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  Name: GATEWAY ADVISORY, LLC
  City: WESTFIELD
  State: NJ
  Zip: 07090
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $570,056,000
  Total Value Change : $49,162,000
  Securities Held Change : 4
   
All Securities Held : 132
  New Positions : 14
  Closed Positions : 11
  Increased Positions : 90
  Unchanged Positions : 10
  Decreased Positions : 18

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Holdings Found : 18     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 1 - $110.35 $61,761,000 558,717 10.83% -5,606,000 -52,992 0.315    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 14 - $429.04 $7,541,000 17,923 1.32% 690,000 -295 0    Application Software
   (CAT)1 Year Chart         CAT Caterpillar Inc 18 - $359.07 $6,446,000 17,592 1.13% 1,224,000 -70 0.003    Farm & Construction M...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 32 - $117.85 $3,780,000 32,519 0.66% 413,000 -1,158 0.001    Integrated Oil & Gas
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 36 - $0.00 $3,402,000 67,281 0.6% -1,293,000 -25,953 0.007    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 42 - $199.52 $1,910,000 9,534 0.34% -50,000 -1,989 0    Domestic Money Center...
   (GE)1 Year Chart         GE General Electric Co 44 - $161.00 $1,613,000 9,188 0.28% 211,000 -1,800 0.001    Conglomerates
   (PG)1 Year Chart         PG Procter & Gamble Co 47 - $168.35 $1,237,000 7,626 0.22% 87,000 -219 0    Cleaning Products
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 49 - $61.81 $1,210,000 19,815 0.21% 82,000 -452 0.01    Closed - End Fund - Debt
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 51 - $953.86 $1,089,000 1,205 0.19% 478,000 -29 0    Semiconductor - Speci...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 52 - $176.58 $951,000 4,721 0.17% 246,000 -30 0.001    Oil & Gas Refining, P...
   (LBAI)1 Year Chart         LBAI Lakeland Bancorp Inc 58 - $13.43 $855,000 70,637 0.15% -446,000 -17,344 0.14    Domestic Regional Banks
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 61 - $151.24 $781,000 4,936 0.14% -169,000 -1,122 0    Drug Manufacturers - ...
   (IT)1 Year Chart         IT Gartner Inc 62 - $449.35 $769,000 1,614 0.13% 24,000 -38 0.002    Management Services
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 86 - $106.49 $448,000 4,450 0.08% 75,000 -50 0.001    Asset Management
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 94 - $0.00 $371,000 4,433 0.07% -288,000 -4,016 0    N/A
   (QQQE)1 Year Chart         QQQE Direxion Nasdaq 100 Equal W... 116 - $88.63 $284,000 3,186 0.05% -18,000 -382 0.007    N/A
   (HON)1 Year Chart         HON Honeywell International Inc 120 - $203.51 $273,000 1,331 0.05% -78,000 -344 0    Conglomerates
      18 Records Found
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