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 12 of 16
85207H104
Shares:15.6K
Value:$374.6K
% of Portfolio:0.1% ($374.6K/$445.1M)
33737A108
Shares:3.3K
Value:$373.4K
% of Portfolio:0.1% ($373.4K/$445.1M)
46641Q134
Shares:5.8K
Value:$371.7K
% of Portfolio:0.1% ($371.7K/$445.1M)
46137V241
Shares:5.6K
Value:$368.3K
% of Portfolio:0.1% ($368.3K/$445.1M)
09290C509
Shares:5.9K
Value:$360.3K
% of Portfolio:0.1% ($360.3K/$445.1M)
Shares:3.2K
Value:$351.9K
% of Portfolio:0.1% ($351.9K/$445.1M)
Shares:993
Value:$350.1K
% of Portfolio:0.1% ($350.1K/$445.1M)
78464A664
Shares:12.6K
Value:$344.6K
% of Portfolio:0.1% ($344.6K/$445.1M)
33733A201
Shares:9.4K
Value:$340.0K
% of Portfolio:0.1% ($340.0K/$445.1M)
Shares:2.1K
Value:$335.1K
% of Portfolio:0.1% ($335.1K/$445.1M)
14020Y102
Shares:14.4K
Value:$323.8K
% of Portfolio:0.1% ($323.8K/$445.1M)
69374H436
Shares:8.7K
Value:$319.1K
% of Portfolio:0.1% ($319.1K/$445.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip85207H104)✕ | 15.6K | YoY NEW(+15.6K) | All Managers (Combined) | $374.6K | 0.1% ($374.6K/$445.1M) | YoY NEW(+$374.6K) |
(cusip33737A108)✕ | 3.3K | All Managers (Combined) | $373.4K | 0.1% ($373.4K/$445.1M) | ||
(cusip46641Q134)✕ | 5.8K | YoY NEW(+5.8K) | All Managers (Combined) | $371.7K | 0.1% ($371.7K/$445.1M) | YoY NEW(+$371.7K) |
| 678 | QoQ 0.00% (-0)YoY NEW(+678) | All Managers (Combined) | $370.4K | 0.1% ($370.4K/$445.1M) | YoY NEW(+$370.4K) | |
(cusip46137V241)✕ | 5.6K | QoQ +2.81% (+152)YoY NEW(+5.6K) | All Managers (Combined) | $368.3K | 0.1% ($368.3K/$445.1M) | YoY NEW(+$368.3K) |
QUALCOMM INC/DE(QCOMcusip747525103) | 2.4K | QoQ +2.39% (+56) | All Managers (Combined) | $367.3K | 0.1% ($367.3K/$445.1M) | |
| 3.0K | QoQ +7.71% (+214)YoY NEW(+3.0K) | All Managers (Combined) | $364.6K | 0.1% ($364.6K/$445.1M) | YoY NEW(+$364.6K) | |
| 1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $361.1K | 0.1% ($361.1K/$445.1M) | YoY NEW(+$361.1K) | |
(cusip09290C509)✕ | 5.9K | All Managers (Combined) | $360.3K | 0.1% ($360.3K/$445.1M) | ||
| 12.9K | QoQ +3.20% (+400)YoY NEW(+12.9K) | All Managers (Combined) | $360.2K | 0.1% ($360.2K/$445.1M) | YoY NEW(+$360.2K) | |
| 3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $351.9K | 0.1% ($351.9K/$445.1M) | YoY NEW(+$351.9K) | |
Eaton Corp plc(ETNcusipG29183103) | 1.3K | All Managers (Combined) | $350.2K | 0.1% ($350.2K/$445.1M) | ||
| 993 | QoQ +8.16% (+75)YoY NEW(+993) | All Managers (Combined) | $350.1K | 0.1% ($350.1K/$445.1M) | YoY NEW(+$350.1K) | |
(cusip78464A664)✕ | 12.6K | All Managers (Combined) | $344.6K | 0.1% ($344.6K/$445.1M) | ||
(cusip33733A201)✕ | 9.4K | All Managers (Combined) | $340.0K | 0.1% ($340.0K/$445.1M) | ||
| 2.1K | QoQ +1.05% (+22)YoY NEW(+2.1K) | All Managers (Combined) | $335.1K | 0.1% ($335.1K/$445.1M) | YoY NEW(+$335.1K) | |
| 1.6K | All Managers (Combined) | $326.7K | 0.1% ($326.7K/$445.1M) | |||
| 4.6K | QoQ +1.89% (+86)YoY NEW(+4.6K) | All Managers (Combined) | $326.4K | 0.1% ($326.4K/$445.1M) | YoY NEW(+$326.4K) | |
(cusip14020Y102)✕ | 14.4K | QoQ NEW(+14.4K) YoY NEW(+14.4K) | All Managers (Combined) | $323.8K | 0.1% ($323.8K/$445.1M) | QoQ NEW(+$323.8K) YoY NEW(+$323.8K) |
(cusip69374H436)✕ | 8.7K | QoQ NEW(+8.7K) YoY NEW(+8.7K) | All Managers (Combined) | $319.1K | 0.1% ($319.1K/$445.1M) | QoQ NEW(+$319.1K) YoY NEW(+$319.1K) |