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 35.88% of GM Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: CVX (+$34M), SMH (+$14M), BKLC (+$10M), SPYM (+$8.9M), ITOT (+$5.4M), ACWX (+$5.1M), MSFT (+$5.0M), TSM, VTI, XLK.
- Started 56 new stock positions in Z, BABA, COPX, RNMBY, AVUV, VTEB, NDAQ, CPNG, HYSR, BYDDY.
- Reduced shares in these 10 stocks: SGOV (-$18M), PM, UBER, UPS, AON, UNH, KVUE, TWLO, IWV, GRAB.
- Sold out of its positions in ANET, BKSY, BR, CVS, CDNS, LNG, Civitas Resources, CMCSA, KTF, DASH.
- GM Advisory Group was a net buyer of stock by $109M.
- GM Advisory Group has $2.6B in assets under management (AUM), dropping by 1.74%.
- Central Index Key (CIK): 0001598304
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Portfolio Holdings for GM Advisory Group
GM Advisory Group holds 374 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 ETF Etf (SPYM) | 14.3 | $372M | +2% | 4.9M | 76.54 |
|
| iShares TR iShares 0-3 MNTH Treas BD ETF Etf (SGOV) | 9.0 | $233M | -7% | 2.3M | 100.66 |
|
| iShares Gold Trust iShares Etf (IAU) | 5.3 | $138M | +2% | 1.6M | 88.16 |
|
| Vanguard Index FDS Vanguard Total STK MKT ETF Etf (VTI) | 4.3 | $111M | +4% | 345k | 320.81 |
|
| BNY Mellon ETF TR US Large Cap Core Equity ETF Etf (BKLC) | 3.0 | $78M | +14% | 622k | 124.81 |
|
| iShares TR MSCI Acwi Ex US ETF Etf (ACWX) | 2.9 | $75M | +7% | 1.1M | 68.47 |
|
| iShares TR Russell 3000 ETF Etf (IWV) | 2.5 | $64M | -2% | 173k | 370.68 |
|
| Apple (AAPL) | 2.5 | $64M | 253k | 253.79 |
|
|
| iShares Barclays 1-3 YR TSY BD Etf (SHY) | 2.4 | $63M | +2% | 757k | 82.57 |
|
| iShares TR Core S&P Total U S STK MKT ETF Etf (ITOT) | 2.1 | $54M | +11% | 378k | 142.43 |
|
| iShares TR PHLX Semiconductor ETF Etf (SOXX) | 1.8 | $48M | 145k | 328.66 |
|
|
| SPDR Ser TR Barclays Aggregate BD ETF Etf (SPAB) | 1.8 | $48M | +4% | 1.9M | 25.62 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $47M | -2% | 269k | 174.40 |
|
| SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index Etf (SPTS) | 1.8 | $46M | -2% | 1.6M | 29.18 |
|
| Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K.. (PDBC) | 1.6 | $41M | 2.4M | 17.32 |
|
|
| SPDR S&P 500 ETF TR TR Unit Etf (SPY) | 1.5 | $40M | 61k | 650.34 |
|
|
| Chevron Corporation (CVX) | 1.5 | $39M | +785% | 186k | 206.90 |
|
| SPDR Port TTL STCK MRKT Etf (SPTM) | 1.5 | $38M | 482k | 79.06 |
|
|
| Microsoft Corporation (MSFT) | 1.4 | $37M | +15% | 99k | 370.17 |
|
| Vaneck Semiconductor Etf (SMH) | 1.4 | $36M | +62% | 93k | 383.40 |
|
| iShares TR Morningstar Large-Cap Growth ETF Etf (ILCG) | 1.3 | $34M | +6% | 356k | 95.48 |
|
| Amazon (AMZN) | 1.2 | $32M | +8% | 153k | 208.27 |
|
| Technology Select Index 'SPDR' Etf (XLK) | 1.1 | $30M | +15% | 225k | 132.90 |
|
| SPDR Portfolio World Ex-US ETF Etf (SPDW) | 1.1 | $27M | +10% | 601k | 45.65 |
|
| iShares TR Core Total Usd BD MKT ETF Etf (IUSB) | 1.0 | $27M | 573k | 46.19 |
|
|
| BNY Mellon ETF TR Core BD ETF ETF Etf (BKAG) | 1.0 | $26M | +5% | 616k | 42.20 |
|
| American Express Company (AXP) | 0.9 | $25M | 81k | 302.48 |
|
|
| SPDR Ser TR S&P 500 Growth ETF Etf (SPYG) | 0.9 | $24M | +6% | 245k | 97.91 |
|
| SPDR Portfolio Long Term Treas ETF Etf (SPTL) | 0.9 | $22M | +2% | 846k | 26.30 |
|
| iShares TR Russell 1000 ETF Etf (IWB) | 0.8 | $21M | 57k | 356.56 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $20M | +2% | 70k | 287.56 |
|
| iShares TR Barclays 20 Treas BD Etf (TLT) | 0.7 | $19M | 219k | 86.69 |
|
|
| Sable Offshore Corp (SOC) | 0.6 | $17M | 1.0M | 16.52 |
|
|
| iShares TR Core S&P 500 ETF Etf (IVV) | 0.6 | $16M | +7% | 25k | 653.20 |
|
