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Showing Q3 2024 data
Gateway Advisory, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Gateway Advisory, LLC
•CIK: 1512404•Filing: Q3 2024
**Gateway Advisory, LLC** manages $620M across a diversified portfolio of 131 positions. The firm exhibits a significant overweighting toward the Industrials and Technology sectors, evidenced by top holdings including SHV ($60.5M) and BRK/B ($50.1M). Notable allocations also include substantial exposure to the broader market indices via IBDY ($45.0M), IBDW ($34.3M), and IBDX ($34.3M). This concentration suggests a tactical, large-cap growth orientation within cyclical and defensive industrial themes.
Total AUM
$620.2M
QoQ Performance
+5.3%
Positions
103
Top 10 Concentration
55.6%
Latest Filing
Q3 2024
Top Holdings Allocation
SHV
BRK.B
IBDY
IBDW
IBDX
IBDV
SHV9.7%
BRK.B8.1%
IBDY7.3%
IBDW5.5%
IBDX5.5%
IBDV5.5%
IBDU3.6%
IBDT3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.8%
Technology6.7%
Consumer1.6%
Industrial1.5%
Healthcare1.2%
Energy0.9%
Financial0.7%
Consumer Staples0.2%
🚪 Exited Positionssold since Q2 2024
+10 more exited positions
Changes from Q2 2024
NEW6 new positions
↑50 increased
↓66 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023