News + Filings Holdings
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Gateway Advisory, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
BERKSHIRE HATHAWAY INC
| BRK/B | Common | 59,169 | 346 | 20,176,648,000 | 20,158,485,000 | 4.27 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBDS | Common | 740,566 | 369,356 | 17,388,479,000 | 17,379,637,000 | 3.68 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBDR | Common | 739,893 | 370,228 | 17,365,280,000 | 17,356,508,000 | 3.68 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| UAE | Common | 763,735 | 410,943 | 17,145,851,000 | 17,137,779,000 | 3.63 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBDT | Common | 699,504 | 377,474 | 17,137,851,000 | 17,129,820,000 | 3.63 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| PDP | Common | 183,395 | 1,529 | 14,860,486,000 | 14,846,670,000 | 3.15 | |
Hist
| 06/30/2023 |
iShares, Inc.
| EMHY | Common | 263,722 | 2,380 | 9,264,556,000 | 9,255,346,000 | 1.96 | |
Hist
| 06/30/2023 |
MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 81,212 | 69,726 | 8,667,806,000 | 8,666,569,000 | 1.84 | |
Hist
| 06/30/2023 |
Kolli Sreelakshmi
| SHM | ETF | 110,875 | 46,574 | 5,216,690,000 | 5,213,632,000 | 1.11 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| INDY | Common | 112,370 | 1,352 | 5,061,151,000 | 5,056,587,000 | 1.07 | |
Hist
| 06/30/2023 |
CHEVRON CORP
| CVX | Common | 29,019 | 463 | 4,566,209,000 | 4,561,550,000 | 0.97 | 0.00 |
Hist
| 06/30/2023 |
CATERPILLAR INC
| CAT | Common | 17,816 | 318 | 4,383,676,000 | 4,379,672,000 | 0.93 | |
Hist
| 06/30/2023 |
COCA COLA CO
| KO | Common | 70,971 | 1,154 | 4,273,888,000 | 4,269,557,000 | 0.91 | |
Hist
| 06/30/2023 |
EXXON MOBIL CORP
| XOM | Common | 31,893 | 2,250 | 3,420,554,000 | 3,417,303,000 | 0.72 | 0.00 |
Hist
| 06/30/2023 |
VANGUARD ADMIRAL FUNDS
| VOOV | Common | 14,147 | 46 | 2,202,620,000 | 2,200,551,000 | 0.47 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| EWMC | Common | 21,321 | 393 | 1,940,345,000 | 1,938,524,000 | 0.41 | |
Hist
| 06/30/2023 |
FIRST TRUST EXCHANGE-TRADED FUND VII
| FTXG | Common | 74,000 | 1,595 | 1,940,292,000 | 1,938,346,000 | 0.41 | |
Hist
| 06/30/2023 |
VANGUARD ADMIRAL FUNDS
| IVOV | Common | 23,415 | 547 | 1,927,474,000 | 1,925,675,000 | 0.41 | |
Hist
| 06/30/2023 |
FIRST TRUST ADVISORS LP
| FXZ | Common | 29,022 | 853 | 1,862,931,000 | 1,861,091,000 | 0.39 | |
Hist
| 06/30/2023 |
JPMORGAN CHASE & CO
| JPM | Common | 11,954 | 4,905 | 1,738,637,000 | 1,737,718,000 | 0.37 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 16,324 | 153 | 1,598,936,000 | 1,597,325,000 | 0.34 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IBMQ | Common | 57,836 | 5,248 | 1,455,164,000 | 1,453,818,000 | 0.31 | |
Hist
| 06/30/2023 |
LAKELAND BANCORP INC
| LBAI | COM | 93,007 | 784 | 1,245,368,000 | 1,243,926,000 | 0.26 | 0.14 |
Hist
| 06/30/2023 |
PROCTER & GAMBLE Co
| PG | Common | 7,619 | 3,846 | 1,156,149,000 | 1,155,588,000 | 0.24 | 0.00 |
Hist
| 06/30/2023 |
GENERAL ELECTRIC CO
| GE | Stock | 10,088 | 1,224 | 1,108,172,000 | 1,107,325,000 | 0.23 | 0.00 |
Hist
| 06/30/2023 |
SCHWAB STRATEGIC TRUST
| SCHB | Common | 20,891 | 1 | 1,080,048,000 | 1,079,048,000 | 0.23 | |
Hist
| 06/30/2023 |
JOHNSON & JOHNSON
| JNJ | Common | 6,369 | 1,889 | 1,054,126,000 | 1,053,432,000 | 0.22 | |
Hist
| 06/30/2023 |
NVIDIA CORP
| NVDA | Common | 2,206 | 756 | 933,182,000 | 932,779,000 | 0.20 | 0.00 |
Hist
| 06/30/2023 |
UPDIKE LAWRENCE A
| PDI | COM | 36,835 | 456 | 690,656,000 | 690,000,000 | 0.15 | |
Hist
| 06/30/2023 |
AMERIPRISE FINANCIAL INC
| AMP | Common | 2,047 | 1,043 | 679,932,000 | 679,624,000 | 0.14 | 0.00 |
Hist
| 06/30/2023 |
GARTNER INC
| IT | Common | 1,690 | 48 | 592,024,000 | 591,489,000 | 0.13 | 0.00 |
Hist
| 06/30/2023 |
Marathon Petroleum Corp
| MPC | Common | 4,866 | 2,340 | 567,376,000 | 567,035,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 1,129 | 5 | 417,075,000 | 416,714,000 | 0.09 | |
Hist
| 06/30/2023 |
COMCAST CORP
| CMCSA | Common | 9,441 | 2,888 | 392,274,000 | 392,026,000 | 0.08 | |
Hist
| 06/30/2023 |
GE HealthCare Technologies Inc.
| GEHC | Common | 4,412 | 408 | 358,431,000 | 358,103,000 | 0.08 | |
Hist
| 06/30/2023 |
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