Gm Advisory Group, Inc. Top Holdings and 13F Report (2025) About Gm Advisory Group, Inc.Investment ActivityGm Advisory Group, Inc. has $1.81 billion in total holdings as of December 31, 2024.Gm Advisory Group, Inc. owns shares of 258 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 9.15% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Gm Advisory Group, Inc. has purchased 252 new stocks and bought additional shares in 130 stocks.Gm Advisory Group, Inc. sold shares of 67 stocks and completely divested from 15 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $278,527,226iShares 0-3 Month Treasury Bond ETF $134,116,445iShares Gold Trust $101,532,854Vanguard Total Stock Market ETF $82,122,157iShares Russell 3000 ETF $61,366,315 Largest New Holdings this Quarter 336433107 - First Solar $1,843,823 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $1,000,478 Holding78468R556 - SPDR S&P Oil & Gas Exploration & Production ETF $779,659 Holding743315103 - Progressive $571,433 Holding46438F101 - ISHARES BITCOIN TRUST ETF $501,004 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 569,953 shares (about $39.29M)iShares 0-3 Month Treasury Bond ETF 383,084 shares (about $38.43M)BNY Mellon US Large Cap Core Equity ETF 158,324 shares (about $17.74M)iShares Short Treasury Bond ETF 54,799 shares (about $6.03M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 43,330 shares (about $3.96M) Largest Sales this Quarter AON 5,655 shares (about $2.03M)Ulta Beauty 3,740 shares (about $1.63M)Twilio 9,520 shares (about $1.03M)American Express 2,697 shares (about $800.45K)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 59,526 shares (about $773.24K) 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$278,527,226$39,292,556 ▲16.4%4,040,14015.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$134,116,445$38,430,999 ▲40.2%1,336,8867.4%ETFIAUiShares Gold Trust$101,532,854$1,773,795 ▲1.8%2,050,7545.6%FinanceVTIVanguard Total Stock Market ETF$82,122,157$2,385,720 ▲3.0%283,3654.5%ETFIWViShares Russell 3000 ETF$61,366,315$443,216 ▲0.7%183,5943.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$60,358,133$302,952 ▼-0.5%2,080,5973.3%ETFSHYiShares 1-3 Year Treasury Bond ETF$58,645,954$3,644,257 ▲6.6%715,3693.2%ManufacturingSHViShares Short Treasury Bond ETF$54,094,313$6,033,920 ▲12.6%491,2753.0%ETFAAPLApple$52,928,010$763,030 ▲1.5%211,3572.9%Computer and TechnologyBKLCBNY Mellon US Large Cap Core Equity ETF$41,612,899$17,741,778 ▲74.3%371,3452.3%ETFSPABSPDR Portfolio Aggregate Bond ETF$37,089,223$2,241,977 ▲6.4%1,484,1632.1%ETFACWXiShares MSCI ACWI ex U.S. ETF$35,499,464$1,604,806 ▲4.7%680,5882.0%ManufacturingNVDANVIDIA$33,668,379$144,630 ▲0.4%250,7141.9%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$32,518,226$160,600 ▲0.5%372,3601.8%ETFIUSBiShares Core Total USD Bond Market ETF$31,971,482$635,060 ▼-1.9%707,3341.8%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$31,688,848$332,507 ▼-1.0%443,6351.8%ETFAONAON$30,955,651$2,031,050 ▼-6.2%86,1891.7%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$27,998,702$773,243 ▼-2.7%2,155,4041.5%ManufacturingSPYSPDR S&P 500 ETF Trust$27,389,657$925,413 ▲3.5%46,7341.5%FinanceMSFTMicrosoft$24,028,951$1,497,173 ▲6.6%57,0081.3%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$22,800,268$1,070,647 ▲4.9%870,5721.3%ETFSOXXiShares Semiconductor ETF$21,780,583$1,076,800 ▲5.2%101,0751.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$20,804,376$1,092,858 ▲5.5%463,1431.2%ETFAMZNAmazon.com$20,721,275$118,471 ▲0.6%94,4491.1%Retail/WholesaleAXPAmerican Express$18,327,813$800,449 ▼-4.2%61,7531.0%FinanceBKAGBNY Mellon Core Bond ETF$14,926,405$1,463,968 ▲10.9%362,1160.8%ETFSABLE OFFSHORE CORP$13,740,000$2,061,000 ▲17.6%600,0000.8%COM SHSITOTiShares Core S&P Total U.S. Stock Market ETF$13,680,110$2,108,847 ▲18.2%106,3610.8%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$13,565,488$3,961,667 ▲41.3%148,3700.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$13,132,423$677,309 ▼-4.9%384,7770.7%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$12,575,264$309,691 ▼-2.4%451,0500.7%ETFIWFiShares Russell 1000 Growth ETF$12,398,954$37,347 ▼-0.3%30,8750.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$11,831,969$2,674,361 ▲29.2%134,6070.7%ETFGOOGLAlphabet$10,821,818$145,192 ▲1.4%57,1680.6%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$10,096,722$48,187 ▼-0.5%98,9000.6%ETFFMBFirst Trust Managed Municipal ETF$10,087,242$57,233 ▼-0.6%197,7500.6%ManufacturingVOOVanguard S&P 500 ETF$9,807,944$123,926 ▲1.3%18,2030.5%ETFAVGOBroadcom$9,649,244$99,228 ▲1.0%41,6200.5%Computer and TechnologyPIMCO ETF TR$9,146,453$113,116 ▲1.3%101,1550.5%ACTIVE BD ETFMUBiShares National Muni Bond ETF$9,088,699$218,960 ▼-2.4%85,3000.5%ETFGOOGAlphabet$9,039,782$15,045 ▼-0.2%47,4680.5%Computer and TechnologyLLYEli Lilly and Company$8,790,349$306,496 ▲3.6%11,3860.5%MedicalMETAMeta Platforms$8,732,980$258,213 ▲3.0%14,9150.5%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$8,358,962$516,088 ▼-5.8%86,2640.5%FinanceHQYHealthEquity$8,036,484$504,313 ▼-5.9%83,7570.4%MedicalIVViShares Core S&P 500 ETF$8,008,176$138,925 ▲1.8%13,6040.4%ETFJPMJPMorgan Chase & Co.$6,709,021$92,049 ▲1.4%27,9880.4%FinanceUBERUber Technologies$6,394,443$638,907 ▲11.1%106,0090.4%Computer and TechnologyMRKMerck & Co., Inc.$5,867,447$1,506,530 ▲34.5%58,9810.3%MedicalVOOGVanguard S&P 500 Growth ETF$5,137,759$1,098 ▲0.0%14,0350.3%ETFSCHDSchwab US Dividend Equity ETF$4,900,220$3,542,854 ▲261.0%179,3640.3%ETFHYDBiShares High Yield Bond Factor ETF$4,751,491$233,922 ▲5.2%101,0740.3%ETFIWMiShares Russell 2000 ETF$4,392,003$293,434 ▲7.2%19,8770.2%FinanceXOMExxon Mobil$4,239,578$102,407 ▲2.5%39,4120.2%EnergyVVisa$4,054,717$234,813 ▲6.1%12,8300.2%Business ServicesUNHUnitedHealth Group$4,042,455$545,334 ▼-11.9%7,9910.2%MedicalASMLASML$3,914,164$2,596,504 ▲197.1%5,6470.2%Computer and