67) 37.99
$36.10
1.21%
Add 621.34%
106,766
91,965
BUFR
FT Vest Laddered Buffer ETF
2025-03-31
Add
Add
+0.64%
●
29.34 ($30.56) 31.31
$32.02
4.76%
Add 107.36%
183,650
95,085
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Add
Add
+0.61%
●
50.83 ($53.83) 55.94
$60.06
11.57%
Add 212.93%
73,486
50,003
ARCC
Ares Capital Corp
2025-03-31
New Buy
New Buy
+0.51%
●
21.28 ($22.7) 23.81
$22.84
0.62%
New holding
102,393
102,393
EVLN
Eaton Vance Floating-Rate ETF
2025-03-31
New Buy
New Buy
+0.49%
●
49.45 ($50.22) 50.68
$50.09
-0.26%
New holding
44,018
44,018

Gateway Wealth Partners, LLC Total Holding History ($B)

To

Gateway Wealth Partners, LLC's Asset Allocation

To

Gateway Wealth Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gateway Wealth Partners, LLC's Hypothetical Growth since 2025-03-31

Gateway Wealth Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gateway Wealth Partners, LLC's Holdings Heat Map

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Gateway Wealth Partners, LLC's Holdings Bubble Chart

Gateway Wealth Partners, LLC News

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