GM Advisory
Latest statistics and disclosures from GM Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, SGOV, IAU, VTI, BKLC, and represent 36.70% of GM Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$17M), IWB (+$17M), SPYM (+$15M), SPY (+$13M), TMFC (+$9.2M), ACWX (+$8.8M), MSFT (+$8.4M), ITOT (+$8.2M), AMZN (+$7.9M), SPDW (+$7.6M).
- Started 69 new stock positions in HNVR, ED, VRTX, CRCL, SOFI, BKSY, FOUR, KEYUF, SARO, CVS.
- Reduced shares in these 10 stocks: SHV (-$16M), SPTS (-$8.0M), SGOV (-$7.6M), SHY (-$7.1M), IUSB, TSM, TLT, EL, RSP, LLY.
- Sold out of its positions in BABA, AstraZeneca, BBVA, MHN, MYN, CP, CGCP, DFNM, LAB, GCTS.WS.
- GM Advisory Group was a net buyer of stock by $179M.
- GM Advisory Group has $2.6B in assets under management (AUM), dropping by 8.53%.
- Central Index Key (CIK): 0001598304
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Portfolio Holdings for GM Advisory Group
GM Advisory Group holds 345 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 ETF Etf (SPYM) | 14.9 | $381M | +4% | 4.7M | 80.22 |
|
| iShares TR iShares 0-3 MNTH Treas BD ETF Etf (SGOV) | 9.8 | $250M | -2% | 2.5M | 100.38 |
|
| iShares Gold Trust iShares Etf (IAU) | 4.9 | $124M | 1.5M | 81.17 |
|
|
| Vanguard Index FDS Vanguard Total STK MKT ETF Etf (VTI) | 4.3 | $111M | +2% | 331k | 335.27 |
|
| BNY Mellon ETF TR US Large Cap Core Equity ETF Etf (BKLC) | 2.8 | $71M | +4% | 542k | 130.80 |
|
| Apple (AAPL) | 2.7 | $69M | 254k | 271.86 |
|
|
| iShares TR Russell 3000 ETF Etf (IWV) | 2.7 | $69M | 177k | 386.85 |
|
|
| iShares TR MSCI Acwi Ex US ETF Etf (ACWX) | 2.7 | $68M | +14% | 1.0M | 67.13 |
|
| iShares Barclays 1-3 YR TSY BD Etf (SHY) | 2.4 | $61M | -10% | 742k | 82.82 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $52M | +2% | 277k | 186.50 |
|
| iShares TR Core S&P Total U S STK MKT ETF Etf (ITOT) | 2.0 | $51M | +19% | 340k | 148.69 |
|
| SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index Etf (SPTS) | 1.9 | $48M | -14% | 1.6M | 29.28 |
|
| SPDR Ser TR Barclays Aggregate BD ETF Etf (SPAB) | 1.8 | $46M | +5% | 1.8M | 25.75 |
|
| iShares TR PHLX Semiconductor ETF Etf (SOXX) | 1.7 | $44M | 145k | 301.15 |
|
|
| SPDR S&P 500 ETF TR TR Unit Etf (SPY) | 1.6 | $42M | +43% | 61k | 681.92 |
|
| Microsoft Corporation (MSFT) | 1.6 | $42M | +25% | 86k | 483.62 |
|
| SPDR Port TTL STCK MRKT Etf (SPTM) | 1.5 | $39M | +11% | 478k | 82.50 |
|
| iShares TR Morningstar Large-Cap Growth ETF Etf (ILCG) | 1.4 | $35M | +16% | 333k | 104.04 |
|
| Amazon (AMZN) | 1.3 | $33M | +31% | 141k | 230.82 |
|
| Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K.. (PDBC) | 1.2 | $31M | +3% | 2.3M | 13.25 |
|
| American Express Company (AXP) | 1.2 | $30M | +26% | 82k | 369.95 |
|
| Technology Select Index 'SPDR' Etf (XLK) | 1.1 | $28M | +164% | 195k | 143.97 |
|
| iShares TR Core Total Usd BD MKT ETF Etf (IUSB) | 1.1 | $27M | -12% | 581k | 46.54 |
|
| BNY Mellon ETF TR Core BD ETF ETF Etf (BKAG) | 1.0 | $25M | 584k | 42.38 |
|
|
| SPDR Ser TR S&P 500 Growth ETF Etf (SPYG) | 1.0 | $25M | +15% | 230k | 106.70 |
|
| SPDR Portfolio World Ex-US ETF Etf (SPDW) | 0.9 | $24M | +46% | 544k | 44.41 |
|
| SPDR Portfolio Long Term Treas ETF Etf (SPTL) | 0.9 | $22M | +9% | 826k | 26.47 |
|
| iShares TR Russell 1000 ETF Etf (IWB) | 0.8 | $22M | +345% | 58k | 373.44 |
|
| Alphabet Inc Cap STK CL A Cl A (GOOGL) | 0.8 | $21M | -3% | 68k | 313.00 |
|
| Vaneck Semiconductor Etf (SMH) | 0.8 | $21M | +55% | 57k | 360.13 |
|
| iShares Bitcoin TR SHS Ben Int Etf (IBIT) | 0.8 | $21M | +17% | 413k | 49.65 |
|
| iShares TR Barclays 20 Treas BD Etf (TLT) | 0.8 | $19M | -15% | 223k | 87.16 |
|
| Alphabet Inc Cap STK CL C Cl B New (GOOG) | 0.7 | $19M | +4% | 59k | 313.80 |
|
| iShares Russell 1000 Growth ETF Etf (IWF) | 0.7 | $17M | +10% | 35k | 473.30 |
