GM Advisory
Latest statistics and disclosures from GM Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, SGOV, IAU, VTI, SHY, and represent 38.44% of GM Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$137M), IBIT (+$21M), XLK (+$20M), SMH (+$12M), SPLG (+$12M), BKLC (+$8.4M), ITOT, PM, ILCG, ACWX.
- Started 31 new stock positions in INTC, VEA, DFIV, EBAY, SONY, CIEN, PRF, KOCT, SHOT, CRWV.
- Reduced shares in these 10 stocks: SOXX (-$7.7M), SHV (-$6.2M), MASS, SPY, NVDA, SPTS, IWM, ARES, RSP, TSLA.
- Sold out of its positions in ARES, BILL, QBTS, GSK, HESM, FXI, EEM, Lucid Group, NVO, OTIS. PEP, FEZ, TEM, TDW, VRTX, JCI.
- GM Advisory Group was a net buyer of stock by $192M.
- GM Advisory Group has $2.4B in assets under management (AUM), dropping by 16.24%.
- Central Index Key (CIK): 0001598304
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Portfolio Holdings for GM Advisory Group
GM Advisory Group holds 303 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 15.2 | $357M | +3% | 4.6M | 78.34 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 11.0 | $259M | +112% | 2.6M | 100.70 |
|
| Ishares Gold Tr Ishares New (IAU) | 4.8 | $113M | 1.6M | 72.77 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.5 | $106M | +3% | 324k | 328.17 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.9 | $69M | 828k | 82.96 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 2.9 | $68M | 180k | 378.94 |
|
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| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 2.8 | $67M | +14% | 518k | 128.38 |
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| Apple (AAPL) | 2.7 | $64M | 249k | 254.63 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.5 | $58M | +6% | 887k | 65.01 |
|
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 2.4 | $56M | -4% | 1.9M | 29.32 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $51M | -5% | 271k | 186.58 |
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 1.9 | $44M | +2% | 1.7M | 25.85 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.8 | $42M | +12% | 285k | 145.65 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.7 | $40M | -16% | 148k | 271.12 |
|
| Microsoft Corporation (MSFT) | 1.5 | $35M | 68k | 517.95 |
|
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 1.5 | $35M | 429k | 80.65 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 1.3 | $31M | -3% | 666k | 46.71 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.3 | $30M | 2.3M | 13.43 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 1.3 | $30M | +16% | 286k | 104.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $28M | -12% | 42k | 666.18 |
|
| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 1.0 | $25M | 575k | 42.60 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $24M | -6% | 264k | 89.37 |
|
| Amazon (AMZN) | 1.0 | $24M | -2% | 107k | 219.57 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.0 | $23M | +1272% | 353k | 65.00 |
|
| American Express Company (AXP) | 0.9 | $21M | 64k | 332.16 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.9 | $21M | +18% | 199k | 104.51 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $21M | +1683% | 74k | 281.86 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.9 | $20M | 754k | 26.95 |
|
|
| Sable Offshore Corp Com Shs (SOC) | 0.8 | $18M | 1.0M | 17.46 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $17M | -3% | 70k | 243.10 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.7 | $16M | -27% | 146k | 110.49 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.7 | $16M | 372k | 42.79 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $15M | +9% | 32k | 468.41 |
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| Aon Shs Cl A (AON) | 0.6 | $15M | 42k | 356.58 |
|
|
| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.6 | $14M | 491k | 28.90 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $14M | 57k | 243.55 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $14M | +25% | 20k | 669.30 |
|
| Meta Platforms Cl A (META) | 0.6 | $14M | -4% | 19k | 734.37 |
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| Broadcom (AVGO) | 0.5 | $13M | -3% | 38k | 329.91 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.5 | $13M | 100k | 125.95 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.5 | $12M | NEW | 37k | 326.36 |
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| Uber Technologies (UBER) | 0.5 | $12M | 123k | 97.97 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.5 | $11M | +3% | 219k | 50.70 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.5 | $11M | 116k | 91.75 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $11M | 33k | 315.43 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $10M | -10% | 17k | 612.38 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.4 | $9.3M | 99k | 93.35 |
