GM Advisory
Latest statistics and disclosures from GM Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IAU, SGOV, VTI, SPTS, and represent 34.15% of GM Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: SPSM (+$20M), SGOV (+$19M), SOC (+$9.5M), BKAG (+$8.4M), AVGO (+$6.4M), SPLG (+$6.3M), BIL, SHY, SPTL, SPAB.
- Started 28 new stock positions in IWN, LHX, PLTR, PNC, DELL, ILCG, KKR, SPSM, NOW, SYK.
- Reduced shares in these 10 stocks: IGM (-$19M), XLV (-$18M), WULF (-$7.6M), AON, PYPL, SPTS, DXCM, IUSB, EBAY, BKLC.
- Sold out of its positions in DXCM, EBAY, GM, INTC, DVY, KWEB, EL, MAGS, MS, NTRS. SIRI, SWK, UPS, PARA, AGGY, CMPR, LYB.
- GM Advisory Group was a net buyer of stock by $51M.
- GM Advisory Group has $1.7B in assets under management (AUM), dropping by 7.67%.
- Central Index Key (CIK): 0001598304
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Portfolio Holdings for GM Advisory Group
GM Advisory Group holds 252 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 14.0 | $234M | +2% | 3.5M | 67.51 |
|
| Ishares Gold Tr Ishares New (IAU) | 6.0 | $100M | 2.0M | 49.70 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.8 | $96M | +25% | 954k | 100.72 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.7 | $78M | +2% | 275k | 283.16 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 3.7 | $62M | -2% | 2.1M | 29.41 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 3.6 | $60M | +3% | 182k | 326.73 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.3 | $56M | +8% | 671k | 83.15 |
|
| Apple (AAPL) | 2.9 | $49M | 208k | 233.00 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 2.9 | $48M | +4% | 437k | 110.63 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.2 | $37M | +3% | 650k | 57.22 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.2 | $37M | +11% | 1.4M | 26.14 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.2 | $36M | 371k | 98.10 |
|
|
| Ishares Tr Core Total Usd (IUSB) | 2.0 | $34M | -3% | 721k | 47.12 |
|
| Aon Shs Cl A (AON) | 1.9 | $32M | -11% | 92k | 345.99 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 1.9 | $31M | 448k | 70.06 |
|
|
| NVIDIA Corporation (NVDA) | 1.8 | $30M | -2% | 250k | 121.44 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.8 | $30M | 2.2M | 13.43 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $26M | +2% | 45k | 573.76 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.4 | $24M | +20% | 830k | 29.07 |
|
| Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) | 1.4 | $23M | -3% | 213k | 109.56 |
|
| Microsoft Corporation (MSFT) | 1.4 | $23M | +3% | 54k | 430.30 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.3 | $22M | +4% | 96k | 230.59 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.2 | $20M | NEW | 439k | 45.51 |
|
| Amazon (AMZN) | 1.0 | $18M | 94k | 186.33 |
|
|
| American Express Company (AXP) | 1.0 | $18M | 65k | 271.20 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $16M | +7% | 193k | 83.00 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.9 | $15M | 405k | 37.56 |
|
|
| Bny Mellon Etf Trust Core Bond Etf (BKAG) | 0.8 | $14M | +148% | 327k | 43.15 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.8 | $13M | +4% | 462k | 29.06 |
|
| Sable Offshore Corp Com Shs (SOC) | 0.7 | $12M | +370% | 510k | 23.63 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $12M | 31k | 375.38 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $11M | 90k | 125.62 |
|
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.6 | $10M | +20% | 199k | 51.96 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $9.7M | +2% | 11k | 885.96 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.6 | $9.6M | +82% | 105k | 91.81 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.6 | $9.5M | -66% | 99k | 95.94 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $9.5M | -6% | 87k | 108.63 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $9.5M | 18k | 527.66 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.6 | $9.5M | -4% | 100k | 94.61 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $9.4M | 56k | 165.85 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $9.3M | 92k | 101.27 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $8.6M | +12% | 104k | 82.94 |
|
| Meta Platforms Cl A (META) | 0.5 | $8.3M | +3% | 15k | 572.44 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $7.9M | 48k | 167.19 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $7.7M | +4% | 13k | 576.83 |
|
| Healthequity (HQY) | 0.4 | $7.3M | 89k | 81.85 |
|
|
