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Gateway Advisory, Llc

Portfolio Manager
Gateway Advisory, Llc
Performance
0% (N/A)
AUM (13F)
$620.22M
# of Holdings
131
Performance Rank
N/A
Allocation (Top 20)
N/A

Gateway Advisory, Llc Holdings Map

Top 50 Gateway Advisory, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SHV
ISHARES TR
9.75%546.6K$60.5M
+13.90%(+66.72K)
2023-Q3: 1.65M shares2023-Q4: 611.7K shares2024-Q1: 558.7K shares2024-Q2: 479.8K shares2024-Q3: 546.6K shares2024-09-30
BRKB
BERKSHIRE HATHAWAY INC DEL
8.08%108.9K$50.1M
-0.14%(-153)
2023-Q3: 60.4K shares2023-Q4: 103.7K shares2024-Q1: 107.1K shares2024-Q2: 109.0K shares2024-Q3: 108.9K shares2024-09-30
IBDY
ISHARES TR
7.25%1.70M$45.0M
+3.18%(+52.46K)
2023-Q4: 1.47M shares2024-Q1: 1.54M shares2024-Q2: 1.65M shares2024-Q3: 1.70M shares2024-09-30
IBDW
ISHARES TR
5.53%1.62M$34.3M
+3.39%(+53.01K)
2023-Q4: 1.41M shares2024-Q1: 1.48M shares2024-Q2: 1.56M shares2024-Q3: 1.62M shares2024-09-30
IBDX
ISHARES TR
5.53%1.33M$34.3M
+3.48%(+44.91K)
2023-Q4: 1.16M shares2024-Q1: 1.22M shares2024-Q2: 1.29M shares2024-Q3: 1.33M shares2024-09-30
IBDV
ISHARES TR
5.51%1.54M$34.2M
+3.29%(+49.05K)
2023-Q3: 819.0K shares2023-Q4: 1.35M shares2024-Q1: 1.41M shares2024-Q2: 1.49M shares2024-Q3: 1.54M shares2024-09-30
IBDU
ISHARES TR
3.57%942.3K$22.2M
+3.83%(+34.76K)
2023-Q3: 773.6K shares2023-Q4: 812.3K shares2024-Q1: 852.4K shares2024-Q2: 907.6K shares2024-Q3: 942.3K shares2024-09-30
IBDT
ISHARES TR
3.55%861.3K$22.0M
+3.76%(+31.20K)
2023-Q3: 708.3K shares2023-Q4: 741.0K shares2024-Q1: 780.0K shares2024-Q2: 830.1K shares2024-Q3: 861.3K shares2024-09-30
PDP
INVESCO EXCHANGE TRADED FD T
3.54%212.4K$21.9M
-0.37%(-780)
2023-Q3: 187.9K shares2023-Q4: 206.0K shares2024-Q1: 209.3K shares2024-Q2: 213.2K shares2024-Q3: 212.4K shares2024-09-30
XLU
SELECT SECTOR SPDR TR
3.25%249.5K$20.2M
+3.56%(+8.57K)
2023-Q4: 137.3K shares2024-Q1: 144.3K shares2024-Q2: 240.9K shares2024-Q3: 249.5K shares2024-09-30

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