Gateway Wealth Partners, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1966037
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F

13F Reported Value

$1.7B

incl. option notional

Equity Holdings

$1.7B

Option Notional

$900,405

$0 puts / $900,405 calls

Holdings

751

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Gateway Wealth Partners, LLC disclosed 751 positions worth $1.7B in its Form 13F-HR for Q2 2026$1.7B in common stock plus $900,405 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL. During the quarter the fund opened 44 new positions and exited 202. The portfolio is most concentrated in Other (73.9% of disclosed assets). All figures are sourced directly from Gateway Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1966037.

Sector Allocation

OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary

AUM History

Top Equity Holdings by Value

Option Positions

13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.

$NVDACALL$900K notional

Quarterly Activity — Q2 2026

Click any card to unlock

Top Holdings

AI Quality Scored
  • ISHARES TR - CORE S&P500 ETF

    Quality

    $59.3M79,120 sh
  • 76.4#84

    Quality

    $36.9M127,474 sh
  • SPDR SERIES TRUST - ST STR P500ETF

    Quality

    $36.5M415,184 sh
  • $24.2M120,858 sh
  • VANGUARD WORLD FD - MEGA GRWTH IND

    Quality

    $21.6M245,744 sh
  • $21.4M28,610 sh
  • FIRST TR EXCHANGE TRADED FD - RBA INDL ETF

    Quality

    $21.3M159,922 sh
  • ISHARES INC - MSCI EM ASIA ETF

    Quality

    $19.8M169,684 sh
  • AMERICAN CENTY ETF TR - US EQT ETF

    Quality

    $18.6M145,032 sh
  • ISHARES TR - CORE UNIVRSL USD

    Quality

    $16.5M357,713 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Gateway Wealth Partners, LLC's 751 positions.

Showing top 10 of 751 holdings.

Sector Allocation

Other

$1.2B

Technology

$158.4M

Financials

$112.8M

Industrials

$49.0M

Healthcare

$30.8M

Consumer Discretionary

$30.3M

Energy

$15.1M

Utilities

$10.6M

Full Holdings — Gateway Wealth Partners, LLC (Q2 2026)

