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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3M CO

MMM|88579Y101

Shares:1.9K

Value:$282.1K

% of Portfolio:0.1% ($282.1K/$445.1M)

97717X131

Shares:7.8K

Value:$279.5K

% of Portfolio:0.1% ($279.5K/$445.1M)

33737M102

Shares:3.6K

Value:$272.9K

% of Portfolio:0.1% ($272.9K/$445.1M)

46137V720

Shares:5.6K

Value:$271.9K

% of Portfolio:0.1% ($271.9K/$445.1M)

46436E767

Shares:5.8K

Value:$269.9K

% of Portfolio:0.1% ($269.9K/$445.1M)

464287168

DVY|464287168

Shares:2.0K

Value:$264.6K

% of Portfolio:0.1% ($264.6K/$445.1M)

464288570

Shares:2.6K

Value:$262.0K

% of Portfolio:0.1% ($262.0K/$445.1M)

Dell Technologies Inc.

DELL|24703L202

Shares:2.9K

Value:$260.2K

% of Portfolio:0.1% ($260.2K/$445.1M)

14020Y409

Shares:9.9K

Value:$255.4K

% of Portfolio:0.1% ($255.4K/$445.1M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.3K

Value:$253.1K

% of Portfolio:0.1% ($253.1K/$445.1M)

69374H105

Shares:4.9K

Value:$252.6K

% of Portfolio:0.1% ($252.6K/$445.1M)

AMGEN INC

AMGN|031162100

Shares:808

Value:$251.8K

% of Portfolio:0.1% ($251.8K/$445.1M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:471

Value:$251.3K

% of Portfolio:0.1% ($251.3K/$445.1M)

FORD MOTOR CO

F|345370860

Shares:24.9K

Value:$249.5K

% of Portfolio:0.1% ($249.5K/$445.1M)

46137V266

Shares:6.5K

Value:$247.5K

% of Portfolio:0.1% ($247.5K/$445.1M)

TARGET CORP

TGT|87612E106

Shares:2.4K

Value:$247.1K

% of Portfolio:0.1% ($247.1K/$445.1M)

78464A631

Shares:1.5K

Value:$243.8K

% of Portfolio:0.1% ($243.8K/$445.1M)

46429B291

Shares:5.1K

Value:$242.8K

% of Portfolio:0.1% ($242.8K/$445.1M)

33733B100

Shares:2.4K

Value:$241.8K

% of Portfolio:0.1% ($241.8K/$445.1M)