| Uber Technologies (UBER) | 0.4 | $7.2M | 95k | 75.16 |
|
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| Broadcom (AVGO) | 0.4 | $7.1M | +906% | 41k | 172.50 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $5.8M | 28k | 210.86 |
|
|
| UnitedHealth (UNH) | 0.3 | $5.3M | -3% | 9.1k | 584.70 |
|
| Merck & Co (MRK) | 0.3 | $5.0M | +3% | 44k | 113.56 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $4.8M | -8% | 14k | 345.29 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.3 | $4.6M | +11% | 96k | 48.06 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $4.5M | -13% | 39k | 117.22 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $4.2M | +60% | 50k | 84.53 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $4.1M | +10% | 19k | 220.89 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.7M | 12k | 314.38 |
|
|
| Cigna Corp (CI) | 0.2 | $3.7M | 11k | 346.44 |
|
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| Kenvue (KVUE) | 0.2 | $3.5M | 152k | 23.13 |
|
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $3.4M | +16% | 8.7k | 389.12 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $3.3M | +2% | 19k | 179.16 |
|
| Visa Com Cl A (V) | 0.2 | $3.3M | +8% | 12k | 274.96 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $3.2M | +6% | 3.6k | 886.49 |
|
| Chevron Corporation (CVX) | 0.2 | $2.8M | -7% | 19k | 147.27 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $2.8M | -5% | 29k | 95.50 |
|
| Kla Corp Com New (KLAC) | 0.2 | $2.8M | -5% | 3.6k | 774.41 |
|
| Netflix (NFLX) | 0.2 | $2.7M | -4% | 3.9k | 709.27 |
|
| Bankwell Financial (BWFG) | 0.2 | $2.7M | 90k | 29.95 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $2.5M | -15% | 15k | 164.08 |
|
| Procter & Gamble Company (PG) | 0.1 | $2.4M | +2% | 14k | 173.20 |
|
| Listed Fd Tr Roundhill Ball (METV) | 0.1 | $2.4M | -3% | 178k | 13.49 |
|
| Twilio Cl A (TWLO) | 0.1 | $2.4M | -12% | 37k | 65.22 |
|
| Tesla Motors (TSLA) | 0.1 | $2.3M | 8.9k | 261.63 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $2.3M | 79k | 29.11 |
|
|
| Home Depot (HD) | 0.1 | $2.2M | +8% | 5.5k | 405.23 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.2M | +2% | 13k | 170.40 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $2.1M | 4.3k | 491.27 |
|
|
| Intuit (INTU) | 0.1 | $2.0M | 3.3k | 621.03 |
|
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| Altria (MO) | 0.1 | $2.0M | +14% | 40k | 51.04 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $2.0M | +8% | 4.3k | 460.26 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.0M | 8.0k | 246.47 |
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| Johnson & Johnson (JNJ) | 0.1 | $2.0M | -8% | 12k | 162.06 |
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| Marvell Technology (MRVL) | 0.1 | $1.9M | -12% | 27k | 72.12 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.8M | +2% | 11k | 173.68 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.7M | +250% | 6.1k | 280.47 |
|
| Walt Disney Company (DIS) | 0.1 | $1.7M | -2% | 18k | 96.19 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.7M | +18% | 27k | 62.32 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.6M | +5% | 8.2k | 198.05 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.6M | +5% | 1.9k | 833.32 |
|
| S&p Global (SPGI) | 0.1 | $1.5M | 2.9k | 516.62 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $1.5M | 46k | 31.78 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | +18% | 2.3k | 618.45 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.4M | -2% | 22k | 65.95 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.4M | 35k | 39.68 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 691180.00 |
|
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.4M | 2.4k | 569.55 |
|
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | 2.7k | 493.85 |
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| Nextera Energy (NEE) | 0.1 | $1.3M | -16% | 16k | 84.53 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | 20k | 64.81 |
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| Kkr & Co (KKR) | 0.1 | $1.2M | NEW | 9.6k | 130.58 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $1.2M | -6% | 21k | 60.04 |
|
| Danaher Corporation (DHR) | 0.1 | $1.2M | 4.5k | 277.99 |
|
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| Coca-Cola Company (KO) | 0.1 | $1.2M | +5% | 17k | 71.86 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.2M | 26k | 45.86 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.2M | +23% | 6.8k | 174.57 |
