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,
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  null,
  "PKG",
  null,
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  null,
  null,
  null,
  "SLB",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "TGT",
  "BIV",
  "VWO",
  "SIVR",
  null,
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  null,
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  "VIG",
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  "FSK",
  "VYM",
  null,
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  "ATO",
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  "F",
  "WEC",
  "WM",
  "AEP",
  "UA",
  "AMZN",
  null,
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  "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,
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  "SCHD",
  "ET",
  "DVY",
  null,
  "SO",
  "OTIS",
  "SWKS",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "DGRO",
  "MCK",
  null,
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  null,
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  "BAC",
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  null,
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  "BA",
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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:

Search and click to pin securities to the top

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46137V258

Shares:7.7K

Value:$713.9K

% of Portfolio:0.2% ($713.9K/$445.1M)

VISA INC.

V|92826C839

Shares:2.0K

Value:$705.8K

% of Portfolio:0.2% ($705.8K/$445.1M)

464287507

IJH|464287507

Shares:12.0K

Value:$698.1K

% of Portfolio:0.2% ($698.1K/$445.1M)

46654Q740

Shares:11.7K

Value:$692.2K

% of Portfolio:0.2% ($692.2K/$445.1M)

00162Q452

Shares:13.2K

Value:$686.9K

% of Portfolio:0.2% ($686.9K/$445.1M)

BOEING CO

BA|097023105

Shares:4.0K

Value:$681.3K

% of Portfolio:0.2% ($681.3K/$445.1M)

46138G649

Shares:3.5K

Value:$680.2K

% of Portfolio:0.2% ($680.2K/$445.1M)

14020G101

Shares:19.8K

Value:$679.5K

% of Portfolio:0.2% ($679.5K/$445.1M)

33740F789

Shares:24.6K

Value:$673.1K

% of Portfolio:0.2% ($673.1K/$445.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.3K

Value:$656.0K

% of Portfolio:0.1% ($656.0K/$445.1M)

33737M300

Shares:9.4K

Value:$647.9K

% of Portfolio:0.1% ($647.9K/$445.1M)

808524862

Shares:26.4K

Value:$643.7K

% of Portfolio:0.1% ($643.7K/$445.1M)

46434V803

HEFA|46434V803

Shares:17.7K

Value:$641.7K

% of Portfolio:0.1% ($641.7K/$445.1M)

Walmart Inc.

WMT|931142103

Shares:7.1K

Value:$620.7K

% of Portfolio:0.1% ($620.7K/$445.1M)

921937819

BIV|921937819

Shares:8.0K

Value:$610.4K

% of Portfolio:0.1% ($610.4K/$445.1M)

46641Q167

Shares:9.5K

Value:$605.3K

% of Portfolio:0.1% ($605.3K/$445.1M)

33737M409

Shares:12.1K

Value:$601.4K

% of Portfolio:0.1% ($601.4K/$445.1M)

14021D107

Shares:19.3K

Value:$598.6K

% of Portfolio:0.1% ($598.6K/$445.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.8K

Value:$592.3K

% of Portfolio:0.1% ($592.3K/$445.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.9K

