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Home > Institutional Investor > Gateway Wealth Partners, Llc > Profile

Instuitional Investor - Gateway Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Gateway Wealth Partners, Llc
Portfolio Value $248,229,916
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 31,687 $15,061,252 6.06%
2.
Ishares Trust
 IEF 29,322 $14,005,059 5.64%
3.
American Centy Etf Tr
 97,339 $7,938,022 3.19%
4.
Dbx Etf Tr
 153,047 $6,663,682 2.68%
5.
First Tr Exchange-Traded Fd
 80,129 $6,413,507 2.58%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)