Gateway Wealth Partners, LLC Portfolio Holdings
Q3 2025•409 long positions•$738.2M portfolio value
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Holding423 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $21.3M 2.89% | +$5.3M Bought | — 272.0K shares | 204.3K → 272.0K +$5.3M | +33.16% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $19.0M 2.57% | -$677.5K Sold | — 28.5K shares | 29.5K → 28.5K −$677.5K | -3.44% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $16.6M 2.25% | +$7.3M Bought | 0.0% 65.3K shares | 36.8K → 65.3K +$7.3M | +77.53% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $13.8M 1.87% | +$13.4M Bought | — 294.9K shares | 10.3K → 294.9K +$13.4M | +2,756.55% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $12.6M 1.71% | +$721.1K Bought | — 115.9K shares | 109.2K → 115.9K +$721.1K | +6.07% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $12.2M 1.65% | +$6.1M Bought | — 452.9K shares | 225.9K → 452.9K +$6.1M | +100.49% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $11.5M 1.55% | +$973.8K Bought | — 17.1K shares | 15.7K → 17.1K +$973.8K | +9.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.0M 1.48% | +$7.3M Bought | — 135.8K shares | 45.1K → 135.8K +$7.3M | +201.12% | — — | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $10.8M 1.46% | +$10.6M Bought | 0.258% 723.5K shares | 14.6K → 723.5K +$10.6M | +4,863.01% | $4.2B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $10.6M 1.44% | +$10.6M Bought | — 115.8K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $10.0M 1.36% | -$240.1K Sold | — 107.3K shares | 109.8K → 107.3K −$240.1K | -2.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.0M 1.36% | +$2.0M Bought | — 387.2K shares | 309.3K → 387.2K +$2.0M | +25.19% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.5M 1.29% | +$5.1M Bought | — 15.9K shares | 7.4K → 15.9K +$5.1M | +114.21% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $9.0M 1.22% | +$1.9M Bought | 0.0% 48.4K shares | 38.3K → 48.4K +$1.9M | +26.27% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.9M 1.21% | +$7.3M Bought | — 149.3K shares | 28.3K → 149.3K +$7.3M | +427.22% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.8M 1.19% | +$609.3K Bought | — 88.5K shares | 82.4K → 88.5K +$609.3K | +7.43% | — — | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $8.7M 1.18% | +$288.5K Bought | 0.0% 16.8K shares | 16.3K → 16.8K +$288.5K | +3.43% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.3M 1.12% | +$256.6K Bought | — 179.3K shares | 173.8K → 179.3K +$256.6K | +3.19% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.7M 1.04% | +$2.3M Bought | — 23.4K shares | 16.5K → 23.4K +$2.3M | +41.6% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.7M 1.04% | +$689.7K Bought | — 114.0K shares | 103.8K → 114.0K +$689.7K | +9.88% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.6M 1.04% | +$6.3M Bought | — 15.9K shares | 2.8K → 15.9K +$6.3M | +478.66% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $7.6M 1.03% | +$7.6M New | — 79.3K shares | 0 → 79.3K +$7.6M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $7.5M 1.02% | +$316.9K Bought | — 95.2K shares | 91.2K → 95.2K +$316.9K | +4.4% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.1M 0.964% | +$943.4K Bought | — 37.5K shares | 32.5K → 37.5K +$943.4K | +15.28% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $7.1M 0.958% | -$50.5K Sold | — 151.4K shares | 152.5K → 151.4K −$50.5K | -0.71% | — — | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $6.8M 0.918% | +$252.7K Bought | 0.0% 30.9K shares | 29.7K → 30.9K +$252.7K | +3.87% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.7M 0.91% | +$5.3M Bought | — 108.4K shares | 23.6K → 108.4K +$5.3M | +359.59% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.7M 0.908% | -$399.5K Sold | — 101.7K shares | 107.7K → 101.7K −$399.5K | -5.63% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.7M 0.906% | +$1.0M Bought | — 125.6K shares | 106.7K → 125.6K +$1.0M | +17.75% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.5M 0.884% | +$385.7K Bought | — 195.2K shares | 183.7K → 195.2K +$385.7K | +6.28% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $6.5M 0.884% | +$254.6K Bought | — 54.0K shares | 51.9K → 54.0K +$254.6K | +4.06% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.5M 0.877% | +$46.9K Bought | — 72.8K shares | 72.2K → 72.8K +$46.9K | +0.73% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.5M 0.877% | +$627.8K Bought | — 117.0K shares | 105.6K → 117.0K +$627.8K | +10.74% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.4M 0.862% | +$57.0K Bought | — 90.7K shares | 89.9K → 90.7K +$57.0K | +0.9% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.9M 0.798% | +$1.0M Bought | — 61.9K shares | 50.9K → 61.9K +$1.0M | +21.6% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.9M 0.794% | +$5.9M Bought | — 232.7K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $5.8M 0.79% | +$230.0K Bought | — 55.8K shares | 53.6K → 55.8K +$230.0K | +4.11% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.8M 0.783% | -$46.5K Sold | — 29.7K shares | 30.0K → 29.7K −$46.5K | -0.8% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.7M 0.772% | +$804.8K Bought | — 96.2K shares | 82.7K → 96.2K +$804.8K | +16.45% | — — | Q1 2024 Held for 1y 8m | |
REIT - Diversified Real Estate | $5.5M 0.743% | +$5.5M New | 0.257% 468.6K shares | 0 → 468.6K +$5.5M | New | $2.1B Mid Cap | Q3 2025 Held for 2 months | |
ETF ETF | $5.2M 0.711% | +$772.0K Bought | — 138.0K shares | 117.6K → 138.0K +$772.0K | +17.26% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $5.2M 0.704% | +$251.6K Bought | — 69.2K shares | 65.8K → 69.2K +$251.6K | +5.09% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.1M 0.686% | +$1.2M Bought | — 118.3K shares | 89.3K → 118.3K +$1.2M | +32.51% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.0M 0.683% | +$756.4K Bought | — 174.5K shares | 148.4K → 174.5K +$756.4K | +17.64% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.9M 0.657% | -$440.9K Sold | — 71.5K shares | 78.0K → 71.5K −$440.9K | -8.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.8M 0.65% | +$318.2K Bought | — 48.6K shares | 45.4K → 48.6K +$318.2K | +7.11% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.8M 0.649% | +$264.0K Bought | — 11.9K shares | 11.2K → 11.9K +$264.0K | +5.83% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $4.7M 0.638% | +$494.8K Bought | — 22.8K shares | 20.4K → 22.8K +$494.8K | +11.73% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.6M 0.629% | -$1.1M Sold | — 24.9K shares | 30.7K → 24.9K −$1.1M | -18.95% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.5M 0.608% | +$2.2M Bought | — 13.5K shares | 6.8K → 13.5K +$2.2M | +98.78% | — — | Q1 2025 Held for 8 months |