All 751 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
ISHARES TR - CORE S&P500 ETF$59.3M
AAPL$AAPLApple Inc.$36.9M
SPDR SERIES TRUST - ST STR P500ETF$36.5M
NVDA$NVDANVIDIA CORP$24.2M
VANGUARD WORLD FD - MEGA GRWTH IND$21.6M
SPY$SPYSPDR S&P 500 ETF TRUST$21.4M
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF$21.3M
ISHARES INC - MSCI EM ASIA ETF$19.8M
AMERICAN CENTY ETF TR - US EQT ETF$18.6M
ISHARES TR - CORE UNIVRSL USD$16.5M
SPDR SERIES TRUST - ST STR PR SP1500$16.0M
SPDR SERIES TRUST - ST STR AGGRE ETF$15.9M
MSFT$MSFTMICROSOFT CORP$15.1M
SPDR SERIES TRUST - ST STR BLO 1 ETF$15.0M
PIMCO ETF TR - MULTISECTOR BD$14.8M
AMZN$AMZNAMAZON COM INC$14.5M
AMERICAN CENTY ETF TR - US SML CP VALU$14.4M
ISHARES INC - CORE MSCI EMKT$14.1M
ISHARES TR - IBOXX HI YD ETF$14.1M
ISHARES TR - S&P 500 GRWT ETF$13.8M
VANGUARD INDEX FDS - TOTAL STK MKT$13.7M
GOOG$GOOGAlphabet Inc.$13.4M
VANGUARD WORLD FD - MEGA CAP VAL ETF$12.5M
BLACKROCK ETF TRUST - ISHARES US EQUIT$12.3M
SPDR SERIES TRUST - ST STR P500VAL$12.1M
VANGUARD WHITEHALL FDS - HIGH DIV YLD$12.1M
VANGUARD INDEX FDS - S&P 500 ETF SHS$11.5M
FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW$11.0M
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV$10.8M
ISHARES TR - S&P 500 VAL ETF$10.4M
BLACKROCK ETF TRUST - ISHA I IN TE ETF$10.4M
BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$10.4M
FIRST TR EXCHANGE-TRADED FD - SHS$9.9M
CAPITAL GROUP CORE BALANCED - SHS$9.8M
AMERICAN CENTY ETF TR - INTL EQT ETF$9.8M
J P MORGAN EXCHANGE TRADED F - BETABUILDERS I$9.7M
FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF$9.7M
FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF$9.0M
VANGUARD INDEX FDS - VALUE ETF$8.8M
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF$8.7M
VANGUARD INDEX FDS - SMALL CP ETF$8.7M
PIMCO ETF TR - ENHNCD LW DUR AC$8.6M
WT$WTWisdomTree, Inc.$8.5M
SPDR SERIES TRUST - ST STR P500GRW$8.5M
CAPITAL GROUP GLOBAL EQUITY - SHS$8.2M
VANGUARD INDEX FDS - GROWTH ETF$8.1M
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT$8.0M
AMERICAN CENTY ETF TR - AVANTIS EMGMKT$8.0M
SPDR INDEX SHS FDS - ST STR PO EX ETF$7.9M
FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF$7.9M
DOV$DOVDOVER Corp$7.8M
QQQ$QQQINVESCO QQQ TRUST, SERIES 1$7.8M
SPDR SERIES TRUST - ST BLOO HIGH ETF$7.8M
AVGO$AVGOBroadcom Inc.$7.8M
ISHARES TR - MSCI USA MMENTM$7.8M
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF$7.7M
ISHARES TR - CORE MSCI TOTAL$7.7M
META$METAMeta Platforms, Inc.$7.6M
VANGUARD INDEX FDS - MID CAP ETF$7.6M
ISHARES TR - US TREAS BD ETF$7.5M
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$7.5M
IVZ$IVZInvesco Ltd.$7.4M
FIRST TR EXCHANGE TRADED FD - NASD TECH DIV$7.3M
FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT$7.2M
ISHARES TR - CORE S&P SCP ETF$7.1M
CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT$6.9M
CAPITAL GROUP DIVIDEND GROWE - SHS ETF$6.8M
CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT$6.7M
JPM$JPMJPMORGAN CHASE & CO$6.4M
ISHARES TR - EAFE GRWTH ETF$6.2M
CAT$CATCATERPILLAR INC$6.2M
VANGUARD STAR FDS - VG TL INTL STK F$6.1M
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$5.9M
SPDR SERIES TRUST - ST INTER BD ETF$5.9M
MORGAN STANLEY ETF TRUST - CALVE INDEX ETF$5.8M
CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR$5.6M
VANGUARD SPECIALIZED FUNDS - DIV APP ETF$5.6M
PIMCO ETF TR - ENHAN SHRT MA AC$5.6M
BRK.B$BRK.BBERKSHIRE HATHAWAY INC$5.5M
CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT$5.5M
IVZ$IVZInvesco Ltd.$5.5M
ISHARES TR - MSCI USA MIN ETF$5.4M
SELECT SECTOR SPDR TR - ST STR TECHN ETF$5.4M
ISHARES TR - CORE MSCI EAFE$5.4M
GLD$GLDSPDR GOLD TRUST$5.4M
ISHARES TR - 10-20 YR TRS ETF$5.3M
FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY$5.1M
FIRST TR EXCHANGE-TRADED FD - FT VEST RIS$5.1M
FIDELITY COMWLTH TR - NASDAQ COMPSIT$5.1M
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$5.0M
VANGUARD BD INDEX FDS - TOTAL BND MRKT$4.9M
FIRST TR EXCHNG TRADED FD VI - ACTV FCTR LGCP$4.9M
SELECT SECTOR SPDR TR - ST STR ENERG ETF$4.8M
VANGUARD INDEX FDS - SM CP VAL ETF$4.7M
FIRST TR EXCHANGE-TRADED FD - SHS$4.7M
SPDR SERIES TRUST - ST INTER ETF$4.7M
BLACKROCK ETF TRUST - ISHA LA CORE ETF$4.5M
TCW ETF TRUST - TRANSFRM 500 ETF$4.5M
GOOGL$GOOGLAlphabet Inc.$4.5M
SPDR INDEX SHS FDS - ST PORT MARK ETF$4.4M
PGIM ETF TR - PGIM ULTRA SH BD$4.4M
ABBV$ABBVAbbVie Inc.$4.3M
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$4.3M
MORGAN STANLEY ETF TRUST - EATO VA DURA ETF$4.2M
CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF$4.2M
ISHARES TR - MBS ETF$4.1M
PIMCO ETF TR - SHTRM MUN BD ACT$4.1M
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$4.0M
TSLA$TSLATesla, Inc.$4.0M
FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH$3.9M
MU$MUMICRON TECHNOLOGY INC$3.9M
ISHARES TR - EAFE VALUE ETF$3.9M
VANGUARD INDEX FDS - MCAP VL IDXVIP$3.8M
SELECT SECTOR SPDR TR - ST STR FINL ETF$3.8M
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$3.8M
COST$COSTCOSTCO WHOLESALE CORP /NEW$3.7M
GLDM$GLDMWorld Gold Trust$3.7M
FIRST TR EXCHANGE-TRADED ALP - COM SHS$3.7M
ISHARES TR - 3 7 YR TREAS BD$3.6M
BLACKROCK ETF TRUST - ISHARES DEFENSE$3.6M