| Vanguard Index FDS S&P 500 ETF Etf (VOO) | 0.6 | $16M | 27k | 597.55 |
|
|
| Alphabet Inc Class C cs (GOOG) | 0.6 | $16M | -5% | 56k | 286.86 |
|
| iShares Bitcoin TR SHS Ben Int Etf (IBIT) | 0.6 | $16M | 417k | 38.42 |
|
|
| iShares Russell 1000 Growth ETF Etf (IWF) | 0.6 | $15M | 35k | 426.40 |
|
|
| SPDR Ser TR Bloomberg Barclays 30-10 YR US Treas Index Etf (SPTI) | 0.5 | $14M | +4% | 482k | 28.66 |
|
| First TR Exchange Traded FD III Managed Mun ETF Etf (FMB) | 0.5 | $12M | 241k | 50.66 |
|
|
| iShares TR North Amern Tech ETF Etf (IGM) | 0.5 | $12M | 100k | 118.51 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $12M | +14% | 39k | 294.16 |
|
| Aon (AON) | 0.4 | $12M | -14% | 36k | 322.78 |
|
| Facebook Inc cl a (META) | 0.4 | $11M | 20k | 572.13 |
|
|
| SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF Etf (BIL) | 0.4 | $11M | +2% | 119k | 91.64 |
|
| Broadcom (AVGO) | 0.4 | $11M | -2% | 35k | 309.51 |
|
| PIMCO ETF TR Total Return Active ETF Etf (BOND) | 0.4 | $10M | +3% | 109k | 92.28 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $9.2M | +2% | 10k | 919.76 |
|
| Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF Etf (VIG) | 0.3 | $8.8M | 41k | 215.06 |
|
|
| RBB Etf (TMFC) | 0.3 | $8.5M | 129k | 65.97 |
|
|
| Visa (V) | 0.3 | $8.1M | 27k | 302.24 |
|
|
| iShares TR Core U S Aggregate BD ETF Etf (AGG) | 0.3 | $7.7M | 77k | 99.27 |
|
|
| iShares National Muni Bond ETF Etf (MUB) | 0.3 | $6.9M | 65k | 106.15 |
|
|
| Berkshire Hathaway (BRK.B) | 0.3 | $6.6M | +13% | 14k | 479.20 |
|
| Healthequity (HQY) | 0.2 | $6.3M | 75k | 83.57 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $5.9M | -6% | 5.9k | 996.43 |
|
| MasterCard Incorporated (MA) | 0.2 | $5.8M | +2% | 12k | 499.67 |
|
| Vanguard Admiral FDS Inc S&P 500 Growth Index FD ETF Etf (VOOG) | 0.2 | $5.4M | -6% | 13k | 407.70 |
|
| Netflix (NFLX) | 0.2 | $5.3M | 56k | 96.15 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $5.2M | 31k | 169.66 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $5.2M | 42k | 124.28 |
|
|
| Bankwell Financial (BWFG) | 0.2 | $5.2M | 107k | 48.52 |
|
|
| Schwab Strategic TR US Dividend Equity ETF Etf (SCHD) | 0.2 | $5.1M | +18% | 167k | 30.68 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.2 | $4.8M | NEW | 14k | 337.96 |
|
| Circle Internet Group (CRCL) | 0.2 | $4.8M | -11% | 50k | 95.41 |
|
| Uber Technologies (UBER) | 0.2 | $4.7M | -44% | 66k | 71.93 |
|
| Goldman Sachs (GS) | 0.2 | $4.7M | +26% | 5.6k | 845.95 |
|
| Oracle Corporation (ORCL) | 0.2 | $4.7M | 32k | 147.11 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.2 | $4.6M | -4% | 3.1k | 1472.46 |
|
| Terawulf (WULF) | 0.2 | $4.4M | 306k | 14.43 |
|
|
| Hyperliquid Strategies (PURR) | 0.2 | $4.2M | 828k | 5.09 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $4.1M | +127% | 7.9k | 522.71 |
|
| Tesla Motors (TSLA) | 0.2 | $4.0M | +5% | 11k | 371.75 |
|
| Zillow Group Inc Cl C Cap Stk (Z) | 0.1 | $3.8M | NEW | 93k | 41.38 |
|
| Iris Energy (IREN) | 0.1 | $3.8M | +119% | 110k | 34.28 |
|
| Home Depot (HD) | 0.1 | $3.7M | -2% | 11k | 328.90 |
|
| Invesco QQQ TR Unit Ser 1 Etf (QQQ) | 0.1 | $3.6M | -5% | 6.2k | 577.19 |
|
| Advanced Micro Devices (AMD) | 0.1 | $3.6M | +2% | 18k | 203.43 |
|
| Johnson & Johnson (JNJ) | 0.1 | $3.5M | +6% | 15k | 244.45 |
|
| Shopify Inc cl a (SHOP) | 0.1 | $3.5M | +6% | 29k | 118.62 |
|
| Morgan Stanley (MS) | 0.1 | $3.5M | 21k | 164.57 |
|
|
| MercadoLibre (MELI) | 0.1 | $3.4M | +338% | 2.0k | 1729.02 |
|
| Lululemon Athletica (LULU) | 0.1 | $3.4M | 22k | 153.10 |
|
|
| Nextera Energy (NEE) | 0.1 | $3.3M | +2% | 36k | 92.88 |
|
| Sofi Technologies (SOFI) | 0.1 | $3.2M | +395% | 200k | 15.88 |