|
| Vanguard Index FDS S&P 500 ETF Etf (VOO) | 0.7 | $17M | +56% | 27k | 627.12 |
|
| iShares TR Core S&P 500 ETF Etf (IVV) | 0.6 | $16M | +13% | 23k | 684.94 |
|
| Aon PLC CL A Shs Cl A (AON) | 0.6 | $15M | 42k | 352.88 |
|
|
| SPDR Ser TR Bloomberg Barclays 30-10 YR US Treas Index Etf (SPTI) | 0.5 | $13M | -6% | 461k | 28.84 |
|
| Facebook Inc cl a (META) | 0.5 | $13M | +6% | 20k | 660.10 |
|
| iShares TR North Amern Tech ETF Etf (IGM) | 0.5 | $13M | 100k | 129.16 |
|
|
| First TR Exchange Traded FD III Managed Mun ETF Etf (FMB) | 0.5 | $13M | +12% | 245k | 51.13 |
|
| Broadcom (AVGO) | 0.5 | $12M | -6% | 36k | 346.10 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $11M | +2% | 34k | 322.22 |
|
| SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF Etf (BIL) | 0.4 | $11M | 116k | 91.38 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $11M | -19% | 9.7k | 1074.73 |
|
| PIMCO ETF TR Total Return Active ETF Etf (BOND) | 0.4 | $9.9M | +6% | 106k | 93.08 |
|
| Uber Technologies (UBER) | 0.4 | $9.7M | -3% | 119k | 81.71 |
|
| Visa (V) | 0.4 | $9.2M | +86% | 26k | 350.71 |
|
| RBB Etf (TMFC) | 0.4 | $9.2M | NEW | 129k | 71.77 |
|
| Sable Offshore Corp (SOC) | 0.4 | $9.0M | -2% | 1.0M | 9.02 |
|
| Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF Etf (VIG) | 0.4 | $9.0M | +246% | 41k | 219.78 |
|
| iShares TR Core U S Aggregate BD ETF Etf (AGG) | 0.3 | $7.8M | -5% | 78k | 99.88 |
|
| Philip Morris International (PM) | 0.3 | $6.9M | +53% | 43k | 160.40 |
|
| iShares National Muni Bond ETF Etf (MUB) | 0.3 | $6.9M | 65k | 107.11 |
|
|
| Healthequity (HQY) | 0.3 | $6.9M | -9% | 75k | 91.61 |
|
| MasterCard Incorporated (MA) | 0.3 | $6.5M | +241% | 11k | 570.86 |
|
| Vanguard Admiral FDS Inc S&P 500 Growth Index FD ETF Etf (VOOG) | 0.2 | $6.3M | 14k | 444.59 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $6.3M | +31% | 32k | 194.91 |
|
| Berkshire Hathaway Inc Del CL B Cl B New (BRK.B) | 0.2 | $6.1M | +73% | 12k | 502.65 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $5.5M | +20% | 6.4k | 862.38 |
|
| Netflix (NFLX) | 0.2 | $5.1M | +991% | 55k | 93.76 |
|
| Bankwell Financial (BWFG) | 0.2 | $4.9M | 106k | 45.82 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $4.7M | +7% | 42k | 111.41 |
|
| Tesla Motors (TSLA) | 0.2 | $4.7M | +6% | 10k | 449.72 |
|
| Lululemon Athletica (LULU) | 0.2 | $4.6M | 22k | 207.81 |
|
|
| Circle Internet Group (CRCL) | 0.2 | $4.5M | NEW | 57k | 79.30 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $4.5M | +130% | 28k | 160.97 |
|
| Invesco QQQ TR Unit Ser 1 Etf (QQQ) | 0.2 | $4.1M | +137% | 6.6k | 614.29 |
|
| Home Depot (HD) | 0.2 | $3.9M | +29% | 12k | 344.11 |
|
| KLA-Tencor Corporation (KLAC) | 0.2 | $3.9M | -12% | 3.2k | 1215.08 |
|
| Schwab Strategic TR US Dividend Equity ETF Etf (SCHD) | 0.2 | $3.9M | -20% | 141k | 27.43 |
|
| Goldman Sachs (GS) | 0.2 | $3.9M | 4.4k | 879.05 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $3.8M | +31% | 25k | 154.14 |
|
| Morgan Stanley (MS) | 0.1 | $3.7M | 21k | 177.53 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $3.7M | -7% | 31k | 120.34 |
|
| UnitedHealth (UNH) | 0.1 | $3.7M | -29% | 11k | 330.12 |
|
| Advanced Micro Devices Cap Stk Cl C (AMD) | 0.1 | $3.7M | 17k | 214.16 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $3.6M | +85% | 25k | 143.31 |
|
| Terawulf (WULF) | 0.1 | $3.5M | +30% | 306k | 11.49 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.4M | -4% | 62k | 55.00 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $3.2M | -7% | 33k | 99.91 |
|
| Palantir Technologies Inc CL A Cl A (PLTR) | 0.1 | $3.2M | +7% | 18k | 177.75 |
|
| Crowdstrike HLDGS Inc CL A Cl A (CRWD) | 0.1 | $3.2M | 6.9k | 468.76 |
|
|
| Chevron Corporation (CVX) | 0.1 | $3.2M | +5% | 21k | 152.41 |