CAPITAL GROUP NEW GEOGRAPHY - SHS$3.5M
FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN$3.5M
DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT$3.5M
FIRST TR EXCH TRADED FD III - MANAGD MUN ETF$3.5M
CAPITAL GRP FIXED INCM ETF T - MUN INM ETF$3.5M
BLACKROCK ETF TRUST - ISHA US THEM ETF$3.5M
CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM$3.4M
SPDR SERIES TRUST - ST STR SP500DIV$3.4M
FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX$3.4M
FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID$3.3M
FIRST TR EXCHANGE-TRADED FD - SHS$3.3M
LLY$LLYELI LILLY & Co$3.2M
SELECT SECTOR SPDR TR - ST STR UTIL ETF$3.1M
J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF$3.1M
ISHARES TR - 0-3 MTH TREASURY$3.0M
FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT$3.0M
CAPITAL GROUP EQUITY ETF TR - US SM MI CA ETF$3.0M
FIRST TR EXCH TRD ALPHDX FD - EMERG MKT ALPH$3.0M
WT$WTWisdomTree, Inc.$3.0M
LEGG MASON ETF INVT - FRANKLIN INTL LW$3.0M
ISHARES TR - CORE MSCI INTL$3.0M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$3.0M
ISHARES TR - USD INV GRDE ETF$3.0M
ISHARES TR - 1 3 YR TREAS BD$2.9M
KLAC$KLACKLA CORP$2.9M
VANGUARD INDEX FDS - MCAP GR IDXVIP$2.9M
J P MORGAN EXCHANGE TRADED F - BETABUILDRS US$2.9M
ISHARES TR - 0-5YR HI YL CP$2.8M
SCHWAB STRATEGIC TR - US DIVIDEND EQ$2.8M
JNJ$JNJJOHNSON & JOHNSON$2.8M
GE$GEGENERAL ELECTRIC CO$2.8M
VANGUARD INDEX FDS - SML CP GRW ETF$2.8M
ISHARES TR - NATIONAL MUN ETF$2.8M
XOM.R34088$XOM.R34088EXXON MOBIL CORP$2.8M
FIRST TR EXCHANGE-TRADED FD - INTER GRADE ETF$2.8M
AFL$AFLAFLAC INC$2.7M
GLOBAL X FDS - X EMERGING MKT$2.7M
FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500$2.7M
ISHARES TR - CORE US AGGBD ET$2.7M
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE$2.7M
VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF$2.6M
RBB FUND TRUST - FIRST EAGLE GBL$2.6M
ARCC$ARCCARES CAPITAL CORP$2.6M
CSCO$CSCOCISCO SYSTEMS, INC.$2.6M
FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF$2.6M
BAC$BACBANK OF AMERICA CORP /DE/$2.6M
GS$GSGOLDMAN SACHS GROUP INC$2.6M
FIRST TR EXCHANGE-TRADED ALP - COM SHS$2.5M
AMD$AMDADVANCED MICRO DEVICES INC$2.5M
FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US$2.5M
ISHARES TR - USD GRN BOND ETF$2.5M
AMAT$AMATAPPLIED MATERIALS INC /DE$2.4M
RFMZ$RFMZRiverNorth Flexible Municipal Income Fund II, Inc.$2.4M
WMT$WMTWalmart Inc.$2.4M
HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG$2.4M
ISHARES TR - ISHS 5-10YR INVT$2.4M
VANGUARD WORLD FD - INF TECH ETF$2.4M
PIMCO ETF TR - ACTIVE BD ETF$2.3M
IVZ$IVZInvesco Ltd.$2.3M
CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF$2.3M
VANECK ETF TRUST - SEMICONDUCTR ETF$2.2M
FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD$2.2M
RMMZ$RMMZRiverNorth Managed Duration Municipal Income Fund II, Inc.$2.2M
FTAI$FTAIFTAI Aviation Ltd.$2.2M
COLUMBIA ETF TR I - RESH ENHNC COR$2.2M
ISHARES TR - CORE DIV GRWTH$2.2M
FIRST TR EXCH TRADED FD III - ULTRA SHT DUR MU$2.2M
HARBOR ETF TRUST - OSMOSIS INTL RES$2.1M
SPDR SERIES TRUST - ST STR SP600 SML$2.1M
IVZ$IVZInvesco Ltd.$2.1M
ALPS$ALPSAlps Group Inc$2.0M
FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF$2.0M
UNH$UNHUNITEDHEALTH GROUP INC$2.0M
FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING$2.0M
RTX$RTXRTX Corp$2.0M
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US$1.9M
PG$PGPROCTER & GAMBLE Co$1.9M
IAU$IAUISHARES GOLD TRUST$1.9M
T$TAT&T INC.$1.9M
GEV$GEVGE Vernova Inc.$1.9M
ISHARES INC - MSCI EMRG CHN$1.9M
AXP$AXPAMERICAN EXPRESS CO$1.9M
J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT$1.8M
SO$SOSOUTHERN CO$1.8M
HD$HDHOME DEPOT, INC.$1.8M
STRL$STRLSTERLING INFRASTRUCTURE, INC.$1.8M
FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL$1.8M
FIRST TR EXCH TRD ALPHDX FD - EUROPE ALPHADEX$1.8M
FIRST TR EXCH TRD ALPHDX FD - JAPAN ALPHADEX$1.8M
NVT$NVTnVent Electric plc$1.8M
ISHARES TR - CORE S&P TTL STK$1.7M
FIRST TR EXCHANGE-TRADED FD - BLOOMBERG AI ETF$1.7M
J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN$1.7M
PM$PMPhilip Morris International Inc.$1.7M
MS$MSMORGAN STANLEY$1.7M
ISHARES TR - RUS 1000 GRW ETF$1.7M
ISHARES TR - CORE S&P MCP ETF$1.6M
FIRST TR EXCHANGE TRADED FD - S&P INTL DIVID$1.6M
FIRST TR EXCHANGE-TRADED FD - UTILITIES ALPH$1.6M
SPDR SERIES TRUST - ST TERM HIGH ETF$1.6M
NUSHARES ETF TR - NUVEEN ESG LRGVL$1.6M
RBB FD INC - US TRSRY 6 MNTH$1.6M
FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL$1.6M
CB$CBChubb Ltd$1.6M
IVZ$IVZInvesco Ltd.$1.6M
WSM$WSMWILLIAMS SONOMA INC$1.6M
DE$DEDEERE & CO$1.6M
CAPITAL GROUP CONSERVATIVE E - SHS$1.6M
NEOS ETF TRUST - NEOS S&P 500 HI$1.5M
SPDR SERIES TRUST - ST STR SP BIOT$1.5M
NORTHERN LTS FD TR IV - INSPIRE 100 ETF$1.5M
FIX$FIXCOMFORT SYSTEMS USA INC$1.5M
ISHARES TR - FLTG RATE NT ETF$1.5M
V$VVISA INC.$1.5M
IVZ$IVZInvesco Ltd.$1.5M
CMI$CMICUMMINS INC$1.5M
MO$MOALTRIA GROUP, INC.$1.5M
NEM$NEMNEWMONT Corp /DE/$1.4M
CVS$CVSCVS HEALTH Corp$1.4M
DBX ETF TR - XTRACKRS S&P 500$1.4M
SYF$SYFSynchrony Financial$1.4M
CRWD$CRWDCrowdStrike Holdings, Inc.$1.4M
UTHR$UTHRUNITED THERAPEUTICS Corp$1.4M
MA$MAMastercard Inc$1.4M
VZ$VZVERIZON COMMUNICATIONS INC$1.4M
FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY$1.3M
