Fund HoldingsGateway Wealth Partners, LLC

Total Portfolio Value
$527.08M
Total Bought
$108.52M
Total Sold
$34.78M
Net Transaction
+$73.74M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
3,86015,695+11,8357973,9750.75%+3,177
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
0149,573+149,57303,1500.60%+3,150
SPDR INDEX SHS FDS
ST STR PO EX ETF
089,258+89,25803,6140.69%+3,614
SPDR SERIES TRUST
ST STR PR SP1500
045,102+45,10203,3780.64%+3,378
SPDR SERIES TRUST
ST STR P500GRW
053,616+53,61605,1110.97%+5,111
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
60,256103,766+43,5103,5276,5101.24%+2,983
NVIDIA CORPORATION(NVDA)038,307+38,30706,0521.15%+6,052
MORGAN STANLEY ETF TRUST
CALVE INDEX ETF
043,605+43,60502,8390.54%+2,839
SPDR SERIES TRUST
ST STR P500ETF
183,736204,293+20,55712,08214,8502.82%+2,768
ISHARES INC
CORE MSCI EMKT
73,486107,722+34,2363,9666,4671.23%+2,500
TCW ETF TRUST
TRANSFRM 500 ETF
033,955+33,95502,4700.47%+2,470
MICROSOFT CORP(MSFT)016,262+16,26208,0891.53%+8,089
ISHARES TR078,011+78,01104,9520.94%+4,952
BLACKROCK ETF TRUST
ISHA US THEM ETF
058,130+58,13002,0680.39%+2,068
AMERICAN CENTY ETF TR0109,233+109,233011,0132.09%+11,013
AMAZON COM INC(AMZN)029,721+29,72106,5211.24%+6,521
AMERICAN CENTY ETF TR082,426+82,42607,5091.42%+7,509
SELECT SECTOR SPDR TR
ST STR CARE ETF
9,80321,930+12,1271,4312,9560.56%+1,525
FIRST TR EXCHANGE-TRADED FD
INTER GRADE ETF
064,016+64,01601,3430.25%+1,343
VANGUARD WORLD FD011,248+11,24804,1190.78%+4,119
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
029,051+29,05101,2750.24%+1,275
ISHARES TR
MSCI USA QLT FCT
25,12229,967+4,8454,2935,4791.04%+1,186
ISHARES TR
CORE INTL AGGR
022,729+22,72901,1610.22%+1,161
META PLATFORMS INC(META)04,714+4,71403,4790.66%+3,479
AMERICAN CENTY ETF TR85,49491,216+5,7225,6666,7511.28%+1,085
ISHARES TR051,917+51,91705,7161.08%+5,716
J P MORGAN EXCHANGE TRADED F
BETABUILDERS I
81,94389,890+7,9475,0406,0681.15%+1,028
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
022,627+22,62701,0010.19%+1,001
AMERICAN CENTY ETF TR58,58865,829+7,2413,5254,5120.86%+987
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
019,222+19,22202,3380.44%+2,338
VANGUARD INDEX FDS016,513+16,51305,0190.95%+5,019
INVESCO EXCH TRADED FD TR II019,448+19,44809460.18%+946
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
021,942+21,94209270.18%+927
FTAI AVIATION LTD(FTAI)08,043+8,04309250.18%+925
FIRST TR INTER DURATN PFD &(FPF)047,256+47,25608890.17%+889
ISHARES TR4,3426,784+2,4421,1762,0650.39%+889
ISHARES TR023,696+23,69608710.17%+871
SPDR SERIES TRUST
ST STR R1K LOWV
04,710+4,71008220.16%+822
ISHARES TR16,62920,422+3,7933,1693,9910.76%+822
FIRST TR EXCHANGE-TRADED FD45,76066,736+20,9761,9882,7940.53%+806
PALANTIR TECHNOLOGIES INC(PLTR)05,785+5,78507890.15%+789
BLACKROCK ETF TRUST
ISHA I IN TE ETF
027,255+27,25507860.15%+786
BLACKROCK ETF TRUST
ISHARES US EQUIT
082,653+82,65304,5010.85%+4,501
SPDR SERIES TRUST
ST STR P500VAL
94,896105,604+10,7084,8465,5271.05%+681
SPDR SERIES TRUST
ST STR AGGRE ETF
284,007309,269+25,2627,2547,9171.50%+664
SPDR SERIES TRUST
ST INTER ETF
127,488148,369+20,8813,6444,2690.81%+625
ISHARES TR
MSCI USA MMENTM
07,456+7,45601,7920.34%+1,792
BROADCOM INC(AVGO)03,888+3,88801,0720.20%+1,072
