Gateway Advisory, LLC

Q3 2024 13F Holdings

  • Location
    westfield, NJ
  • Num holdings

    131

  • Value ($000)

    $620,223

  • Date Filed
    11/14/2024
  • Form type
    13F-HR
  • CIK
    0001512404
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SHV
SHV

ISHARES TR

SHORT TREAS BD
$60.47M
10 %

546,560

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$50.10M
8 %

108,863

IBDY
IBDY

ISHARES TR

IBONDS DEC 2033
$44.97M
7 %

1,703,565

IBDW
IBDW

ISHARES TR

IBONDS DEC 2031
$34.32M
6 %

1,617,206

IBDX
IBDX

ISHARES TR

IBONDS DEC 2032
$34.30M
6 %

1,334,174

IBDV
IBDV

ISHARES TR

IBONDS DEC 2030
$34.15M
6 %

1,540,405

IBDU
IBDU

ISHARES TR

IBONDS DEC 29
$22.15M
4 %

942,319

IBDT
IBDT

ISHARES TR

IBDS DEC28 ETF
$21.99M
4 %

861,339

PDP
PDP

INVESCO EXCHANGE TRADED FD T

DORSEY WRIGHT MO
$21.93M
4 %

212,409

XLU
XLU

SELECT SECTOR SPDR TR

SBI INT-UTILS
$20.15M
3 %

249,500

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