|
| Palantir Technologies (PLTR) | 0.1 | $3.2M | +18% | 22k | 146.28 |
|
| Asml Holding (ASML) | 0.1 | $3.1M | -14% | 2.3k | 1320.98 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $3.1M | 33k | 93.98 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $3.0M | 62k | 48.75 |
|
|
| Micron Technology (MU) | 0.1 | $3.0M | +11% | 8.9k | 337.82 |
|
| Union Pacific Corporation (UNP) | 0.1 | $3.0M | 12k | 242.63 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $2.9M | 25k | 114.99 |
|
|
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $2.7M | 6.9k | 390.41 |
|
|
| Listed FDS TR Roundhill Ball Metaverse ETF Etf (METV) | 0.1 | $2.7M | 168k | 15.93 |
|
|
| Vanguard Value ETF Etf (VTV) | 0.1 | $2.7M | -5% | 14k | 196.20 |
|
| At&t (T) | 0.1 | $2.6M | +17% | 89k | 28.99 |
|
| MicroStrategy Incorporated (MSTR) | 0.1 | $2.5M | 20k | 124.80 |
|
|
| iShares TR MSCI EAFE ETF Etf (EFA) | 0.1 | $2.4M | -5% | 25k | 97.13 |
|
| iShares Silver TR iShares Etf (SLV) | 0.1 | $2.3M | 34k | 68.14 |
|
|
| Philip Morris International (PM) | 0.1 | $2.2M | -68% | 14k | 165.34 |
|
| Procter & Gamble Company (PG) | 0.1 | $2.2M | -38% | 15k | 144.44 |
|
| Wells Fargo & Company (WFC) | 0.1 | $2.2M | -6% | 28k | 79.61 |
|
| Schwab Strategic TR US Broad MKT ETF Etf (SCHB) | 0.1 | $2.2M | NEW | 87k | 25.10 |
|
| Cisco Systems (CSCO) | 0.1 | $2.2M | 28k | 77.59 |
|
|
| iShares TR Russell 2000 Index Etf (IWM) | 0.1 | $2.2M | +9% | 8.7k | 247.99 |
|
| Merck & Co (MRK) | 0.1 | $2.1M | -2% | 18k | 120.29 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.1M | 11k | 192.89 |
|
|
| SPDR Gold TR Gold Etf (GLD) | 0.1 | $2.1M | 4.8k | 430.29 |
|
|
| Marvell Technology (MRVL) | 0.1 | $2.1M | +6% | 21k | 99.05 |
|
| iShares TR Core S&P Mid-Cap ETF Etf (IJH) | 0.1 | $2.1M | 30k | 67.53 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $2.0M | -9% | 52k | 37.84 |
|
| Vanguard Growth ETF Etf (VUG) | 0.1 | $2.0M | 4.5k | 436.79 |
|
|
| Coupang (CPNG) | 0.1 | $1.9M | NEW | 100k | 18.88 |
|
| Kkr & Co (KKR) | 0.1 | $1.9M | 20k | 92.50 |
|
|
| Amphenol Corporation (APH) | 0.1 | $1.8M | -15% | 14k | 126.35 |
|
| Select Sector SPDR TR Health Care Etf (XLV) | 0.1 | $1.8M | 12k | 146.61 |
|
|
| Intuitive Surgical (ISRG) | 0.1 | $1.8M | +2% | 3.8k | 460.99 |
|
| Axon Enterprise (AXON) | 0.1 | $1.8M | +60% | 4.2k | 424.69 |
|
| Servicenow (NOW) | 0.1 | $1.7M | +389% | 16k | 104.55 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.7M | +9% | 5.4k | 310.78 |
|
| Vertiv Holdings Llc vertiv holdings (VRT) | 0.1 | $1.7M | -15% | 6.6k | 250.57 |
|
| Invesco Exchange Traded FD TR FTSE Rafi US 1000 ETF Etf (PRF) | 0.1 | $1.7M | +166% | 35k | 47.53 |
|
| Schwab Strategic TR Intl Equity ETF Etf (SCHF) | 0.1 | $1.6M | +233% | 65k | 24.75 |
|
| Abbvie (ABBV) | 0.1 | $1.6M | -4% | 7.4k | 217.49 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $1.6M | +285% | 27k | 58.78 |
|
| Schwab 5-10 Year Corporate B Etf (SCHI) | 0.1 | $1.6M | NEW | 70k | 22.68 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.6M | +12% | 3.2k | 491.47 |
|
| Select Sector SPDR TR Utils Etf (XLU) | 0.1 | $1.6M | +22% | 34k | 45.89 |
|
| Honeywell International (HON) | 0.1 | $1.5M | +4% | 6.8k | 226.03 |
|
| Walt Disney Company (DIS) | 0.1 | $1.5M | 16k | 96.38 |
|
|
| Williams Companies (WMB) | 0.1 | $1.5M | +10% | 20k | 72.78 |
|
| SPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT Etf (MDY) | 0.1 | $1.5M | +7% | 2.4k | 616.69 |
|
| 908 Devices (MASS) | 0.1 | $1.5M | -14% | 238k | 6.12 |
|
| Intuit (INTU) | 0.1 | $1.5M | 3.4k | 432.34 |
|
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| Caterpillar (CAT) | 0.1 | $1.4M | +2% | 2.0k | 708.59 |