|
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| Eli Lilly & Co. (LLY) | 0.4 | $9.2M | -4% | 12k | 763.02 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $8.3M | -2% | 83k | 100.25 |
|
| Healthequity (HQY) | 0.3 | $7.9M | 84k | 94.77 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $7.0M | -10% | 66k | 106.49 |
|
| Oracle Corporation (ORCL) | 0.3 | $6.9M | +12% | 25k | 281.24 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $6.1M | 14k | 435.47 |
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| Netflix (NFLX) | 0.3 | $6.0M | 5.0k | 1198.92 |
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| 908 Devices (MASS) | 0.3 | $5.9M | -41% | 678k | 8.76 |
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| UnitedHealth (UNH) | 0.2 | $5.5M | -9% | 16k | 345.29 |
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| Costco Wholesale Corporation (COST) | 0.2 | $4.9M | +3% | 5.3k | 925.65 |
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| Visa Com Cl A (V) | 0.2 | $4.8M | -9% | 14k | 341.37 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $4.8M | +6% | 177k | 27.30 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $4.7M | +8% | 13k | 365.49 |
|
| Bankwell Financial (BWFG) | 0.2 | $4.7M | 106k | 44.25 |
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| Philip Morris International (PM) | 0.2 | $4.6M | +1362% | 28k | 162.20 |
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| Tesla Motors (TSLA) | 0.2 | $4.3M | -33% | 9.8k | 444.72 |
|
| Wal-Mart Stores (WMT) | 0.2 | $4.0M | +24% | 39k | 103.06 |
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| Kla Corp Com New (KLAC) | 0.2 | $4.0M | 3.7k | 1078.60 |
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| Lululemon Athletica (LULU) | 0.2 | $3.9M | +1029% | 22k | 177.93 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $3.8M | 14k | 279.28 |
|
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| Exxon Mobil Corporation (XOM) | 0.2 | $3.7M | 33k | 112.75 |
|
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| Home Depot (HD) | 0.2 | $3.6M | +12% | 8.8k | 405.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $3.5M | -4% | 7.0k | 502.74 |
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| Goldman Sachs (GS) | 0.1 | $3.5M | +6% | 4.4k | 796.38 |
|
| Listed Fds Tr Roundhill Ball (METV) | 0.1 | $3.4M | 164k | 20.60 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $3.4M | -18% | 6.9k | 490.38 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $3.3M | 35k | 95.47 |
|
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| Morgan Stanley Com New (MS) | 0.1 | $3.3M | 21k | 158.96 |
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| Bank of America Corporation (BAC) | 0.1 | $3.3M | 64k | 51.59 |
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| At&t (T) | 0.1 | $3.3M | 116k | 28.24 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.2M | -27% | 19k | 170.85 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $3.1M | +4% | 17k | 182.42 |
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| Chevron Corporation (CVX) | 0.1 | $3.1M | 20k | 155.29 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.9M | +3% | 3.0k | 968.06 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.7M | 17k | 161.79 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $2.7M | 31k | 88.12 |
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| Terawulf (WULF) | 0.1 | $2.7M | 235k | 11.42 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.7M | -46% | 14k | 189.71 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.6M | -7% | 31k | 83.82 |
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| Kenvue (KVUE) | 0.1 | $2.6M | 157k | 16.23 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.6M | 11k | 236.36 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $2.5M | 4.7k | 546.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $2.5M | +5% | 12k | 215.80 |
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| Johnson & Johnson (JNJ) | 0.1 | $2.5M | -6% | 13k | 185.42 |
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| Twilio Cl A (TWLO) | 0.1 | $2.4M | 24k | 100.09 |
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| Enterprise Products Partners (EPD) | 0.1 | $2.4M | -2% | 75k | 31.27 |
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| United Parcel Service CL B (UPS) | 0.1 | $2.3M | +40% | 28k | 83.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.3M | +2% | 35k | 65.26 |
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| Intuit (INTU) | 0.1 | $2.2M | 3.2k | 682.81 |
