StockDriftsStockDriftsTop 50 Gateway Advisory, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 9.75% | 546.6K | $60.5M | +13.90%(+66.72K) | — | 2024-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 8.08% | 108.9K | $50.1M | -0.14%(-153) | — | 2024-09-30 | |
| IBDY | ISHARES TR | 7.25% | 1.70M | $45.0M | +3.18%(+52.46K) | — | 2024-09-30 | |
| IBDW | ISHARES TR | 5.53% | 1.62M | $34.3M | +3.39%(+53.01K) | — | 2024-09-30 | |
| IBDX | ISHARES TR | 5.53% | 1.33M | $34.3M | +3.48%(+44.91K) | — | 2024-09-30 | |
| IBDV | ISHARES TR | 5.51% | 1.54M | $34.2M | +3.29%(+49.05K) | — | 2024-09-30 | |
| IBDU | ISHARES TR | 3.57% | 942.3K | $22.2M | +3.83%(+34.76K) | — | 2024-09-30 | |
| IBDT | ISHARES TR | 3.55% | 861.3K | $22.0M | +3.76%(+31.20K) | — | 2024-09-30 | |
| PDP | INVESCO EXCHANGE TRADED FD T | 3.54% | 212.4K | $21.9M | -0.37%(-780) | — | 2024-09-30 | |
| XLU | SELECT SECTOR SPDR TR | 3.25% | 249.5K | $20.2M | +3.56%(+8.57K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Gateway Advisory, Llc reports $620.22M in US-listed equity holdings across 131 positions in its most recent 13F filing. Its largest disclosed positions are SHV (9.8%), BRKB (8.1%) and IBDY (7.3%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Gateway Advisory, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512404). View Gateway Advisory, Llc’s 13F filings on SEC