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

SEC FilingSEC DataHachi Filing

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
CIK: gateway-wealth-partners
Manager Name: Gateway-Wealth-Partners

Data Enrichment

43% identified

134 identified177 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

311 positions • $445.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33734X135

Shares:8.2K

Value:$434.9K

% of Portfolio:0.1% ($434.9K/$445.1M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.0K

Value:$432.9K

% of Portfolio:0.1% ($432.9K/$445.1M)

46137V100

Shares:3.6K

Value:$425.0K

% of Portfolio:0.1% ($425.0K/$445.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.5K

Value:$422.9K

% of Portfolio:0.1% ($422.9K/$445.1M)

HOME DEPOT, INC.

HD|437076102

Shares:1.1K

Value:$421.1K

% of Portfolio:0.1% ($421.1K/$445.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:9.2K

Value:$416.0K

% of Portfolio:0.1% ($416.0K/$445.1M)

72201R783

Shares:4.4K

Value:$409.5K

% of Portfolio:0.1% ($409.5K/$445.1M)

SOUTHERN CO

SO|842587107

Shares:4.4K

Value:$407.2K

% of Portfolio:0.1% ($407.2K/$445.1M)

14020Y300

Shares:14.7K

Value:$402.5K

% of Portfolio:0.1% ($402.5K/$445.1M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:6.2K

Value:$402.3K

% of Portfolio:0.1% ($402.3K/$445.1M)

46641Q878

Shares:8.7K

Value:$401.9K

% of Portfolio:0.1% ($401.9K/$445.1M)

921937827

BSV|921937827

Shares:5.1K

Value:$401.4K

% of Portfolio:0.1% ($401.4K/$445.1M)

46137V746

Shares:4.2K

Value:$398.6K

% of Portfolio:0.1% ($398.6K/$445.1M)

921946794

VYMI|921946794

Shares:5.4K

Value:$396.7K

% of Portfolio:0.1% ($396.7K/$445.1M)

14020Y201

Shares:14.3K

Value:$384.4K

% of Portfolio:0.1% ($384.4K/$445.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.2K

Value:$384.2K

% of Portfolio:0.1% ($384.2K/$445.1M)

45783Y673

Shares:12.2K

Value:$384.1K

% of Portfolio:0.1% ($384.1K/$445.1M)

46432F842

IEFA|46432F842

Shares:5.1K

Value:$383.8K

% of Portfolio:0.1% ($383.8K/$445.1M)

46654Q203

Shares:7.4K

Value:$381.3K

% of Portfolio:0.1% ($381.3K/$445.1M)