Value:$583.4K

% of Portfolio:0.1% ($583.4K/$445.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V258)✕	7.7K	QoQ +0.36% (+28) YoY NEW(+7.7K)	All Managers (Combined)	$713.9K	0.2% ($713.9K/$445.1M)	QoQ +2.74% (+$19.1K) YoY NEW(+$713.9K)
VISA INC.(Vcusip92826C839)	2.0K	QoQ +14.23% (+251) YoY +45.41% (+629)	All Managers (Combined)	$705.8K	0.2% ($705.8K/$445.1M)	QoQ +26.69% (+$148.7K) YoY +82.57% (+$319.2K)
(IJHcusip464287507)	12.0K	QoQ +22.69% (+2.2K) YoY -47.43% (-10.8K)	All Managers (Combined)	$698.1K	0.2% ($698.1K/$445.1M)	QoQ +14.89% (+$90.5K) YoY -49.49% (-$684.3K)
(cusip46654Q740)✕	11.7K	QoQ +43.13% (+3.5K) YoY NEW(+11.7K)	All Managers (Combined)	$692.2K	0.2% ($692.2K/$445.1M)	QoQ +40.51% (+$199.6K) YoY NEW(+$692.2K)
(cusip00162Q452)✕	13.2K	QoQ +0.84% (+111) YoY +5.35% (+672)	All Managers (Combined)	$686.9K	0.2% ($686.9K/$445.1M)	QoQ +8.76% (+$55.3K) YoY +15.29% (+$91.1K)
BOEING CO(BAcusip097023105)	4.0K	QoQ +6.67% (+250) YoY +123.80% (+2.2K)	All Managers (Combined)	$681.3K	0.2% ($681.3K/$445.1M)	QoQ +2.79% (+$18.5K) YoY +97.71% (+$336.7K)
(cusip46138G649)✕	3.5K	QoQ -2.21% (-80) YoY NEW(+3.5K)	All Managers (Combined)	$680.2K	0.2% ($680.2K/$445.1M)	QoQ -10.30% (-$78.2K) YoY NEW(+$680.2K)
(cusip14020G101)✕	19.8K	QoQ +33.49% (+5.0K) YoY NEW(+19.8K)	All Managers (Combined)	$679.5K	0.2% ($679.5K/$445.1M)	QoQ +23.00% (+$127.1K) YoY NEW(+$679.5K)
(cusip33740F789)✕	24.6K	QoQ +27.61% (+5.3K) YoY +66.96% (+9.9K)	All Managers (Combined)	$673.1K	0.2% ($673.1K/$445.1M)	QoQ +15.36% (+$89.6K) YoY +65.81% (+$267.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.3K	QoQ +8.20% (+95) YoY +39.53% (+355)	All Managers (Combined)	$656.0K	0.1% ($656.0K/$445.1M)	QoQ +11.98% (+$70.2K) YoY +47.72% (+$211.9K)
(cusip33737M300)✕	9.4K	QoQ -1.25% (-120) YoY NEW(+9.4K)	All Managers (Combined)	$647.9K	0.1% ($647.9K/$445.1M)	QoQ -12.25% (-$90.5K) YoY NEW(+$647.9K)
(cusip808524862)✕	26.4K	QoQ +10.82% (+2.6K) YoY +430.27% (+21.5K)	All Managers (Combined)	$643.7K	0.1% ($643.7K/$445.1M)	QoQ +12.11% (+$69.6K) YoY +167.71% (+$403.2K)
(HEFAcusip46434V803)	17.7K	QoQ NEW(+17.7K) YoY -19.71% (-4.3K)	All Managers (Combined)	$641.7K	0.1% ($641.7K/$445.1M)	QoQ NEW(+$641.7K) YoY -16.47% (-$126.5K)
Walmart Inc.(WMTcusip931142103)	7.1K	QoQ +85.90% (+3.3K) YoY +83.58% (+3.2K)	All Managers (Combined)	$620.7K	0.1% ($620.7K/$445.1M)	QoQ +80.65% (+$277.1K) YoY +167.90% (+$389.0K)
(BIVcusip921937819)	8.0K	QoQ +32.45% (+2.0K) YoY NEW(+8.0K)	All Managers (Combined)	$610.4K	0.1% ($610.4K/$445.1M)	QoQ +35.71% (+$160.6K) YoY NEW(+$610.4K)
(cusip46641Q167)✕	9.5K	QoQ +27.60% (+2.1K) YoY +40.59% (+2.8K)	All Managers (Combined)	$605.3K	0.1% ($605.3K/$445.1M)	QoQ +28.08% (+$132.7K) YoY +49.15% (+$199.5K)
(cusip33737M409)✕	12.1K	QoQ +3.34% (-391) YoY NEW(+12.1K)	All Managers (Combined)	$601.4K	0.1% ($601.4K/$445.1M)	QoQ -6.57% (-$42.4K) YoY NEW(+$601.4K)
(cusip14021D107)✕	19.3K	QoQ +21.11% (+3.4K) YoY NEW(+19.3K)	All Managers (Combined)	$598.6K	0.1% ($598.6K/$445.1M)	QoQ +19.98% (+$99.7K) YoY NEW(+$598.6K)
AbbVie Inc.(ABBVcusip00287Y109)	2.8K	QoQ +0.85% (+24) YoY +15.24% (+374)	All Managers (Combined)	$592.3K	0.1% ($592.3K/$445.1M)	QoQ +18.89% (+$94.1K) YoY +32.58% (+$145.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.9K	QoQ -7.15% (-378) YoY -11.07% (-611)	All Managers (Combined)	$583.4K	0.1% ($583.4K/$445.1M)	QoQ +2.64% (-$15.0K) YoY -9.01% (-$57.8K)