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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
XELXcel Energy Inc
Recent Activity
Exited
0%
$235,687
4,413 shares@ $53.41 avg price
CAMTCamtek Ltd
Recent Activity
Exited
0%
$220,114
1,758 shares@ $125.21 avg price
TSCOTractor Supply Co
Recent Activity
Exited
0%
$216,000
800 shares@ $270.0 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Exited
0%
$215,053
1,179 shares@ $182.41 avg price
DONWisdomtree Tr
Recent Activity
Exited
0%
$212,737
4,549 shares@ $46.77 avg price
FXRFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$208,699
3,066 shares@ $68.07 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Exited
0%
$203,765
2,990 shares@ $68.15 avg price
CRMSalesforce Inc
Recent Activity
Exited
0%
$202,777
789 shares@ $257.01 avg price
PFEPfizer Inc
Recent Activity
Exited
0%
$200,793
7,176 shares@ $27.99 avg price
CHICalamos Conv Opportunities &
Recent Activity
Exited
0%
$148,911
12,793 shares@ $11.65 avg price