HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (SHV) |
611,709 | -1,042,608 | $67,367 |
| SHV | 611,709 | -1,042,608 | $67,367 |
| ISHARES TR (IBDY) |
1,467,463 | +1,467,463 | $37,934 |
| IBDY | 1,467,463 | +1,467,463 | $37,934 |
 BERKSHIRE HATHAWAY INC DEL |
$36,984 | ||
| BRK.B | 103,695 | +43,253 | $36,984 |
| ISHARES TR (IBDW) |
1,408,234 | +1,408,234 | $29,249 |
| IBDW | 1,408,234 | +1,408,234 | $29,249 |
| ISHARES TR (IBDX) |
1,158,779 | +1,158,779 | $29,236 |
| IBDX | 1,158,779 | +1,158,779 | $29,236 |
| ISHARES TR (IBDV) |
1,346,197 | +527,151 | $29,132 |
| IBDV | 1,346,197 | +527,151 | $29,132 |
| ISHARES TR (IBDU) |
812,316 | +38,729 | $18,740 |
| IBDU | 812,316 | +38,729 | $18,740 |
| ISHARES TR (IBDT) |
740,950 | +32,691 | $18,590 |
| IBDT | 740,950 | +32,691 | $18,590 |
| INVESCO EXCHANGE TRADED FD T (PDP) |
206,002 | +18,052 | $17,611 |
| PDP | 206,002 | +18,052 | $17,611 |
| ISHARES TR (IBDS) |
538,017 | -213,840 | $12,875 |
| IBDS | 538,017 | -213,840 | $12,875 |
| ISHARES INC (EMHY) |
284,167 | +14,116 | $10,329 |
| EMHY | 284,167 | +14,116 | $10,329 |
| APPLE INC |
51,107 | -1,900 | $9,840 |
| AAPL | 51,107 | -1,900 | $9,840 |
| ISHARES TR (IBB) |
72,351 | +72,351 | $9,829 |
| IBB | 72,351 | +72,351 | $9,829 |
| ISHARES TR (IBDR) |
383,183 | -367,917 | $9,158 |
| IBDR | 383,183 | -367,917 | $9,158 |
| VANECK ETF TRUST (MLN) |
496,898 | +496,898 | $9,068 |
| MLN | 496,898 | +496,898 | $9,068 |
| SELECT SECTOR SPDR TR (XLU) |
137,261 | +137,261 | $8,693 |
| XLU | 137,261 | +137,261 | $8,693 |
| ISHARES GOLD TR (IAU) |
176,598 | -7,043 | $6,893 |
| IAU | 176,598 | -7,043 | $6,893 |
| MICROSOFT CORP |
18,218 | -2,378 | $6,851 |
| MSFT | 18,218 | -2,378 | $6,851 |
| ISHARES TR (IBMR) |
246,158 | +246,158 | $6,302 |
| IBMR | 246,158 | +246,158 | $6,302 |
| ISHARES TR (INDY) |
124,179 | +9,076 | $6,116 |
| INDY | 124,179 | +9,076 | $6,116 |
| FIRST TR EXCHANGE TRADED FD (FXR) |
86,581 | +15,097 | $5,616 |
| FXR | 86,581 | +15,097 | $5,616 |
| AMAZON COM INC |
36,862 | -55 | $5,601 |
| AMZN | 36,862 | -55 | $5,601 |
| FIRST TR EXCHANGE TRADED FD (FXD) |
93,717 | +93,717 | $5,527 |
| FXD | 93,717 | +93,717 | $5,527 |
| CATERPILLAR INC |
17,662 | -583 | $5,222 |
| CAT | 17,662 | -583 | $5,222 |
| ALPHABET INC |
36,144 | -3,930 | $5,104 |
| GOOG | 36,144 | -3,930 | $5,104 |
| FIRST TR NASDAQ 100 TECH IND (QTEC) |
28,850 | +28,850 | $5,062 |
| QTEC | 28,850 | +28,850 | $5,062 |
| FIRST TR EXCHANGE TRADED FD (FTXL) |
