Fund HoldingsGateway Wealth Partners, LLC

Total Portfolio Value
$330.88M
Total Bought
$69.18M
Total Sold
$16.63M
Net Transaction
+$52.56M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)035,553+35,55307,4882.26%+7,488
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
085,101+85,10102,4610.74%+2,461
AMERICAN CENTY ETF TR112,379134,108+21,72910,05812,0953.66%+2,037
AB ACTIVE ETFS INC
SHOR DU YIEL ETF
057,067+57,06702,0040.61%+2,004
MICROSOFT CORP(MSFT)9,76513,547+3,7824,1086,0551.83%+1,946
ISHARES TR29,25146,718+17,4672,4704,3231.31%+1,853
AMERICAN CENTY ETF TR97,953125,681+27,7286,2447,8252.36%+1,581
FIRST TR EXCHANGE-TRADED FD82,674102,652+19,9787,0818,6272.61%+1,546
ISHARES TR028,364+28,364015,5214.69%+15,521
FIRST TR VALUE LINE DIVID IN
SHS
0170,939+170,93906,9662.11%+6,966
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
039,187+39,18701,6590.50%+1,659
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
033,548+33,54801,3330.40%+1,333
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
063,171+63,17101,3290.40%+1,329
META PLATFORMS INC(META)1,5604,130+2,5707582,0820.63%+1,325
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
040,551+40,55101,1990.36%+1,199
INVESCO EXCH TRADED FD TR II
S&P ULTRA DIVIDE
025,697+25,69701,1510.35%+1,151
FIRST TR NAS100 EQ WEIGHTED2,12611,283+9,1572631,3910.42%+1,128
NVIDIA CORPORATION(NVDA)1,72821,309+19,5811,5612,6330.80%+1,071
ISHARES TR010,498+10,49801,0570.32%+1,057
SCHWAB STRATEGIC TR4,98726,911+21,9242401,2950.39%+1,055
ISHARES TR16,07426,435+10,3611,6682,7040.82%+1,036
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
05,209+5,20901,0270.31%+1,027
PGIM ETF TR
PGIM ULTRA SH BD
020,551+20,55101,0210.31%+1,021
RBB FD INC
US TRSRY 6 MNTH
019,845+19,84509940.30%+994
ISHARES INC
CORE MSCI EMKT
029,021+29,02101,5530.47%+1,553
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
012,683+12,68301,2120.37%+1,212
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
20,84226,878+6,0363,5304,4161.33%+886
PEPSICO INC(PEP)05,911+5,91109750.29%+975
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
37,48246,897+9,4153,7164,4641.35%+749
SPDR SER TR
ST STR P500VAL
86,515104,265+17,7504,3345,0821.54%+747
SKYWORKS SOLUTIONS INC(SWKS)06,591+6,59107020.21%+702
FIRST TR EXCHANGE-TRADED FD
INTL DEV STRNGTH
020,535+20,53507020.21%+702
J P MORGAN EXCHANGE TRADED F
GLOBAL SEL EQUIT
011,276+11,27606810.21%+681
AMERICAN CENTY ETF TR34,30043,684+9,3841,9882,6690.81%+681
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
010,835+10,83506780.20%+678
AMAZON COM INC(AMZN)17,46919,733+2,2643,1513,8131.15%+662
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
07,645+7,64506380.19%+638
FIRST TR EXCHANGE TRADED FD020,793+20,79306340.19%+634
FIRST TR EXCHANGE-TRADED ALP
SML CAP VAL ALPH
011,866+11,86606140.19%+614
INVESCO EXCH TRADED FD TR II051,770+51,77005980.18%+598
SPDR SER TR
ST STR AGGRE ETF
0220,010+220,01005,5201.67%+5,520
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
18,64023,978+5,3381,7602,3530.71%+592
FIRST TR EXCHANGE-TRADED ALP
SML CP GRW ALP
08,896+8,89605860.18%+586
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
017,482+17,48205840.18%+584
AMPLIFY ETF TR0122,438+122,43805470.17%+547
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
