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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
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.41%
0.81%
$2.919M
36,349 shares@ $80.31 avg price
FTAFirst Tr Lrg Cp Vl Alphadex
Recent Activity
Decreased -2.41%
0.77%
$2.771M
35,016 shares@ $79.13 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.63%
0.64%
$2.302M
4,021 shares@ $572.45 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -5.47%
0.56%
$2.01M
24,235 shares@ $82.94 avg price
FTCFirst Trust Lrgcp Gwt Alphad
Recent Activity
Decreased -1.98%
0.54%
$1.932M
14,698 shares@ $131.45 avg price
BBUSJ P Morgan Exchange Traded F
Recent Activity
Decreased -24.84%
0.52%
$1.867M
18,020 shares@ $103.59 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.39%
0.49%
$1.761M
10,615 shares@ $165.86 avg price
ROBTFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.14%
0.47%
$1.679M
38,348 shares@ $43.8 avg price
SYFIAb Active Etfs Inc
Recent Activity
Decreased -21.24%
0.45%
$1.616M
44,944 shares@ $35.96 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
Decreased -1.81%
0.44%
$1.592M
14,232 shares@ $111.86 avg price