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Gm Advisory Group, Inc. Top Holdings and 13F Report (2025)

About Gm Advisory Group, Inc.

Investment Activity

  • Gm Advisory Group, Inc. has $1.85 billion in total holdings as of March 31, 2025.
  • Gm Advisory Group, Inc. owns shares of 268 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
  • Approximately 6.88% of the portfolio was purchased this quarter.
  • About 2.99% of the portfolio was sold this quarter.
  • This quarter, Gm Advisory Group, Inc. has purchased 258 new stocks and bought additional shares in 131 stocks.
  • Gm Advisory Group, Inc. sold shares of 68 stocks and completely divested from 20 stocks this quarter.

Largest New Holdings this Quarter

247361702 - Delta Air Lines
$2,328,372 Holding
03990B101 - Ares Management
$2,045,393 Holding
G4124C109 - Grab
$1,646,474 Holding
911312106 - United Parcel Service
$1,552,629 Holding
518439104 - Estée Lauder Companies
$1,352,472 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF
146,540 shares (about $14.75M)
iShares Core S&P Total U.S. Stock Market ETF
102,643 shares (about $12.52M)
SPDR Portfolio S&P 500 ETF
143,502 shares (about $9.44M)
BNY Mellon Core Bond ETF
194,764 shares (about $8.21M)
iShares 1-3 Year Treasury Bond ETF
95,887 shares (about $7.93M)