|
| Listed FDS TR Roundhill Ball Metaverse ETF Etf (METV) | 0.1 | $3.1M | 167k | 18.78 |
|
|
| MicroStrategy Incorporated (MSTR) | 0.1 | $3.0M | NEW | 20k | 151.95 |
|
| Hyperliquid Strategies (PURR) | 0.1 | $2.9M | NEW | 828k | 3.56 |
|
| Asml HLDG NV GDR Eur N Y Registry Shs (ASML) | 0.1 | $2.9M | -7% | 2.7k | 1069.71 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.8M | +13% | 12k | 231.33 |
|
| Johnson & Johnson (JNJ) | 0.1 | $2.8M | +2% | 14k | 206.96 |
|
| Nextera Energy (NEE) | 0.1 | $2.8M | +211% | 35k | 80.28 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.7M | -4% | 30k | 93.20 |
|
| Vanguard Value ETF Etf (VTV) | 0.1 | $2.7M | +32% | 14k | 190.99 |
|
| United Parcel SVC Inc CL B CL B (UPS) | 0.1 | $2.6M | -4% | 26k | 99.19 |
|
| Twilio Inc CL A Cl A (TWLO) | 0.1 | $2.6M | -22% | 18k | 142.24 |
|
| Kkr & Co (KKR) | 0.1 | $2.6M | +86% | 20k | 127.48 |
|
| iShares TR MSCI EAFE ETF Etf (EFA) | 0.1 | $2.5M | +144% | 27k | 96.03 |
|
| Amphenol Corp Class A Cl A (APH) | 0.1 | $2.3M | +27% | 17k | 135.14 |
|
| Micron Technology (MU) | 0.1 | $2.3M | +6% | 8.0k | 285.43 |
|
| Intuit (INTU) | 0.1 | $2.2M | +4% | 3.4k | 662.41 |
|
| Vanguard Growth ETF Etf (VUG) | 0.1 | $2.2M | +4% | 4.5k | 487.85 |
|
| Cisco Systems (CSCO) | 0.1 | $2.2M | +28% | 28k | 77.03 |
|
| iShares Silver TR iShares Etf (SLV) | 0.1 | $2.1M | +18% | 33k | 64.42 |
|
| Intuitive Surgical (ISRG) | 0.1 | $2.1M | 3.8k | 566.36 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $2.1M | -25% | 3.5k | 605.01 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.0M | +22% | 11k | 183.41 |
|
| Standardaero (SARO) | 0.1 | $2.0M | NEW | 70k | 28.68 |
|
| iShares TR Core S&P Mid-Cap ETF Etf (IJH) | 0.1 | $2.0M | -13% | 30k | 66.00 |
|
| iShares TR Russell 2000 Index Etf (IWM) | 0.1 | $2.0M | 7.9k | 246.17 |
|
|
| SPDR Gold TR Gold Etf (GLD) | 0.1 | $1.9M | +6% | 4.9k | 396.31 |
|
| Merck & Co (MRK) | 0.1 | $1.9M | +16% | 18k | 105.26 |
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| Shift4 PMTS Inc CL A Cl A (FOUR) | 0.1 | $1.9M | NEW | 30k | 62.97 |
|
| Iris Energy Limited Registered Ordinary Shares (IREN) | 0.1 | $1.9M | +24% | 50k | 37.77 |
|
| Select Sector SPDR TR Health Care Etf (XLV) | 0.1 | $1.9M | +480% | 12k | 154.80 |
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| At&t (T) | 0.1 | $1.9M | -35% | 75k | 24.84 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.8M | -23% | 58k | 32.06 |
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| Walt Disney Company (DIS) | 0.1 | $1.8M | +3% | 16k | 113.77 |
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| Kenvue (KVUE) | 0.1 | $1.8M | -34% | 103k | 17.25 |
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| Abbvie (ABBV) | 0.1 | $1.8M | +17% | 7.7k | 228.49 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.7M | +418% | 12k | 144.76 |
|
| Vanguard Scottsdale FDS Vanguard Short-Term Corporate BD Index Etf (VCSH) | 0.1 | $1.7M | 22k | 79.73 |
|
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| Rh (RH) | 0.1 | $1.7M | NEW | 9.3k | 179.15 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.7M | 2.9k | 579.39 |
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| Marvell Technology (MRVL) | 0.1 | $1.7M | -20% | 20k | 84.98 |
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| Bigbear Ai HLDGS Com New (BBAI) | 0.1 | $1.6M | NEW | 300k | 5.40 |
|
| Booking Holdings (BKNG) | 0.1 | $1.6M | +203% | 297.00 | 5355.33 |
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| Capital One Financial (COF) | 0.1 | $1.6M | 6.5k | 242.35 |
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| S&P Global Etf (SPGI) | 0.1 | $1.5M | 2.9k | 522.59 |
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| Grab Holdings Limited Class A Ord (GRAB) | 0.1 | $1.5M | -12% | 305k | 4.99 |
