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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
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.38%
2.49%
$9.006M
99,180 shares@ $90.8 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
SPYVSpdr Ser Tr
Recent Activity
Decreased -2.05%
1.49%
$5.398M
102,118 shares@ $52.86 avg price
USMVIshares Tr
Recent Activity
Decreased -2.44%
1.23%
$4.457M
48,812 shares@ $91.32 avg price
IJRIshares Tr
Recent Activity
Decreased -7.16%
1.21%
$4.362M
37,297 shares@ $116.97 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -6.54%
1.18%
$4.273M
72,164 shares@ $59.21 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.77%
1.1%
$3.969M
14,016 shares@ $283.16 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -2.49%
0.86%
$3.095M
68,011 shares@ $45.52 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Decreased -5.38%
0.84%
$3.033M
14,318 shares@ $211.84 avg price