Gm Advisory Group, Inc. Top Holdings and 13F Report (2024) → The Only Energy Play You Should Be Looking At (From Wealthpin Pro) (Ad) About Gm Advisory Group, Inc.Investment ActivityGm Advisory Group, Inc. has $1.43 billion in total holdings as of March 31, 2024.Gm Advisory Group, Inc. owns shares of 225 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 9.58% of the portfolio was purchased this quarter.About 6.01% of the portfolio was sold this quarter.This quarter, Gm Advisory Group, Inc. has purchased 199 new stocks and bought additional shares in 111 stocks.Gm Advisory Group, Inc. sold shares of 48 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $199,749,691iShares Gold Trust $84,715,095iShares 0-3 Month Treasury Bond ETF $77,168,186SPDR Portfolio Short Term Treasury ETF $72,832,871iShares Short Treasury Bond ETF $68,584,487 Largest New Holdings this Quarter Consumer Staples Select Sector SPDR Fund $12,018,792 HoldingKenvue $3,256,104 HoldingTwilio $2,431,079 HoldingBoeing $2,121,346 HoldingLive Nation Entertainment $1,300,971 Holding Largest Purchases this Quarter iShares Expanded Tech Sector ETF 242,597 shares (about $20.91M)Health Care Select Sector SPDR Fund 104,283 shares (about $15.41M)SPDR Portfolio S&P 500 ETF 205,689 shares (about $12.66M)Consumer Staples Select Sector SPDR Fund 157,396 shares (about $12.02M)iShares Semiconductor ETF 44,458 shares (about $10.04M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 341,828 shares (about $34.43M)iShares Short Treasury Bond ETF 107,354 shares (about $11.87M)iShares Gold Trust 150,127 shares (about $6.31M)PIMCO ETF TR 54,962 shares (about $5.05M)iShares Core Total USD Bond Market ETF 73,874 shares (about $3.37M) 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$199,749,691$12,656,044 ▲6.8%3,246,37914.0%ETFIAUiShares Gold Trust$84,715,095$6,306,835 ▼-6.9%2,016,5465.9%FinanceSGOViShares 0-3 Month Treasury Bond ETF$77,168,186$34,425,477 ▼-30.8%766,2425.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$72,832,871$998,752 ▼-1.4%2,518,4265.1%ETFSHViShares Short Treasury Bond ETF$68,584,487$11,866,921 ▼-14.8%620,4494.8%ETFVTIVanguard Total Stock Market ETF$63,216,746$4,351,504 ▲7.4%243,2354.4%ETFIWViShares Russell 3000 ETF$50,188,138$1,836,192 ▲3.8%167,2493.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$48,581,260$3,108,541 ▼-6.0%594,0483.4%ManufacturingIUSBiShares Core Total USD Bond Market ETF$47,334,284$3,367,916 ▼-6.6%1,038,2603.3%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$36,192,108$1,387,222 ▼-3.7%382,5002.5%ETFAAPLApple$34,898,485$1,171,725 ▼-3.2%203,5132.4%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$31,563,929$4,384,665 ▲16.1%1,248,5732.2%ETFACWXiShares MSCI ACWI ex U.S. ETF$31,122,911$1,249,860 ▲4.2%582,9352.2%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$29,037,048$164,224 ▼-0.6%452,6432.0%ETFIGMiShares Expanded Tech Sector ETF$24,795,619$20,907,006 ▲537.6%287,7191.7%ETFNVDANVIDIA$23,880,647$1,139,368 ▲5.0%26,4301.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$22,819,044$3,201,205 ▲16.3%43,6251.6%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$22,313,646$714,166 ▲3.3%1,608,7701.6%ManufacturingMSFTMicrosoft$22,153,729$1,293,286 ▲6.2%52,6571.6%Computer and TechnologyAMZNAmazon.com$17,030,487$985,060 ▲6.1%94,4141.2%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$15,675,811$15,405,760 ▲5,704.8%106,1111.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,122,943$267,761 ▼-1.7%421,9571.1%ETFAXPAmerican Express$14,905,270$5,237 ▲0.0%65,4631.0%FinanceSOXXiShares Semiconductor ETF$14,749,288$10,044,020 ▲213.5%65,2851.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$13,801,862$2,810,541 ▲25.6%493,9821.0%ETFXLPConsumer Staples Select Sector SPDR Fund$12,018,792$12,018,792 ▲New Holding157,3960.