WT$WTWisdomTree, Inc.$1.3M
FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF$1.3M
SPDR SERIES TRUST - ST LON TREAS ETF$1.3M
MRK$MRKMerck & Co., Inc.$1.3M
J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL$1.3M
MCD$MCDMCDONALDS CORP$1.3M
PHYS$PHYSSprott Physical Gold Trust$1.3M
SELECT SECTOR SPDR TR - ST STR CARE ETF$1.3M
FOXA$FOXAFox Corp$1.3M
PLTR$PLTRPalantir Technologies Inc.$1.3M
INVESCO ACTIVELY MANAGED EXC - S&P 500 EQUA ETF$1.3M
FIRST TR EXCHANGE-TRADED ALP - SML CP GRW ALP$1.3M
CVX$CVXCHEVRON CORP$1.3M
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$1.3M
INTC$INTCINTEL CORP$1.3M
HARBOR ETF TRUST - COMM ALL WEA ETF$1.2M
VANGUARD INDEX FDS - EXTEND MKT ETF$1.2M
J P MORGAN EXCHANGE TRADED F - US VALUE FACTR$1.2M
SPDR SERIES TRUST - ST STR P400MID$1.2M
VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF$1.2M
WT$WTWisdomTree, Inc.$1.2M
PEP$PEPPEPSICO INC$1.2M
BA$BABOEING CO$1.2M
ASML$ASMLASML HOLDING NV$1.2M
FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR$1.2M
AZN$AZNASTRAZENECA PLC$1.2M
WM$WMWASTE MANAGEMENT INC$1.2M
CAPITAL GROUP INTERNATIONAL - SHS$1.2M
ET$ETEnergy Transfer LP$1.2M
IVZ$IVZInvesco Ltd.$1.2M
DUK$DUKDuke Energy CORP$1.2M
ISHARES INC - MSCI MEXICO ETF$1.2M
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$1.2M
ISHARES TR - GLOB HLTHCRE ETF$1.2M
ELV$ELVElevance Health, Inc.$1.1M
ISHARES TR - MSCI USA QLT FCT$1.1M
J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF$1.1M
BLACKROCK ETF TRUST - ISHA US AWAR ETF$1.1M
ISHARES TR - CORE MSCI EURO$1.1M
KO$KOCOCA COLA CO$1.1M
DELL$DELLDell Technologies Inc.$1.1M
ISHARES TR - TIPS BD ETF$1.1M
ISHARES TR - MSCI EAFE MIN VL$1.1M
ISHARES INC - MSCI STH KOR ETF$1.1M
UPS$UPSUNITED PARCEL SERVICE INC$1.1M
SPDR SERIES TRUST - ST STR R1K LOWV$1.0M
ISHARES TR - RUSSELL 2000 ETF$1.0M
PH$PHParker-Hannifin Corp$1.0M
LIN$LINLINDE PLC$1.0M
CBOE$CBOECboe Global Markets, Inc.$1.0M
ISHARES TR - ESG MSCI KLD ETF$1.0M
AMPLIFY ETF TR - CWP ENHANCED DIV$1.0M
WT$WTWisdomTree, Inc.$1.0M
LEGG MASON ETF INVT - CLEARBRIDGE LRG$1.0M
FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF$1.0M
VANGUARD SCOTTSDALE FDS - INT-TERM CORP$1.0M
J P MORGAN EXCHANGE TRADED F - JPMORGAN INTL VL$995,535
EME$EMEEMCOR Group, Inc.$990,891
ISHARES TR - ESG AWR MSCI USA$986,255
ISHARES TR - ESG AWR US AGRGT$978,644
FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH$978,200
NFLX$NFLXNETFLIX INC$974,045
FIRST TR EXCHANGE-TRADED FD - DOW 30 EQL WGT$969,795
FIRST TR EXCHANGE TRADED FD - NASDAQ BUYWRITE$969,669
ISHARES TR - IBOXX INV CP ETF$968,473
ISHARES TR - RUS TP200 VL ETF$967,469
WT$WTWisdomTree, Inc.$956,566
IVZ$IVZInvesco Ltd.$951,657
WMB$WMBWILLIAMS COMPANIES, INC.$950,789
FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED$949,621
SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$948,255
FIRST TR EXCHNG TRADED FD VI - VEST BUFFERED$937,538
CLS$CLSCELESTICA INC$933,889
AMGN$AMGNAMGEN INC$926,097
GILD$GILDGILEAD SCIENCES, INC.$922,862
META$METAMeta Platforms, Inc.$921,402
WT$WTWisdomTree, Inc.$915,720
VANGUARD MALVERN FDS - STRM INFPROIDX$914,374
LRCX$LRCXLAM RESEARCH CORP$914,371
FIRST TR EXCHANGE-TRADED FD - COMMON SHS$911,697
WPC$WPCW. P. Carey Inc.$908,108
FIRST TR EXCHANGE TRADED FD - NASDAQ BK ETF$907,068
RF$RFREGIONS FINANCIAL CORP$906,243
CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF$905,738
NVDA$NVDACALLNVIDIA CORP$900,405
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$898,303
ISHARES TR - 7-10 YR TRSY BD$897,696
ISHARES TR - IBONDS OCT 2028$896,309
CAPITAL GRP FIXED INCM ETF T - HIGH YIELD BOND$894,800
PLD$PLDPrologis, Inc.$894,187
IVZ$IVZInvesco Ltd.$891,680
J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF$868,751
FIRST TR EXCHANGE-TRADED ALP - SML CAP VAL ALPH$865,485
PANW$PANWPalo Alto Networks Inc$861,070
UAL$UALUnited Airlines Holdings, Inc.$853,111
RIVERNORTH MANAGED DUR MUN I - COM$852,593
TD$TDTORONTO DOMINION BANK$850,734
SELECT SECTOR SPDR TR - ST STR SVC ETF$844,126
SHEL$SHELShell plc$831,189
FIRST TR EXCHANGE-TRADED FD - LTD DUR INVT ETF$830,909
MPC$MPCMarathon Petroleum Corp$829,975
EXEL$EXELEXELIXIS, INC.$829,323
QCOM$QCOMQUALCOMM INC/DE$827,052
RMI$RMIRiverNorth Opportunistic Municipal Income Fund, Inc.$823,181
ATO$ATOATMOS ENERGY CORP$821,039
ISHARES INC - MSCI GBL ETF NEW$819,278
ANET$ANETArista Networks, Inc.$818,990
ADI$ADIANALOG DEVICES INC$813,732
COP$COPCONOCOPHILLIPS$808,635
FIRST TR EXCHANGE TRADED FD - INTL DEV STRNGTH$808,538
ISHARES TR - MSCI UK ETF NEW$807,821
FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH$804,106
WT$WTWisdomTree, Inc.$801,187
ISHARES TR - 0-5 YR TIPS ETF$797,536
HAL$HALHALLIBURTON CO$794,474
NRG$NRGNRG ENERGY, INC.$791,203
ETN$ETNEaton Corp plc$787,529
MORGAN STANLEY ETF TRUST - EATON VANCE SHRT$785,710
ABT$ABTABBOTT LABORATORIES$777,051
NEOS ETF TRUST - RUSS 2000 HI ETF$773,119
NEOS ETF TRUST - NASDAQ 100 HIGH$763,663
NEE$NEENEXTERA ENERGY INC$763,371
ISHARES TR - TRUST ISHARE 0-1$761,197
NXPI$NXPINXP Semiconductors N.V.$756,911
DIS$DISWalt Disney Co$753,124
SPDR SERIES TRUST - ST STR BACKE ETF$752,849
WDC$WDCWESTERN DIGITAL CORP$748,584
CEG$CEGConstellation Energy Corp$746,811
RCL$RCLROYAL CARIBBEAN CRUISES LTD$742,510