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| Grab Holdings Class A Ord (GRAB) | 0.1 | $2.1M | 349k | 6.02 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.1M | 4.3k | 479.60 |
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| Procter & Gamble Company (PG) | 0.1 | $2.1M | -16% | 13k | 153.65 |
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| Marvell Technology (MRVL) | 0.1 | $2.1M | -2% | 24k | 84.07 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $2.0M | 11k | 186.50 |
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| Portillos Com Cl A (PTLO) | 0.1 | $1.9M | NEW | 300k | 6.45 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.9M | -56% | 7.8k | 241.96 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.9M | -14% | 3.3k | 568.88 |
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| Iren Ordinary Shares (IREN) | 0.1 | $1.9M | +246% | 40k | 46.93 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.8M | +4% | 12k | 148.61 |
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| Walt Disney Company (DIS) | 0.1 | $1.7M | -24% | 15k | 114.50 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.7M | -3% | 22k | 79.93 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.7M | +6% | 2.5k | 698.00 |
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| Axon Enterprise (AXON) | 0.1 | $1.7M | +2% | 2.4k | 717.64 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.7M | -10% | 3.7k | 447.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.7M | -2% | 2.8k | 600.45 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.7M | 14k | 123.75 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.6M | -2% | 9.2k | 178.73 |
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| International Business Machines (IBM) | 0.1 | $1.6M | +6% | 5.8k | 282.17 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.6M | 4.5k | 355.47 |
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| Abbvie (ABBV) | 0.1 | $1.5M | -3% | 6.6k | 231.55 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754200.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.5M | +4% | 9.0k | 167.33 |
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| Cisco Systems (CSCO) | 0.1 | $1.5M | 22k | 68.42 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.5M | 21k | 71.53 |
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| Palo Alto Networks (PANW) | 0.1 | $1.5M | +31% | 7.2k | 203.62 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.4M | 2.4k | 595.94 |
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| S&p Global (SPGI) | 0.1 | $1.4M | -2% | 2.9k | 486.71 |
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| Kkr & Co (KKR) | 0.1 | $1.4M | +14% | 11k | 129.95 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 2.9k | 484.97 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.4M | 14k | 96.55 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.4M | -24% | 9.2k | 150.85 |
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| Honeywell International (HON) | 0.1 | $1.4M | +4% | 6.5k | 210.51 |
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| Capital One Financial (COF) | 0.1 | $1.4M | 6.4k | 212.56 |
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| Zim Integrated Shipping Serv SHS (ZIM) | 0.1 | $1.4M | NEW | 100k | 13.55 |
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | +2% | 9.8k | 133.94 |
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| Merck & Co (MRK) | 0.1 | $1.3M | -22% | 16k | 83.93 |
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| Micron Technology (MU) | 0.1 | $1.3M | +15% | 7.5k | 167.32 |
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| Spdr Series Trust S&p Bk Etf (KBE) | 0.1 | $1.2M | -48% | 21k | 59.42 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | +2% | 3.9k | 303.91 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.2M | 28k | 42.37 |
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| Automatic Data Processing (ADP) | 0.0 | $1.2M | +4% | 4.0k | 293.49 |
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| Williams Companies (WMB) | 0.0 | $1.2M | 18k | 63.35 |
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| Astera Labs (ALAB) | 0.0 | $1.2M | -35% | 5.9k | 195.80 |
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| Citigroup Com New (C) | 0.0 | $1.1M | +2% | 11k | 101.50 |
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| Callaway Golf Company (MODG) | 0.0 | $1.1M | 114k | 9.50 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $1.1M | +16% | 12k | 87.31 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.0 | $1.0M | -13% | 15k | 68.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.0M | +15% | 11k | 93.37 |