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| Berkshire Hathaway 'a' Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754800.00 |
|
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| McDonald's Corporation (MCD) | 0.1 | $1.5M | +24% | 4.9k | 305.63 |
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| International Business Machines (IBM) | 0.1 | $1.5M | -12% | 5.0k | 296.18 |
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| Abbott Laboratories (ABT) | 0.1 | $1.5M | +20% | 12k | 125.29 |
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| Axon Enterprise (AXON) | 0.1 | $1.5M | +9% | 2.6k | 567.93 |
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| 908 Devices (MASS) | 0.1 | $1.5M | -58% | 279k | 5.25 |
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| Citigroup (C) | 0.1 | $1.4M | +6% | 12k | 116.69 |
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| iShares Russell Mid CP. Idx Etf (IWR) | 0.1 | $1.4M | 14k | 96.27 |
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| Lgi Homes (LGIH) | 0.1 | $1.3M | NEW | 31k | 42.96 |
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| SPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT Etf (MDY) | 0.1 | $1.3M | -8% | 2.2k | 603.19 |
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| Palo Alto Networks (PANW) | 0.1 | $1.3M | 7.2k | 184.20 |
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| Natera (NTRA) | 0.1 | $1.3M | +27% | 5.8k | 229.09 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $1.3M | -14% | 7.9k | 162.01 |
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| Honeywell International (HON) | 0.0 | $1.3M | 6.5k | 195.08 |
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| Blacksky Technology (BKSY) | 0.0 | $1.3M | NEW | 67k | 18.75 |
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| Automatic Data Processing (ADP) | 0.0 | $1.3M | +22% | 4.9k | 257.23 |
|
| SPDR Ser TR S&P BK ETF Etf (KBE) | 0.0 | $1.2M | 21k | 60.69 |
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| Deutsche X-Trackers MSCI EAFE Hedged Equity ETF Etf (DBEF) | 0.0 | $1.2M | NEW | 26k | 48.11 |
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| SPDR Dow Jones Indl Average ETF TR Unit Ser 1 Etf (DIA) | 0.0 | $1.2M | NEW | 2.6k | 480.60 |
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| Danaher Corporation (DHR) | 0.0 | $1.2M | +16% | 5.3k | 228.92 |
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| Wisdomtree Earnings 500 Etf (EPS) | 0.0 | $1.2M | +11% | 17k | 70.86 |
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| Select Sector SPDR TR Utils Etf (XLU) | 0.0 | $1.2M | +162% | 28k | 42.69 |
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| iShares TR Core MSCI EAFE ETF Etf (IEFA) | 0.0 | $1.1M | +3% | 13k | 89.46 |
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| Caterpillar (CAT) | 0.0 | $1.1M | +19% | 2.0k | 572.91 |
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| JPM Nasdaq Equity Premium Etf (JEPQ) | 0.0 | $1.1M | NEW | 19k | 58.12 |
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| Williams Companies (WMB) | 0.0 | $1.1M | 19k | 60.11 |
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| Genius Sports (GENI) | 0.0 | $1.1M | NEW | 101k | 11.02 |
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| Civitas Resources | 0.0 | $1.1M | NEW | 40k | 27.09 |
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| Coca-Cola Company (KO) | 0.0 | $1.1M | +18% | 16k | 69.91 |
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| Carlyle Group (CG) | 0.0 | $1.1M | NEW | 18k | 59.11 |
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| Qualcomm (QCOM) | 0.0 | $1.1M | +34% | 6.2k | 171.04 |
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| Sofi Technologies (SOFI) | 0.0 | $1.1M | NEW | 40k | 26.18 |
