13F Filings History of Gateway Advisory, LLC
- Latest 13F filing
- Q3 2024 - 14 Nov 2024
- Latest reported 13F value
- $620,223,342
- Largest 13F holdings
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SHV BRKB IBDY IBDW IBDX IBDV IBDU IBDT PDP XLU IBDS EWJ
+8 more
AAPL EMHY IBDR IAU MLN AGG MSFT INDY - Form 13F summary
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- Gateway Advisory, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Gateway Advisory, LLC reported 131 equity holdings with a total reported market value of $620,223,342 for Q3 2024. Top reported holdings included SHV, BRKB, IBDY, IBDW, and IBDX.
- Manager signature
- Jordan Green - Counsel
- Manager location
- Westfield, NJ
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q3 2024
Latest value
$620,223,342
Quarter delta
+$31,409,970
Accepted
14 Nov 2024, 16:31
Rows shown
1-25 of 44
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 131 | $620,223,342 | +$21,668,975 | -$19,502,767 | +$2,166,208 | SHV, BRKB, IBDY, IBDW, IBDX | 13F-HR | 14 Nov 2024, 16:31 |
| Q2 2024 | 140 | $588,813,372 | +$52,231,246 | -$31,787,614 | +$20,443,632 | SHV, BRKB, IBDY, IBDW, IBDV | 13F-HR | 14 Aug 2024, 16:52 |
| Q1 2024 | 132 | $570,059,963 | +$44,566,830 | -$16,112,605 | +$28,454,225 | SHV, BRKB, IBDY, IBDW, IBDX | 13F-HR | 15 May 2024, 16:20 |
| Q4 2023 | 128 | $520,893,043 | +$225,164,634 | -$210,086,673 | +$15,077,961 | SHV, IBDY, BRKB, IBDW, IBDX | 13F-HR | 07 Feb 2024, 15:28 |
| Q3 2023 | 107 | $490,320,170 | +$26,036,027 | -$3,337,603 | +$22,698,424 | SHV, IBDP, BRKB, IBDR, IBDS | 13F-HR | 14 Nov 2023, 16:46 |
| Q2 2023 | 106 | $472,018,778 | +$72,202,259 | -$58,162,561 | +$14,039,698 | SHV, IBDP, BRKB, IBDS, IBDR | 13F-HR | 10 Aug 2023, 17:22 |
| Q1 2023 | 93 | $449,120,000 | +$252,666,262 | -$200,008,904 | +$52,657,358 | SHV, IBDP, BRKB, IBDQ, RSP | Restatement | 12 May 2023, 16:54 |
| Q4 2022 | 73 | $389,668,000 | +$58,623,662 | -$79,637,759 | -$21,014,097 | ICSH, IBDP, RSP, BRKB, IBDQ | 13F-HR | 14 Feb 2023, 13:09 |
| Q3 2022 | 77 | $403,306,000 | +$210,628,850 | -$38,403,492 | +$172,225,358 | ICSH, IBDP, IBDS, IBDR, IBDQ | 13F-HR | 14 Nov 2022, 13:27 |
| Q2 2022 | 64 | $234,827,000 | +$4,732,774 | -$121,555,146 | -$116,822,372 | ICSH, IBDO, IBDP, IBMK, IBDN | 13F-HR | 15 Aug 2022, 17:44 |
| Q1 2022 | 97 | $367,968,000 | +$107,745,162 | -$183,806,816 | -$76,061,654 | ICSH, USMV, IBDO, IBDP, CPI | 13F-HR | 21 Apr 2022, 14:11 |
| Q4 2021 | 103 | $469,081,000 | +$99,999,122 | -$135,976,147 | -$35,977,025 | PDP, USMV, ICSH, CPI, STPZ | 13F-HR | 14 Jan 2022, 17:22 |
| Q3 2021 | 117 | $480,125,000 | +$30,887,535 | -$16,246,757 | +$14,640,778 | USMV, PDP, CPI, HYG, STPZ | 13F-HR | 21 Oct 2021, 08:53 |
| Q2 2021 | 104 | $469,726,000 | +$74,701,052 | -$15,030,028 | +$59,671,024 | USMV, PDP, CPI, HYG, STPZ | 13F-HR | 04 Aug 2021, 15:38 |
| Q1 2021 | 93 | $395,430,000 | +$21,938,554 | -$88,741,271 | -$66,802,717 | PDP, USMV, CPI, HYG, STPZ | 13F-HR | 12 Apr 2021, 15:52 |
| Q4 2020 | 73 | $459,461,000 | +$61,861,179 | -$55,859,105 | +$6,002,074 | PDP, USMV, CPI, HYG, STPZ | 13F-HR | 11 Jan 2021, 09:37 |
| Q3 2020 | 66 | $424,643,000 | +$97,756,752 | -$23,690,369 | +$74,066,383 | USMV, PDP, CPI, HYG, STPZ | 13F-HR | 23 Oct 2020, 12:00 |
| Q2 2020 | 60 | $340,596,000 | +$110,079,346 | -$85,161,354 | +$24,917,992 | USMV, CPI, HYG, PDP, STPZ | 13F-HR | 20 Jul 2020, 19:53 |
| Q1 2020 | 56 | $297,157,000 | +$147,734,116 | -$235,295,118 | -$87,561,002 | MTUM, CPI, HYG, USMV, STPZ | 13F-HR | 07 Apr 2020, 11:56 |
| Q4 2019 | 66 | $406,105,000 | +$113,565,900 | -$7,475,924 | +$106,089,976 | PDP, SPLV, CPI, ICSH, STPZ | 13F-HR | 10 Jan 2020, 16:30 |
| Q3 2019 | 61 | $294,881,000 | +$10,071,771 | -$109,431,656 | -$99,359,885 | SPLV, CPI, ICSH, PDP, STPZ | 13F-HR | 08 Oct 2019, 17:58 |
| Q2 2019 | 59 | $388,799,000 | +$72,401,032 | -$80,152,634 | -$7,751,602 | SPLV, CPI, PDP, ICSH, STPZ | 13F-HR | 30 Jul 2019, 12:26 |
| Q1 2019 | 63 | $385,838,000 | +$146,363,718 | -$12,644,016 | +$133,719,702 | PDP, CPI, SPLV, ICSH, STPZ | 13F-HR | 22 Apr 2019, 15:57 |
| Q4 2018 | 58 | $238,995,000 | +$22,762,527 | -$144,421,463 | -$121,658,936 | CPI, ICSH, SPLV, STPZ, IBDC | 13F-HR | 23 Jan 2019, 16:41 |
| Q3 2018 | 72 | $380,530,000 | +$40,699,470 | -$25,694,732 | +$15,004,738 | SPLV, CPI, PDP, ICSH, STPZ | 13F-HR | 17 Oct 2018, 19:39 |