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",
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  "BIV",
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  "SIVR",
  null,
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  null,
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  "F",
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  "UA",
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  null,
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  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "VEU",
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  "VUG",
  "BLV",
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "BNDX",
  "VTEB",
  "BND",
  "BSV",
  "VT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WSM",
  null,
  null,
  null,
  null,
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  "XERS",
  null,
  null,
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  "SCHD",
  "ET",
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  null,
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  "SWKS",
  null,
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  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
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  "MCK",
  null,
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  null,
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  null,
  null,
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  "BAC",
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  null,
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  "BA",
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  "CVX",
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  "KO",
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  "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:

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COCA COLA CO

KO|191216100

Shares:2.9K

Value:$205.8K

% of Portfolio:0.0% ($205.8K/$445.1M)

ATMOS ENERGY CORP

ATO|049560105

Shares:1.3K

Value:$204.8K

% of Portfolio:0.0% ($204.8K/$445.1M)

922042858

VWO|922042858

Shares:4.5K

Value:$204.0K

% of Portfolio:0.0% ($204.0K/$445.1M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.4K

Value:$203.9K

% of Portfolio:0.0% ($203.9K/$445.1M)

45783Y681

Shares:7.5K

Value:$203.3K

% of Portfolio:0.0% ($203.3K/$445.1M)

97717Y477

Shares:4.6K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$445.1M)

46435G193

Shares:8.7K

Value:$200.3K

% of Portfolio:0.0% ($200.3K/$445.1M)

Under Armour, Inc.

UA|904311206

Shares:20.1K

Value:$119.7K

% of Portfolio:0.0% ($119.7K/$445.1M)

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:11.9K

Value:$97.2K

% of Portfolio:0.0% ($97.2K/$445.1M)

Xeris Biopharma Holdings, Inc.

XERS|98422E103

Shares:16.8K

Value:$92.2K

% of Portfolio:0.0% ($92.2K/$445.1M)

PUMA BIOTECHNOLOGY, INC.

PBYI|74587V107

Shares:10.2K

Value:$30.2K

% of Portfolio:0.0% ($30.2K/$445.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COCA COLA CO(KOcusip191216100)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$205.8K	0.0% ($205.8K/$445.1M)	QoQ NEW(+$205.8K) YoY NEW(+$205.8K)
ATMOS ENERGY CORP(ATOcusip049560105)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$204.8K	0.0% ($204.8K/$445.1M)	QoQ NEW(+$204.8K) YoY NEW(+$204.8K)
(VWOcusip922042858)	4.5K	QoQ NEW(+4.5K) YoY -59.64% (-6.7K)	All Managers (Combined)	$204.0K	0.0% ($204.0K/$445.1M)	QoQ NEW(+$204.0K) YoY -56.27% (-$262.6K)
ALTRIA GROUP, INC.(MOcusip02209S103)	3.4K	QoQ -25.62% (-1.2K) YoY NEW(+3.4K)	All Managers (Combined)	$203.9K	0.0% ($203.9K/$445.1M)	QoQ -14.62% (-$34.9K) YoY NEW(+$203.9K)
(cusip45783Y681)✕	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$203.3K	0.0% ($203.3K/$445.1M)	QoQ NEW(+$203.3K) YoY NEW(+$203.3K)
(cusip97717Y477)✕	4.6K	QoQ +7.10% (-304) YoY NEW(+4.6K)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$445.1M)	QoQ -4.54% (-$9.6K) YoY NEW(+$201.0K)
(cusip46435G193)✕	8.7K	QoQ NEW(+8.7K) YoY NEW(+8.7K)	All Managers (Combined)	$200.3K	0.0% ($200.3K/$445.1M)	QoQ NEW(+$200.3K) YoY NEW(+$200.3K)
Under Armour, Inc.(UAcusip904311206)	20.1K	QoQ +5.92% (-1.1K) YoY NEW(+20.1K)	All Managers (Combined)	$119.7K	0.0% ($119.7K/$445.1M)	QoQ -15.51% (-$22.0K) YoY NEW(+$119.7K)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	11.9K	QoQ -0.16% (-20) YoY -61.20% (-18.8K)	All Managers (Combined)	$97.2K	0.0% ($97.2K/$445.1M)	QoQ -0.53% (-$518) YoY -61.30% (-$153.9K)
Xeris Biopharma Holdings, Inc.(XERScusip98422E103)	16.8K	QoQ NEW(+16.8K) YoY NEW(+16.8K)	All Managers (Combined)	$92.2K	0.0% ($92.2K/$445.1M)	QoQ NEW(+$92.2K) YoY NEW(+$92.2K)
PUMA BIOTECHNOLOGY, INC.(PBYIcusip74587V107)	10.2K	QoQ 0.00% (-0) YoY NEW(+10.2K)	All Managers (Combined)	$30.2K	0.0% ($30.2K/$445.1M)	QoQ -2.95% (-$918) YoY NEW(+$30.2K)