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| Metropcs Communications (TMUS) | 0.0 | $1.0M | NEW | 5.1k | 203.04 |
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| TJX Companies (TJX) | 0.0 | $1.0M | +10% | 6.7k | 153.61 |
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| Quanta Services (PWR) | 0.0 | $1.0M | +2% | 2.4k | 422.09 |
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| Nike (NKE) | 0.0 | $980k | +22% | 15k | 63.71 |
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| Under Armour Inc Cl C (UA) | 0.0 | $974k | +55% | 203k | 4.80 |
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| Keyera Corp (KEYUF) | 0.0 | $973k | NEW | 30k | 32.10 |
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| Elf Beauty (ELF) | 0.0 | $966k | NEW | 13k | 76.04 |
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| HEICO Corporation (HEI) | 0.0 | $966k | 3.0k | 323.59 |
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| Deere & Company (DE) | 0.0 | $956k | 2.1k | 465.57 |
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| Cme (CME) | 0.0 | $921k | +6% | 3.4k | 273.08 |
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| Waste Management (WM) | 0.0 | $920k | +2% | 4.2k | 219.71 |
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| MercadoLibre (MELI) | 0.0 | $896k | +9% | 445.00 | 2014.26 |
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| Altria (MO) | 0.0 | $877k | 15k | 57.66 |
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| Adobe Systems Cap Stk Cl A (ADBE) | 0.0 | $841k | +171% | 2.4k | 349.99 |
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| First Trust Nasdaq Cybersecurity ETF Etf (CIBR) | 0.0 | $837k | NEW | 12k | 71.45 |
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| Amgen (AMGN) | 0.0 | $836k | +8% | 2.6k | 327.33 |
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| Eaton (ETN) | 0.0 | $826k | 2.6k | 318.56 |
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| salesforce (CRM) | 0.0 | $823k | -5% | 3.1k | 264.90 |
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| Gfl Environmental Inc sub vtg (GFL) | 0.0 | $792k | 18k | 42.95 |
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| Pfizer (PFE) | 0.0 | $771k | +10% | 31k | 24.90 |
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| Marsh & McLennan Companies | 0.0 | $769k | 4.1k | 185.54 |
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| iShares Russell 1000 Value ETF Etf (IWD) | 0.0 | $760k | +71% | 3.6k | 210.32 |
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| Astera Labs (ALAB) | 0.0 | $758k | -22% | 4.6k | 166.36 |
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| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $745k | 13k | 56.81 |
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| American Tower Reit (AMT) | 0.0 | $744k | +60% | 4.2k | 175.58 |
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| Lineage (LINE) | 0.0 | $700k | 20k | 35.00 |
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| iShares TST.S&P SML.Cap. 600 Etf (IJR) | 0.0 | $698k | +43% | 5.8k | 120.17 |
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| Verizon Communications (VZ) | 0.0 | $672k | +3% | 17k | 40.73 |
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| iShares TR S&P 500 Value ETF Etf (IVE) | 0.0 | $669k | +56% | 3.2k | 212.06 |
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| Pure Storage Inc - Class A (PSTG) | 0.0 | $648k | NEW | 9.7k | 67.01 |
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| Accenture PLC Ireland Class Shs Class A (ACN) | 0.0 | $631k | +3% | 2.4k | 268.30 |
|
| Norfolk Southern (NSC) | 0.0 | $626k | -27% | 2.2k | 288.72 |
|
| Spotify Technology Sa (SPOT) | 0.0 | $621k | -56% | 1.1k | 580.71 |
