test

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
SPYVSpdr Ser Tr
Recent Activity
Decreased -2.05%
1.49%
$5.398M
102,118 shares@ $52.86 avg price
SNPEDbx Etf Tr
Recent Activity
Increased 0.09%
1.48%
$5.351M
101,765 shares@ $52.58 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 7.55%
1.43%
$5.179M
28,905 shares@ $179.16 avg price
JPMEJ P Morgan Exchange Traded F
Recent Activity
Increased 1.73%
1.39%
$5.011M
47,708 shares@ $105.04 avg price
VTVVanguard Index Fds
Recent Activity
Increased 119%
1.36%
$4.934M
28,263 shares@ $174.57 avg price
IVWIshares Tr
Recent Activity
Increased 2.82%
1.27%
$4.599M
48,032 shares@ $95.76 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