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

Page 7 of 16

Sort by:

Alphabet Inc.

GOOG|02079K107

Shares:5.4K

Value:$848.6K

% of Portfolio:0.2% ($848.6K/$445.1M)

316188309

Shares:18.5K

Value:$844.8K

% of Portfolio:0.2% ($844.8K/$445.1M)

DEERE & CO

DE|244199105

Shares:1.7K

Value:$820.3K

% of Portfolio:0.2% ($820.3K/$445.1M)

37960A438

Shares:8.0K

Value:$804.7K

% of Portfolio:0.2% ($804.7K/$445.1M)

81369Y605

Shares:16.1K

Value:$802.8K

% of Portfolio:0.2% ($802.8K/$445.1M)

81369Y803

XLK|81369Y803

Shares:3.9K

Value:$797.1K

% of Portfolio:0.2% ($797.1K/$445.1M)

464287614

IWF|464287614

Shares:2.2K

Value:$796.3K

% of Portfolio:0.2% ($796.3K/$445.1M)

ELI LILLY & Co

LLY|532457108

Shares:964

Value:$796.0K

% of Portfolio:0.2% ($796.0K/$445.1M)

14020W106

Shares:21.9K

Value:$780.1K

% of Portfolio:0.2% ($780.1K/$445.1M)

46641Q886

Shares:7.7K

Value:$775.4K

% of Portfolio:0.2% ($775.4K/$445.1M)

46138E511

Shares:69.1K

Value:$775.3K

% of Portfolio:0.2% ($775.3K/$445.1M)

81369Y852

Shares:8.0K

Value:$769.7K

% of Portfolio:0.2% ($769.7K/$445.1M)

33740Y101

Shares:26.5K

Value:$767.7K

% of Portfolio:0.2% ($767.7K/$445.1M)

97717W109

Shares:9.8K

Value:$755.7K

% of Portfolio:0.2% ($755.7K/$445.1M)

78468R853

Shares:18.4K

Value:$751.5K

% of Portfolio:0.2% ($751.5K/$445.1M)

922908363

VOO|922908363

Shares:1.4K

Value:$730.0K

% of Portfolio:0.2% ($730.0K/$445.1M)

33738R662

Shares:19.9K

Value:$729.9K

% of Portfolio:0.2% ($729.9K/$445.1M)

92189F676

Shares:3.4K

Value:$725.5K

% of Portfolio:0.2% ($725.5K/$445.1M)

33738D101

Shares:19.2K

Value:$719.8K

% of Portfolio:0.2% ($719.8K/$445.1M)