46434V621

DGRO|46434V621

Shares:6.2K

Value:$381.2K

% of Portfolio:0.1% ($381.2K/$445.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33734X135)✕	8.2K	QoQ +68.03% (+3.3K) YoY +25.11% (+1.6K)	All Managers (Combined)	$434.9K	0.1% ($434.9K/$445.1M)	QoQ +64.52% (+$170.6K) YoY +39.53% (+$123.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.0K	QoQ +2.45% (-49) YoY +21.95% (+368)	All Managers (Combined)	$432.9K	0.1% ($432.9K/$445.1M)	QoQ -3.94% (-$17.8K) YoY +25.83% (+$88.9K)
(cusip46137V100)✕	3.6K	QoQ -2.85% (-107) YoY +29.56% (+832)	All Managers (Combined)	$425.0K	0.1% ($425.0K/$445.1M)	QoQ -1.30% (-$5.6K) YoY +48.67% (+$139.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.5K	QoQ +1.30% (+32) YoY +25.05% (+497)	All Managers (Combined)	$422.9K	0.1% ($422.9K/$445.1M)	QoQ +3.01% (+$12.4K) YoY +31.33% (+$100.9K)
HOME DEPOT, INC.(HDcusip437076102)	1.1K	QoQ -4.88% (-59) YoY -1.96% (-23)	All Managers (Combined)	$421.1K	0.1% ($421.1K/$445.1M)	QoQ -10.40% (-$48.9K) YoY -6.32% (-$28.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	9.2K	QoQ -2.19% (-206) YoY +18.88% (+1.5K)	All Managers (Combined)	$416.0K	0.1% ($416.0K/$445.1M)	QoQ +10.93% (-$41.0K) YoY +28.51% (+$92.3K)
(cusip72201R783)✕	4.4K	QoQ -11.54% (-571) YoY NEW(+4.4K)	All Managers (Combined)	$409.5K	0.1% ($409.5K/$445.1M)	QoQ -11.57% (-$53.6K) YoY NEW(+$409.5K)
SOUTHERN CO(SOcusip842587107)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$407.2K	0.1% ($407.2K/$445.1M)	QoQ NEW(+$407.2K) YoY NEW(+$407.2K)
(cusip14020Y300)✕	14.7K	QoQ +98.82% (+7.3K) YoY NEW(+14.7K)	All Managers (Combined)	$402.5K	0.1% ($402.5K/$445.1M)	QoQ +98.96% (+$200.2K) YoY NEW(+$402.5K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	6.2K	QoQ 0.00% (-0) YoY NEW(+6.2K)	All Managers (Combined)	$402.3K	0.1% ($402.3K/$445.1M)	QoQ -27.11% (-$149.7K) YoY NEW(+$402.3K)
(cusip46641Q878)✕	8.7K	QoQ +27.34% (+1.9K) YoY NEW(+8.7K)	All Managers (Combined)	$401.9K	0.1% ($401.9K/$445.1M)	QoQ +27.26% (+$86.1K) YoY NEW(+$401.9K)
(BSVcusip921937827)	5.1K	QoQ +5.38% (+262) YoY NEW(+5.1K)	All Managers (Combined)	$401.4K	0.1% ($401.4K/$445.1M)	QoQ +6.75% (+$25.4K) YoY NEW(+$401.4K)
(cusip46137V746)✕	4.2K	QoQ -1.96% (-83) YoY NEW(+4.2K)	All Managers (Combined)	$398.6K	0.1% ($398.6K/$445.1M)	QoQ -7.45% (-$32.1K) YoY NEW(+$398.6K)
(VYMIcusip921946794)	5.4K	QoQ +2.94% (+154) YoY +12.26% (+588)	All Managers (Combined)	$396.7K	0.1% ($396.7K/$445.1M)	QoQ +11.75% (+$41.7K) YoY +20.22% (+$66.7K)
(cusip14020Y201)✕	14.3K	QoQ +24.64% (+2.8K) YoY NEW(+14.3K)	All Managers (Combined)	$384.4K	0.1% ($384.4K/$445.1M)	QoQ +24.18% (+$74.9K) YoY NEW(+$384.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.2K	QoQ +12.36% (+685) YoY +27.63% (+1.3K)	All Managers (Combined)	$384.2K	0.1% ($384.2K/$445.1M)	QoQ +17.10% (+$56.1K) YoY +57.80% (+$140.7K)
(cusip45783Y673)✕	12.2K	QoQ -12.61% (-1.8K) YoY NEW(+12.2K)	All Managers (Combined)	$384.1K	0.1% ($384.1K/$445.1M)	QoQ -15.98% (-$73.1K) YoY NEW(+$384.1K)
(IEFAcusip46432F842)	5.1K	QoQ -0.11% (-6) YoY +27.01% (+1.1K)	All Managers (Combined)	$383.8K	0.1% ($383.8K/$445.1M)	QoQ +7.50% (-$26.8K) YoY +29.46% (+$87.3K)
(cusip46654Q203)✕	7.4K	QoQ +36.69% (+2.0K) YoY +74.62% (+3.1K)	All Managers (Combined)	$381.3K	0.1% ($381.3K/$445.1M)	QoQ +25.54% (+$77.6K) YoY +66.69% (+$152.6K)
(DGROcusip46434V621)	6.2K	QoQ -22.20% (-1.8K) YoY +56.90% (+2.2K)	All Managers (Combined)	$381.2K	0.1% ($381.2K/$445.1M)	QoQ -21.64% (-$105.3K) YoY +66.93% (+$152.9K)