FITB$FITBFIFTH THIRD BANCORP$740,946
ISHARES TR - ESG AWRE USD ETF$733,705
SPDR SERIES TRUST - ST STR CONV ETF$728,214
LMT$LMTLOCKHEED MARTIN CORP$725,503
SAN$SANBanco Santander, S.A.$723,700
UNP$UNPUNION PACIFIC CORP$723,265
FIRST TR EXCHNG TRADED FD VI - FT VEST LAD$723,253
SHW$SHWSHERWIN WILLIAMS CO$718,000
RPRX$RPRXRoyalty Pharma plc$706,421
WTFC$WTFCWINTRUST FINANCIAL CORP$702,823
SYK$SYKSTRYKER CORP$702,788
ISHARES TR - RUS MID CAP ETF$701,579
FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX$697,664
TMO$TMOTHERMO FISHER SCIENTIFIC INC.$694,199
ISHARES INC - MSCI CDA ETF$693,590
VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F$689,294
AEP$AEPAMERICAN ELECTRIC POWER CO INC$687,745
SMFG$SMFGSUMITOMO MITSUI FINANCIAL GROUP, INC.$684,031
CFG$CFGCITIZENS FINANCIAL GROUP INC/RI$680,413
WT$WTWisdomTree, Inc.$679,795
RY$RYROYAL BANK OF CANADA$679,700
VANGUARD WORLD FD - COMM SRVC ETF$678,120
SLB$SLBSLB LIMITED/NV$676,709
BLK$BLKBlackRock, Inc.$675,801
ISHARES TR - GLOBAL 100 ETF$674,258
FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD$672,541
PSLV$PSLVSprott Physical Silver Trust$668,961
FRANKLIN ETF TR - SHRT DUR US GOVT$665,013
ISHARES INC - MSCI EURZONE ETF$661,447
FCX$FCXFREEPORT-MCMORAN INC$658,766
OKE$OKEONEOK INC /NEW/$654,919
FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN$654,785
SPDR SERIES TRUST - ST STR 1500MOM$652,500
WT$WTWisdomTree, Inc.$648,613
GLOBAL X FDS - 1 3 MO T BI ET$647,901
BCS$BCSBARCLAYS PLC$647,485
ISHARES TR - 20 YR TR BD ETF$646,859
CW$CWCURTISS WRIGHT CORP$644,118
IVZ$IVZInvesco Ltd.$643,087
VANGUARD INDEX FDS - LARGE CAP ETF$642,145
GLW$GLWCORNING INC /NY$638,267
FN$FNFabrinet$637,381
SSGA ACTIVE ETF TR - ST STR GLOBA ETF$631,191
ISHARES TR - RUS 1000 ETF$630,837
MNST$MNSTMonster Beverage Corp$625,069
DECK$DECKDECKERS OUTDOOR CORP$624,642
IVZ$IVZInvesco Ltd.$622,858
GD$GDGENERAL DYNAMICS CORP$608,152
CF$CFCF Industries Holdings, Inc.$607,773
ISHARES TR - ESG MSCI USA ETF$606,062
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF$605,179
J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH$605,056
ISHARES TR - U.S. BAS MTL ETF$597,654
INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF$595,206
PACER FDS TR - US CASH COWS 100$594,942
NET$NETCloudflare, Inc.$593,577
ENSG$ENSGENSIGN GROUP, INC$590,715
AEE$AEEAMEREN CORP$590,519
DBX ETF TR - XTRACK HRVST CSI$589,458
ISHARES TR - US AER DEF ETF$585,828
ED$EDCONSOLIDATED EDISON INC$585,599
IVZ$IVZInvesco Ltd.$584,122
NTRS$NTRSNORTHERN TRUST CORP$582,191
CAPITAL GRP FIXED INCM ETF T - SHORT DURATION$579,579
WT$WTWisdomTree, Inc.$575,103
IVZ$IVZInvesco Ltd.$570,834
LITE$LITELumentum Holdings Inc.$562,878
SPDR SERIES TRUST - ST STR SP SEMI$559,459
TEL$TELTE Connectivity plc$558,861
ISHARES TR - CORE HIGH DV ETF$558,741
BKNG$BKNGBooking Holdings Inc.$552,699
ISHARES TR - RUS MDCP VAL ETF$552,069
KMI$KMIKINDER MORGAN, INC.$551,123
SPDR SERIES TRUST - ST STR SP AERO$547,162
SPDR SERIES TRUST - ST PORT HIGH ETF$546,406
MCHP$MCHPMICROCHIP TECHNOLOGY INC$541,547
WT$WTWisdomTree, Inc.$539,343
AM$AMAntero Midstream Corp$534,258
GS$GSGOLDMAN SACHS GROUP INC$529,570
BG$BGBunge Global SA$525,757
ISHARES INC - MSCI JAPAN ETF$525,212
EIX$EIXEDISON INTERNATIONAL$522,434
VANECK ETF TRUST - GOLD MINERS ETF$516,520
COLUMBIA ETF TR I - MULTI SEC MUNI$514,800
SPDR SERIES TRUST - ST NUVE TERM ETF$514,625
QLYS$QLYSQUALYS, INC.$512,824
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$512,803
ISHARES TR - CORE INTL AGGR$511,310
VANECK ETF TRUST - HIGH YLD MUNIETF$508,352
NEOS ETF TRUST - NEOS ENH INC 1-3$508,046
ISHARES TR - CORE MSCI PAC$502,722
CHRW$CHRWC. H. ROBINSON WORLDWIDE, INC.$500,967
ISHARES TR - MSCI EMG MKT ETF$500,368
BBVA$BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A.$500,095
IVZ$IVZInvesco Ltd.$492,499
ISHARES TR - MSCI EAFE ETF$491,691
IVZ$IVZInvesco Ltd.$489,421
IVZ$IVZInvesco Ltd.$487,936
ALPS ETF TR - ALERIAN MLP$482,415
PFE$PFEPFIZER INC$478,770
IRM$IRMIRON MOUNTAIN INC$477,822
SPDR SERIES TRUST - ST STR NUVEE ETF$475,984
PIMCO ETF TR - MUNI INCOME OPP$475,904
TJX$TJXTJX COMPANIES INC /DE/$475,152
SWKS$SWKSSKYWORKS SOLUTIONS, INC.$474,401
ISHARES TR - JPMORGAN USD EMG$472,886
SPDR SERIES TRUST - ST STR CORPO ETF$469,030
SCHWAB STRATEGIC TR - US LCAP GR ETF$466,743
WEC$WECWEC ENERGY GROUP, INC.$466,315
FEDERATED HERMES ETF TRUST - US STRATEGIC DIV$464,918
RL$RLRALPH LAUREN CORP$462,822
VIK$VIKViking Holdings Ltd$461,800
VANGUARD WHITEHALL FDS - INTL HIGH ETF$459,913
CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT$458,889
SEIC$SEICSEI INVESTMENTS CO$457,058
SCHWAB STRATEGIC TR - INTERNL DIVID$456,622
NXT$NXTNextpower Inc.$456,442
CCZ$CCZCOMCAST CORP$455,708
VANGUARD BD INDEX FDS - INTERMED TERM$453,106
AIZ$AIZASSURANT, INC.$451,706
VANGUARD MUN BD FDS - LONG TERM TAX EX$451,556
SU$SUSUNCOR ENERGY INC$451,553
PROSHARES TR - S&P 500 DV ARIST$449,983
LATTICE STRATEGIES TR - HARTFORD MLT SML$448,824
ISHARES TR - RUS 1000 VAL ETF$448,757
FIRST TR EXCHANGE-TRADED FD - MNGD FUTRS STRGY$447,231
DGX$DGXQUEST DIAGNOSTICS INC$439,830
ENB$ENBENBRIDGE INC$438,482
DBP$DBPInvesco DB Precious Metals Fund$436,847
ORLY$ORLYO REILLY AUTOMOTIVE INC$433,933