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| Altria (MO) | 0.0 | $1.0M | 15k | 66.06 |
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| Eaton Corp SHS (ETN) | 0.0 | $967k | +15% | 2.6k | 374.20 |
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| Quanta Services (PWR) | 0.0 | $955k | +6% | 2.3k | 414.44 |
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| MercadoLibre (MELI) | 0.0 | $954k | -36% | 408.00 | 2336.94 |
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| HEICO Corporation (HEI) | 0.0 | $952k | 2.9k | 322.82 |
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| Deere & Company (DE) | 0.0 | $925k | 2.0k | 457.26 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $922k | +64% | 11k | 87.21 |
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| Waste Management (WM) | 0.0 | $903k | +2% | 4.1k | 220.83 |
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| Norfolk Southern (NSC) | 0.0 | $898k | -2% | 3.0k | 300.41 |
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| Danaher Corporation (DHR) | 0.0 | $894k | 4.5k | 198.27 |
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| Nike CL B (NKE) | 0.0 | $878k | -51% | 13k | 69.73 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $874k | 18k | 47.41 |
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| TJX Companies (TJX) | 0.0 | $873k | +9% | 6.0k | 144.53 |
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| Coca-Cola Company (KO) | 0.0 | $864k | -26% | 13k | 66.32 |
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| Cme (CME) | 0.0 | $859k | 3.2k | 270.19 |
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| Nextera Energy (NEE) | 0.0 | $845k | -5% | 11k | 75.49 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $842k | 4.2k | 201.53 |
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| Caterpillar (CAT) | 0.0 | $789k | +26% | 1.7k | 477.20 |
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| salesforce (CRM) | 0.0 | $782k | -13% | 3.3k | 237.01 |
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| Lineage (LINE) | 0.0 | $773k | +100% | 20k | 38.64 |
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| Qualcomm (QCOM) | 0.0 | $766k | -4% | 4.6k | 166.37 |
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| Natera (NTRA) | 0.0 | $727k | 4.5k | 160.97 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $725k | 13k | 55.33 |
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| Pfizer (PFE) | 0.0 | $713k | -9% | 28k | 25.48 |
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| Verizon Communications (VZ) | 0.0 | $702k | +90% | 16k | 43.95 |
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| Millrose Pptys Com Cl A (MRP) | 0.0 | $678k | 20k | 33.61 |
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| Amgen (AMGN) | 0.0 | $667k | -11% | 2.4k | 282.20 |
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| Spdr Series Trust S&p Regl Bkg (KRE) | 0.0 | $664k | -62% | 11k | 63.30 |
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| Servicenow (NOW) | 0.0 | $647k | -7% | 703.00 | 920.28 |
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| Fiserv (FI) | 0.0 | $637k | 4.9k | 128.93 |
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| Under Armour CL C (UA) | 0.0 | $631k | +326% | 131k | 4.83 |
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| ResMed (RMD) | 0.0 | $620k | 2.3k | 273.73 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $599k | 8.0k | 74.50 |
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| Progressive Corporation (PGR) | 0.0 | $598k | -7% | 2.4k | 246.99 |
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| Vistra Energy (VST) | 0.0 | $598k | +3% | 3.1k | 195.94 |
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| Gct Semiconductor Hldg Common Stock (GCTS) | 0.0 | $594k | 391k | 1.52 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $593k | NEW | 13k | 45.21 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $564k | 4.7k | 120.72 |
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| ConocoPhillips (COP) | 0.0 | $563k | 5.9k | 94.60 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $562k | 2.3k | 246.60 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $552k | +7% | 3.9k | 140.95 |
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| Kraft Heinz (KHC) | 0.0 | $540k | -31% | 21k | 26.04 |
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| Cintas Corporation (CTAS) | 0.0 | $539k | +6% | 2.6k | 205.29 |
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| Booking Holdings (BKNG) | 0.0 | $528k | -25% | 98.00 | 5385.58 |
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| CSX Corporation (CSX) | 0.0 | $526k | 15k | 35.51 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.0 | $513k | 4.8k | 107.44 |
