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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Gateway Advisory, LLC

Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001512404-23-000007

Total Value
$490.3M
Positions
107
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (107)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642886791,654,317$182.8M37.27%
2ISHARES TR46434VBG41,033,848$25.6M5.21%
3BERKSHIRE HATHAWAY INC DELBRK-A60,442$21.2M4.32%
4ISHARES TR46435GAA0751,100$17.5M3.57%
5ISHARES TR46435UAA9751,857$17.4M3.55%
6ISHARES TR46434VBD1698,889$17.0M3.47%
7ISHARES TR46435U515708,259$17.0M3.47%
8ISHARES TR46436E205773,587$16.9M3.46%
9ISHARES TR46436E726819,046$16.7M3.40%
10INVESCO EXCHANGE TRADED FD TIVZ187,950$14.5M2.95%
11ISHARES INC464286285270,051$9.2M1.87%
12APPLE INCAAPL53,007$9.1M1.85%
13ISHARES TR46428841484,584$8.7M1.77%
14MICROSOFT CORPMSFT20,596$6.5M1.33%
15ISHARES GOLD TRIAU183,641$6.4M1.31%
16SPDR SER TR78468R739114,596$5.3M1.08%
17ALPHABET INCGOOG40,074$5.3M1.08%
18CHEVRON CORP NEWCVX31,058$5.2M1.07%
19ISHARES TR464289529115,103$5.2M1.06%
20CATERPILLAR INCCAT18,245$5.0M1.02%
21UNITEDHEALTH GROUP INCUNH9,399$4.7M0.97%
22AMAZON COM INCAMZN36,917$4.7M0.96%
23COCA COLA COKO75,147$4.2M0.86%
24FIRST TR EXCHANGE TRADED FD33734X15071,484$4.1M0.84%
25EXXON MOBIL CORPXOM34,024$4.0M0.82%
26ISHARES TR46435U697109,569$2.8M0.57%
27ISHARES TR46435U432106,841$2.8M0.57%
28JOHNSON & JOHNSONJNJ17,794$2.8M0.57%
29VANGUARD ADMIRAL FDS INC92193270314,170$2.1M0.43%
30FIRST TR EXCHANGE TRADED FD33734X16830,670$1.9M0.39%
31INVESCO EXCHANGE TRADED FD TIVZ21,547$1.9M0.38%
32AUTOMATIC DATA PROCESSING INADP7,819$1.9M0.38%
33VANGUARD ADMIRAL FDS INC92193284423,996$1.9M0.38%
34FIRST TR EXCHANGE-TRADED FD33738R85277,997$1.8M0.38%
35ISHARES TR46434V87834,395$1.7M0.35%
36ISHARES TR46428722617,111$1.6M0.33%
37ISHARES TR46435U32564,874$1.6M0.32%
38JPMORGAN CHASE & COVYLD10,759$1.6M0.32%
39PROCTER AND GAMBLE CO74271810910,156$1.5M0.30%
40ISHARES TR46435U28360,469$1.5M0.30%
41ISHARES TR46435U25958,641$1.5M0.30%
42LAKELAND BANCORP INC51163710094,326$1.2M0.24%
43ALPS ETF TR00162Q85823,238$1.1M0.22%
44GENERAL ELECTRIC CO3696043019,188$1.0M0.21%
45SCHWAB STRATEGIC TR80852410220,294$1.0M0.21%
46VANGUARD WORLD FDS92204A7022,388$990,7810.20%
47MARATHON PETE CORPMARA4,955$749,8900.15%
48AMERIPRISE FINL INC03076C1062,081$686,0640.14%
49PIMCO DYNAMIC INCOME FD72201Y10137,685$651,2010.13%
50META PLATFORMS INCMETA2,088$626,8380.13%
51GARTNER INCIT1,720$591,0090.12%
52NIKE INCNKE6,092$582,5170.12%
53BROADRIDGE FINL SOLUTIONS IN11133T1033,223$577,0780.12%
54MERCADOLIBRE INCMELI430$545,1880.11%
55NUSTAR ENERGY LPNU31,179$543,7620.11%
56NVIDIA CORPORATIONNVDA1,233$536,4900.11%
57DIREXION SHS ETF TR25460G33642,000$470,4000.10%
58ALPHABET INCGOOG3,450$461,8490.09%
59INVESCO QQQ TRIVZ1,285$460,3770.09%
60COMCAST CORP NEWCCZ9,893$438,6570.09%
61TEXAS INSTRS INC8825081042,460$391,1650.08%
62ISHARES TR46429B6975,071$367,0390.07%
63CISCO SYS INCCSCO6,754$363,0890.07%
64TESLA INCTSLA1,317$329,5400.07%
65ON SEMICONDUCTOR CORPON3,393$315,3790.06%
66NETFLIX INCNFLX835$315,2960.06%
67MCKESSON CORPMCK705$306,5690.06%
68CLOUDFLARE INCNET4,814$303,4750.06%
69UNITED PARCEL SERVICE INCUPS1,944$303,0110.06%
70MERCK & CO INCMRK2,906$299,1990.06%
71MARSH & MCLENNAN COS INC5717481021,572$299,1520.06%
72ARISTA NETWORKS INCANET1,579$290,4250.06%
73COSTCO WHSL CORP NEW22160K105503$284,1750.06%
74PFIZER INCPFE8,495$281,7860.06%
75VISA INCV1,218$280,1190.06%
76KKR & CO INCKKRT4,500$277,2000.06%
77DIREXION SHS ETF TR25459Y2073,665$274,0320.06%
78ALLIANCEBERNSTEIN HLDG L P01881G1069,000$273,1500.06%
793M COMMM2,897$271,2570.06%
80OREILLY AUTOMOTIVE INC67103H107295$268,1140.05%
81WALMART INCWMT1,643$262,7510.05%
82CHURCH & DWIGHT CO INCCHD2,855$261,6040.05%
83NEUROCRINE BIOSCIENCES INCNBIX2,309$259,7630.05%
84BROADCOM INCAVGO312$259,1410.05%
85PG&E CORPPCG-PX15,745$253,9670.05%
86PUBLIC SVC ENTERPRISE GRP IN7445731064,418$251,4280.05%
87SHOPIFY INCSHOP4,579$249,8760.05%
88HONEYWELL INTL INC4385161061,341$247,7360.05%
89GENUINE PARTS COGPC1,712$247,1790.05%
90GENERAL DYNAMICS CORPGD1,099$242,8460.05%
91HOME DEPOT INCHD790$238,8280.05%
92STRYKER CORPORATIONSYK869$237,4470.05%
93AUTOZONE INCAZO93$236,2190.05%
94BLUE FOUNDRY BANCORPBLFY26,366$220,6830.05%
95INVESCO EXCHANGE TRADED FD TIVZ1,554$220,1300.04%
96INVESCO EXCH TRADED FD TR IIIVZ3,734$219,5220.04%
97GE HEALTHCARE TECHNOLOGIES IGEHC3,212$218,5450.04%
98ADOBE INCADBE427$217,7270.04%
99MASTERCARD INCORPORATEDMA539$213,3950.04%
100TRAVELERS COMPANIES INCTRV1,304$212,9160.04%
101VANGUARD INDEX FDS922908363531$208,3310.04%
102ADVANCED MICRO DEVICES INCAMD1,995$205,1260.04%
103LAS VEGAS SANDS CORPLVS4,452$204,0800.04%
104AON PLCAON628$203,6100.04%
105BANK AMERICA CORP0605051047,405$202,7570.04%
106AT&T INCT-PC11,463$172,1700.04%
107ACACIA RESH CORP00388130712,000$43,8000.01%