HIG$HIGHARTFORD INSURANCE GROUP, INC.$432,480
INNOVATOR ETFS TRUST - QUITY MANAGD FLR$428,331
IVZ$IVZInvesco Ltd.$426,640
EBAY$EBAYEBAY INC$425,681
SCHW$SCHWSCHWAB CHARLES CORP$423,593
ISHARES TR - RUS MD CP GR ETF$423,418
SIMO$SIMOSilicon Motion Technology CORP$423,329
SELECT SECTOR SPDR TR - ST STR INDL ETF$420,867
SCHWAB STRATEGIC TR - US TIPS ETF$420,047
MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$417,414
VANGUARD WORLD FD - HEALTH CAR ETF$417,326
VRT$VRTVertiv Holdings Co$417,193
DBX ETF TR - XTRACK MSCI EAFE$415,303
PDI$PDIPIMCO Dynamic Income Fund$414,034
FIRST TR EXCHANGE TRAD FD VI - ALT ABSLT STRG$413,885
WFC$WFCWELLS FARGO & COMPANY/MN$412,909
FROG$FROGJFrog Ltd$412,604
PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$411,961
CARR$CARRCARRIER GLOBAL Corp$411,376
FIRST TR EXCHANGE-TRADED ALP - COM SHS$411,185
EOG$EOGEOG RESOURCES INC$410,413
BWA$BWABORGWARNER INC$409,617
CPA$CPACopa Holdings, S.A.$408,994
ALC$ALCALCON INC$407,099
IBIT$IBITiShares Bitcoin Trust ETF$405,374
CIEN$CIENCIENA CORP$405,205
VANGUARD MUN BD FDS - INTERMEDIATE TRM$400,760
PIMCO ETF TR - 0-5 HIGH YIELD$398,370
HSY$HSYHERSHEY CO$396,996
MCK$MCKMCKESSON CORP$396,750
VICTORY PORTFOLIOS II - SHS FR CA FL ETF$396,062
STM$STMSTMicroelectronics N.V.$395,655
FIRST TR EXCHANGE-TRADED ALP - MID CP GR ALPH$395,192
J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF$392,215
TMUS$TMUST-Mobile US, Inc.$391,757
FIRST TR EXCHNG TRADED FD VI - ACTIVE FACTOR LA$391,490
OHI$OHIOMEGA HEALTHCARE INVESTORS INC$390,121
CRH$CRHCRH PUBLIC LTD CO$389,694
CAH$CAHCARDINAL HEALTH INC$389,269
SNDK$SNDKSandisk Corp$388,810
SPG$SPGSIMON PROPERTY GROUP INC.$387,595
ISHARES TR - INVT GRAD SY ETF$386,713
C$CCITIGROUP INC$385,919
EG$EGEVEREST GROUP, LTD.$385,402
KB$KBKB Financial Group Inc.$381,734
CI$CICigna Group$381,289
DIMENSIONAL ETF TRUST - US SMALL CAP ETF$381,125
TXN$TXNTEXAS INSTRUMENTS INC$380,690
PACER FDS TR - METAURUS CAP 400$378,844
OMC$OMCOMNICOM GROUP INC.$378,334
SELECT SECTOR SPDR TR - ST STR STAPL ETF$377,327
RKLB$RKLBRocket Lab Corp$376,920
SSGA ACTIVE ETF TR - ST STR BL LN ETF$376,695
LOW$LOWLOWES COMPANIES INC$375,288
GLOBAL X FDS - ARTIFICIAL ETF$374,385
J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP$374,308
ORCL$ORCLORACLE CORP$372,005
SWK$SWKSTANLEY BLACK & DECKER, INC.$371,859
FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY$370,674
SRE$SRESEMPRA$368,397
PKG$PKGPACKAGING CORP OF AMERICA$368,381
F$FFORD MOTOR CO$368,196
ISHARES TR - ESG AWRE 1 5 YR$366,136
INNOVATOR ETFS TRUST - NASDAQ 100 MANA$362,320
COHR$COHRCOHERENT CORP.$360,151
G$GGenpact LTD$359,842
TCW ETF TRUST - TRANS SYSTE ETF$359,799
GMED$GMEDGLOBUS MEDICAL INC$359,545
FIRST TR EXCH TRADED FD III - PFD SECS INC ETF$358,347
INVESCO ACTIVELY MANAGED EXC - ACTIVE US REAL$358,084
FIRST TR EXCH TRADED FD III - INSTL PFD SECS$356,850
MMM$MMM3M CO$356,065
FIDELITY COVINGTON TRUST - SML MID MLTFCT$355,420
JANUS DETROIT STR TR - HENDRSON AAA CL$352,978
NORTHERN LTS FD TR IV - INSPIRE SML/ MID$352,168
GLOBAL X FDS - US INFR DEV ETF$351,015
PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$348,750
MDT$MDTMedtronic plc$348,014
ISHARES TR - ESG AWR MSCI USA$347,903
SNOW$SNOWSnowflake Inc.$345,647
VANGUARD MALVERN FDS - CORE-PLUS BD ETF$343,738
FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY$343,487
VANGUARD BD INDEX FDS - LONG TERM BOND$342,570
ADBE$ADBEADOBE INC.$339,690
DVN$DVNDEVON ENERGY CORP/DE$339,024
IVZ$IVZInvesco Ltd.$338,912
ISHARES TR - MSCI INTL QUALTY$338,246
IVZ$IVZInvesco Ltd.$335,452
FIRST TR EXCHANGE-TRADED ALP - COM SHS$334,347
GLOBAL X FDS - GLOBAL X SILVER$333,363
PPG$PPGPPG INDUSTRIES INC$333,179
APH$APHAMPHENOL CORP /DE/$333,069
OSIS$OSISOSI SYSTEMS INC$329,160
T ROWE PRICE EXCHANGE-TRADED - INTL EQUITY ETF$329,021
NGG$NGGNATIONAL GRID PLC$327,753
VANECK ETF TRUST - URANI NUCLE ETF$326,578
TRV$TRVTRAVELERS COMPANIES, INC.$326,028
TGT$TGTTARGET CORP$324,916
TROW$TROWPRICE T ROWE GROUP INC$321,889
FAST$FASTFASTENAL CO$319,976
IVZ$IVZInvesco Ltd.$318,226
CRS$CRSCARPENTER TECHNOLOGY CORP$315,207
WELL$WELLWELLTOWER INC.$313,886
ISHARES INC - JP MRGN EM HI BD$313,527
VANECK ETF TRUST - JP MRGAN EM LOC$310,973
EXPD$EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC$310,505
FIRST TR EXCHANGE-TRADED FD - FT VEST SMID$310,119
FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD$309,536
SNDA$SNDASONIDA SENIOR LIVING, INC.$309,264
WT$WTWisdomTree, Inc.$305,759
BLACKROCK ETF TRUST II - ISHARES AAA CLO$305,592
CCL$CCLCarnival Corp Ltd.$304,774
FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE$304,719
ISHARES TR - RUSSELL 3000 ETF$304,212
CACI$CACICACI INTERNATIONAL INC /DE/$303,920
VANGUARD INDEX FDS - REAL ESTATE ETF$303,752
GOLDMAN SACHS ETF TR - MUNI INCOME ETF$303,239
CRM$CRMSalesforce, Inc.$299,990
BNY$BNYBank of New York Mellon Corp$299,410
LOGI$LOGILOGITECH INTERNATIONAL S.A.$299,042
VANGUARD WHITEHALL FDS - INTL DVD ETF$296,433
VICI$VICIVICI PROPERTIES INC.$295,931
HON$HONHONEYWELL INTERNATIONAL INC$295,930
SPDR SERIES TRUST - ST STR SP DIV$295,693
ATI$ATIATI INC$294,072
LAMR$LAMRLAMAR ADVERTISING CO/NEW$293,771
PIMCO ETF TR - SR LN ACTIVE ETF$293,447