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| American Tower Reit (AMT) | 0.0 | $509k | +4% | 2.6k | 192.34 |
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| Zoetis Cl A (ZTS) | 0.0 | $502k | +15% | 3.4k | 146.34 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $498k | +97% | 5.2k | 96.45 |
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| Williams-Sonoma (WSM) | 0.0 | $489k | 2.5k | 195.45 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $481k | 4.1k | 118.82 |
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| Iron Mountain (IRM) | 0.0 | $478k | -34% | 4.7k | 101.94 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $470k | NEW | 9.3k | 50.78 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $465k | NEW | 7.8k | 59.92 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $447k | -5% | 3.2k | 138.25 |
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| Qiagen Nv Com Shs (QGEN) | 0.0 | $443k | 10k | 44.29 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $442k | +3% | 8.2k | 53.87 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $439k | +21% | 6.5k | 68.08 |
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| BlackRock MuniHoldings New York Insured (MHN) | 0.0 | $438k | 43k | 10.22 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $438k | 19k | 23.28 |
|
|
| Steris Shs Usd (STE) | 0.0 | $434k | -4% | 1.8k | 247.44 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $428k | +56% | 2.1k | 203.56 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $427k | -23% | 4.8k | 89.35 |
|
| Blackrock (BLK) | 0.0 | $426k | -11% | 366.00 | 1164.39 |
|
| Innovator Etfs Trust Us Sml Cp Pwr B (KOCT) | 0.0 | $418k | NEW | 13k | 33.02 |
|
| McKesson Corporation (MCK) | 0.0 | $416k | -2% | 539.00 | 772.18 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $415k | 2.0k | 206.50 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $408k | +24% | 669.00 | 609.32 |
|
| Vaneck Etf Trust Mrngstr Gbl Wide (MOTG) | 0.0 | $405k | +29% | 9.0k | 44.99 |
|
| Stryker Corporation (SYK) | 0.0 | $398k | +5% | 1.1k | 369.78 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $396k | 2.9k | 134.61 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $393k | -13% | 13k | 31.42 |
|
| D Fluidigm Corp Del (LAB) | 0.0 | $390k | +50% | 300k | 1.30 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $390k | -24% | 4.5k | 87.03 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $375k | 2.1k | 178.14 |
|
|
| Lucid Group Com New (LCID) | 0.0 | $373k | NEW | 16k | 23.79 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $372k | 4.8k | 76.72 |
|
|
| Nucor Corporation (NUE) | 0.0 | $371k | 2.7k | 135.43 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $370k | +3% | 2.1k | 176.81 |
|
| Phillips 66 (PSX) | 0.0 | $369k | 2.7k | 136.03 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $366k | -19% | 1.6k | 236.06 |
|
| Mueller Industries (MLI) | 0.0 | $364k | 3.6k | 101.11 |
|
|
| Emerson Electric (EMR) | 0.0 | $363k | 2.8k | 131.18 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $361k | +77% | 3.7k | 97.63 |
|
| AFLAC Incorporated (AFL) | 0.0 | $356k | +7% | 3.2k | 111.71 |
|
| Public Service Enterprise (PEG) | 0.0 | $355k | NEW | 4.2k | 83.46 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $353k | 6.2k | 56.75 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $353k | NEW | 7.0k | 50.27 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $352k | +10% | 2.5k | 142.11 |
|
| Paypal Holdings (PYPL) | 0.0 | $345k | -32% | 5.1k | 67.06 |
|
| L3harris Technologies (LHX) | 0.0 | $344k | -8% | 1.1k | 305.46 |
|
| FedEx Corporation (FDX) | 0.0 | $343k | 1.5k | 235.78 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $343k | -18% | 20k | 17.16 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.0 | $341k | +12% | 7.4k | 46.32 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $337k | +35% | 8.8k | 38.29 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $335k | 7.4k | 45.42 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $334k | 6.8k | 49.01 |
|
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.0 | $333k | NEW | 6.9k | 47.98 |
|
| SYSCO Corporation (SYY) | 0.0 | $329k | 4.0k | 82.34 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $326k | -63% | 1.4k | 229.99 |
|
| Lowe's Companies (LOW) | 0.0 | $323k | +10% | 1.3k | 251.34 |
|
| Yum! Brands (YUM) | 0.0 | $321k | 2.1k | 151.98 |
|
|
| PNC Financial Services (PNC) | 0.0 | $317k | 1.6k | 200.93 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $316k | -25% | 2.9k | 108.96 |
|