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| Berkshire Hathaway (BRK.A) | 0.1 | $1.4M | 2.00 | 718140.00 |
|
|
| Bigbear Ai Hldgs (BBAI) | 0.1 | $1.4M | +33% | 400k | 3.52 |
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| Citigroup (C) | 0.1 | $1.3M | 12k | 113.41 |
|
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| Apollo Global Mgmt (APO) | 0.1 | $1.3M | 12k | 111.42 |
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| Alibaba Group Holding (BABA) | 0.1 | $1.3M | NEW | 11k | 125.46 |
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| Shift4 Payments Cl A Ord (FOUR) | 0.1 | $1.3M | 30k | 43.73 |
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| Quanta Services (PWR) | 0.1 | $1.3M | 2.4k | 549.07 |
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| Rh (RH) | 0.0 | $1.3M | -2% | 9.0k | 139.82 |
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| Palo Alto Networks (PANW) | 0.0 | $1.3M | +8% | 7.8k | 160.32 |
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| Booking Holdings (BKNG) | 0.0 | $1.3M | 298.00 | 4205.72 |
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| S&p Global (SPGI) | 0.0 | $1.3M | 2.9k | 425.34 |
|
|
| SPDR Dow Jones Indl Average ETF TR Unit Ser 1 Etf (DIA) | 0.0 | $1.2M | +3% | 2.7k | 463.22 |
|
| Deere & Company (DE) | 0.0 | $1.2M | +7% | 2.2k | 563.30 |
|
| SPDR Ser TR S&P BK ETF Etf (KBE) | 0.0 | $1.2M | 21k | 59.55 |
|
|
| WisdomTree Earnings 500 Fund (EPS) | 0.0 | $1.2M | +4% | 18k | 68.11 |
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| Coca-Cola Company (KO) | 0.0 | $1.2M | 16k | 76.05 |
|
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| International Business Machines (IBM) | 0.0 | $1.2M | -3% | 4.9k | 242.39 |
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| Deutsche X-Trackers MSCI EAFE Hedged Equity ETF Etf (DBEF) | 0.0 | $1.2M | -7% | 24k | 49.40 |
|
| Altria (MO) | 0.0 | $1.2M | +17% | 18k | 65.99 |
|
| Vanguard High Dividend Yield Index ETF Etf (VYM) | 0.0 | $1.2M | +100% | 7.9k | 148.11 |
|
| Abbott Laboratories (ABT) | 0.0 | $1.2M | -3% | 11k | 102.67 |
|
| Natera (NTRA) | 0.0 | $1.2M | 5.8k | 199.99 |
|
|
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $1.1M | NEW | 12k | 93.00 |
|
| iShares TR Core MSCI EAFE ETF Etf (IEFA) | 0.0 | $1.1M | 13k | 90.53 |
|
|
| TJX Companies (TJX) | 0.0 | $1.1M | +6% | 7.1k | 159.69 |
|
| UnitedHealth (UNH) | 0.0 | $1.1M | -63% | 4.0k | 270.61 |
|
| JPM Nasdaq Equity Premium Etf (JEPQ) | 0.0 | $1.1M | 20k | 55.52 |
|
|
| Ge Vernova (GEV) | 0.0 | $1.1M | +135% | 1.2k | 873.13 |
|
| Vanguard Scottsdale FDS Vanguard Short-Term Corporate BD Index Etf (VCSH) | 0.0 | $1.1M | -37% | 14k | 79.27 |
|
| Waste Management (WM) | 0.0 | $1.0M | +8% | 4.5k | 229.78 |
|
| Standardaero (SARO) | 0.0 | $1.0M | -42% | 40k | 25.83 |
|
| Keyera Corp (KEYUF) | 0.0 | $1.0M | -11% | 27k | 38.56 |
|
| Automatic Data Processing (ADP) | 0.0 | $1.0M | 5.0k | 203.17 |
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| Capital One Financial (COF) | 0.0 | $992k | -16% | 5.4k | 182.43 |
|
| Lgi Homes (LGIH) | 0.0 | $983k | -20% | 25k | 39.53 |
|
| iShares TST.S&P SML.Cap. 600 Etf (IJR) | 0.0 | $957k | +32% | 7.7k | 124.31 |
|
| Cme (CME) | 0.0 | $942k | -5% | 3.2k | 295.35 |
|
| Danaher Corporation (DHR) | 0.0 | $938k | -6% | 5.0k | 189.58 |
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| Spotify Technology Sa (SPOT) | 0.0 | $935k | +80% | 1.9k | 484.91 |
|
| iShares TR Core Divid Growth ETF Etf (DGRO) | 0.0 | $930k | +72% | 13k | 70.18 |
|
| Eaton (ETN) | 0.0 | $928k | 2.6k | 357.68 |
