Gateway Wealth Partners, LLC
Q2 2025 13F Holdings
- Locationappleton, WI
- Num holdings
355
- Value ($000)
$527,077
- Date Filed08/13/2025
- Form type13F-HR
- CIK0001966037
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.26M | 4 % | 29,547 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $14.85M | 3 % | 204,293 | ||
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $11.01M | 2 % | 109,233 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $9.98M | 2 % | 109,837 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.73M | 2 % | 15,668 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.09M | 2 % | 16,262 | ||
KRE SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $7.92M | 2 % | 309,269 | ||
FVD FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | $7.77M | 2 % | 173,795 | ||
AAPL APPLE INC | COM | 037833100 | $7.54M | 1 % | 36,765 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $7.51M | 1 % | 82,426 |
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