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 5 of 16
33740F821
Shares:43.0K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$445.1M)
81369Y209
Shares:9.8K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$445.1M)
33734X192
Shares:13.4K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$445.1M)
464287721
Shares:9.7K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$445.1M)
337344105
Shares:11.1K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$445.1M)
33738D606
Shares:61.2K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$445.1M)
33738R605
Shares:23.8K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$445.1M)
78464A847
Shares:25.0K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$445.1M)
67092P300
Shares:30.8K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$445.1M)
46138E370
Shares:15.9K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$445.1M)
464287101
Shares:4.3K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$445.1M)
464285204
Shares:19.8K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$445.1M)
46138G656
Shares:22.8K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$445.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33740F821)✕ | 43.0K | QoQ NEW(+43.0K) YoY NEW(+43.0K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$445.1M) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |
(cusip81369Y209)✕ | 9.8K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$445.1M) | ||
| 25.3K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$445.1M) | |||
(cusip33734X192)✕ | 13.4K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$445.1M) | ||
(cusip464287721)✕ | 9.7K | QoQ +5.34% (-490)YoY +8.14% (+728) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$445.1M) | |
(cusip337344105)✕ | 11.1K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$445.1M) | ||
| 31.5K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$445.1M) | |||
(cusip33738D606)✕ | 61.2K | YoY NEW(+61.2K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$445.1M) | YoY NEW(+$1.3M) |
| 5.3K | QoQ +6.59% (+330)YoY -0.74% (-40) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$445.1M) | ||
| 1.4K | QoQ +1.99% (+27) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$445.1M) | ||
(cusip33738R605)✕ | 23.8K | QoQ NEW(+23.8K) YoY NEW(+23.8K) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$445.1M) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
(cusip78464A847)✕ | 25.0K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$445.1M) | ||
(cusip67092P300)✕ | 30.8K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$445.1M) | ||
(cusip46138E370)✕ | 15.9K | QoQ NEW(+15.9K) YoY NEW(+15.9K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$445.1M) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
CATERPILLAR INC(CATcusip149123101) | 3.8K | QoQ +3.19% (-117)YoY +5.44% (-195) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$445.1M) | |
| 5.9K | QoQ +8.82% (+481)YoY NEW(+5.9K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$445.1M) | YoY NEW(+$1.2M) | |
(cusip464287101)✕ | 4.3K | QoQ NEW(+4.3K) YoY NEW(+4.3K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$445.1M) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
(cusip464285204)✕ | 19.8K | YoY NEW(+19.8K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$445.1M) | YoY NEW(+$1.2M) |
| 8.6K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$445.1M) | |||
(cusip46138G656)✕ | 22.8K | QoQ -0.75% (-173)YoY NEW(+22.8K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$445.1M) | YoY NEW(+$1.1M) |