GA

Gateway Advisory, LLC

13F
Gateway Advisory, LLC
Last update 2024-11-15 131 Stocks (6 new)
Value $620.00 Mil Turnover 3 %
Countries:
Top Holdings: SHV(9.75%)BRK.B(8.08%)IBDY(7.25%)IBDW(5.53%)IBDX(5.53%)
Summary Stock Picks Current Portfolio
Gateway Advisory, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SHV 		iShares Short Treasury Bond ETF
546,560
60,465.9
+13.90%
9.750
+1.19%
0.330
+0.99%
+1.43%
22,326.2
 
BRK.B 		Berkshire Hathaway Inc
108,863
50,104.7
-0.14%
8.080
-0.01%
0.010
+9.62%
+14.33%
1,117,702.3
Insurance
IBDY 		iShares iBonds Dec 2033 Term Corporate ETF
1,703,565
44,974.2
+3.18%
7.250
+0.22%
6.490
+1.96%
+2.84%
718.3
 
IBDW 		iShares iBonds Dec 2031 Term Corporate ETF
1,617,206
34,317.2
+3.39%
5.530
+0.18%
2.890
+2.28%
+3.16%
1,467.0
 
IBDX 		iShares iBonds Dec 2032 Term Corporate ETF
1,334,174
34,301.7
+3.48%
5.530
+0.19%
3.880
+1.80%
+2.55%
1,038.6
 
IBDV 		iShares iBonds Dec 2030 Term Corporate ETF
1,540,405
34,150.9
+3.29%
5.510
+0.18%
2.370
+2.45%
+3.04%
1,794.3
 
IBDU 		iShares iBonds Dec 2029 Term Corporate ETF
942,319
22,154.0
+3.83%
3.570
+0.13%
1.130
+2.12%
+2.76%
2,551.6
 
IBDT 		iShares iBonds Dec 2028 Term Corporate ETF
861,339
21,990.0
+3.76%
3.550
+0.13%
0.940
+2.13%
+2.80%
2,791.1
 
PDP 		Invesco Dorsey Wright Momentum ETF
212,409
21,933.1
-0.37%
3.540
-0.01%
1.720
-11.06%
-5.44%
1,200.6
 
XLU 		Utilities Select Sector SPDR ETF
249,500
20,154.3
+3.56%
3.250
+0.11%
0.110
+4.07%
+7.44%
18,530.0
 

Gateway Advisory, LLC's Historical Top Holdings Breakdowns

Gateway Advisory, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHV 		iShares Short Treasury Bond ETF2024-09-30Add
+1.19%
●
110.05 ($110.36) 110.63
$110.16
-0.18%
Add 13.9%
546,560
66,717
BA 		Boeing Co2024-09-30Sold Out
-0.69%
●
152.04 ($171.47) 190.6
$185.56
8.22%
Sold Out
0
-22,449
JNJ 		Johnson & Johnson2024-09-30Reduce
-0.29%
●
145.48 ($159.33) 167.38
$157.30
-1.27%
Reduce -70.22%
4,997
-11,783
IBDY 		iShares iBonds Dec 2033 Term Corporate ETF2024-09-30Add
+0.22%
●
24.94 ($25.91) 26.5
$25.38
-2.05%
Add 3.18%
1,703,565
52,460
MSFT 		Microsoft Corp2024-09-30Reduce
-0.21%
●
395.15 ($427.47) 467.56
$433.35
1.38%
Reduce -13.77%
17,106
-2,731
SUN 		Sunoco LP2024-09-30Sold Out
-0.21%
●
50.23 ($54.25) 58.53
$56.55
4.24%
Sold Out
0
-21,607
IBDX 		iShares iBonds Dec 2032 Term Corporate ETF2024-09-30Add
+0.19%
●
24.34 ($25.25) 25.83
$24.79
-1.82%
Add 3.48%
1,334,174
44,909
IBDV 		iShares iBonds Dec 2030 Term Corporate ETF2024-09-30Add
+0.18%
●
21.11 ($21.81) 22.23
$21.67
-0.64%
Add 3.29%
1,540,405
49,049
IBDW 		iShares iBonds Dec 2031 Term Corporate ETF2024-09-30Add
+0.18%
●
20.12 ($20.85) 21.28
$20.65
-0.96%
Add 3.39%
1,617,206
53,010
GOOG 		Alphabet Inc2024-09-30Reduce
-0.14%
●
149.54 ($169.25) 192.66
$152.80
-9.72%
Reduce -11.03%
35,797
-4,440

Gateway Advisory, LLC Total Holding History ($B)

To

Gateway Advisory, LLC's Asset Allocation

To

Gateway Advisory, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Gateway Advisory, LLC's Hypothetical Growth since 2024-09-30

Gateway Advisory, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Gateway Advisory, LLC's Holdings Heat Map

Size field:

Gateway Advisory, LLC's Holdings Bubble Chart

Gateway Advisory, LLC News

  • 1

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