Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gateway Advisory, LLC (CIK 1512404) reported $620.2M across 131 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: SHV ($60.5M, 9.75%), BRK/B ($50.1M, 8.08%), IBDY ($45.0M, 7.25%), IBDX ($34.3M, 5.53%), IBDW ($34.3M, 5.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | $60.5M | 9.75% | 546,560 | Added |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.1M | 8.08% | 108,863 | Trimmed |
| 3 | IBDY | ISHARES TR | $45.0M | 7.25% | 1.7M | Added |
| 4 | IBDX | ISHARES TR | $34.3M | 5.53% | 1.3M | Added |
| 5 | IBDW | ISHARES TR | $34.3M | 5.53% | 1.6M | Added |
| 6 | IBDV | ISHARES TR | $34.2M | 5.51% | 1.5M | Added |
| 7 | IBDU | ISHARES TR | $22.2M | 3.57% | 942,319 | Added |
| 8 | IBDT | ISHARES TR | $22.0M | 3.55% | 861,339 | Added |
| 9 | PDP | INVESCO EXCHANGE TRADED FD T | $21.9M | 3.54% | 212,409 | Trimmed |
| 10 | XLU | SELECT SECTOR SPDR TR | $20.2M | 3.25% | 249,500 | Added |
| 11 | IBDS | ISHARES TR | $15.3M | 2.46% | 626,432 | Added |
| 12 | EWJ | ISHARES INC | $12.9M | 2.07% | 179,798 | Added |
| 13 | AAPL | APPLE INC | $12.3M | 1.98% | 52,667 | Trimmed |
| 14 | EMHY | ISHARES INC | $11.8M | 1.91% | 303,324 | Trimmed |
| 15 | IBDR | ISHARES TR | $10.7M | 1.73% | 441,732 | Added |
| 16 | IAU | ISHARES GOLD TR | $9.0M | 1.46% | 181,878 | Trimmed |
| 17 | MLN | VANECK ETF TRUST | $8.9M | 1.44% | 489,013 | Added |
| 18 | AGG | ISHARES TR | $7.8M | 1.26% | 77,031 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $7.4M | 1.19% | 17,106 | Trimmed |
| 20 | INDY | ISHARES TR | $7.2M | 1.16% | 128,165 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $6.8M | 1.10% | 36,738 | Trimmed |
| 22 | CAT | CATERPILLAR INC | $6.8M | 1.09% | 17,363 | Trimmed |
| 23 | FXR | FIRST TR EXCHANGE TRADED FD | $6.7M | 1.08% | 88,590 | Trimmed |
| 24 | FXD | FIRST TR EXCHANGE TRADED FD | $6.2M | 1.00% | 98,357 | Added |
| 25 | IBMR | ISHARES TR | $6.1M | 0.99% | 240,357 | Added |
Source: SEC Form 13F filings · as of 2024-09-30