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| Pfizer (PFE) | 0.0 | $915k | +5% | 33k | 28.08 |
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| Amgen (AMGN) | 0.0 | $899k | 2.6k | 351.89 |
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| Dsv As (DSDVY) | 0.0 | $889k | NEW | 7.4k | 120.05 |
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| Genius Sports (GENI) | 0.0 | $889k | +99% | 201k | 4.43 |
|
| Pure Storage Inc - Class A (PSTG) | 0.0 | $866k | +51% | 15k | 59.04 |
|
| SPDR Portfolio S&P 500 Value ETF Etf (SPYV) | 0.0 | $861k | +16% | 15k | 56.58 |
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| DLP Resources (DLPRF) | 0.0 | $845k | +1372% | 4.1M | 0.21 |
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| Carlyle Group (CG) | 0.0 | $834k | -5% | 17k | 48.39 |
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| National Grid (NGG) | 0.0 | $822k | NEW | 9.7k | 84.60 |
|
| HEICO Corporation (HEI) | 0.0 | $819k | 3.0k | 274.23 |
|
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| First Trust Nasdaq Cybersecurity ETF Etf (CIBR) | 0.0 | $798k | +8% | 13k | 62.68 |
|
| ConocoPhillips (COP) | 0.0 | $786k | 6.0k | 132.00 |
|
|
| iShares Russell 1000 Value ETF Etf (IWD) | 0.0 | $760k | 3.6k | 213.68 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $739k | +26% | 3.0k | 243.08 |
|
| American Tower Reit (AMT) | 0.0 | $734k | 4.3k | 172.60 |
|
|
| Qualcomm (QCOM) | 0.0 | $709k | -11% | 5.5k | 128.79 |
|
| Ciena Corporation (CIEN) | 0.0 | $704k | -5% | 1.8k | 388.23 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $702k | -2% | 4.0k | 173.44 |
|
| Lumentum Hldgs (LITE) | 0.0 | $697k | +6% | 992.00 | 702.76 |
|
| Aberdeen STD Physical Swiss Gold SHS ETF Etf (SGOL) | 0.0 | $691k | +30% | 16k | 44.62 |
|
| Vaneck ETF Trust Etf (MOTG) | 0.0 | $678k | +26% | 18k | 37.06 |
|
| FedEx Corporation (FDX) | 0.0 | $659k | +10% | 1.9k | 356.22 |
|
| Lineage (LINE) | 0.0 | $655k | 20k | 32.76 |
|
|
| Vistra Energy (VST) | 0.0 | $653k | +33% | 4.3k | 150.34 |
|
| L3harris Technologies (LHX) | 0.0 | $652k | +46% | 1.9k | 345.17 |
|
| SPDR Ser TR S&P Divid ETF Etf (SDY) | 0.0 | $645k | 4.4k | 145.95 |
|
|
| Wisdomtree Trust Floating Rate Etf (USFR) | 0.0 | $639k | +79% | 13k | 50.34 |
|
| Canadian Pacific Kansas City (CP) | 0.0 | $631k | NEW | 8.0k | 78.45 |
|
| Energy Select Sector SPDR Fund ETF Etf (XLE) | 0.0 | $622k | +36% | 10k | 61.26 |
|
| Norfolk Southern (NSC) | 0.0 | $622k | 2.2k | 287.00 |
|
|
| CSX Corporation (CSX) | 0.0 | $615k | 15k | 41.05 |
|
|
| First TR Exchange-Traded FD IV North Amern Energy Infrastructure Etf (EMLP) | 0.0 | $614k | +49% | 14k | 43.66 |
|
| Seagate Technology (STX) | 0.0 | $607k | 1.6k | 391.76 |
|
|
| Under Armour Inc Cl C (UA) | 0.0 | $596k | -49% | 103k | 5.79 |
|
| Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF Etf (VEA) | 0.0 | $595k | +27% | 9.3k | 64.08 |
|
| salesforce (CRM) | 0.0 | $595k | +2% | 3.2k | 186.67 |
|
| Starbucks Corporation (SBUX) | 0.0 | $594k | +148% | 6.6k | 89.59 |
|
| Gfl Environmental Inc sub vtg (GFL) | 0.0 | $583k | -24% | 14k | 41.72 |
|
| Schwab Strategic TR Schwab Fundamental Intl Large Co Index ETF Etf (FNDF) | 0.0 | $581k | NEW | 12k | 48.93 |
|
| Nike (NKE) | 0.0 | $579k | -28% | 11k | 52.82 |
|
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $565k | 20k | 28.00 |
|
|
| Pacer Fds Tr us cash cows 100 (COWZ) | 0.0 | $565k | 9.0k | 62.56 |
|
|
| Select Sector SPDR TR Financial Etf (XLF) | 0.0 | $558k | +22% | 11k | 49.37 |
|
| Alps ETF Trust Alerian MLP ETF Etf (AMLP) | 0.0 | $552k | 11k | 52.64 |
|
|
| Twilio Inc cl a (TWLO) | 0.0 | $549k | -76% | 4.4k | 125.82 |
|
