$138 Million is the total value of Gateway Advisory, LLC's 30 reported holdings in Q1 2011. The portfolio turnover from Q4 2010 to Q1 2011 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2011 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2011-05-10
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.