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 6 of 16
464288281
Shares:12.0K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$445.1M)
032108409
Shares:26.7K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$445.1M)
33739Q200
Shares:21.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$445.1M)
33737J117
Shares:25.3K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$445.1M)
33733E203
Shares:6.0K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$445.1M)
33740U752
Shares:32.9K
Value:$983.0K
% of Portfolio:0.2% ($983.0K/$445.1M)
69374H881
Shares:17.9K
Value:$977.8K
% of Portfolio:0.2% ($977.8K/$445.1M)
33737J158
Shares:17.7K
Value:$970.8K
% of Portfolio:0.2% ($970.8K/$445.1M)
14020V108
Shares:28.3K
Value:$946.2K
% of Portfolio:0.2% ($946.2K/$445.1M)
33737J182
Shares:41.4K
Value:$945.7K
% of Portfolio:0.2% ($945.7K/$445.1M)
46641Q217
Shares:16.3K
Value:$912.2K
% of Portfolio:0.2% ($912.2K/$445.1M)
33738R860
Shares:29.5K
Value:$897.9K
% of Portfolio:0.2% ($897.9K/$445.1M)
46435G326
Shares:12.8K
Value:$882.6K
% of Portfolio:0.2% ($882.6K/$445.1M)
78468R705
Shares:3.6K
Value:$877.6K
% of Portfolio:0.2% ($877.6K/$445.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 8.6K | QoQ -1.99% (-175)YoY -4.00% (-359) | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$445.1M) | ||
(cusip464288281)✕ | 12.0K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$445.1M) | ||
(cusip032108409)✕ | 26.7K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$445.1M) | ||
Tesla, Inc.(TSLAcusip88160R101) | 4.1K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$445.1M) | ||
| 21.8K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$445.1M) | |||
(cusip33739Q200)✕ | 21.6K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$445.1M) | ||
| 13.5K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$445.1M) | |||
(cusip33737J117)✕ | 25.3K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$445.1M) | ||
(cusip33733E203)✕ | 6.0K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$445.1M) | ||
| 2.7K | All Managers (Combined) | $1.0M | 0.2% ($1.0M/$445.1M) | |||
(cusip33740U752)✕ | 32.9K | All Managers (Combined) | $983.0K | 0.2% ($983.0K/$445.1M) | ||
(cusip69374H881)✕ | 17.9K | All Managers (Combined) | $977.8K | 0.2% ($977.8K/$445.1M) | ||
(cusip33737J158)✕ | 17.7K | All Managers (Combined) | $970.8K | 0.2% ($970.8K/$445.1M) | ||
(cusip14020V108)✕ | 28.3K | YoY NEW(+28.3K) | All Managers (Combined) | $946.2K | 0.2% ($946.2K/$445.1M) | YoY NEW(+$946.2K) |
(cusip33737J182)✕ | 41.4K | All Managers (Combined) | $945.7K | 0.2% ($945.7K/$445.1M) | ||
PEPSICO INC(PEPcusip713448108) | 6.2K | All Managers (Combined) | $926.8K | 0.2% ($926.8K/$445.1M) | ||
(cusip46641Q217)✕ | 16.3K | All Managers (Combined) | $912.2K | 0.2% ($912.2K/$445.1M) | ||
(cusip33738R860)✕ | 29.5K | QoQ NEW(+29.5K) YoY NEW(+29.5K) | All Managers (Combined) | $897.9K | 0.2% ($897.9K/$445.1M) | QoQ NEW(+$897.9K) YoY NEW(+$897.9K) |
(cusip46435G326)✕ | 12.8K | QoQ NEW(+12.8K) YoY NEW(+12.8K) | All Managers (Combined) | $882.6K | 0.2% ($882.6K/$445.1M) | QoQ NEW(+$882.6K) YoY NEW(+$882.6K) |
(cusip78468R705)✕ | 3.6K | All Managers (Combined) | $877.6K | 0.2% ($877.6K/$445.1M) |