|
| Invesco Exchange Traded FD TR FTSE Rafi US 1000 ETF Etf (PRF) | 0.0 | $616k | 13k | 46.92 |
|
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| SPDR Ser TR S&P Divid ETF Etf (SDY) | 0.0 | $612k | +197% | 4.4k | 139.17 |
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| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $603k | 20k | 29.87 |
|
|
| Vaneck Vectors ETF Etf (NLR) | 0.0 | $580k | NEW | 4.7k | 124.19 |
|
| SPDR Ser TR S&P Regl BKG ETF Etf (KRE) | 0.0 | $568k | -16% | 8.8k | 64.81 |
|
| Sweetgreen Cl A Ord (SG) | 0.0 | $568k | NEW | 84k | 6.76 |
|
| Vanguard High Dividend Yield Index ETF Etf (VYM) | 0.0 | $566k | 3.9k | 143.51 |
|
|
| Vaneck ETF Trust Etf (MOTG) | 0.0 | $563k | +61% | 15k | 38.77 |
|
| ConocoPhillips (COP) | 0.0 | $557k | 5.9k | 93.61 |
|
|
| Progressive Corporation (PGR) | 0.0 | $554k | 2.4k | 227.75 |
|
|
| Stryker Corporation (SYK) | 0.0 | $554k | +46% | 1.6k | 351.41 |
|
| ResMed (RMD) | 0.0 | $546k | 2.3k | 240.87 |
|
|
| Emerson Electric (EMR) | 0.0 | $544k | +47% | 4.1k | 132.72 |
|
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.0 | $542k | NEW | 9.0k | 60.17 |
|
| CSX Corporation (CSX) | 0.0 | $537k | 15k | 36.25 |
|
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $536k | +24% | 4.3k | 125.83 |
|
| iShares TR Core Divid Growth ETF Etf (DGRO) | 0.0 | $535k | +19% | 7.7k | 69.42 |
|
| Vistra Energy (VST) | 0.0 | $526k | +6% | 3.3k | 161.34 |
|
| iShares Int Gov Credit Etf (GVI) | 0.0 | $512k | 4.8k | 107.35 |
|
|
| Servicenow (NOW) | 0.0 | $512k | +375% | 3.3k | 153.19 |
|
| Select Sector SPDR TR Financial Etf (XLF) | 0.0 | $506k | +12% | 9.2k | 54.77 |
|
| Cintas Corporation (CTAS) | 0.0 | $499k | 2.7k | 188.09 |
|
|
| Aberdeen STD Physical Swiss Gold SHS ETF Etf (SGOL) | 0.0 | $489k | +42% | 12k | 41.08 |
|
| FedEx Corporation (FDX) | 0.0 | $485k | +15% | 1.7k | 288.89 |
|
| Alps ETF Trust Alerian MLP ETF Etf (AMLP) | 0.0 | $485k | NEW | 10k | 47.02 |
|
| Fiserv (FI) | 0.0 | $483k | +45% | 7.2k | 67.17 |
|
| Delta Air Lines (DAL) | 0.0 | $482k | +11% | 7.0k | 69.40 |
|
| Wright Express (WEX) | 0.0 | $473k | NEW | 3.2k | 148.98 |
|
| Schwab Strategic TR Intl Equity ETF Etf (SCHF) | 0.0 | $469k | +3% | 20k | 24.04 |
|
| iShares TR MSCI Acwi ETF Etf (ACWI) | 0.0 | $458k | 3.2k | 141.47 |
|
|
| Ishares 7-10 Year Trsury Etf (IEF) | 0.0 | $457k | -7% | 4.8k | 96.17 |
|
| Trade Desk (TTD) | 0.0 | $454k | +75% | 12k | 37.96 |
|
| Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF Etf (VEA) | 0.0 | $453k | -6% | 7.3k | 62.47 |
|
| Americold Rlty Tr (COLD) | 0.0 | $450k | NEW | 35k | 12.86 |
|
| Qiagen Nv | 0.0 | $450k | 10k | 44.97 |
|
|
| Nucor Corporation (NUE) | 0.0 | $449k | 2.8k | 163.11 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $447k | 2.5k | 178.59 |
|
|
| Ciena Corporation (CIEN) | 0.0 | $447k | +36% | 1.9k | 233.87 |
|
| Steris Plc Ord equities (STE) | 0.0 | $445k | 1.8k | 253.52 |
|
|
| McKesson Corporation (MCK) | 0.0 | $442k | 539.00 | 820.12 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $441k | +47% | 7.6k | 58.38 |
|
| Seagate Technology (STX) | 0.0 | $430k | 1.6k | 275.39 |
|
|
| Hanover Bancorp (HNVR) | 0.0 | $430k | NEW | 19k | 23.11 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $429k | +9% | 2.3k | 185.61 |
|
| Mueller Industries (MLI) | 0.0 | $417k | 3.6k | 114.80 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $409k | +38% | 5.5k | 73.69 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $404k | 3.0k | 136.59 |
|
|
| SPDR Ser TR SPDR Port Small Cap ETF Etf (SPSM) | 0.0 | $403k | +16% | 8.6k | 46.86 |
|
| Hubspot (HUBS) | 0.0 | $401k | NEW | 1.0k | 401.30 |
|
| Blackrock (BLK) | 0.0 | $400k | +2% | 374.00 | 1070.57 |
|
| Wisdomtree TR Largecap Divid Etf (DLN) | 0.0 | $395k | 4.5k | 88.08 |