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| Honeywell International (HON) | 0.1 | $1.2M | 5.7k | 206.72 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.2M | +22% | 13k | 88.14 |
|
| International Business Machines (IBM) | 0.1 | $1.2M | 5.2k | 221.08 |
|
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| Terawulf (WULF) | 0.1 | $1.1M | -86% | 245k | 4.68 |
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| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $1.1M | 21k | 53.24 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | 4.5k | 243.06 |
|
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| Spdr Ser Tr S&p Bk Etf (KBE) | 0.1 | $1.1M | 21k | 52.89 |
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| Nike CL B (NKE) | 0.1 | $1.1M | +39% | 12k | 88.40 |
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| Wells Fargo & Company (WFC) | 0.1 | $968k | 17k | 56.49 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $967k | +2% | 2.0k | 487.99 |
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| Callaway Golf Company (MODG) | 0.1 | $958k | 87k | 10.98 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $936k | +3% | 4.2k | 223.07 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $929k | NEW | 11k | 84.04 |
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| Iron Mountain (IRM) | 0.1 | $926k | -3% | 7.8k | 118.83 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $925k | +111% | 8.7k | 106.12 |
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| Axon Enterprise (AXON) | 0.1 | $924k | 2.3k | 399.60 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $905k | -7% | 4.0k | 225.76 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $894k | -95% | 5.8k | 154.02 |
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| Fiserv (FI) | 0.1 | $888k | 4.9k | 179.65 |
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| Amphenol Corp Cl A (APH) | 0.1 | $869k | 13k | 65.16 |
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| Williams Companies (WMB) | 0.1 | $840k | +20% | 18k | 45.65 |
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| Pfizer (PFE) | 0.1 | $836k | -6% | 29k | 28.94 |
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| Automatic Data Processing (ADP) | 0.0 | $814k | -16% | 2.9k | 276.73 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $806k | -38% | 2.3k | 353.48 |
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| Shopify Cl A (SHOP) | 0.0 | $796k | -21% | 9.9k | 80.14 |
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| Cisco Systems (CSCO) | 0.0 | $789k | -4% | 15k | 53.22 |
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| Lineage | 0.0 | $784k | NEW | 10k | 78.38 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $780k | +75% | 2.0k | 384.00 |
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| Philip Morris International (PM) | 0.0 | $774k | NEW | 6.4k | 121.40 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $774k | NEW | 27k | 28.41 |
|
| HEICO Corporation (HEI) | 0.0 | $771k | +48% | 2.9k | 261.49 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $753k | 6.9k | 109.65 |
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| International Flavors & Fragrances (IFF) | 0.0 | $738k | -2% | 7.0k | 104.93 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $706k | 8.2k | 85.63 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $703k | 5.3k | 131.91 |
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| Cme (CME) | 0.0 | $696k | 3.2k | 220.65 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $693k | 13k | 52.86 |
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| Paypal Holdings (PYPL) | 0.0 | $689k | -74% | 8.8k | 78.03 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $675k | +204% | 13k | 51.54 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $672k | -5% | 8.0k | 83.63 |
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| At&t (T) | 0.0 | $666k | -57% | 30k | 22.00 |
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| Palo Alto Networks (PANW) | 0.0 | $661k | +52% | 1.9k | 341.80 |
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| Wal-Mart Stores (WMT) | 0.0 | $645k | +32% | 8.0k | 80.75 |
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| McDonald's Corporation (MCD) | 0.0 | $634k | +6% | 2.1k | 304.52 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $616k | +11% | 7.0k | 87.81 |
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| Verizon Communications (VZ) | 0.0 | $604k | -46% | 14k | 44.91 |
