Gateway Wealth Partners, LLC

CIK
1966037
City
APPLETON
State / Country
WI

Top Portfolio Positions

400 positions · $611,893,437 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
214,976 $54,558,759 8.92%
NVDA
Nvidia Corp
Technology
219,824 $38,337,305 6.27%
SPY
Spdr S&P 500 Etf Trust
54,971 $35,749,840 5.84%
MSFT
Microsoft Corp
Technology
60,917 $22,549,645 3.69%
AMZN
Amazon Com Inc
Consumer Cyclical
101,990 $21,241,457 3.47%
GOOGL
Alphabet Inc.
Communication Services
69,027 $19,849,404 3.24%
GLD
Spdr Gold Trust
36,184 $15,569,613 2.54%
META
Meta Platforms, Inc.
Communication Services
20,362 $11,649,711 1.90%
QQQ
Invesco Qqq Trust, Series 1
19,046 $10,992,970 1.80%
TSLA
Tesla, Inc.
Consumer Cyclical
25,963 $9,651,745 1.58%

Portfolio Trend

14 quarters · across all stocks

Holdings in DBP

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Shares Held

Position Value (USD)

2 of 2 shown
Report Date Value (USD) Shares
2026-03-31 $707,557 6,430
2025-12-31 $324,776 3,159