81369Y506

Shares:7.7K

Value:$716.1K

% of Portfolio:0.2% ($716.1K/$445.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGcusip02079K107)	5.4K	QoQ +44.96% (+1.7K) YoY +106.30% (+2.8K)	All Managers (Combined)	$848.6K	0.2% ($848.6K/$445.1M)	QoQ +18.91% (+$135.0K) YoY +111.67% (+$447.7K)
(cusip316188309)✕	18.5K	QoQ +26.47% (+3.9K) YoY +151.46% (+11.1K)	All Managers (Combined)	$844.8K	0.2% ($844.8K/$445.1M)	QoQ +28.67% (+$188.3K) YoY +153.33% (+$511.3K)
DEERE & CO(DEcusip244199105)	1.7K	QoQ +0.22% (+4) YoY +16.53% (+248)	All Managers (Combined)	$820.3K	0.2% ($820.3K/$445.1M)	QoQ +11.04% (+$81.6K) YoY +33.17% (+$204.4K)
(cusip37960A438)✕	8.0K	QoQ -3.26% (-270) YoY NEW(+8.0K)	All Managers (Combined)	$804.7K	0.2% ($804.7K/$445.1M)	QoQ -2.93% (-$24.3K) YoY NEW(+$804.7K)
(cusip81369Y605)✕	16.1K	QoQ NEW(+16.1K) YoY +236.98% (+11.3K)	All Managers (Combined)	$802.8K	0.2% ($802.8K/$445.1M)	QoQ NEW(+$802.8K) YoY +298.47% (+$601.4K)
(XLKcusip81369Y803)	3.9K	QoQ +109.55% (+2.0K) YoY +101.67% (+1.9K)	All Managers (Combined)	$797.1K	0.2% ($797.1K/$445.1M)	QoQ +86.11% (+$368.8K) YoY +99.99% (+$398.5K)
(IWFcusip464287614)	2.2K	QoQ -23.59% (-681) YoY -20.65% (-574)	All Managers (Combined)	$796.3K	0.2% ($796.3K/$445.1M)	QoQ -31.29% (-$362.8K) YoY -14.98% (-$140.3K)
ELI LILLY & Co(LLYcusip532457108)	964	QoQ -1.22% (-12) YoY +24.54% (+190)	All Managers (Combined)	$796.0K	0.2% ($796.0K/$445.1M)	QoQ +5.63% (-$42.5K) YoY +32.11% (+$193.5K)
(cusip14020W106)✕	21.9K	QoQ +54.77% (+7.7K) YoY NEW(+21.9K)	All Managers (Combined)	$780.1K	0.2% ($780.1K/$445.1M)	QoQ +56.43% (+$281.4K) YoY NEW(+$780.1K)
(cusip46641Q886)✕	7.7K	QoQ -10.12% (-869) YoY -79.43% (-29.8K)	All Managers (Combined)	$775.4K	0.2% ($775.4K/$445.1M)	QoQ -11.79% (-$103.7K) YoY -79.13% (-$2.9M)
(cusip46138E511)✕	69.1K	QoQ +13.91% (+8.4K) YoY NEW(+69.1K)	All Managers (Combined)	$775.3K	0.2% ($775.3K/$445.1M)	QoQ +10.84% (+$75.9K) YoY NEW(+$775.3K)
(cusip81369Y852)✕	8.0K	QoQ +0.30% (-24) YoY +9.03% (+661)	All Managers (Combined)	$769.7K	0.2% ($769.7K/$445.1M)	QoQ -0.07% (-$546) YoY +28.77% (+$172.0K)
(cusip33740Y101)✕	26.5K	QoQ +19.48% (+4.3K) YoY -38.29% (-16.5K)	All Managers (Combined)	$767.7K	0.2% ($767.7K/$445.1M)	QoQ +23.36% (+$145.4K) YoY -38.01% (-$470.9K)
(cusip97717W109)✕	9.8K	QoQ +0.65% (+64) YoY +17.58% (+1.5K)	All Managers (Combined)	$755.7K	0.2% ($755.7K/$445.1M)	QoQ +2.09% (+$15.5K) YoY +27.95% (+$165.1K)
(cusip78468R853)✕	18.4K	QoQ +0.82% (-150) YoY -68.19% (-39.5K)	All Managers (Combined)	$751.5K	0.2% ($751.5K/$445.1M)	QoQ -8.51% (-$70.0K) YoY -69.88% (-$1.7M)
(VOOcusip922908363)	1.4K	QoQ -32.31% (-678) YoY -27.73% (-545)	All Managers (Combined)	$730.0K	0.2% ($730.0K/$445.1M)	QoQ -35.42% (-$400.4K) YoY -22.70% (-$214.4K)
(cusip33738R662)✕	19.9K	QoQ +1.10% (+218) YoY NEW(+19.9K)	All Managers (Combined)	$729.9K	0.2% ($729.9K/$445.1M)	QoQ +9.09% (+$60.9K) YoY NEW(+$729.9K)
(cusip92189F676)✕	3.4K	QoQ -1.12% (-39) YoY +5.11% (-167)	All Managers (Combined)	$725.5K	0.2% ($725.5K/$445.1M)	QoQ -13.65% (-$114.8K) YoY -1.21% (-$8.9K)
(cusip33738D101)✕	19.2K	QoQ +9.02% (+1.6K) YoY NEW(+19.2K)	All Managers (Combined)	$719.8K	0.2% ($719.8K/$445.1M)	QoQ +14.64% (+$92.0K) YoY NEW(+$719.8K)
(cusip81369Y506)✕	7.7K	QoQ +32.80% (+1.9K) YoY +37.92% (+2.1K)	All Managers (Combined)	$716.1K	0.2% ($716.1K/$445.1M)	QoQ +44.87% (+$221.8K) YoY +36.53% (+$191.6K)