| SPDR Ser TR S&P Homebuilders ETF Etf (XHB) | 0.0 | $548k | +110% | 5.5k | 98.72 |
|
| SPDR Ser TR S&P Regl BKG ETF Etf (KRE) | 0.0 | $546k | -4% | 8.4k | 65.15 |
|
| Byd (BYDDY) | 0.0 | $517k | NEW | 38k | 13.63 |
|
| Progressive Corporation (PGR) | 0.0 | $512k | +6% | 2.6k | 198.21 |
|
| Nucor Corporation (NUE) | 0.0 | $511k | +9% | 3.0k | 169.10 |
|
| Sector Industrial Select Sector SPDR ETF Etf (XLI) | 0.0 | $511k | NEW | 3.2k | 161.71 |
|
| Emerson Electric (EMR) | 0.0 | $510k | -4% | 3.9k | 131.03 |
|
| iShares Int Gov Credit Etf (GVI) | 0.0 | $509k | 4.8k | 106.68 |
|
|
| ResMed (RMD) | 0.0 | $509k | 2.3k | 224.48 |
|
|
| Atlas Copco AB (ATLKY) | 0.0 | $507k | NEW | 29k | 17.61 |
|
| Gct Semiconductor Hldg Inc Class A (GCTS) | 0.0 | $495k | +166% | 435k | 1.14 |
|
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.0 | $494k | NEW | 4.5k | 109.24 |
|
| Zoetis Inc Cl A (ZTS) | 0.0 | $493k | -2% | 4.2k | 118.21 |
|
| Vanguard Intl Equity Index FDS FTSE Emerging MKTS ETF Etf (VWO) | 0.0 | $488k | +120% | 9.0k | 54.05 |
|
| Stubhub Hldgs (STUB) | 0.0 | $488k | NEW | 78k | 6.24 |
|
| Wright Express (WEX) | 0.0 | $486k | 3.2k | 153.04 |
|
|
| Astrazeneca Plc Ord (AZN) | 0.0 | $475k | NEW | 2.4k | 196.28 |
|
| Accenture (ACN) | 0.0 | $474k | 2.4k | 198.29 |
|
|
| Phillips 66 (PSX) | 0.0 | $473k | 2.6k | 182.18 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $471k | +27% | 1.4k | 343.22 |
|
| McKesson Corporation (MCK) | 0.0 | $466k | 539.00 | 865.38 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $456k | 669.00 | 682.24 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $456k | 2.5k | 182.33 |
|
|
| SPDR Ser TR SPDR Port Small Cap ETF Etf (SPSM) | 0.0 | $455k | +9% | 9.4k | 48.32 |
|
| Ishares 7-10 Year Trsury Etf (IEF) | 0.0 | $454k | 4.8k | 95.43 |
|
|
| iShares TR S&P 500 Value ETF Etf (IVE) | 0.0 | $449k | -32% | 2.1k | 211.14 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $448k | +7% | 741.00 | 604.35 |
|
| iShares TR MSCI Acwi ETF Etf (ACWI) | 0.0 | $448k | 3.2k | 138.35 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $446k | 2.6k | 169.13 |
|
|
| Astera Labs (ALAB) | 0.0 | $446k | -10% | 4.1k | 109.60 |
|
| Global X Copper Miners ETF Etf (COPX) | 0.0 | $440k | NEW | 5.8k | 76.35 |
|
| Sweetgreen Cl A Ord (SG) | 0.0 | $436k | 84k | 5.19 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $432k | -5% | 2.2k | 197.71 |
|
| Ferretti Spa Az Nominativa | 0.0 | $432k | NEW | 94k | 4.60 |
|
| Verizon Communications (VZ) | 0.0 | $432k | -47% | 8.6k | 50.20 |
|
| Energy Transfer Equity (ET) | 0.0 | $418k | -8% | 22k | 19.30 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $416k | 3.0k | 139.57 |
|
|
| Pepsi (PEP) | 0.0 | $408k | +19% | 2.6k | 155.31 |
|
| Hanover Bancorp (HNVR) | 0.0 | $404k | 19k | 21.59 |
|
|
| Mueller Industries (MLI) | 0.0 | $403k | 3.6k | 110.81 |
|
|
| Corning Incorporated (GLW) | 0.0 | $402k | NEW | 3.0k | 135.99 |
|
| iShares TST.Russel 2000 Val Etf (IWN) | 0.0 | $401k | 2.1k | 189.62 |
|
|
| Americold Rlty Tr (COLD) | 0.0 | $401k | 35k | 11.46 |
|
|
| Wisdomtree TR Largecap Divid Etf (DLN) | 0.0 | $400k | 4.5k | 89.33 |
|
|
| Kinder Morgan (KMI) | 0.0 | $398k | 12k | 33.53 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $396k | 5.5k | 71.33 |
|
|
| Steris Plc Ord equities (STE) | 0.0 | $388k | 1.8k | 221.13 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $386k | +10% | 3.3k | 118.63 |
|
| Delta Air Lines (DAL) | 0.0 | $382k | -17% | 5.7k | 66.48 |
|
| Qiagen NV Ord Shares (QGEN) | 0.0 | $380k | NEW | 9.5k | 40.04 |
|
| Public Service Enterprise (PEG) | 0.0 | $379k | +10% | 4.7k | 80.95 |
|
