Gateway Advisory, LLC 13F Holdings
CIK 0001512404 · WESTFIELD, NJ
As of Sep 30, 2024, Gateway Advisory, LLC reported 131 positions worth $620.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 546,560 | $60.5M | 9.75% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 108,863 | $50.1M | 8.08% |
| ISHARES TR | IBDY | — | 1,703,565 | $45.0M | 7.25% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 1,617,206 | $34.3M | 5.53% |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | — | 1,334,174 | $34.3M | 5.53% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 1,540,405 | $34.2M | 5.51% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 942,319 | $22.2M | 3.57% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 861,339 | $22.0M | 3.55% |
| INVESCO DORSEY WRIGHT MOMENTUM ETF | PDP | — | 212,409 | $21.9M | 3.54% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 249,500 | $20.2M | 3.25% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 626,432 |