Latest statistics and disclosures from Gateway Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CSJ, SHM, RSP, MUNI, SCHB. These five stock positions account for 48.02% of Gateway Advisory's total stock portfolio.
- Added to shares of these 10 stocks: Ishares Tr 2018 cp tm etf, XOM, CSJ, Rydex Etf Trust russ midca, IBB, IHE, RCD, KBE, Spdr Series Trust aerospace def, Iq Hedge Market Neut Track cmn.
- Started 12 new stock positions in KBE, IHE, RCD, IBB, VZ, Ishares Tr 2018 cp tm etf, XOM, NBIX, CHTP, T. Spdr Series Trust aerospace def, Rydex Etf Trust russ midca.
- Reduced shares in these 10 stocks: CPI, SHM, MUNI, Ishares Inc em mkt min vol, FRI, EWJ, STPZ, EWS, RSP, Pimco Total Return Etf totl.
- As of Dec. 31, 2013, Gateway Advisory has $181.11M in assets under management (AUM). Assets under management grew from a total value of $176.13M to $181.11M.
- Independent of market fluctuations, Gateway Advisory was a net buyer by $453411 worth of stocks in the most recent quarter.
Gateway Advisory portfolio companies for December 2013 quarter
Past 13F-HR SEC Filings for Gateway Advisory
- Gateway Advisory 2013 Q3 - filed Oct. 18, 2013
- Gateway Advisory 2013 Q2 - filed July 31, 2013
- Gateway Advisory 2013 Q1 - filed April 25, 2013
- Gateway Advisory 2012 Q4 - filed Feb. 8, 2013
- Gateway Advisory 2012 Q3 - filed Oct. 29, 2012
- Gateway Advisory 2012 Q2 amended - filed Aug. 20, 2012
- Gateway Advisory 2012 Q1 - filed May 4, 2012
- Gateway Advisory 2011 Q4 - filed Feb. 13, 2012
- Gateway Advisory 2011 Q3 - filed Nov. 4, 2011
- Gateway Advisory 2011 Q2 - filed Aug. 12, 2011
- Gateway Advisory 2011 Q1 - filed May 10, 2011
- Gateway Advisory 2010 Q4 - filed Feb. 10, 2011