Gm Advisory Group, Inc. Top Holdings and 13F Report (2025) About Gm Advisory Group, Inc.Investment ActivityGm 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 Holdings SPDR Portfolio S&P 500 ETF $275,116,289iShares 0-3 Month Treasury Bond ETF $149,336,493iShares Gold Trust $121,960,884Vanguard Total Stock Market ETF $82,176,756iShares 1-3 Year Treasury Bond ETF $67,115,209 Largest New Holdings this Quarter 247361702 - Delta Air Lines $2,328,372 Holding03990B101 - Ares Management $2,045,393 HoldingG4124C109 - Grab $1,646,474 Holding911312106 - United Parcel Service $1,552,629 Holding518439104 - 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 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$275,116,289$9,436,691 ▲3.6%4,183,64214.9%ETFSGOViShares 0-3 Month Treasury Bond ETF$149,336,493$14,752,182 ▲11.0%1,483,4268.1%ETFIAUiShares Gold Trust$121,960,884$1,048,427 ▲0.9%2,068,5366.6%FinanceVTIVanguard Total Stock Market ETF$82,176,756$4,296,842 ▲5.5%298,9994.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$67,115,209$7,932,732 ▲13.4%811,2563.6%ManufacturingSPTSSPDR Portfolio Short Term Treasury ETF$59,320,731$1,515,918 ▼-2.5%2,028,7533.2%ETFIWViShares Russell 3000 ETF$57,417,437$899,237 ▼-1.5%180,7633.1%ETFSHViShares Short Treasury Bond ETF$52,455,997$1,810,218 ▼-3.3%474,8872.8%ETFAAPLApple$48,487,692$1,538,918 ▲3.3%218,2852.6%Computer and TechnologyBKLCBNY Mellon US Large Cap Core Equity ETF$44,391,087$4,909,650 ▲12.4%417,5232.4%ETFACWXiShares MSCI ACWI ex U.S. ETF$42,823,442$5,084,822 ▲13.5%772,2892.3%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$41,704,216$3,798,692 ▲10.0%1,632,8982.3%ETFIUSBiShares Core Total USD Bond Market ETF$31,812,282$781,655 ▼-2.4%690,3711.7%ManufacturingPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$30,875,933$1,497,774 ▲5.1%2,265,2921.7%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$29,804,498$367,118 ▼-1.2%438,2371.6%ETFAONAON$29,216,995$5,180,191 ▼-15.1%73,2091.6%FinanceNVDANVIDIA$26,431,820$740,560 ▼-2.7%243,8811.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$26,228,020$85,586 ▲0.3%46,8871.4%FinanceTLTiShares 20+ Year Treasury Bond ETF$26,150,212$7,745,750 ▼-22.9%287,2701.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$25,500,602$12,523,484 ▲96.5%209,0041.4%ETFBKAGBNY Mellon Core Bond ETF$23,461,338$8,205,402 ▲53.8%556,8801.3%ETFMSFTMicrosoft$21,948,842$548,449 ▲2.6%58,4691.2%Computer and TechnologySOXXiShares Semiconductor ETF$20,548,128$1,528,879 ▲8.0%109,2001.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$20,433,257$1,555,563 ▲8.2%501,3071.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$19,277,215$4,454,585 ▼-18.8%707,1611.0%ETFAMZNAmazon.com$18,019,870$50,038 ▲0.3%94,7121.0%Retail/WholesaleAXPAmerican Express$16,632,228$17,488 ▲0.1%61,8180.9%FinanceSABLE OFFSHORE CORP$15,222,0000.0%600,0000.8%COM SHSSPTISPDR Portfolio Intermediate Term Treasury ETF$14,081,466$1,190,444 ▲9.2%492,7030.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$13,920,218$89,496 ▼-0.6%382,3190.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$12,430,910$1,612,544 ▲14.9%154,6710.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$10,874,009$2,735,931 ▼-20.1%118,5440.6%ETFFMBFirst Trust Managed Municipal ETF$10,615,284$644,295 ▲6.5%210,5280.6%ManufacturingIWFiShares Russell 1000 Growth ETF$10,531,406$617,094 ▼-5.5%29,1660.6%ETFLLYEli Lilly and Company$9,859,476$455,891 ▲4.8%11,9380.5%MedicalVOOVanguard S&P 500 ETF$9,560,544$206,073 ▲2.2%18,6040.5%ETFPIMCO ETF TR$9,291,656$62,140 ▼-0.7%100,4830.5%ACTIVE BD ETFGOOGLAlphabet$8,996,020$155,568 ▲1.8%58,1740.5%Computer and TechnologyMETAMeta Platforms$8,822,097$225,927 ▲2.6%15,3070.5%Computer and TechnologyUBERUber Technologies$8,816,400$1,092,606 ▲14.1%121,0050.5%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$8,640,711$326,595 ▼-3.6%95,2980.5%ETFMUBiShares National Muni Bond ETF$8,583,884$410,162 ▼-4.6%81,4100.