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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
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$555,617
10,585 shares@ $52.5 avg price
HEFAIshares Tr
Recent Activity
Exited
0%
$499,154
14,039 shares@ $35.56 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Exited
0%
$479,517
10,958 shares@ $43.76 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Exited
0%
$472,765
9,566 shares@ $49.43 avg price
FTXNFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$446,216
14,459 shares@ $30.87 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$354,509
6,695 shares@ $52.96 avg price
JEMAJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$304,455
7,975 shares@ $38.18 avg price
NXTGFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$281,292
3,433 shares@ $81.94 avg price
FBTFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$255,008
1,656 shares@ $154.0 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
Exited
0%
$247,676
10,359 shares@ $23.91 avg price