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Julie M. Schmuelling

@Gateway Investment Advisers Llc

Latest period2024 - Q4ReportedManaged Assets$8.986BTotal holdings486
Assets growth rate-0.92%Assets growth rate (2-Q avg)0.83%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gateway Investment Advisers Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 486 positions.

Assets under management

The assets under management (AUM) of Gateway Investment Advisers Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 8.986B in assets, with a quarterly growth rate of -0.92% and a 2-quarter average growth rate of 0.83%. The portfolio is managed by Julie M. Schmuelling, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.3%
7.73%
$694.42M
2.773M shares@ $250.42 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.3%
6.75%
$605.747M
4.511M shares@ $134.3 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.62%
6.67%
$598.739M
1.42M shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.31%
4.42%
$396.309M
1.806M shares@ $219.39 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -3.08%
3.02%
$270.584M
1.421M shares@ $190.44 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.06%
2.79%
$249.861M
426,740 shares@ $585.51 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -3.07%
2.3%
$205.958M
888,361 shares@ $231.85 avg price
TSLATesla Inc
Recent Activity
Decreased -2.45%
2.29%
$205.018M
507,672 shares@ $403.84 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.69%
2.06%
$184.462M
406,950 shares@ $453.28 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.04%
1.88%
$168.386M
702,459 shares@ $239.71 avg price