| iShares TR Select Divid ETF Etf (DVY) | 0.0 | $375k | 2.5k | 151.40 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $372k | 1.5k | 247.16 |
|
|
| Intel Corporation (INTC) | 0.0 | $362k | -2% | 8.2k | 44.13 |
|
| Yum! Brands (YUM) | 0.0 | $361k | 2.3k | 155.47 |
|
|
| Stryker Corporation (SYK) | 0.0 | $361k | -30% | 1.1k | 328.67 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $358k | NEW | 4.2k | 84.88 |
|
| iShares Ethereum Trust ETF Etf (ETHA) | 0.0 | $354k | +51% | 22k | 15.83 |
|
| iShares International Equity Factor ETF Etf (INTF) | 0.0 | $353k | NEW | 9.1k | 38.96 |
|
| Blackrock (BLK) | 0.0 | $352k | -2% | 366.00 | 961.13 |
|
| Crown Castle Intl (CCI) | 0.0 | $351k | 4.3k | 81.32 |
|
|
| Global X Uranium ETF Etf (URA) | 0.0 | $346k | +10% | 7.2k | 48.43 |
|
| AFLAC Incorporated (AFL) | 0.0 | $346k | 3.2k | 109.70 |
|
|
| Fiserv (FISV) | 0.0 | $342k | -14% | 6.1k | 55.80 |
|
| General Electric (GE) | 0.0 | $338k | +14% | 1.2k | 283.82 |
|
| iShares Russell Mid CP. Idx Etf (IWR) | 0.0 | $334k | -75% | 3.4k | 97.23 |
|
| Chubb (CB) | 0.0 | $334k | NEW | 1.0k | 325.93 |
|
| Vanguard Small Cap Value Index ETF Funds Etf (VBR) | 0.0 | $331k | -16% | 1.5k | 217.29 |
|
| Jabil Circuit (JBL) | 0.0 | $326k | 1.2k | 265.63 |
|
|
| Lowe's Companies (LOW) | 0.0 | $322k | 1.4k | 236.32 |
|
|
| Novartis (NVS) | 0.0 | $321k | NEW | 2.1k | 152.78 |
|
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $321k | NEW | 15k | 21.66 |
|
| iShares Core MSCI Emerging Etf (IEMG) | 0.0 | $320k | +11% | 4.6k | 69.76 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $311k | +31% | 5.1k | 60.65 |
|
| Analog Devices (ADI) | 0.0 | $310k | +2% | 975.00 | 318.10 |
|
| Invesco S&P 500 Equal Weight T Etf (RSPT) | 0.0 | $306k | 6.8k | 45.26 |
|
|
| Bitmine Immersion Technologies Ord (BMNR) | 0.0 | $304k | +6% | 15k | 19.78 |
|
| Rheinmetall (RNMBY) | 0.0 | $303k | NEW | 901.00 | 336.01 |
|
| Veeva Sys Inc cl a (VEEV) | 0.0 | $298k | +49% | 1.7k | 175.66 |
|
| Bloom Energy Corp (BE) | 0.0 | $298k | NEW | 2.2k | 135.49 |
|
| Ionq Inc Pipe (IONQ) | 0.0 | $296k | NEW | 10k | 28.83 |
|
| Boeing Company (BA) | 0.0 | $293k | +31% | 1.5k | 199.03 |
|
| Marriott International (MAR) | 0.0 | $292k | 893.00 | 327.08 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $289k | -27% | 1.1k | 260.24 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $282k | +17% | 4.5k | 62.75 |
|
| Trade Desk (TTD) | 0.0 | $280k | +3% | 12k | 22.69 |
|
| Dimensional ETF TR Intl Vale ETF Etf (DFIV) | 0.0 | $278k | 5.3k | 52.78 |
|
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $278k | 2.1k | 130.95 |
|
|
| Bitwise Solana Etf (BSOL) | 0.0 | $277k | NEW | 25k | 11.05 |
|
| SPDR Ser TR Etf (XAR) | 0.0 | $276k | 1.1k | 254.00 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $275k | 4.9k | 56.31 |
|
|
| Coreweave Inc Com Cl A (CRWV) | 0.0 | $274k | +24% | 3.5k | 77.47 |
|
| AutoZone (AZO) | 0.0 | $274k | 81.00 | 3377.78 |
|
|
| Tortoise Capital Etf (TCAI) | 0.0 | $274k | NEW | 7.9k | 34.64 |
|
| Republic Services (RSG) | 0.0 | $273k | 1.2k | 219.02 |
|
|
| Super Group Sghc (SGHC) | 0.0 | $271k | NEW | 25k | 10.80 |
|
| iShares Technology ETF Etf (IYW) | 0.0 | $270k | 1.5k | 181.42 |
|
|
| Vanguard Intl Equity Index FD Inc FTSE All World Ex US Index FD Etfs Etf (VEU) | 0.0 | $268k | +2% | 3.6k | 75.11 |
|
| JPMorgan Etfs Etf | 0.0 | $262k | 2.2k | 119.02 |
|
|
| Vanguard Russell 1000 Growth ETF Etf (VONG) | 0.0 | $260k | 2.4k | 109.70 |
|
|
| Equinix (EQIX) | 0.0 | $256k | NEW | 261.00 | 980.46 |
|
| Consolidated Edison (ED) | 0.0 | $256k | 2.3k | 113.18 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $254k | -17% | 201.00 | 1261.20 |