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| American Tower Reit (AMT) | 0.0 | $594k | 2.6k | 232.56 |
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| Abbott Laboratories (ABT) | 0.0 | $576k | 5.1k | 114.01 |
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| ResMed (RMD) | 0.0 | $553k | 2.3k | 244.12 |
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| Lucid Group (LCID) | 0.0 | $553k | -8% | 157k | 3.53 |
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| Target Corporation (TGT) | 0.0 | $544k | 3.5k | 155.86 |
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| Lululemon Athletica (LULU) | 0.0 | $527k | -3% | 1.9k | 271.35 |
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| Boeing Company (BA) | 0.0 | $523k | -18% | 3.4k | 152.04 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $523k | 21k | 25.13 |
|
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| Snowflake Cl A (SNOW) | 0.0 | $508k | +23% | 4.4k | 114.86 |
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| Cintas Corporation (CTAS) | 0.0 | $503k | +300% | 2.4k | 205.88 |
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| Abbvie (ABBV) | 0.0 | $500k | +12% | 2.5k | 197.48 |
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| Kraft Heinz (KHC) | 0.0 | $499k | NEW | 14k | 35.11 |
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| TJX Companies (TJX) | 0.0 | $472k | 4.0k | 117.53 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $461k | +30% | 5.9k | 78.05 |
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| Jd.com Spon Ads Cl A (JD) | 0.0 | $460k | NEW | 12k | 40.00 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $458k | +5% | 3.8k | 121.17 |
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| Las Vegas Sands (LVS) | 0.0 | $457k | +81% | 9.1k | 50.34 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $457k | +5% | 11k | 41.77 |
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| CVS Caremark Corporation (CVS) | 0.0 | $456k | -34% | 7.2k | 62.88 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $451k | +16% | 3.5k | 128.21 |
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| BlackRock MuniHoldings New York Insured (MHN) | 0.0 | $451k | 40k | 11.16 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $447k | 4.7k | 95.75 |
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| Hess Midstream Cl A Shs (HESM) | 0.0 | $441k | 13k | 35.27 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $437k | -49% | 5.6k | 78.56 |
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| Super Micro Computer (SMCI) | 0.0 | $437k | +207% | 1.0k | 416.40 |
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| Sea Sponsord Ads (SE) | 0.0 | $434k | 4.6k | 94.28 |
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| Steris Shs Usd (STE) | 0.0 | $426k | 1.8k | 242.54 |
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| Pdd Holdings Sponsored Ads (PDD) | 0.0 | $410k | NEW | 3.0k | 134.81 |
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| Waste Management (WM) | 0.0 | $400k | +31% | 1.9k | 207.62 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $387k | +2% | 5.0k | 77.91 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $387k | NEW | 9.4k | 41.12 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $382k | -20% | 6.8k | 56.60 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $374k | 3.1k | 119.53 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $373k | +26% | 23k | 16.05 |
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| Zoetis Cl A (ZTS) | 0.0 | $371k | +35% | 1.9k | 195.41 |
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| Coupang Cl A (CPNG) | 0.0 | $366k | 15k | 24.55 |
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| Dell Technologies CL C (DELL) | 0.0 | $364k | NEW | 3.1k | 118.54 |
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| Shift4 Pmts Cl A (FOUR) | 0.0 | $355k | -20% | 4.0k | 88.60 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $344k | +17% | 1.8k | 189.82 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $339k | NEW | 2.2k | 153.11 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $337k | NEW | 2.8k | 119.08 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $320k | +2% | 8.7k | 36.58 |
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| SYSCO Corporation (SYY) | 0.0 | $316k | 4.1k | 78.06 |
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| Booking Holdings (BKNG) | 0.0 | $316k | 75.00 | 4213.80 |
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| AFLAC Incorporated (AFL) | 0.0 | $315k | 2.8k | 111.81 |