|
|
| Energy Transfer Equity (ET) | 0.0 | $391k | +18% | 24k | 16.49 |
|
| Bitmine Immersion Technologies Ord (BMNR) | 0.0 | $390k | +150% | 14k | 27.15 |
|
| Vanguard Small Cap Value Index ETF Funds Etf (VBR) | 0.0 | $387k | +25% | 1.8k | 211.74 |
|
| iShares TST.Russel 2000 Val Etf (IWN) | 0.0 | $383k | 2.1k | 181.21 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $382k | 669.00 | 570.21 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $379k | +79% | 4.3k | 88.87 |
|
| L3harris Technologies (LHX) | 0.0 | $378k | +14% | 1.3k | 293.65 |
|
| Illinois Tool Works (ITW) | 0.0 | $375k | NEW | 1.5k | 246.30 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $364k | +3% | 3.8k | 95.35 |
|
| General Dynamics Corporation (GD) | 0.0 | $364k | +19% | 1.1k | 336.66 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $360k | -9% | 7.1k | 50.79 |
|
| Wisdomtree Trust Floating Rate Etf (USFR) | 0.0 | $356k | 7.1k | 50.32 |
|
|
| First TR Exchange-Traded FD IV North Amern Energy Infrastructure Etf (EMLP) | 0.0 | $355k | +6% | 9.4k | 37.87 |
|
| iShares TR Select Divid ETF Etf (DVY) | 0.0 | $352k | 2.5k | 141.12 |
|
|
| Yum! Brands (YUM) | 0.0 | $350k | +9% | 2.3k | 151.30 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $347k | NEW | 1.6k | 223.17 |
|
| Aflac Cl A (AFL) | 0.0 | $346k | 3.1k | 110.27 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $343k | 3.0k | 116.09 |
|
|
| Ge Vernova (GEV) | 0.0 | $343k | +10% | 524.00 | 653.66 |
|
| Lumentum Hldgs (LITE) | 0.0 | $342k | NEW | 929.00 | 368.59 |
|
| Public Service Enterprise (PEG) | 0.0 | $341k | 4.2k | 80.30 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $339k | NEW | 243.00 | 1394.19 |
|
| Invesco Exchange Traded FD TR FTSE Rafi US 1500 Small Mid ETF Etf (PRFZ) | 0.0 | $338k | 7.4k | 45.89 |
|
|
| Phillips 66 (PSX) | 0.0 | $335k | -4% | 2.6k | 129.04 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $334k | NEW | 690.00 | 483.99 |
|
| Reddit (RDDT) | 0.0 | $332k | 1.4k | 229.87 |
|
|
| Energy Select Sector SPDR Fund ETF Etf (XLE) | 0.0 | $332k | +55% | 7.4k | 44.71 |
|
| iShares Ethereum Trust ETF Etf (ETHA) | 0.0 | $332k | +98% | 15k | 22.43 |
|
| Datadog Inc Cl A (DDOG) | 0.0 | $331k | +11% | 2.4k | 135.99 |
|
| Kinder Morgan (KMI) | 0.0 | $327k | +15% | 12k | 27.49 |
|
| Lowe's Companies (LOW) | 0.0 | $325k | +4% | 1.3k | 241.20 |
|
| General Electric (GE) | 0.0 | $320k | 1.0k | 308.08 |
|
|
| Pepsi (PEP) | 0.0 | $315k | NEW | 2.2k | 143.49 |
|
| Intel Corporation (INTC) | 0.0 | $309k | +28% | 8.4k | 36.90 |
|
| Invesco S&P 500 Equal Weight T Etf (RSPT) | 0.0 | $307k | NEW | 6.8k | 45.51 |
|
| iShares Technology ETF Etf (IYW) | 0.0 | $297k | 1.5k | 199.68 |
|
|
| Vanguard Russell 1000 Growth ETF Etf (VONG) | 0.0 | $288k | 2.4k | 121.77 |
|
|
| Jabil Circuit (JBL) | 0.0 | $280k | 1.2k | 228.02 |
|
|
| Ethzilla Corporation (ETHZ) | 0.0 | $277k | NEW | 57k | 4.90 |
|
| Marriott International (MAR) | 0.0 | $277k | 893.00 | 310.08 |
|
|
| Global X Uranium ETF Etf (URA) | 0.0 | $276k | +8% | 6.5k | 42.73 |
|
| iShares Core MSCI Emerging Etf (IEMG) | 0.0 | $276k | +8% | 4.1k | 67.23 |
|
| AutoZone (AZO) | 0.0 | $275k | NEW | 81.00 | 3391.51 |
|
| SPDR Ser TR S&P Homebuilders ETF Etf (XHB) | 0.0 | $271k | NEW | 2.6k | 102.95 |
|
| Markel Corporation (MKL) | 0.0 | $271k | 126.00 | 2149.65 |
|
|
| Doordash (DASH) | 0.0 | $268k | +50% | 1.2k | 226.48 |
|
| Republic Services (RSG) | 0.0 | $264k | NEW | 1.2k | 211.95 |
|
| Dimensional ETF TR Intl Vale ETF Etf (DFIV) | 0.0 | $263k | 5.3k | 49.90 |
|
|
| SPDR Ser TR Etf (XAR) | 0.0 | $262k | +20% | 1.1k | 241.24 |
|
| JPMorgan Etfs Etf | 0.0 | $260k | NEW | 2.2k | 118.20 |
|
| Analog Devices (ADI) | 0.0 | $258k | NEW | 952.00 | 271.32 |
|
| Carrier Global Corporation (CARR) | 0.0 | $256k | 4.8k | 52.84 |
