Gm Advisory Group, Inc. Top Holdings and 13F Report (2025) About Gm Advisory Group, Inc.Investment ActivityGm Advisory Group, Inc. has $2.02 billion in total holdings as of June 30, 2025.Gm Advisory Group, Inc. owns shares of 288 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 9.08% of the portfolio was purchased this quarter.About 7.26% of the portfolio was sold this quarter.This quarter, Gm Advisory Group, Inc. has purchased 268 new stocks and bought additional shares in 144 stocks.Gm Advisory Group, Inc. sold shares of 68 stocks and completely divested from 21 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $320,326,910iShares 0-3 Month Treasury Bond ETF $121,933,621iShares Gold Trust $96,988,286Vanguard Total Stock Market ETF $95,532,183iShares 1-3 Year Treasury Bond ETF $68,984,636 Largest New Holdings this Quarter 65443P102 - 908 Devices $8,308,525 HoldingL8681T102 - Spotify Technology $1,772,555 Holding14040H105 - Capital One Financial $1,364,303 Holding244199105 - Deere & Company $1,049,523 Holding172967424 - Citigroup $921,771 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 223,111 shares (about $16.22M)iShares Semiconductor ETF 66,753 shares (about $15.93M)iShares Morningstar Growth ETF 159,159 shares (about $15.42M)SABLE OFFSHORE CORP 413,355 shares (about $9.09M)908 Devices 1,165,291 shares (about $8.31M) Largest Sales this Quarter iShares Gold Trust 513,240 shares (about $32.01M)iShares Short Treasury Bond ETF 272,276 shares (about $30.06M)iShares 0-3 Month Treasury Bond ETF 272,446 shares (about $27.43M)SPDR Portfolio S&P 600 Small Cap ETF 494,791 shares (about $21.08M)AON 31,500 shares (about $11.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGm Advisory Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$320,326,910$16,217,940 ▲5.3%4,406,75315.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$121,933,621$27,432,598 ▼-18.4%1,210,9806.0%ETFIAUiShares Gold Trust$96,988,286$32,005,655 ▼-24.8%1,555,2964.8%FinanceVTIVanguard Total Stock Market ETF$95,532,183$4,657,423 ▲5.1%314,3234.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$68,984,636$1,763,925 ▲2.6%832,5443.4%ManufacturingIWViShares Russell 3000 ETF$62,382,555$1,065,285 ▼-1.7%177,7283.1%ETFSPTSSPDR Portfolio Short Term Treasury ETF$58,602,967$819,212 ▼-1.4%2,000,7842.9%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$53,630,092$4,182,830 ▲8.5%452,8422.7%ETFAAPLApple$51,589,477$6,803,860 ▲15.2%251,4472.5%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$50,538,989$3,475,712 ▲7.4%829,3242.5%ManufacturingNVDANVIDIA$45,386,171$6,855,354 ▲17.8%287,2722.2%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$42,228,731$426,547 ▲1.0%1,649,5602.1%ETFSOXXiShares Semiconductor ETF$41,999,990$15,933,944 ▲61.1%175,9532.1%ETFMSFTMicrosoft$34,616,698$5,533,678 ▲19.0%69,5941.7%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$34,309,606$6,085,711 ▲21.6%254,0701.7%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$32,465,115$354,454 ▼-1.1%433,5041.6%ETFIUSBiShares Core Total USD Bond Market ETF$31,768,337$147,520 ▼-0.5%687,1801.6%ManufacturingSPYSPDR S&P 500 ETF Trust$30,083,838$1,114,605 ▲3.8%48,6911.5%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$29,759,304$219,894 ▲0.7%2,282,1551.5%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$24,827,948$523,586 ▼-2.1%281,3371.2%ETFBKAGBNY Mellon Core Bond ETF$24,207,716$718,536 ▲3.1%573,9151.2%ETFAMZNAmazon.com$24,193,850$3,415,019 ▲16.4%110,2781.2%Retail/WholesaleILCGiShares Morningstar Growth ETF$23,888,283$15,422,514 ▲182.2%246,5251.2%ETFSHViShares Short Treasury Bond ETF$22,372,263$30,064,657 ▼-57.3%202,6111.1%ETFSABLE OFFSHORE CORP$22,273,543$9,085,543 ▲68.9%1,013,3551.1%COM SHSAXPAmerican Express$20,533,649$814,992 ▲4.1%64,3731.0%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$20,202,304$1,405,975 ▲7.5%760,0571.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$15,949,966$1,206,749 ▲8.2%167,3310.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,293,520$186,578 ▼-1.2%377,7110.8%ETFAONAON$14,880,122$11,237,954 ▼-43.0%41,7090.7%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$14,359,520$184,445 ▲1.3%499,1140.7%ETFMETAMeta Platforms$14,338,222$3,040,211 ▲26.9%19,4260.7%Computer and TechnologyGOOGLAlphabet$12,864,273$2,612,260 ▲25.5%72,9970.6%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$12,362,064$21,229 ▼-0.2%29,1160.6%ETFUBERUber Technologies$11,313,807$24,071 ▲0.2%121,2630.6%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$11,057,821$352,073 ▲3.3%98,4320.5%ETFAVGOBroadcom$10,955,221$70,842 ▼-0.6%39,7430.5%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$10,801,842$72,191 ▼-0.7%117,7570.5%ETFVOOVanguard S&P 500 ETF$10,772,446$205,054 ▲1.9%18,9650.5%ETFFMBFirst Trust Managed Municipal ETF$10,561,817$73,335 ▲0.7%212,0000.5%ManufacturingIVViShares Core S&P 500 ETF$10,112,386$1,066,684 ▲11.8%16,2870.5%ETFGOOGAlphabet$10,095,853$1,682,908 ▲20.0%56,9130.5%Computer and TechnologyLLYEli Lilly and Company$9,923,424$617,388 ▲6.6%12,7300.5%MedicalJPMJPMorgan Chase & Co.$9,528,068$1,143,971 ▲13.6%32,8660.5%FinancePIMCO ETF TR$9,269,089$6,545 ▲0.1%100,5540.5%ACTIVE BD ETFHQYHealthEquity$8,774,3830.0%83,7570.4%MedicalAGGiShares Core U.S. Aggregate Bond ETF$8,412,798$30,455 ▲0.4%84,8060.4%FinanceMASS908 Devices$8,308,525$8,308,525 ▲New Holding1,165,2910.4%MedicalMUBiShares National Muni Bond ETF$7,633,315$872,409 ▼-10.3%73,0600.4%ETFNFLXNetflix$6,813,493$1,629,721 ▲31.4%5,0880.3%Consumer DiscretionaryVVisa$5,569,427$1,027,535 ▲22.6%15,6860.3%Business ServicesVOOGVanguard S&P 500 Growth ETF$5,566,883$45,997 ▲0.8%14,0390.3%ETFUNHUnitedHealth Group$5,462,174$3,378,256 ▲162.1%17,5090.3%MedicalCOSTCostco Wholesale$5,058,487$1,377,967 ▲37.4%5,1100.3%Retail/WholesaleORCLOracle$4,761,429$1,894,689 ▲66.1%21,7780.