TechnologyIWBiShares Russell 1000 ETF$3,829,159$11,920 ▲0.3%11,8860.2%ETFTSLATesla$3,812,250$229,785 ▲6.4%9,4400.2%Auto/Tires/TrucksRSPInvesco S&P 500 Equal Weight ETF$3,666,146$394,616 ▲12.1%20,9220.2%ETFNFLXNetflix$3,426,234$8,913 ▼-0.3%3,8440.2%Consumer DiscretionaryCOSTCostco Wholesale$3,371,147$54,063 ▲1.6%3,6790.2%Retail/WholesaleKVUEKenvue$3,206,837$33,071 ▼-1.0%150,2030.2%Consumer StaplesTWLOTwilio$2,950,692$1,028,922 ▼-25.9%27,3010.2%Computer and TechnologyCVXChevron$2,841,835$40,120 ▲1.4%19,6210.2%EnergyBWFGBankwell Financial Group$2,814,648$17,164 ▲0.6%90,3580.2%FinanceCIThe Cigna Group$2,597,097$334,406 ▼-11.4%9,4050.1%MedicalEPDEnterprise Products Partners$2,586,989$96,715 ▲3.9%82,4930.1%EnergyBRK.BBerkshire Hathaway$2,586,869$620,994 ▲31.6%5,7070.1%FinancePGProcter & Gamble$2,554,664$214,425 ▲9.2%15,2380.1%Consumer StaplesHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$2,548,319$189,424 ▼-6.9%27,2020.1%ETFMETVRoundhill Ball Metaverse ETF$2,464,307$96,001 ▼-3.7%171,3700.1%ETFMRVLMarvell Technology$2,464,234$476,478 ▼-16.2%22,3110.1%Computer and TechnologyFXIiShares China Large-Cap ETF$2,359,640$963,514 ▲69.0%77,5180.1%ETFHDHome Depot$2,306,057$176,611 ▲8.3%5,9280.1%Retail/WholesaleKLACKLA$2,258,980$9,452 ▼-0.4%3,5850.1%Computer and TechnologyISRGIntuitive Surgical$2,213,110$16,181 ▼-0.7%4,2400.1%MedicalULTAUlta Beauty$2,178,129$1,626,638 ▼-42.8%5,0080.1%Retail/WholesaleORCLOracle$2,160,249$333 ▲0.0%12,9640.1%Computer and TechnologyCRWDCrowdStrike$2,147,396$46,192 ▲2.2%6,2760.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,119,185$54,505 ▲2.6%10,7310.1%Computer and TechnologyDISWalt Disney$2,090,573$103,332 ▲5.2%18,7750.1%Consumer DiscretionaryMOAltria Group$2,063,901$8,419 ▼-0.4%39,4700.1%Consumer StaplesINTUIntuit$2,030,407$28,907 ▼-1.4%3,2310.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,977,940$270,858 ▲15.9%31,7440.1%ETFJNJJohnson & Johnson$1,936,688$180,625 ▲10.3%13,3920.1%MedicalWFCWells Fargo & Company$1,905,715$702,553 ▲58.4%27,1310.1%FinanceBABAAlibaba Group$1,867,076$1,127,707 ▲152.5%22,0200.1%Retail/WholesaleFSLRFirst Solar$1,843,823$1,843,823 ▲New Holding10,4620.1%EnergyUNPUnion Pacific$1,819,567$7,754 ▼-0.4%7,9790.1%TransportationAMDAdvanced Micro Devices$1,767,182$86,245 ▼-4.7%14,6300.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,752,023$145,496 ▲9.1%8,9470.1%ETFILCGiShares Morningstar Growth ETF$1,624,673$634,172 ▲64.0%18,1330.1%ETFBACBank of America$1,551,642$1,802 ▼-0.1%35,3050.1%FinanceSCHWCharles Schwab$1,534,671$55,507 ▲3.8%20,7360.1%FinanceSPGIS&P Global$1,455,7440.0%2,9230.1%Business ServicesMAMastercard$1,440,296$2,106 ▲0.1%2,7350.1%Business ServicesKKRKKR & Co. Inc.$1,414,1790.0%9,5610.1%FinanceVTVVanguard Value ETF$1,394,528$245,147 ▲21.3%8,2370.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,372,4130.0%2,4100.1%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. 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