AJG$AJGArthur J. Gallagher & Co.$287,778
CRDO$CRDOCredo Technology Group Holding Ltd$287,182
PACER FDS TR - DATA & DIGI REVO$286,509
WT$WTWisdomTree, Inc.$286,228
WT$WTWisdomTree, Inc.$285,838
HONA$HONAHoneywell Aerospace Inc.$283,423
NWFL$NWFLNORWOOD FINANCIAL CORP$283,274
ISHARES TR - ESG EAFE ETF$282,104
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$281,913
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$281,530
J P MORGAN EXCHANGE TRADED F - US RESEARCH ENHN$281,468
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$281,405
FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT$281,381
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$281,329
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$281,245
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$281,214
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$281,170
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$280,862
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$280,741
PACER FDS TR - US SM CAP CA ETF$280,693
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$280,573
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$280,090
ISHARES TR - SYSTEMATIC BD ET$278,689
BDX$BDXBECTON DICKINSON & CO$276,993
ISHARES TR - BROAD USD HIGH$276,632
ACGL$ACGLARCH CAPITAL GROUP LTD.$276,514
NORTHERN LTS FD TR IV - INSPIRE INTL ETF$274,488
SSGA ACTIVE TR - ST STR BLACK ETF$274,291
WT$WTWisdomTree, Inc.$271,659
BMY$BMYBRISTOL MYERS SQUIBB CO$271,546
J P MORGAN EXCHANGE TRADED F - INTERNL GWT$270,306
AGX$AGXARGAN INC$269,910
TM$TMTOYOTA MOTOR CORP/$269,742
STX$STXSeagate Technology Holdings plc$268,270
ISHARES TR - ISHS 1-5YR INVS$265,350
SSGA ACTIVE ETF TR - ST STR TOTAL ETF$263,941
FDX$FDXFEDEX CORP$263,653
CINF$CINFCINCINNATI FINANCIAL CORP$262,900
ARK ETF TR - GENOMIC REV ETF$262,582
ETR$ETRENTERGY CORP /DE/$262,094
GSK$GSKGSK plc$262,042
ISHARES TR - S&P MC 400GR ETF$260,200
OUNZ$OUNZVanEck Merk Gold ETF$259,750
ISHARES TR - FALN ANGLS USD$259,623
JLL$JLLJONES LANG LASALLE INC$259,451
GS$GSGOLDMAN SACHS GROUP INC$258,648
J P MORGAN EXCHANGE TRADED F - GLOBAL SEL EQUIT$255,570
MRVL$MRVLMarvell Technology, Inc.$253,811
CDNS$CDNSCADENCE DESIGN SYSTEMS INC$252,935
FANG$FANGDiamondback Energy, Inc.$252,624
NVS$NVSNOVARTIS AG$251,997
CAG$CAGCONAGRA BRANDS INC.$251,947
FIDELITY COVINGTON TRUST - MSCI INDL INDX$251,429
GFI$GFIGOLD FIELDS LTD$249,037
IVZ$IVZInvesco Ltd.$247,652
SPGI$SPGIS&P Global Inc.$245,674
FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN$244,534
INVESCO ACTIVELY MANAGED EXC - QQQ INC ADV ETF$244,467
SCHWAB STRATEGIC TR - FUNDAMENTAL INTL$244,458
IVZ$IVZInvesco Ltd.$242,835
SPDR SERIES TRUST - ST SHOR CORP ETF$240,999
FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF$240,234
SII$SIISPROTT INC.$239,375
J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF$239,317
VANGUARD WORLD FD - CONSUM DIS ETF$237,603
KMB$KMBKIMBERLY CLARK CORP$236,756
ISHARES TR - ESG AW MSCI EAFE$235,201
ISHARES TR - S&P MC 400VL ETF$233,376
GLOBAL X FDS - GLOBAL X COPPER$232,364
RGLD$RGLDROYAL GOLD INC$230,750
WT$WTWisdomTree, Inc.$229,277
SYY$SYYSYSCO CORP$227,181
VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$227,005
FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD$226,749
FIDELITY COVINGTON TRUST - HIGH DIVID ETF$225,396
A$AAGILENT TECHNOLOGIES, INC.$224,087
SPDR SERIES TRUST - ST STR SP METAL$221,773
INVESCO EXCH TRADED FD TR II - S&P INTL QULTY$221,452
SCHWAB STRATEGIC TR - FUNDAMENTAL US L$220,820
FIRST TR EXCHANGE-TRADED FD - WTR ETF$220,735
BMO$BMOBANK OF MONTREAL /CAN/$219,720
USB$USBUS BANCORP \DE\$219,487
ESI$ESIElement Solutions Inc$219,217
FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL$218,388
LEN$LENLENNAR CORP /NEW/$218,091
SIVR$SIVRabrdn Silver ETF Trust$218,077
GOLDMAN SACHS ETF TR - S&P 500 PREMIUM$217,201
TTE$TTETotalEnergies SE$214,697
ICE$ICEIntercontinental Exchange, Inc.$214,640
BLACKROCK ETF TRUST - ISHARES US LARG$212,366
LWLG$LWLGLightwave Logic, Inc.$211,905
JD$JDJD.com, Inc.$209,902
SELECT SECTOR SPDR TR - ST STR DISCR ETF$209,705
DIMENSIONAL ETF TRUST - US MKTWIDE VALUE$208,213
AON$AONAon plc$207,654
COF$COFCAPITAL ONE FINANCIAL CORP$207,525
J P MORGAN EXCHANGE TRADED F - BETA EURO ET NE$207,127
VANGUARD WORLD FD - CONSUM STP ETF$206,971
ISHARES TR - EXPANDED TECH$206,859
VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX$206,173
INVESCO EXCHANGE TRADED FD T - S&P SMCP VLU MNT$206,126
VST$VSTVistra Corp.$204,953
SCHWAB STRATEGIC TR - US LRG CAP ETF$204,921
SPDR INDEX SHS FDS - ST INTL CAP ETF$202,680
WT$WTWisdomTree, Inc.$202,470
PIMCO ETF TR - INTER MUN BD ACT$202,175
FSLR$FSLRFIRST SOLAR, INC.$201,288
WYNN$WYNNWYNN RESORTS LTD$200,789
IDXX$IDXXIDEXX LABORATORIES INC /DE$200,041
SPDR SERIES TRUST - ST STR NYSE TECH$200,017
FSK$FSKFS KKR Capital Corp$181,062
RIV$RIVRIVERNORTH OPPORTUNITIES FUND, INC.$161,293
PATH$PATHUiPath, Inc.$152,758
ETHA$ETHAiShares Ethereum Trust ETF$138,650
TRAK$TRAKReposiTrak, Inc.$101,484
EATON VANCE TAX-MANAGED GLOB - COM$100,798
AUR$AURAurora Innovation, Inc.$95,214
LYG$LYGLloyds Banking Group plc$92,026
SBS$SBSCOMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP$67,209

