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CIK: 0001114618
Total reported value
$10.1B
$10.1B
503 檔
21.8%
According to the latest 13F quarterly dataset, Gateway Investment Advisers LLC managed an equity portfolio of $10.1B at the end of Q1 2024, spanning 503 distinct U.S. exchange-listed positions.
During Q1 2024, Gateway Investment Advisers LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 503 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.33% | -0.73% | -7.42% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.85% | +0.11% | -7.80% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.20% | -0.08% | -9.03% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.92% | -0.17% | -6.94% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.80% | -0.08% | -6.28% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | -0.32% | -6.81% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.19% | -0.31% | -9.19% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.61% | -0.10% | -8.30% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.54% | +0.11% | -8.95% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.49% | — | +0.23% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.49% | +0.15% | -2.23% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.27% | +0.19% | -8.87% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.27% | -0.35% | -1.31% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.21% | -0.05% | -3.87% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.09% | -0.01% | -8.99% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.18% | -13.06% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.05% | -0.01% | -18.27% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | -0.09% | -2.25% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.15% | -14.31% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | -0.01% | -6.96% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.88% | -0.05% | -6.05% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.15% | -5.07% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.21% | -7.89% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.78% | +0.71% | -10.79% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 0.77% | +0.08% | -2.64% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | +0.03% | -2.76% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.72% | — | -8.89% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.71% | -0.10% | -2.51% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 0.70% | -0.07% | -1.76% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.70% | -0.26% | -12.09% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.70% | -0.14% | -1.45% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.69% | -0.05% | -4.10% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | -0.06% | -3.96% | |
| 34 | COP | Conocophillips | Stock-Energy | 0.65% | -0.15% | -0.09% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.64% | -0.02% | -0.33% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.63% | -0.14% | -10.94% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.62% | -0.10% | -6.65% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.11% | -12.27% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.52% | EXIT | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.05% | -7.80% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.19% | +182.49% | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.59% | +0.05% | +0.09% | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.58% | -0.28% | -3.58% | |
| 44 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.58% | -0.05% | -0.07% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.57% | +0.10% | +0.03% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.57% | -0.08% | -0.03% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.54% | +0.16% | -1.71% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.54% | -0.06% | -14.39% | |
| 49 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.53% | -0.03% | -0.03% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.51% | -0.04% | -0.50% |
According to official SEC Form 13F filings, Gateway Investment Advisers LLC reported a total U.S. public equity portfolio value of $10.1B across 503 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 21.8% of total reported equity market value during Q1 2024.
During Q1 2024, Gateway Investment Advisers LLC's top holdings by market value included MSFT (7.3%)、AAPL (5.8%)、NVDA (5.2%). The largest single position, MSFT, represented 7.3% of total portfolio value.
In Q1 2024, Gateway Investment Advisers LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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