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,358,635$174,594 ▼-2.0%84,4990.5%FinanceIVViShares Core S&P 500 ETF$8,186,367$542,237 ▲7.1%14,5690.4%ETFGOOGAlphabet$7,409,311$6,562 ▼-0.1%47,4260.4%Computer and TechnologyHQYHealthEquity$7,401,6060.0%83,7570.4%MedicalJPMJPMorgan Chase & Co.$7,094,073$228,620 ▲3.3%28,9200.4%FinanceILCGiShares Morningstar Growth ETF$7,075,796$5,607,199 ▲381.8%87,3660.4%ETFAVGOBroadcom$6,697,148$271,234 ▼-3.9%40,0000.4%Computer and TechnologySCHDSchwab US Dividend Equity ETF$5,384,573$369,548 ▲7.4%192,5810.3%ETFVOOGVanguard S&P 500 Growth ETF$4,656,935$37,462 ▼-0.8%13,9230.3%ETFVVisa$4,483,072$13,317 ▼-0.3%12,7920.2%Business ServicesASMLASML$4,133,965$392,260 ▲10.5%6,2390.2%Computer and TechnologyKVUEKenvue$3,856,448$254,572 ▲7.1%160,8190.2%Consumer StaplesXOMExxon Mobil$3,798,007$889,234 ▼-19.0%31,9350.2%EnergyRSPInvesco S&P 500 Equal Weight ETF$3,693,968$69,639 ▲1.9%21,3240.2%ETFTSLATesla$3,693,289$1,246,819 ▲51.0%14,2510.2%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$3,692,216$273,106 ▼-6.9%18,5080.2%FinanceIWBiShares Russell 1000 ETF$3,655,618$9,815 ▲0.3%11,9180.2%ETFNFLXNetflix$3,609,824$25,178 ▲0.7%3,8710.2%Consumer DiscretionaryCOSTCostco Wholesale$3,516,759$36,889 ▲1.1%3,7180.2%Retail/WholesaleUNHUnitedHealth Group$3,498,889$686,683 ▼-16.4%6,6800.2%MedicalTAT&T$3,247,251$2,395,966 ▲281.5%114,8250.2%Computer and TechnologyBWFGBankwell Financial Group$3,153,127$426,113 ▲15.6%104,4770.2%FinanceBRK.BBerkshire Hathaway$3,069,259$29,824 ▲1.0%5,7630.2%FinanceCVXChevron$2,869,205$413,208 ▼-12.6%17,1510.2%EnergyFXIiShares China Large-Cap ETF$2,778,2360.0%77,5180.2%ETFEPDEnterprise Products Partners$2,774,046$42,265 ▼-1.5%81,2550.1%EnergyCRWDCrowdStrike$2,770,926$558,134 ▲25.2%7,8590.1%Computer and TechnologyPGProcter & Gamble$2,612,980$16,189 ▲0.6%15,3330.1%Consumer StaplesKLACKLA$2,592,077$154,994 ▲6.4%3,8130.1%Computer and TechnologyTWLOTwilio$2,584,922$88,119 ▼-3.3%26,4010.1%Computer and TechnologySCHWCharles Schwab$2,547,857$924,643 ▲57.0%32,5480.1%FinanceMOAltria Group$2,371,342$2,341 ▲0.1%39,5090.1%Consumer StaplesDALDelta Air Lines$2,328,372$2,328,372 ▲New Holding53,4030.1%TransportationJNJJohnson & Johnson$2,254,211$33,333 ▲1.5%13,5930.1%MedicalMETVRoundhill Ball Metaverse ETF$2,213,013$98,774 ▼-4.3%164,0480.1%ETFHDHome Depot$2,169,094$3,298 ▼-0.2%5,9190.1%Retail/WholesaleKBESPDR S&P Bank ETF$2,121,541$1,034,529 ▲95.2%40,0590.1%ETFISRGIntuitive Surgical$2,064,781$35,164 ▼-1.7%4,1690.1%MedicalARESAres Management$2,045,393$2,045,393 ▲New Holding13,9510.1%FinanceINTUIntuit$1,984,385$614 ▲0.0%3,2320.1%Computer and TechnologyBXBlackstone$1,964,936$1,572,564 ▲400.8%14,0570.1%FinanceWFCWells Fargo & Company$1,961,830$14,071 ▲0.7%27,3270.1%FinanceDISWalt Disney$1,957,895$104,818 ▲5.7%19,8370.1%Consumer DiscretionaryNKENIKE$1,903,956$1,270,870 ▲200.7%29,9930.1%Consumer DiscretionaryVCSHVanguard Short-Term Corporate Bond ETF$1,897,481$885,075 ▲87.4%24,0370.1%ETFUNPUnion Pacific$1,887,695$2,835 ▲0.2%7,9910.1%TransportationIJHiShares Core S&P Mid-Cap ETF$1,876,708$24,449 ▲1.3%32,1630.1%ETFAMDAdvanced Micro Devices$1,852,114$349,012 ▲23.2%18,0270.1%Computer and TechnologyORCLOracle$1,833,170$20,692 ▲1.1%13,1120.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,779,668$1,660 ▼-0.1%10,7210.1%Computer and TechnologyMRKMerck & Co., Inc.$1,769,133$3,524,892 ▼-66.6%19,7100.1%MedicalVIGVanguard Dividend Appreciation ETF$1,739,719$4,074 ▲0.2%8,9680.1%ETFULTAUlta Beauty$1,733,001$102,631 ▼-5.6%4,7280.1%Retail/WholesaleGRABGrab$1,646,474$1,646,474 ▲New Holding363,4600.1%Computer and TechnologyBRK.ABerkshire Hathaway$1,596,8830.0%20.1%FinanceUPSUnited Parcel Service$1,552,629$1,552,629 ▲New Holding14,1160.1%TransportationSHELShell$1,539,833$41,183 ▼-2.6%21,0130.1%EnergyBACBank of America$1,523,510$50,243 ▲3.4%36,5090.1%FinanceShowing 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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