92206C409

Shares:3.0K

Value:$238.4K

% of Portfolio:0.1% ($238.4K/$445.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
3M CO(MMMcusip88579Y101)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$282.1K	0.1% ($282.1K/$445.1M)	QoQ NEW(+$282.1K) YoY NEW(+$282.1K)
(cusip97717X131)✕	7.8K	QoQ -6.32% (-529) YoY +6.68% (+491)	All Managers (Combined)	$279.5K	0.1% ($279.5K/$445.1M)	QoQ -2.30% (-$6.6K) YoY +0.01% (+$32)
(cusip33737M102)✕	3.6K	QoQ +2.35% (-84) YoY NEW(+3.6K)	All Managers (Combined)	$272.9K	0.1% ($272.9K/$445.1M)	QoQ -4.19% (-$11.9K) YoY NEW(+$272.9K)
(cusip46137V720)✕	5.6K	QoQ +0.23% (-13) YoY NEW(+5.6K)	All Managers (Combined)	$271.9K	0.1% ($271.9K/$445.1M)	QoQ -6.58% (-$19.2K) YoY NEW(+$271.9K)
(cusip46436E767)✕	5.8K	QoQ +34.11% (+1.5K) YoY +18.33% (+896)	All Managers (Combined)	$269.9K	0.1% ($269.9K/$445.1M)	QoQ +25.86% (+$55.5K) YoY +22.32% (+$49.2K)
(DVYcusip464287168)	2.0K	QoQ +3.19% (+61) YoY +1.33% (+26)	All Managers (Combined)	$264.6K	0.1% ($264.6K/$445.1M)	QoQ +5.55% (+$13.9K) YoY +10.47% (+$25.1K)
(cusip464288570)✕	2.6K	QoQ +14.91% (+332) YoY -3.47% (-92)	All Managers (Combined)	$262.0K	0.1% ($262.0K/$445.1M)	QoQ +6.74% (+$16.6K) YoY -1.91% (-$5.1K)
Dell Technologies Inc.(DELLcusip24703L202)	2.9K	QoQ 0.00% (-0) YoY +0.70% (-20)	All Managers (Combined)	$260.2K	0.1% ($260.2K/$445.1M)	QoQ -20.90% (-$68.8K) YoY -19.55% (-$63.3K)
(cusip14020Y409)✕	9.9K	QoQ +16.34% (+1.4K) YoY NEW(+9.9K)	All Managers (Combined)	$255.4K	0.1% ($255.4K/$445.1M)	QoQ +17.12% (+$37.3K) YoY NEW(+$255.4K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.3K	QoQ +1.04% (+24) YoY NEW(+2.3K)	All Managers (Combined)	$253.1K	0.1% ($253.1K/$445.1M)	QoQ +17.08% (+$36.9K) YoY NEW(+$253.1K)
(cusip69374H105)✕	4.9K	QoQ -3.61% (-184) YoY -0.72% (-36)	All Managers (Combined)	$252.6K	0.1% ($252.6K/$445.1M)	QoQ -7.19% (-$19.6K) YoY +7.03% (-$16.6K)
AMGEN INC(AMGNcusip031162100)	808	QoQ NEW(+808) YoY NEW(+808)	All Managers (Combined)	$251.8K	0.1% ($251.8K/$445.1M)	QoQ NEW(+$251.8K) YoY NEW(+$251.8K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	471	QoQ +4.66% (-21) YoY +4.66% (+21)	All Managers (Combined)	$251.3K	0.1% ($251.3K/$445.1M)	QoQ -1.96% (-$5.0K) YoY +0.35% (+$889)
FORD MOTOR CO(Fcusip345370860)	24.9K	QoQ -1.34% (-339) YoY +96.70% (+12.2K)	All Managers (Combined)	$249.5K	0.1% ($249.5K/$445.1M)	QoQ -0.05% (-$125) YoY +48.56% (+$81.6K)
(cusip46137V266)✕	6.5K	QoQ +0.51% (-33) YoY NEW(+6.5K)	All Managers (Combined)	$247.5K	0.1% ($247.5K/$445.1M)	QoQ -6.82% (-$18.1K) YoY NEW(+$247.5K)
TARGET CORP(TGTcusip87612E106)	2.4K	QoQ +32.95% (+587) YoY +39.54% (-671)	All Managers (Combined)	$247.1K	0.1% ($247.1K/$445.1M)	QoQ +2.63% (+$6.3K) YoY -17.81% (-$53.6K)
(cusip78464A631)✕	1.5K	QoQ -7.66% (-126) YoY NEW(+1.5K)	All Managers (Combined)	$243.8K	0.1% ($243.8K/$445.1M)	QoQ -10.53% (-$28.7K) YoY NEW(+$243.8K)
(cusip46429B291)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$242.8K	0.1% ($242.8K/$445.1M)	QoQ NEW(+$242.8K) YoY NEW(+$242.8K)
(cusip33733B100)✕	2.4K	QoQ -29.02% (-982) YoY -36.71% (-1.4K)	All Managers (Combined)	$241.8K	0.1% ($241.8K/$445.1M)	QoQ -29.96% (-$103.5K) YoY -37.57% (-$145.5K)
(cusip92206C409)✕	3.0K	QoQ -11.38% (-388) YoY NEW(+3.0K)	All Managers (Combined)	$238.4K	0.1% ($238.4K/$445.1M)	QoQ -10.32% (-$27.4K) YoY NEW(+$238.4K)