32,92337,248+4,3252,2942,8180.85%+524
TESLA INC(TSLA)04,735+4,73509370.28%+937
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
015,592+15,59204750.14%+475
BOEING CO(BA)04,495+4,49508180.25%+818
BLACKROCK ETF TRUST
ISHARES US EQUIT
58,79665,374+6,5782,6113,0690.93%+458
ISHARES TR6,00910,575+4,5666311,0860.33%+455
ISHARES TR
MSCI USA QLT FCT
17,68819,686+1,9982,9073,3621.02%+455
AMERICAN CENTY ETF TR24,62630,764+6,1382,3082,7600.83%+452
ALPHABET INC(GOOG)010,765+10,76501,9610.59%+1,961
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
05,933+5,93304050.12%+405
SPDR SER TR
ST STR SP600 SML
069,749+69,74902,8970.88%+2,897
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
04,217+4,21703980.12%+398
GOLDMAN SACHS GROUP INC(GS)0877+87703970.12%+397
SPDR SER TR
ST STR P500GRW
22,96325,638+2,6751,6802,0540.62%+375
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
05,735+5,73503590.11%+359
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
12,01314,996+2,9831,4811,8370.56%+357
LOCKHEED MARTIN CORP(LMT)01,215+1,21505670.17%+567
INVESCO QQQ TR6,2596,538+2792,7793,1330.95%+353
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
04,271+4,27103300.10%+330
J P MORGAN EXCHANGE TRADED F
BET USD HIG ETF
06,932+6,93203170.10%+317
BANK AMERICA CORP017,173+17,17306830.21%+683
INVESCO EXCHANGE TRADED FD T
S&P500 PUR GWT
08,053+8,05303000.09%+300
WISDOMTREE TR(WT)06,095+6,09502940.09%+294
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
70,11877,216+7,0983,9394,2281.28%+289
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
08,787+8,78702830.09%+283
SPDR SER TR
ST INTER BD ETF
066,516+66,51602,1660.65%+2,166
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
04,239+4,23902690.08%+269
INTEL CORP(INTC)018,754+18,75405810.18%+581
FIRST TR SML CP CORE ALPHA F
COM SHS
02,813+2,81302540.08%+254
INVESCO EXCHANGE TRADED FD T
LEISU ENTMT ETF
05,571+5,57102530.08%+253
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
07,242+7,24202390.07%+239
CROWDSTRIKE HLDGS INC(CRWD)0623+62302390.07%+239
FIRST TR EXCHANGE-TRADED ALP
MID CP GR ALPH
03,210+3,21002360.07%+236
SPDR SER TR
ST STR SP AERO
01,668+1,66802340.07%+234
ISHARES TR8,9379,541+6041,2071,4360.43%+229
CAMTEK LTD(CAMT)01,758+1,75802200.07%+220
ISHARES TR
MSCI USA MIN ETF
050,033+50,03304,2011.27%+4,201
AMERICAN ELEC PWR CO INC02,370+2,37002080.06%+208
ALTRIA GROUP INC(MO)04,539+4,53902070.06%+207
SELECT SECTOR SPDR TR
ST STR UTIL ETF
02,990+2,99002040.06%+204
CARRIER GLOBAL CORPORATION(CARR)03,220+3,22002030.06%+203
VANGUARD TAX-MANAGED FDS5,4409,566+4,1262734730.14%+200
CARNIVAL CORP010,479+10,47901960.06%+196
WISDOMTREE TR(WT)19,48921,535+2,0461,4851,6810.51%+196
ISHARES TR
CORE UNIVRSL USD
103,561108,630+5,0694,7214,9121.48%+191
SPDR SER TR
ST INTER ETF
058,407+58,40701,6370.49%+1,637
FORD MTR CO DEL(F)028,256+28,25603540.11%+354
UNITEDHEALTH GROUP INC(UNH)01,211+1,21106170.19%+617
GLOBAL X FDS
X EMERGING MKT
51,54658,693+7,1471,1651,3160.40%+151
ISHARES TR8,6459,599+9541,6151,7470.53%+132
FIRST TR NASDAQ 100 TECH IND3,5724,093+5216818080.24%+127
COSTCO WHSL CORP NEW(COST)0802+80206820.21%+682
UNDER ARMOUR INC(UA)019,000+19,00001240.04%+124
VANGUARD WORLD FD3,2233,330+1079241,0460.32%+123
SPDR SER TR
ST STR 1500MOM
1,9802,375+3954555770.17%+122
Page 1 of 1