New Positions (44)

FIRST TR EXCHNG TRADED FD VI - MULTI STRATEGY$5.1M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$3.0M
ISHARES TR - USD GRN BOND ETF$2.5M
COLUMBIA ETF TR I - RESH ENHNC COR$2.2M
FIRST TR EXCHANGE-TRADED FD - BLOOMBERG AI ETF$1.7M
ISHARES INC - MSCI MEXICO ETF$1.2M
ISHARES TR - GLOB HLTHCRE ETF$1.2M
ISHARES INC - MSCI STH KOR ETF$1.1M
SPCX$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$948,255
NVDA$NVDACALL NVIDIA CORP$900,405
ISHARES TR - IBONDS OCT 2028$896,309
CAPITAL GRP FIXED INCM ETF T - HIGH YIELD BOND$894,800
ISHARES INC - MSCI GBL ETF NEW$819,278
ISHARES TR - MSCI UK ETF NEW$807,821
ISHARES TR - GLOBAL 100 ETF$674,258

Exited Positions (202)

MORGAN STANLEY ETF TRUST
ISHARES TR
ISHARES U S ETF TR
VANGUARD SCOTTSDALE FDS
PACER FDS TR
FIDELITY MERRIMACK STR TR
HARTFORD FDS EXCHANGE TRADED
ISHARES TR
VANGUARD SCOTTSDALE FDS
ISHARES TR
COR$COR Cencora, Inc.
SBUX$SBUX STARBUCKS CORP
CHKP$CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD
MRSH$MRSH MARSH & MCLENNAN COMPANIES, INC.
ISHARES TR

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for Gateway Wealth Partners, LLC including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track Gateway Wealth Partners, LLC's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Gateway Wealth Partners, LLC and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

AI-Powered Hedge Fund Analysis: Gateway Wealth Partners, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Gateway Wealth Partners, LLC (SEC CIK: 1966037), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Gateway Wealth Partners, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.