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
S
SHV

ISHARES TR

SHORT TREAS BD
464288679
$60.47M
10 %

546,560

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$50.10M
8 %

108,863

I
IBDY

ISHARES TR

IBONDS DEC 2033
46436E130
$44.97M
7 %

1,703,565

I
IBDW

ISHARES TR

IBONDS DEC 2031
46436E486
$34.32M
6 %

1,617,206

I
IBDX

ISHARES TR

IBONDS DEC 2032
46436E312
$34.30M
6 %

1,334,174

I
IBDV

ISHARES TR

IBONDS DEC 2030
46436E726
$34.15M
6 %

1,540,405

I
IBDU

ISHARES TR

IBONDS DEC 29
46436E205
$22.15M
4 %

942,319

I
IBDT

ISHARES TR

IBDS DEC28 ETF
46435U515
$21.99M
4 %

861,339

P
PDP

INVESCO EXCHANGE TRADED FD T

DORSEY WRIGHT MO
46137V837
$21.93M
4 %

212,409

X
XLU

SELECT SECTOR SPDR TR

SBI INT-UTILS
81369Y886
$20.15M
3 %

249,500

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