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GATEWAY ADVISORY, LLC

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WESTFIELD NJ Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Gateway Advisory is based out of Westfield. Gateway Advisory is a large advisory firm with 678 clients and discretionary assets under management (AUM) of $637,856,626 (Form ADV from 2023-03-25). Their last reported 13F filing for Q4 2023 included $520,893,043 in managed 13F securities and a top 10 holdings concentration of 57.16%. Gateway Advisory's largest holding is iShares Short Treasury Bond ETF-iShares Short Treasury Bond ETF with shares held of 611,709. Whalewisdom has at least 55 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
SHV iShares Short Treasu 12.93%
IBDY iShares iBonds Dec 2 7.28%
BRK.B Berkshire Hathaway I 7.1%
IBDW iShares iBonds Dec 2 5.62%
IBDX iShares iBonds Dec 2 5.61%

2023-12-31

13F Activity

Market Value $0.52b, Prior: $490m
New Purchases 40 stocks
Added To 37 stocks
Sold out of 19 stocks
Reduced holdings in 45 stocks
Top 10 Holdings % 57.16%
Turnover %[1] 46.09%
Turnover Alt %[2] 40.19%
Time Held Top 20 3.4 quarters
Time Held Top 10 2.3 quarters
Time Held All 7.02 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance