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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33739P103

Shares:33.5K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$445.1M)

78464A409

SPYG|78464A409

Shares:25.8K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$445.1M)

63873X307

Shares:39.3K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$445.1M)

33737J174

Shares:34.5K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$445.1M)

336917109

Shares:45.8K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$445.1M)

921908844

VIG|921908844

Shares:9.8K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$445.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:12.2K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$445.1M)

464288653

Shares:18.0K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$445.1M)

78467V848

Shares:45.2K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$445.1M)

46436E718

Shares:17.6K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$445.1M)

74933W460

Shares:35.0K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$445.1M)

69344A107

Shares:35.2K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$445.1M)

337345102

Shares:10.0K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$445.1M)

37954Y350

Shares:75.5K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$445.1M)

464288885

EFG|464288885

Shares:17.1K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$445.1M)

33738R720

Shares:38.8K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$445.1M)

33739Q408

Shares:26.2K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$445.1M)

33739G103

Shares:33.4K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$445.1M)

464288588

Shares:16.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$445.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.8K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$445.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739P103)✕	33.5K	QoQ +230.41% (+23.4K) YoY NEW(+33.5K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$445.1M)	QoQ +221.72% (+$1.5M) YoY NEW(+$2.1M)
(SPYGcusip78464A409)	25.8K	QoQ +10.10% (+2.4K) YoY +12.41% (+2.9K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$445.1M)	QoQ +0.67% (+$13.9K) YoY +23.50% (+$394.9K)
(cusip63873X307)✕	39.3K	QoQ NEW(+39.3K) YoY NEW(+39.3K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$445.1M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
(cusip33737J174)✕	34.5K	QoQ +20.17% (+5.8K) YoY +31.01% (+8.2K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$445.1M)	QoQ +29.44% (+$457.3K) YoY +35.98% (+$532.0K)
(cusip336917109)✕	45.8K	QoQ +17.17% (+6.7K) YoY +3.17% (+1.4K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$445.1M)	QoQ +26.42% (+$415.5K) YoY +16.47% (+$281.2K)
(VIGcusip921908844)	9.8K	QoQ -5.08% (-526) YoY +25.70% (+2.0K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$445.1M)	QoQ -5.97% (-$121.1K) YoY +33.54% (+$478.5K)
Alphabet Inc.(GOOGLcusip02079K305)	12.2K	QoQ +12.66% (-1.4K) YoY +19.00% (+2.0K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$445.1M)	QoQ -7.96% (-$164.0K) YoY +21.92% (+$340.6K)
(cusip464288653)✕	18.0K	QoQ +167.58% (+11.3K) YoY +199.86% (+12.0K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$445.1M)	QoQ +178.89% (+$1.2M) YoY +196.20% (+$1.2M)
(cusip78467V848)✕	45.2K	QoQ +19.75% (+7.5K) YoY NEW(+45.2K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$445.1M)	QoQ +22.49% (+$334.1K) YoY NEW(+$1.8M)
(cusip46436E718)✕	17.6K	QoQ +8.24% (+1.3K) YoY NEW(+17.6K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$445.1M)	QoQ +8.61% (+$140.5K) YoY NEW(+$1.8M)
(cusip74933W460)✕	35.0K	QoQ +2.46% (+842) YoY NEW(+35.0K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$445.1M)	QoQ +2.74% (+$46.8K) YoY NEW(+$1.8M)
(cusip69344A107)✕	35.2K	QoQ +9.22% (+3.0K) YoY NEW(+35.2K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$445.1M)	QoQ +9.62% (+$153.8K) YoY NEW(+$1.8M)
(cusip337345102)✕	10.0K	QoQ +51.56% (+3.4K) YoY +181.18% (+6.5K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$445.1M)	QoQ +39.69% (+$495.4K) YoY +155.90% (+$1.1M)
(cusip37954Y350)✕	75.5K	QoQ +6.47% (+4.6K) YoY +46.45% (+23.9K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$445.1M)	QoQ +7.77% (+$124.4K) YoY +48.02% (+$559.5K)
(EFGcusip464288885)	17.1K	QoQ -43.17% (-13.0K) YoY +6.27% (+1.0K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$445.1M)	QoQ -41.30% (-$1.2M) YoY +2.39% (+$39.9K)
(cusip33738R720)✕	38.8K	QoQ +8.19% (-2.9K) YoY +613.32% (+33.3K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$445.1M)	QoQ -2.29% (-$37.1K) YoY +541.22% (+$1.3M)
(cusip33739Q408)✕	26.2K	QoQ +21.52% (+4.6K) YoY -5.74% (-1.6K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$445.1M)	QoQ +21.67% (+$279.1K) YoY -5.39% (-$89.3K)
(cusip33739G103)✕	33.4K	QoQ +24.48% (+6.6K) YoY +31.36% (+8.0K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$445.1M)	QoQ +20.66% (+$263.8K) YoY +19.79% (+$254.5K)
(cusip464288588)✕	16.0K	QoQ -9.21% (-1.6K) YoY -1.81% (-296)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$445.1M)	QoQ -7.13% (-$115.4K) YoY -0.37% (-$5.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.8K	QoQ -0.17% (-5) YoY +79.24% (+1.2K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$445.1M)	QoQ +17.28% (-$221.0K) YoY +127.01% (+$839.1K)