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Jill Batley

@Gateway Wealth Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$362.836MTotal holdings272
Assets growth rate9.66%Assets growth rate (2-Q avg)14.22%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Gateway Wealth Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 272 positions.

Assets under management

The assets under management (AUM) of Gateway Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 362.836M in assets, with a quarterly growth rate of 9.66% and a 2-quarter average growth rate of 14.22%. The portfolio is managed by Jill Batley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 16.02%
5.18%
$18.775M
32,722 shares@ $573.77 avg price
IVVIshares Tr
Recent Activity
Increased 5.47%
4.76%
$17.256M
29,915 shares@ $576.83 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 1.7%
3.58%
$12.976M
136,376 shares@ $95.16 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.38%
2.49%
$9.006M
99,180 shares@ $90.8 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 2.18%
2.38%
$8.608M
128,414 shares@ $67.03 avg price
AAPLApple Inc
Recent Activity
Decreased -6.35%
2.14%
$7.757M
33,293 shares@ $233.01 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -8.24%
1.97%
$7.135M
156,843 shares@ $45.5 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 6.99%
1.7%
$6.153M
235,386 shares@ $26.14 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 2.37%
1.65%
$5.968M
13,868 shares@ $430.32 avg price
IUSBIshares Tr
Recent Activity
Increased 7.28%
1.52%
$5.491M
116,530 shares@ $47.12 avg price