|
|
| Vanguard Intl Equity Index FD Inc FTSE All World Ex US Index FD Etfs Etf (VEU) | 0.0 | $256k | +7% | 3.5k | 73.55 |
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $254k | NEW | 2.1k | 119.73 |
|
| Veeva Sys Inc cl a (VEEV) | 0.0 | $253k | +42% | 1.1k | 223.23 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $250k | -9% | 1.7k | 143.89 |
|
| PNC Financial Services (PNC) | 0.0 | $245k | -25% | 1.2k | 208.73 |
|
| SPDR Bloomberg Short Etf (SJNK) | 0.0 | $245k | NEW | 9.7k | 25.32 |
|
| Valero Energy Corporation (VLO) | 0.0 | $245k | +19% | 1.5k | 162.76 |
|
| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $244k | NEW | 19k | 12.66 |
|
| Vanguard Info Tech ETF Etf (VGT) | 0.0 | $244k | 324.00 | 753.45 |
|
|
| Howard Hughes Holdings (HHH) | 0.0 | $244k | 3.1k | 79.77 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $243k | NEW | 1.6k | 149.05 |
|
| Boeing Company (BA) | 0.0 | $243k | +5% | 1.1k | 217.12 |
|
| Paychex (PAYX) | 0.0 | $241k | NEW | 2.1k | 112.18 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $239k | NEW | 527.00 | 453.36 |
|
| Invesco Exchange- Traded FD TR II PFD ETF Etf (PGX) | 0.0 | $237k | NEW | 21k | 11.24 |
|
| Janus Henderson Aaa Clo ETF Etf (JAAA) | 0.0 | $236k | -49% | 4.7k | 50.58 |
|
| Cadence Design Systems (CDNS) | 0.0 | $229k | 734.00 | 312.58 |
|
|
| Cheniere Energy (LNG) | 0.0 | $225k | +7% | 1.2k | 194.40 |
|
| Starbucks Corporation (SBUX) | 0.0 | $225k | NEW | 2.7k | 84.21 |
|
| Consolidated Edison (ED) | 0.0 | $225k | NEW | 2.3k | 99.32 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $222k | NEW | 6.0k | 37.00 |
|
| U.S. Bancorp (USB) | 0.0 | $222k | NEW | 4.2k | 53.36 |
|
| Vanguard Intl Equity Index FDS FTSE Emerging MKTS ETF Etf (VWO) | 0.0 | $221k | 4.1k | 53.76 |
|
|
| iShares US Healthcare ETF IV Etf (IYH) | 0.0 | $220k | NEW | 3.4k | 65.10 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $214k | NEW | 2.7k | 79.36 |
|
| Vanguard BD Index FD Inc Total BD Market ETF Etf (BND) | 0.0 | $213k | 2.9k | 74.08 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $211k | NEW | 3.9k | 53.94 |
|
| Arista Networks (ANET) | 0.0 | $207k | NEW | 1.6k | 131.03 |
|
| Comcast Corp CL A Cl A (CMCSA) | 0.0 | $205k | -45% | 6.9k | 29.89 |
|
| Coreweave Inc Com CL A Com Cl A (CRWV) | 0.0 | $203k | +40% | 2.8k | 71.61 |
|
| eBay (EBAY) | 0.0 | $201k | 2.3k | 87.10 |
|
|
| Vanguard Intl Equity Index FDS FTSE Europe ETF Etf (VGK) | 0.0 | $200k | NEW | 2.4k | 83.61 |
|
| Gct Semiconductor Hldg Inc Class A (GCTS) | 0.0 | $196k | -58% | 163k | 1.20 |
|
| Cipher Mining (CIFR) | 0.0 | $195k | NEW | 13k | 14.76 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.0 | $194k | NEW | 13k | 15.00 |
|
| Callaway Golf Company (CALY) | 0.0 | $167k | -87% | 14k | 11.67 |
|
| Lucid Group (LCID) | 0.0 | $166k | 16k | 10.57 |
|
|
| Digi Pwr X Inc Com Sub Vtg (DGXX) | 0.0 | $155k | NEW | 61k | 2.55 |
|
| Compass Inc CL A Cl A (COMP) | 0.0 | $148k | 14k | 10.57 |
|
|
| Skyline Builders Group Holding Limited ETF Etf (SKBL) | 0.0 | $109k | NEW | 37k | 2.94 |
|
| American Bitcoin Corp Class A (ABTC) | 0.0 | $106k | NEW | 63k | 1.70 |
|
| Above Food Ingredients (ABVE) | 0.0 | $106k | NEW | 65k | 1.63 |
|
| Aureus Greenway Hldgs (AGH) | 0.0 | $96k | -35% | 30k | 3.15 |
|
| Nuveen Float Rate Etf (JFR) | 0.0 | $94k | 12k | 7.83 |
|
|
| Dws Municipal Income Cf non-tax cef (KTF) | 0.0 | $93k | NEW | 10k | 9.09 |
|
| iShares IV PLC Usd Etf | 0.0 | $68k | NEW | 21k | 3.25 |
|
| DLP Resources | 0.0 | $66k | NEW | 276k | 0.24 |
|
| Nukkleus | 0.0 | $56k | NEW | 14k | 4.03 |
|
Past Filings by GM Advisory Group
SEC 13F filings are viewable for GM Advisory Group going back to 2013
- GM Advisory Group 2025 Q4 filed Feb. 13, 2026
- 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