VANGUARD ADMIRAL FDS INC01,451+1,45105750.11%+575
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
106,766117,647+10,8813,5774,1510.79%+574
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
47,89345,409-2,4843,5254,0950.78%+569
SELECT SECTOR SPDR TR
ST STR UTIL ETF
06,810+6,81005560.11%+556
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
43,03453,430+10,3961,4501,9400.37%+490
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
36,56336,845+2822,3032,7850.53%+481
SELECT SECTOR SPDR TR
ST STR REAL ETF
011,464+11,46404750.09%+475
BLACKROCK ETF TRUST II98,842106,698+7,8565,1775,6381.07%+461
FIDELITY COMWLTH TR041,752+41,75203,3440.63%+3,344
FIRST TR EXCHANGE TRADED FD
NASDQ ARTFCIAL
041,843+41,84302,0210.38%+2,021
ISHARES TR18,01922,763+4,7441,8692,3130.44%+443
CROWDSTRIKE HLDGS INC(CRWD)01,547+1,54707880.15%+788
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
05,209+5,20904320.08%+432
FIRST TR EXCHANGE-TRADED ALP
COM SHS
03,922+3,92204310.08%+431
COSTCO WHSL CORP NEW(COST)01,752+1,75201,7350.33%+1,735
TESLA INC(TSLA)04,723+4,72301,5000.28%+1,500
BOOKING HOLDINGS INC(BKNG)074+7404280.08%+428
ISHARES TR03,066+3,06604250.08%+425
BERKSHIRE HATHAWAY INC DEL2,8163,927+1,1111,5001,9080.36%+408
ISHARES TR09,496+9,49609420.18%+942
ISHARES TR02,996+2,99603960.08%+396
INVESCO ACTIVELY MANAGED EXC
S&P 500 EQUA ETF
07,836+7,83603910.07%+391
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
183,650183,701+515,4535,8421.11%+389
VANGUARD WORLD FD
INF TECH ETF
01,330+1,33008820.17%+882
ALPHABET INC(GOOG)06,952+6,95201,2330.23%+1,233
VANGUARD INDEX FDS29,19430,700+1,5065,0435,4261.03%+383
CATERPILLAR INC(CAT)04,173+4,17301,6200.31%+1,620
COMFORT SYS USA INC(FIX)0673+67303610.07%+361
ISHARES TR03,740+3,74003580.07%+358
FIRST TR EXCH TRADED FD III020,083+20,08303570.07%+357
FIRST TR EXCHANGE-TRADED ALP
COM SHS
05,966+5,96609010.17%+901
SPDR SERIES TRUST
ST STR P400MID
24,97629,781+4,8051,2781,6190.31%+341
FIRST TR EXCHANGE TRADED FD
S&P INTL DIVID
046,491+46,49108940.17%+894
CAPITAL GROUP DIVIDEND GROWE
SHS ETF
025,959+25,95908730.17%+873
ISHARES TR018,249+18,24902,0440.39%+2,044
INVESCO QQQ TR07,418+7,41804,0920.78%+4,092
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
017,454+17,45403310.06%+331
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
012,513+12,51303260.06%+326
JPMORGAN CHASE & CO.(JPM)05,618+5,61801,6290.31%+1,629
PALO ALTO NETWORKS INC(PANW)01,542+1,54203160.06%+316
SPDR SERIES TRUST
ST SHO TREAS ETF
010,473+10,47303070.06%+307
SPDR S&P 500 ETF TR(SPY)029,547+29,547018,2563.46%+18,256
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
04,737+4,73703000.06%+300
VANGUARD INDEX FDS01,507+1,50702940.06%+294
VANGUARD WORLD FD
HEALTH CAR ETF
01,173+1,17302910.06%+291
SCHWAB STRATEGIC TR024,558+24,55806510.12%+651
ORACLE CORP(ORCL)01,322+1,32202890.05%+289
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,273+1,27302880.05%+288
VANGUARD SPECIALIZED FUNDS010,712+10,71202,1920.42%+2,192
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
21,88826,993+5,1057801,0660.20%+286
ISHARES TR
CORE MSCI INTL
12,81215,294+2,4828831,1630.22%+280
FIRST TR EXCHANGE-TRADED FD10,0449,503-5411,7432,0220.38%+279
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