| Ge Aerospace Com New (GE) | 0.0 | $312k | +3% | 1.0k | 300.87 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $312k | +24% | 885.00 | 352.75 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $312k | 2.2k | 142.40 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $309k | -21% | 905.00 | 341.00 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $308k | 8.4k | 36.81 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $306k | -77% | 2.3k | 133.28 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $305k | -3% | 7.8k | 39.22 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $305k | 1.5k | 208.72 |
|
|
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $298k | NEW | 5.7k | 51.93 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $292k | -54% | 2.1k | 139.20 |
|
| Ge Vernova (GEV) | 0.0 | $292k | NEW | 474.00 | 614.94 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $291k | 1.5k | 195.86 |
|
|
| Kinder Morgan (KMI) | 0.0 | $290k | +46% | 10k | 28.31 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $285k | 2.4k | 120.52 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $285k | 4.8k | 59.70 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $284k | NEW | 6.0k | 47.67 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $281k | NEW | 1.9k | 145.61 |
|
| Coreweave Com Cl A (CRWV) | 0.0 | $277k | NEW | 2.0k | 136.85 |
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $273k | 30k | 9.00 |
|
|
| Jabil Circuit (JBL) | 0.0 | $266k | 1.2k | 217.17 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $253k | 720.00 | 351.26 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $253k | +2% | 1.1k | 234.98 |
|
| Howard Hughes Holdings (HHH) | 0.0 | $251k | NEW | 3.1k | 82.17 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $249k | 3.8k | 65.92 |
|
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $243k | NEW | 5.3k | 46.12 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $242k | NEW | 324.00 | 746.29 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.0 | $241k | NEW | 11k | 22.72 |
|
| Markel Corporation (MKL) | 0.0 | $241k | 126.00 | 1911.36 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $237k | -30% | 795.00 | 297.91 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $235k | NEW | 7.5k | 31.51 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $231k | 3.2k | 71.38 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $229k | 2.4k | 96.48 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $228k | 877.00 | 260.46 |
|
|
| Boeing Company (BA) | 0.0 | $228k | 1.1k | 215.83 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $222k | 4.1k | 54.18 |
|
|
| Intel Corporation (INTC) | 0.0 | $219k | NEW | 6.5k | 33.55 |
|
| Valero Energy Corporation (VLO) | 0.0 | $214k | NEW | 1.3k | 170.22 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $214k | -33% | 1.7k | 128.24 |
|
| Doordash Cl A (DASH) | 0.0 | $214k | NEW | 786.00 | 271.99 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $214k | +2% | 2.9k | 74.36 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $213k | 11k | 19.25 |
|
|
| Spdr Series Trust Aerospace Def (XAR) | 0.0 | $212k | NEW | 900.00 | 234.96 |
|
| eBay (EBAY) | 0.0 | $210k | NEW | 2.3k | 90.95 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $207k | 1.5k | 140.09 |
|
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $205k | 21k | 9.93 |
|
|
| Ciena Corp Com New (CIEN) | 0.0 | $204k | NEW | 1.4k | 145.67 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $202k | NEW | 7.0k | 28.79 |
|
| Starwood Property Trust (STWD) | 0.0 | $201k | NEW | 10k | 19.37 |
|
| Safety Shot Com New (SHOT) | 0.0 | $174k | NEW | 650k | 0.27 |
|
| Aureus Greenway Hldgs (AGH) | 0.0 | $155k | NEW | 47k | 3.26 |
|
| Compass Cl A (COMP) | 0.0 | $112k | 14k | 8.03 |
|
|
| Morgan Stanley Emerging Markets Domestic (EDD) | 0.0 | $102k | 19k | 5.38 |
|
|
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $98k | 12k | 8.18 |
|
|
| Gct Semiconductor Hldg W Exp 03/01/202 (GCTS.WS) | 0.0 | $86k | 460k | 0.19 |
|
Past Filings by GM Advisory Group
SEC 13F filings are viewable for GM Advisory Group going back to 2013
- GM Advisory Group 2025 Q3 filed Nov. 19, 2025
- GM Advisory Group 2025 Q2 filed Aug. 13, 2025
- GM Advisory Group 2025 Q1 filed May 14, 2025
- GM Advisory Group 2024 Q4 filed Feb. 11, 2025
- GM Advisory Group 2024 Q3 filed Nov. 12, 2024
- GM Advisory Group 2024 Q2 filed Aug. 12, 2024
- GM Advisory Group 2024 Q1 filed May 9, 2024
- GM Advisory Group 2023 Q4 filed Feb. 12, 2024
- GM Advisory Group 2023 Q3 filed Nov. 14, 2023
- GM Advisory Group 2023 Q2 filed Aug. 14, 2023
- GM Advisory Group 2023 Q1 filed May 12, 2023
- GM Advisory Group 2022 Q4 filed Feb. 13, 2023
- GM Advisory Group 2022 Q3 filed Nov. 14, 2022
- GM Advisory Group 2022 Q2 filed Aug. 15, 2022
- GM Advisory Group 2022 Q1 filed May 13, 2022
- GM Advisory Group 2021 Q4 filed Feb. 10, 2022