Long-term investor

Gateway Wealth Partners, LLC @gatewaywealthpartnersllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966037).

Record

  • Tracked since 2025-06-30 (431 days), 179 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.6% · 6 months +9.3% · 1 year +16.1% · all +16.1%
  • Max drawdown -1.7% · Sharpe 1.01 · win rate 9% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 3.6% · long · since 2025-06-30
  • AAPL · 2.2% · long · since 2025-06-30
  • 78464A854 · 2.2% · long · since 2025-06-30
  • NVDA · 1.5% · long · since 2025-06-30
  • 921910816 · 1.3% · long · since 2025-06-30
  • 78462F103 · 1.3% · long · since 2025-06-30
  • 33738R704 · 1.3% · long · since 2025-06-30
  • 464286426 · 1.2% · long · since 2025-12-31
  • 025072885 · 1.1% · long · since 2025-06-30
  • 46434V613 · 1.0% · long · since 2025-06-30
  • 78464A805 · 1.0% · long · since 2025-06-30
  • 78464A649 · 1.0% · long · since 2025-06-30

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