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| Amgen (AMGN) | 0.0 | $308k | 957.00 | 322.21 |
|
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $306k | 7.4k | 41.55 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $304k | 2.6k | 116.96 |
|
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| Goldman Sachs (GS) | 0.0 | $297k | 599.00 | 495.10 |
|
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| Lowe's Companies (LOW) | 0.0 | $293k | -4% | 1.1k | 270.85 |
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| L3harris Technologies (LHX) | 0.0 | $291k | NEW | 1.2k | 237.83 |
|
| Yum! Brands (YUM) | 0.0 | $290k | 2.1k | 139.71 |
|
|
| Rh (RH) | 0.0 | $284k | -6% | 850.00 | 334.43 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $281k | +3% | 6.7k | 41.95 |
|
| Mueller Industries (MLI) | 0.0 | $281k | +5% | 3.8k | 74.09 |
|
| Vistra Energy (VST) | 0.0 | $281k | NEW | 2.4k | 118.54 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $278k | 3.9k | 71.86 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $276k | +3% | 2.3k | 118.62 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $275k | 6.7k | 40.88 |
|
|
| MercadoLibre (MELI) | 0.0 | $275k | +8% | 134.00 | 2051.96 |
|
| McKesson Corporation (MCK) | 0.0 | $266k | 537.00 | 494.55 |
|
|
| Norfolk Southern (NSC) | 0.0 | $264k | 1.1k | 248.50 |
|
|
| 3M Company (MMM) | 0.0 | $260k | -68% | 1.9k | 136.70 |
|
| Under Armour CL C (UA) | 0.0 | $256k | 31k | 8.36 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $256k | 2.6k | 98.12 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $256k | 2.0k | 128.03 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $256k | 1.2k | 209.87 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $255k | NEW | 3.9k | 65.92 |
|
| FedEx Corporation (FDX) | 0.0 | $253k | -77% | 926.00 | 273.68 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $242k | +2% | 520.00 | 465.08 |
|
| Servicenow (NOW) | 0.0 | $242k | NEW | 270.00 | 894.39 |
|
| PNC Financial Services (PNC) | 0.0 | $232k | NEW | 1.3k | 184.85 |
|
| Mettler-Toledo International (MTD) | 0.0 | $230k | 153.00 | 1499.70 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $228k | 2.4k | 96.52 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $226k | NEW | 428.00 | 528.07 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $226k | 1.5k | 151.62 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $223k | NEW | 6.0k | 37.20 |
|
| salesforce (CRM) | 0.0 | $220k | -8% | 803.00 | 273.68 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $220k | 883.00 | 248.59 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $219k | 3.4k | 65.00 |
|
|
| ConocoPhillips (COP) | 0.0 | $218k | 2.1k | 105.27 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $213k | 2.2k | 95.15 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $213k | -38% | 1.9k | 112.98 |
|
| Nucor Corporation (NUE) | 0.0 | $212k | 1.4k | 150.34 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $210k | 2.8k | 75.12 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $210k | -27% | 1.5k | 142.08 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $210k | NEW | 1.9k | 109.53 |
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $209k | 19k | 10.78 |
|
|
| Stryker Corporation (SYK) | 0.0 | $208k | NEW | 575.00 | 361.27 |
|
| Consolidated Edison (ED) | 0.0 | $207k | NEW | 2.0k | 104.13 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $202k | NEW | 1.2k | 166.84 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $201k | 2.0k | 100.69 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $200k | +11% | 738.00 | 271.03 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $114k | 11k | 10.84 |
|
|
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $105k | 12k | 8.82 |
|
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $71k | NEW | 15k | 4.68 |
|
| Compass Cl A (COMP) | 0.0 | $67k | NEW | 11k | 6.11 |
|
| Bridger Aerospace Grp Hldgs (BAER) | 0.0 | $61k | NEW | 28k | 2.22 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $31k | 10k | 3.12 |
|
|
| Globalstar (GSAT) | 0.0 | $12k | 10k | 1.24 |
|
|
| 22nd Centy Group Inccom (XXII) | 0.0 | $2.2k | NEW | 10k | 0.22 |
|
Past Filings by GM Advisory Group
SEC 13F filings are viewable for GM Advisory Group going back to 2013
- 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
- GM Advisory Group 2021 Q3 filed Nov. 12, 2021
- GM Advisory Group 2021 Q2 filed Aug. 16, 2021
- GM Advisory Group 2021 Q1 filed May 13, 2021
- GM Advisory Group 2020 Q4 filed Feb. 12, 2021