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  Name: Gateway Wealth Partners LLC
  City: APPLETON
  State: WI
  Zip: 54911
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $248,233,000
  Total Value Change : $-306,554,000
  Securities Held Change : -33
   
All Securities Held : 224
  New Positions : 38
  Closed Positions : 72
  Increased Positions : 78
  Unchanged Positions : 3
  Decreased Positions : 105

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (WSM)1 Year Chart         WSM Williams Sonoma Inc 153 - $315.94 $303,000 1,500 0.12% 70,000 0 0.002    Home Furnishing Stores
   (INSP)1 Year Chart         INSP Inspire Medical Systems Inc 197 - $167.83 $226,000 1,110 0.09% 6,000 0 0.005    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc 198 - $132.77 $226,000 2,960 0.09% 22,000 0 0    N/A

      3 Records Found
  1    
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