Largest Sales this Quarter

iShares 20+ Year Treasury Bond ETF
85,090 shares (about $7.75M)
AON
12,980 shares (about $5.18M)
SPDR Portfolio Long Term Treasury ETF
163,411 shares (about $4.45M)
Merck & Co., Inc.
39,271 shares (about $3.52M)
SPDR Bloomberg 1-3 Month T-Bill ETF
29,826 shares (about $2.74M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGm Advisory Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$275,116,289$9,436,691 3.6%4,183,64214.9%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$149,336,493$14,752,182 11.0%1,483,4268.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$121,960,884$1,048,427 0.9%2,068,5366.6%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$82,176,756$4,296,842 5.5%298,9994.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$67,115,209$7,932,732 13.4%811,2563.6%Manufacturing
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$59,320,731$1,515,918 -2.5%2,028,7533.2%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$57,417,437$899,237 -1.5%180,7633.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$52,455,997$1,810,218 -3.3%474,8872.8%ETF
Apple Inc. stock logo
AAPL
Apple
$48,487,692$1,538,918 3.3%218,2852.6%Computer and Technology
BNY Mellon US Large Cap Core Equity ETF stock logo
BKLC
BNY Mellon US Large Cap Core Equity ETF
$44,391,087$4,909,650 12.4%417,5232.4%ETF
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$42,823,442$5,084,822 13.5%772,2892.3%Manufacturing
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$41,704,216$3,798,692 10.0%1,632,8982.3%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$31,812,282$781,655 -2.4%690,3711.7%Manufacturing
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$30,875,933$1,497,774 5.1%2,265,2921.7%Manufacturing
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$29,804,498$367,118 -1.2%438,2371.6%ETF
Aon plc stock logo
AON
AON
$29,216,995$5,180,191 -15.1%73,2091.6%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$26,431,820$740,560 -2.7%243,8811.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$26,228,020$85,586 0.3%46,8871.4%Finance
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$26,150,212$7,745,750 -22.9%287,2701.4%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$25,500,602$12,523,484 96.5%209,0041.4%ETF
BNY Mellon Core Bond ETF stock logo
BKAG
BNY Mellon Core Bond ETF
$23,461,338$8,205,402 53.8%556,8801.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$21,948,842$548,449 2.6%58,4691.2%Computer and Technology
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$20,548,128$1,528,879 8.0%109,2001.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$20,433,257$1,555,563 8.2%501,3071.1%ETF
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$19,277,215$4,454,585 -18.8%707,1611.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$18,019,870$50,038 0.3%94,7121.0%Retail/Wholesale
American Express stock logo
AXP
American Express
$16,632,228$17,488 0.1%61,8180.9%Finance
SABLE OFFSHORE CORP
$15,222,0000.0%600,0000.8%COM SHS
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$14,081,466$1,190,444 9.2%492,7030.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$13,920,218$89,496 -0.6%382,3190.8%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$12,430,910$1,612,544 14.9%154,6710.7%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$10,874,009$2,735,931 -20.1%118,5440.6%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$10,615,284$644,295 6.5%210,5280.6%Manufacturing
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$10,531,406$617,094 -5.5%29,1660.6%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,859,476$455,891 4.8%11,9380.5%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$9,560,544$206,073 2.2%18,6040.5%ETF
PIMCO ETF TR
$9,291,656$62,140 -0.7%100,4830.5%ACTIVE BD ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,996,020$155,568 1.8%58,1740.5%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,822,097$225,927 2.6%15,3070.5%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$8,816,400$1,092,606 14.1%121,0050.5%Computer and Technology
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$8,640,711$326,595 -3.6%95,2980.5%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$8,583,884$410,162 -4.6%81,4100.5%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$8,358,635$174,594 -2.0%84,4990.5%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$8,186,367$542,237 7.1%14,5690.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$7,409,311$6,562 -0.1%47,4260.4%Computer and Technology
HealthEquity, Inc. stock logo
HQY
HealthEquity
$7,401,6060.0%83,7570.4%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,094,073$228,620 3.3%28,9200.4%Finance
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$7,075,796$5,607,199 381.8%87,3660.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$6,697,148$271,234 -3.9%40,0000.4%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$5,384,573$369,548 7.4%192,5810.3%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$4,656,935$37,462 -0.8%13,9230.3%ETF
Visa Inc. stock logo
V
Visa
$4,483,072$13,317 -0.3%12,7920.2%Business Services
ASML Holding stock logo
ASML
ASML
$4,133,965$392,260 10.5%6,2390.2%Computer and Technology
Kenvue Inc. stock logo
KVUE
Kenvue
$3,856,448$254,572 7.1%160,8190.2%Consumer Staples
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,798,007$889,234 -19.0%31,9350.2%Energy
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$3,693,968$69,639 1.9%21,3240.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$3,693,289$1,246,819 51.0%14,2510.2%Auto/Tires/Trucks
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,692,216$273,106 -6.9%18,5080.2%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$3,655,618$9,815 0.3%11,9180.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$3,609,824$25,178 0.7%3,8710.2%Consumer Discretionary
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,516,759$36,889 1.1%3,7180.2%Retail/Wholesale
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,498,889$686,683 -16.4%6,6800.2%Medical
AT&T Inc. stock logo
T
AT&T
$3,247,251$2,395,966 281.5%114,8250.2%Computer and Technology
Bankwell Financial Group, Inc. stock logo
BWFG
Bankwell Financial Group
$3,153,127$426,113 15.6%104,4770.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,069,259$29,824 1.0%5,7630.2%Finance
Chevron Co. stock logo
CVX
Chevron
$2,869,205$413,208 -12.6%17,1510.2%Energy
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$2,778,2360.0%77,5180.2%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$2,774,046$42,265 -1.5%81,2550.1%Energy
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$2,770,926$558,134 25.2%7,8590.1%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,612,980$16,189 0.6%15,3330.1%Consumer Staples
KLA Co. stock logo
KLAC
KLA
$2,592,077$154,994 6.4%3,8130.1%Computer and Technology
Twilio Inc. stock logo
TWLO
Twilio
$2,584,922$88,119 -3.3%26,4010.1%Computer and Technology
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$2,547,857$924,643 57.0%32,5480.1%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$2,371,342$2,341 0.1%39,5090.1%Consumer Staples
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$2,328,372$2,328,372 New Holding53,4030.1%Transportation
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,254,211$33,333 1.5%13,5930.1%Medical
Roundhill Ball Metaverse ETF stock logo
METV
Roundhill Ball Metaverse ETF
$2,213,013$98,774 -4.3%164,0480.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$2,169,094$3,298 -0.2%5,9190.1%Retail/Wholesale
SPDR S&P Bank ETF stock logo
KBE
SPDR S&P Bank ETF
$2,121,541$1,034,529 95.2%40,0590.1%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2,064,781$35,164 -1.7%4,1690.1%Medical
Ares Management Co. stock logo
ARES
Ares Management
$2,045,393$2,045,393 New Holding13,9510.1%Finance
Intuit Inc. stock logo
INTU
Intuit
$1,984,385$614 0.0%3,2320.1%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$1,964,936$1,572,564 400.8%14,0570.1%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1,961,830$14,071 0.7%27,3270.1%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$1,957,895$104,818 5.7%19,8370.1%Consumer Discretionary
NIKE, Inc. stock logo
NKE
NIKE
$1,903,956$1,270,870 200.7%29,9930.1%Consumer Discretionary
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,897,481$885,075 87.4%24,0370.1%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$1,887,695$2,835 0.2%7,9910.1%Transportation
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,876,708$24,449 1.3%32,1630.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,852,114$349,012 23.2%18,0270.1%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$1,833,170$20,692 1.1%13,1120.1%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,779,668$1,660 -0.1%10,7210.1%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,769,133$3,524,892 -66.6%19,7100.1%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,739,719$4,074 0.2%8,9680.1%ETF
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$1,733,001$102,631 -5.6%4,7280.1%Retail/Wholesale
Grab Holdings Limited stock logo
GRAB
Grab
$1,646,474$1,646,474 New Holding363,4600.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,596,8830.0%20.1%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$1,552,629$1,552,629 New Holding14,1160.1%Transportation
Shell plc stock logo
SHEL
Shell
$1,539,833$41,183 -2.6%21,0130.1%Energy
Bank of America Co. stock logo
BAC
Bank of America
$1,523,510$50,243 3.4%36,5090.1%Finance

Showing largest 100 holdings. View all holdings.
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