• 13F History

Gateway Wealth Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$386M
Signature - Title
Jill Batley - President and Chief Compliance Officer
Location
Appleton, WI
Summary
This page shows a list of all the recent 13F filings made by Gateway Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gateway Wealth Partners, LLC reported 293 stock holdings with total value $386M as of Q4 2024. Top holdings included SPY, IVV, SPLG, AVUS, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 293 $386M +$52.4M -$26.9M +$25.5M SPY, IVV, SPLG, AVUS, AAPL 13F-HR 1/22/2025, 06:16 PM
Q3 2024 272 $363M +$36M -$21.7M +$14.4M SPY, IVV, AVUS, FTCS, AVDE 13F-HR 10/24/2024, 05:41 PM
Q2 2024 264 $331M +$66.4M -$15.8M +$50.6M IVV, SPY, AVUS, FTCS, AVDE 13F-HR 8/16/2024, 04:59 PM
Q1 2024 234 $278M +$42.1M -$26.8M +$15.2M SPY, IVV, AVUS, FTCS, AVDE 13F-HR 5/14/2024, 06:11 PM
Q4 2023 224 $248M +$45.3M -$393M -$348M SPY, IVV, AVUS, SNPE, FTCS 13F-HR 2/13/2024, 03:18 PM
Q3 2023 271 $552M +$39M -$23.3M +$15.7M SPLG, VOO, SPMD, SPDW, VYM 13F-HR 11/14/2023, 04:35 PM
Q2 2023 264 $559M +$39.9M -$158M -$119M SPLG, SPMD, VOO, SPDW, VYM 13F-HR 8/14/2023, 03:03 PM
Q1 2023 225 $650M +$61.2M -$13.9M +$47.3M SPLG, SPY, SPMD, VOO, AAPL 13F-HR 5/10/2023, 05:12 PM
Q4 2022 200 $582M SPLG, SPY, SPMD, VOO, SPDW 13F-HR 2/15/2023, 04:37 PM