Gateway-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, "MMM", null, "ABBV", "GOOGL", "AXP", "T", null, "CAT", "AVDE", "AVGO", "LOW", null, "AVEM", "ARCC", null, null, null, null, null, null, null, null, null, null, "PDI", null, null, null, null, null, null, null, null, null, null, null, "GILD", null, null, "HON", "HD", null, null, null, null, null, null, null, null, null, null, null, null, null, "MCD", null, null, null, null, null, null, null, null, null, "UNP", null, "QCOM", null, null, null, null, "EMXC", "MUB", null, "META", null, null, null, "HEFA", "IVW", null, null, "IJH", "PBYI", null, null, null, null, null, null, null, null, null, null, null, null, null, null, "BBUS", null, null, null, null, null, null, null, "EXG", null, "MSFT", "TMUS", null, null, "GE", "IJR", "EFG", "OKE", "EOS", null, null, null, null, null, null, null, null, null, null, "IWF", null, "PEP", "IEMG", "IVV", "UNH", "AAPL", "SPY", "EFAV", null, null, "NVDA", "GS", "INTC", null, "LMT", "PG", "MRK", "VZ", null, "AMGN", null, "PKG", null, null, "IEFA", null, null, null, "SLB", "SHEL", "RTX", "SPDW", "GLD", null, null, null, "SPYG", null, null, null, "SPLG", null, null, "IBM", "TGT", "BIV", "VWO", "SIVR", null, null, null, null, null, null, null, "VIG", null, null, null, null, null, null, null, "FSK", "VYM", null, null, null, null, "ATO", null, "F", "WEC", "WM", "AEP", "UA", "AMZN", null, null, null, null, "IVE", null, null, null, null, null, null, "VEU", "VGT", "VUG", "BLV", "VYMI", "MGK", null, "VXUS", "BNDX", "VTEB", "BND", "BSV", "VT", "VOO", "VTV", "V", "WMT", "WSM", null, null, null, null, null, "XERS", null, null, null, "SCHD", "ET", "DVY", null, "SO", "OTIS", "SWKS", null, null, null, null, "IXUS", "MTUM", null, null, "DGRO", "MCK", null, "SPYV", null, null, null, null, null, "BAC", "BRK-B", null, null, "BA", "CARR", "CVX", "CSCO", "KO", "COST", "CRWD", "DELL", "DE", null, "RSP", "USMV", "QQQ", null, "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, "MO", "XLK", "ITOT", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-01
- Total Holdings
- 311
- Total Value
- 445073061
- Accession Number
- 0001221073-25-000047
- Form Type
- 13F-HR
- Manager Name
- Gateway-Wealth-Partners
Data Enrichment
43% identified134 identified177 unidentified
Holdings
311 positions • $445.1M total value
Manager:
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Page 10 of 16
25434V500
Shares:8.1K
Value:$485.7K
% of Portfolio:0.1% ($485.7K/$445.1M)
14020X104
Shares:16.8K
Value:$475.9K
% of Portfolio:0.1% ($475.9K/$445.1M)
97717W422
Shares:10.7K
Value:$467.9K
% of Portfolio:0.1% ($467.9K/$445.1M)
33734X127
Shares:28.2K
Value:$465.3K
% of Portfolio:0.1% ($465.3K/$445.1M)
78464A888
Shares:4.6K
Value:$449.0K
% of Portfolio:0.1% ($449.0K/$445.1M)
46429B663
Shares:3.7K
Value:$448.6K
% of Portfolio:0.1% ($448.6K/$445.1M)
14020Y508
Shares:17.0K
Value:$445.8K
% of Portfolio:0.1% ($445.8K/$445.1M)
33734X176
Shares:3.3K
Value:$442.7K
% of Portfolio:0.1% ($442.7K/$445.1M)
33738R704
Shares:6.5K
Value:$440.3K
% of Portfolio:0.1% ($440.3K/$445.1M)
032108482
Shares:25.9K
Value:$437.7K
% of Portfolio:0.1% ($437.7K/$445.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Broadcom Inc.(AVGOcusip11135F101) | 3.0K | All Managers (Combined) | $493.9K | 0.1% ($493.9K/$445.1M) | ||
| 910 | All Managers (Combined) | $493.8K | 0.1% ($493.8K/$445.1M) | |||
(cusip25434V500)✕ | 8.1K | QoQ 0.00% (-0) | All Managers (Combined) | $485.7K | 0.1% ($485.7K/$445.1M) | |
| 4.6K | All Managers (Combined) | $483.0K | 0.1% ($483.0K/$445.1M) | |||
(cusip14020X104)✕ | 16.8K | YoY NEW(+16.8K) | All Managers (Combined) | $475.9K | 0.1% ($475.9K/$445.1M) | YoY NEW(+$475.9K) |
| 16.7K | All Managers (Combined) | $472.6K | 0.1% ($472.6K/$445.1M) | |||
(cusip97717W422)✕ | 10.7K | YoY NEW(+10.7K) | All Managers (Combined) | $467.9K | 0.1% ($467.9K/$445.1M) | YoY NEW(+$467.9K) |
(cusip33734X127)✕ | 28.2K | All Managers (Combined) | $465.3K | 0.1% ($465.3K/$445.1M) | ||
NETFLIX INC(NFLXcusip64110L106) | 496 | YoY NEW(+496) | All Managers (Combined) | $462.5K | 0.1% ($462.5K/$445.1M) | YoY NEW(+$462.5K) |
SPDR GOLD TRUST(GLDcusip78463V107) | 1.6K | All Managers (Combined) | $456.7K | 0.1% ($456.7K/$445.1M) | ||
| 2.7K | All Managers (Combined) | $452.5K | 0.1% ($452.5K/$445.1M) | |||
| 24.2K | All Managers (Combined) | $449.4K | 0.1% ($449.4K/$445.1M) | |||
| 6.4K | All Managers (Combined) | $449.0K | 0.1% ($449.0K/$445.1M) | |||
(cusip78464A888)✕ | 4.6K | QoQ -0.85% (-40) | All Managers (Combined) | $449.0K | 0.1% ($449.0K/$445.1M) | |
(cusip46429B663)✕ | 3.7K | All Managers (Combined) | $448.6K | 0.1% ($448.6K/$445.1M) | ||
(cusip14020Y508)✕ | 17.0K | YoY NEW(+17.0K) | All Managers (Combined) | $445.8K | 0.1% ($445.8K/$445.1M) | YoY NEW(+$445.8K) |
(cusip33734X176)✕ | 3.3K | All Managers (Combined) | $442.7K | 0.1% ($442.7K/$445.1M) | ||
(cusip33738R704)✕ | 6.5K | QoQ -0.76% (-50)YoY NEW(+6.5K) | All Managers (Combined) | $440.3K | 0.1% ($440.3K/$445.1M) | YoY NEW(+$440.3K) |
| 3.9K | All Managers (Combined) | $439.4K | 0.1% ($439.4K/$445.1M) | |||
(cusip032108482)✕ | 25.9K | QoQ NEW(+25.9K) YoY NEW(+25.9K) | All Managers (Combined) | $437.7K | 0.1% ($437.7K/$445.1M) | QoQ NEW(+$437.7K) YoY NEW(+$437.7K) |