|
| American Centy ETF Etf (AVUV) | 0.0 | $252k | NEW | 2.3k | 110.49 |
|
| PNC Financial Services (PNC) | 0.0 | $248k | 1.2k | 208.09 |
|
|
| iShares US Healthcare ETF IV Etf (IYH) | 0.0 | $243k | +16% | 3.9k | 61.64 |
|
| Goldman Sachs ETF TR Activebeta U S Large Cap Equity ETF Etf (GSLC) | 0.0 | $243k | NEW | 1.9k | 125.10 |
|
| SPDR Bloomberg Short Etf (SJNK) | 0.0 | $242k | 9.7k | 24.98 |
|
|
| Markel Corporation (MKL) | 0.0 | $241k | 126.00 | 1914.07 |
|
|
| BP (BP) | 0.0 | $240k | NEW | 5.1k | 47.00 |
|
| Target Corporation (TGT) | 0.0 | $236k | NEW | 1.9k | 121.17 |
|
| iShares TR Core High Divid ETF Etf (HDV) | 0.0 | $236k | NEW | 1.7k | 135.73 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $234k | 1.6k | 143.27 |
|
|
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $231k | NEW | 2.3k | 99.10 |
|
| Invesco Exchange- Traded FD TR II PFD ETF Etf (PGX) | 0.0 | $231k | 21k | 10.88 |
|
|
| Datadog Inc Cl A (DDOG) | 0.0 | $230k | -20% | 1.9k | 118.05 |
|
| Vanguard Info Tech ETF Etf (VGT) | 0.0 | $225k | 322.00 | 697.43 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $224k | -4% | 502.00 | 446.54 |
|
| Acres Commerical Realty Corp (ACR) | 0.0 | $223k | NEW | 12k | 19.32 |
|
| Paypal Holdings (PYPL) | 0.0 | $222k | -34% | 4.9k | 45.23 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $222k | NEW | 203.00 | 1094.22 |
|
| GSK (GSK) | 0.0 | $217k | NEW | 3.9k | 55.19 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.0 | $215k | 13k | 16.61 |
|
|
| Vanguard BD Index FD Inc Total BD Market ETF Etf (BND) | 0.0 | $212k | 2.9k | 73.63 |
|
|
| Vanguard Mun BD FDS ETF Etf (VTEB) | 0.0 | $211k | NEW | 4.2k | 49.90 |
|
| eBay (EBAY) | 0.0 | $210k | 2.3k | 91.02 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $206k | +7% | 6.4k | 32.01 |
|
| Callaway Golf Company (CALY) | 0.0 | $202k | 15k | 13.88 |
|
|
| Cipher Mining (CIFR) | 0.0 | $197k | +15% | 15k | 12.87 |
|
| Ethzilla Corporation (FRMM) | 0.0 | $164k | 57k | 2.89 |
|
|
| Lucid Group (LCID) | 0.0 | $149k | 16k | 9.53 |
|
|
| Digi Pwr X Inc Com Sub Vtg (DGXX) | 0.0 | $123k | 61k | 2.03 |
|
|
| Skyline Bldrs Group Hldg (SKBL) | 0.0 | $114k | 37k | 3.09 |
|
|
| Compass (COMP) | 0.0 | $102k | 14k | 7.31 |
|
|
| Nuveen Float Rate Etf (JFR) | 0.0 | $90k | 12k | 7.52 |
|
|
| GCT Semiconductor HLDG Inc WT Exp WTS (GCTS.WS) | 0.0 | $83k | NEW | 460k | 0.18 |
|
| Aureus Greenway Hldgs (AGH) | 0.0 | $79k | -23% | 23k | 3.39 |
|
| iShares IV PLC Usd Etf (ISRIF) | 0.0 | $68k | 21k | 3.22 |
|
|
| Above Food Ingredients (ABVE) | 0.0 | $66k | 65k | 1.01 |
|
|
| American Bitcoin Corp Class A (ABTC) | 0.0 | $58k | 63k | 0.92 |
|
|
| Forward Industries (FWDI) | 0.0 | $53k | NEW | 12k | 4.43 |
|
| Plug Power (PLUG) | 0.0 | $53k | NEW | 23k | 2.26 |
|
| Wallbox NV (WBX) | 0.0 | $43k | NEW | 18k | 2.48 |
|
| Falcon Oil & Gas (FOLGF) | 0.0 | $19k | NEW | 64k | 0.29 |
|
| Nukkleus (DFNS) | 0.0 | $10k | 14k | 0.72 |
|
|
| Sunhydrogen (HYSR) | 0.0 | $1.3k | NEW | 60k | 0.02 |
|
| Baltia Air Lines | 0.0 | $37.500000 | NEW | 375k | 0.00 |
|
| Aerius (AERS) | 0.0 | $31.200000 | NEW | 12k | 0.00 |
|
| New York Regional Rail Corp | 0.0 | $10.630000 | NEW | 106k | 0.00 |
|
| Entertainment Arts | 0.0 | $4.600000 | NEW | 12k | 0.00 |
|
| With | 0.0 | $2.500000 | NEW | 25k | 0.00 |
|
| Farfetch Ltd ord sh cl a (FTCHQ) | 0.0 | $0 | NEW | 15k | 0.00 |
|
| RSTK All For One Media Corp | 0.0 | $0 | NEW | 67k | 0.00 |
|
Past Filings by GM Advisory Group
SEC 13F filings are viewable for GM Advisory Group going back to 2013
- GM Advisory Group 2026 Q1 filed April 28, 2026
- 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