Gateway Advisory, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $558 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $60.5M, Berkshire Hathaway Inc Class B with a value of $50.1M, Ishares Tr Ibonds Dec 2031 Ter with a value of $34.3M, Ishares Tr Ibonds Dec 2032 Ter with a value of $34.3M, and Ishares Tr with a value of $34.2M.
Examining the 13F form we can see an increase of $27.5M in the current position value, from $530M to 558M.
Gateway Advisory, LLC is based out at Westfield, NJ
Below you can find more details about Gateway Advisory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$558 Million
ETFs: $333 Million
Financial Services: $60 Million
Technology: $39.9 Million
Industrials: $14.1 Million
Consumer Cyclical: $11.9 Million
Healthcare: $8.87 Million
Communication Services: $8.82 Million
Energy: $6.3 Million
Other: $6.68 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions