Gateway Wealth Partners Portfolio holdings
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.43% |
| 2 | Financials | 1.81% |
| 3 | Consumer Discretionary | 1.78% |
| 4 | Industrials | 1.62% |
| 5 | Communication Services | 1.61% |
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Gateway Wealth Partners's Q1 2025 Portfolio in Review
As of Q1 2025, Gateway Wealth Partners held 330 positions worth $445M, up 15% from $386M the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Gateway Wealth Partners deployed $69.7M of net new capital in Q1 2025, opening 37 new positions and adding to 180 existing holdings. Its largest new stake was PIMCO Multi Sector Bond Active ETF: 217,330 shares worth $5.73M.
By sector, the portfolio is most concentrated in Technology at 4.4% of assets, down from 5.8% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was First Trust Smith Opportunistic Fixed Income ETF, an estimated $1.33M trimmed.
- Gateway Wealth Partners's largest Q1 2025 buy was PIMCO Multi Sector Bond Active ETF: 217,330 shares worth $5.73M.
- Gateway Wealth Partners added most to BlackRock Flexible Income ETF in Q1 2025, an estimated $4.18M increase.
- Gateway Wealth Partners's biggest Q1 2025 reduction was First Trust Smith Opportunistic Fixed Income ETF, cutting an estimated $1.33M.
- Gateway Wealth Partners fully exited AB Short Duration High Yield ETF in Q1 2025, selling an estimated $1.3M.
- Gateway Wealth Partners's ten largest holdings make up 22% of its $445M portfolio in Q1 2025.
- Gateway Wealth Partners opened 37 new positions and closed 19 in Q1 2025.
- Gateway Wealth Partners's portfolio value rose 15% quarter-over-quarter to $445M.
Based on Gateway Wealth Partners's 13F filing for Q1 2025, filed 1 May 2025.