Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2009 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB U.S. BROAD MARKET ETF | 45 | Q2 2024 | 7.7% |
EXXON MOBIL CORP COM | 43 | Q2 2024 | 1.2% |
IQ CPI INFLATION HEDGED ETF | 37 | Q2 2022 | 18.2% |
IQ HEDGE MARKET NEUTRAL TRACKER ETF | 36 | Q1 2022 | 3.6% |
JOHNSON & JOHNSON COM | 36 | Q2 2024 | 0.8% |
PIMCO ETF TR | 35 | Q4 2021 | 5.6% |
CHEVRON CORP NEW COM | 33 | Q2 2024 | 1.1% |
SPDR SER TR | 31 | Q3 2023 | 10.3% |
APPLE INC COM | 30 | Q2 2024 | 2.1% |
ALPS ETF TR | 29 | Q2 2024 | 3.8% |
View Gateway Advisory, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-29 |
13F-HR | 2024-08-14 |
13F-HR | 2024-05-15 |
13F-HR | 2024-02-07 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-10 |
13F-HR/A | 2023-05-12 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
View Gateway Advisory, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.