60,978 | +60,978 | $4,972 |
| FTXL | 60,978 | +60,978 | $4,972 |
| UNITEDHEALTH GROUP INC |
9,125 | -274 | $4,804 |
| UNH | 9,125 | -274 | $4,804 |
| ISHARES TR (ICSH) |
93,234 | +58,839 | $4,695 |
| ICSH | 93,234 | +58,839 | $4,695 |
| FIRST TR EXCHANGE TRADED FD (FDN) |
24,739 | +24,739 | $4,615 |
| FDN | 24,739 | +24,739 | $4,615 |
| ISHARES TR (IBMQ) |
177,092 | +112,218 | $4,532 |
| IBMQ | 177,092 | +112,218 | $4,532 |
| BOEING CO |
16,457 | +16,457 | $4,290 |
| BA | 16,457 | +16,457 | $4,290 |
| SALESFORCE INC |
15,472 | +15,472 | $4,071 |
| CRM | 15,472 | +15,472 | $4,071 |
| MERCK & CO INC |
35,822 | +32,916 | $3,905 |
| MRK | 35,822 | +32,916 | $3,905 |
| ISHARES TR (IBMP) |
134,652 | +74,183 | $3,422 |
| IBMP | 134,652 | +74,183 | $3,422 |
| EXXON MOBIL CORP |
33,677 | -347 | $3,367 |
| XOM | 33,677 | -347 | $3,367 |
| INVESCO EXCHANGE TRADED FD T (RSP) |
20,181 | +18,627 | $3,185 |
| RSP | 20,181 | +18,627 | $3,185 |
| INVESCO QQQ TR |
7,646 | +6,361 | $3,131 |
| QQQ | 7,646 | +6,361 | $3,131 |
| VANGUARD ADMIRAL FDS INC (IVOV) |
35,508 | +11,512 | $3,096 |
| IVOV | 35,508 | +11,512 | $3,096 |
| INVESCO EXCHANGE TRADED FD T (EWMC) |
31,193 | +9,646 | $3,069 |
| EWMC | 31,193 | +9,646 | $3,069 |
| VANGUARD ADMIRAL FDS INC (IVOO) |
32,141 | +32,141 | $3,020 |
| IVOO | 32,141 | +32,141 | $3,020 |
| VANGUARD ADMIRAL FDS INC (VOOV) |
17,503 | +3,333 | $2,940 |
| VOOV | 17,503 | +3,333 | $2,940 |
| ISHARES TR (IBMO) |
112,008 | +53,367 | $2,857 |
| IBMO | 112,008 | +53,367 | $2,857 |
| ISHARES TR (IBMN) |
104,957 | -1,884 | $2,786 |
| IBMN | 104,957 | -1,884 | $2,786 |
| JPMORGAN CHASE & CO |
11,523 | +764 | $1,960 |
| JPM | 11,523 | +764 | $1,960 |
| AUTOMATIC DATA PROCESSING IN |
7,558 | -261 | $1,761 |
| ADP | 7,558 | -261 | $1,761 |
| ISHARES TR (AGG) |
17,262 | +151 | $1,713 |
| AGG | 17,262 | +151 | $1,713 |
| GENERAL ELECTRIC CO |
10,988 | +1,800 | $1,402 |
| GE | 10,988 | +1,800 | $1,402 |
| LAKELAND BANCORP INC |
87,981 | -6,345 | $1,301 |
| LBAI | 87,981 | -6,345 | $1,301 |
| ALPS ETF TR (SDOG) |
23,322 | +84 | $1,195 |
| SDOG | 23,322 | +84 | $1,195 |
See Full List: All Stocks Held By Gateway Advisory LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Gateway Advisory LLC
|
Size ($ in 1000's)
At 12/31/2023: $520,894 At 09/30/2023: $490,319 Gateway Advisory LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Gateway Advisory LLC 13F filings. Link to 13F filings: SEC filings |