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$4,753,758$878,347 ▲22.7%26,1570.2%ETFTSLATesla$4,687,391$160,418 ▲3.5%14,7560.2%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$4,390,573$712,824 ▼-14.0%165,6820.2%ETFCRWDCrowdStrike$4,301,123$298,456 ▲7.5%8,4450.2%Computer and TechnologyIWBiShares Russell 1000 ETF$4,057,199$10,187 ▲0.3%11,9480.2%ETFBXBlackstone$3,900,881$1,798,243 ▲85.5%26,0790.2%FinanceIWMiShares Russell 2000 ETF$3,895,117$98,613 ▼-2.5%18,0510.2%FinanceBWFGBankwell Financial Group$3,785,516$21,222 ▲0.6%105,0660.2%FinanceXOMExxon Mobil$3,567,163$124,615 ▲3.6%33,0910.2%EnergyBRK.BBerkshire Hathaway$3,564,580$765,088 ▲27.3%7,3380.2%FinanceTAT&T$3,364,564$41,529 ▲1.2%116,2600.2%Computer and TechnologyKLACKLA$3,329,466$85,991 ▼-2.5%3,7170.2%Computer and TechnologyKVUEKenvue$3,293,996$71,936 ▼-2.1%157,3820.2%Consumer StaplesSCHWCharles Schwab$3,264,202$294,523 ▲9.9%35,7760.2%FinanceBACBank of America$3,093,991$1,366,374 ▲79.1%65,3840.2%FinanceWMTWalmart$3,072,728$2,094,540 ▲214.1%31,4250.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$3,033,908$605,649 ▲24.9%13,3950.1%Computer and TechnologyTWLOTwilio$2,966,981$316,247 ▼-9.6%23,8580.1%Computer and TechnologyMSMorgan Stanley$2,936,450$2,670,934 ▲1,005.9%20,8470.1%FinanceGSThe Goldman Sachs Group$2,931,607$2,536,668 ▲642.3%4,1420.1%FinanceHDHome Depot$2,871,380$701,347 ▲32.3%7,8320.1%Retail/WholesaleCVXChevron$2,802,738$346,942 ▲14.1%19,5740.1%EnergyMETVRoundhill Ball Metaverse ETF$2,793,7450.0%164,0480.1%ETFWFCWells Fargo & Company$2,676,666$487,213 ▲22.3%33,4080.1%FinancePGProcter & Gamble$2,552,360$109,455 ▲4.5%16,0200.1%Consumer StaplesINTUIntuit$2,543,572$2,363 ▼-0.1%3,2290.1%Computer and TechnologyDISWalt Disney$2,506,964$46,999 ▲1.9%20,2160.1%Consumer DiscretionaryUNPUnion Pacific$2,480,747$642,160 ▲34.9%10,7820.1%TransportationELEstee Lauder Companies$2,463,754$808,000 ▲48.8%30,4920.1%Consumer StaplesARESAres Management$2,431,952$15,588 ▲0.6%14,0410.1%FinanceAMDAdvanced Micro Devices$2,412,754$145,307 ▼-5.7%17,0030.1%Computer and TechnologyEPDEnterprise Products Partners$2,402,800$116,907 ▼-4.6%77,4850.1%EnergyASMLASML$2,292,853$2,707,185 ▼-54.1%2,8610.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$2,291,503$456,008 ▲24.8%11,1960.1%ETFISRGIntuitive Surgical$2,273,084$7,608 ▲0.3%4,1830.1%MedicalKBESPDR S&P Bank ETF$2,240,938$7,249 ▲0.3%40,1890.1%ETFPALANTIR TECHNOLOGIES INC$2,218,063$1,027,444 ▲86.3%16,2710.1%CL AULTAUlta Beauty$2,179,106$32,747 ▼-1.5%4,6580.1%Retail/WholesaleMAMastercard$2,174,311$641,784 ▲41.9%3,8690.1%Business ServicesJNJJohnson & Johnson$2,170,991$94,703 ▲4.6%14,2130.1%MedicalIJHiShares Core S&P Mid-Cap ETF$2,129,791$135,019 ▲6.8%34,3400.1%ETFUPSUnited Parcel Service$1,976,506$551,637 ▲38.7%19,5810.1%TransportationMRVLMarvell Technology$1,933,219$60,372 ▲3.2%24,9770.1%Computer and TechnologyAXONAxon Enterprise$1,910,058$53,816 ▲2.9%2,3070.1%AerospaceVUGVanguard Growth ETF$1,909,151$732,097 ▲62.2%4,3550.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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