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,097,806$67,796 ▲0.6%96,2520.8%ETFIWFiShares Russell 1000 Growth ETF$10,632,511$337 ▲0.0%31,5460.7%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$10,302,323$980,016 ▲10.5%365,5900.7%ETFPIMCO ETF TR$9,988,638$5,048,792 ▼-33.6%108,7380.7%ACTIVE BD ETFAGGiShares Core U.S. Aggregate Bond ETF$9,024,865$358,656 ▼-3.8%92,1470.6%FinanceGOOGLAlphabet$8,480,843$1,878,008 ▲28.4%56,1910.6%Computer and TechnologyLLYEli Lilly and Company$8,258,886$348,529 ▲4.4%10,6160.6%MedicalVOOVanguard S&P 500 ETF$8,213,834$116,331 ▲1.4%17,0870.6%ETFHQYHealthEquity$7,269,315$2,555,264 ▼-26.0%89,0520.5%MedicalIVViShares Core S&P 500 ETF$7,030,179$261,818 ▲3.9%13,3720.5%ETFFMBFirst Trust Managed Municipal ETF$7,007,835$160,500 ▲2.3%136,4450.5%ManufacturingMETAMeta Platforms$6,965,941$40,788 ▲0.6%14,3460.5%Computer and TechnologyGOOGAlphabet$6,959,805$170,531 ▲2.5%45,7100.5%Computer and TechnologyUBERUber Technologies$6,410,162$2,038,302 ▲46.6%83,2600.4%Computer and TechnologyUNHUnitedHealth Group$6,237,555$1,074,468 ▲20.8%12,6090.4%MedicalBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$6,027,571$1,144,835 ▼-16.0%65,6600.4%ETFMRKMerck & Co., Inc.$5,638,717$1,421,225 ▲33.7%42,7340.4%MedicalJPMJPMorgan Chase & Co.$5,411,170$61,293 ▼-1.1%27,0150.4%FinanceAVGOBroadcom$5,392,150$361,863 ▲7.2%4,0680.4%Computer and TechnologyXOMExxon Mobil$5,157,104$39,173 ▼-0.8%44,3660.4%Oils/EnergyVOOGVanguard S&P 500 Growth ETF$4,690,319$214,207 ▼-4.4%15,3930.3%ETFCIThe Cigna Group$3,874,511$482,316 ▲14.2%10,6680.3%MedicalIWMiShares Russell 2000 ETF$3,532,232$2,898,802 ▲457.6%16,7960.2%FinanceIWBiShares Russell 1000 ETF$3,394,790$201,625 ▲6.3%11,7860.2%ETFCVXChevron$3,289,976$252,068 ▲8.3%20,8570.2%Oils/EnergyKVUEKenvue$3,256,104$3,256,104 ▲New Holding151,7290.2%Consumer StaplesVVisa$3,149,881$89,582 ▲2.9%11,2870.2%Business ServicesMETVRoundhill Ball Metaverse ETF$3,106,321$148,414 ▲5.0%249,9050.2%ETFAMDAdvanced Micro Devices$3,099,771$366,218 ▲13.4%17,1740.2%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$3,097,969$133,937 ▲4.5%42,3510.2%ETFPYPLPayPal$3,063,520$3,350,438 ▼-52.2%45,7310.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$3,050,084$2,306,533 ▲310.2%18,0080.2%ETFSCHDSchwab US Dividend Equity ETF$2,950,003$1,963,739 ▲199.1%36,5870.2%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$2,930,457$571,639 ▲24.2%31,3480.2%ETFULTAUlta Beauty$2,881,069$614,384 ▲27.1%5,5100.2%Retail/WholesaleKLACKLA$2,655,265$8,383 ▲0.3%3,8010.2%Computer and TechnologyNFLXNetflix$2,491,875$1,076,189 ▲76.0%4,1030.2%Consumer DiscretionaryTWLOTwilio$2,431,079$2,431,079 ▲New Holding39,7560.2%Computer and TechnologyEPDEnterprise Products Partners$2,295,970$334,111 ▲17.0%78,6830.2%Oils/EnergyCOSTCostco Wholesale$2,293,927$22,712 ▲1.0%3,1310.2%Retail/WholesaleDISWalt Disney$2,234,377$5,628 ▲0.3%18,2610.2%Consumer DiscretionaryJNJJohnson & Johnson$2,222,329$726,275 ▼-24.6%14,0480.2%MedicalPGProcter & Gamble$2,216,131$1,401,651 ▼-38.7%13,6590.2%Consumer StaplesBWFGBankwell Financial Group$2,148,158$16,602 ▲0.8%82,8130.2%FinanceINTUIntuit$2,123,465$7,800 ▲0.4%3,2670.1%Computer and TechnologyBABoeing$2,121,346$2,121,346 ▲New Holding10,9920.1%AerospaceHDHome Depot$1,982,979$35,678 ▲1.8%5,1690.1%Retail/WholesaleUNPUnion Pacific$1,954,346$7,870 ▲0.4%7,9470.1%TransportationEBAYeBay$1,903,827$305,966 ▼-13.8%36,0710.1%Retail/WholesaleLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,874,186$115,564 ▼-5.8%17,2070.1%FinanceMRVLMarvell Technology$1,831,327$971,765 ▲113.1%25,8370.1%Business ServicesDXCMDexCom$1,811,699$24,134 ▼-1.3%13,0620.1%MedicalASMLASML$1,776,931$206,710 ▲13.2%1,8310.1%Computer and TechnologyWULFTeraWulf$1,766,003$1,489,706 ▼-45.8%671,4840.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,689,5190.0%3,0370.1%ETFBRK.BBerkshire Hathaway$1,669,044$100,504 ▼-5.7%3,9690.1%FinanceISRGIntuitive Surgical$1,625,094$2,395 ▲0.1%4,0720.1%MedicalORCLOracle$1,581,415$34,919 ▲2.3%12,5900.1%Computer and TechnologySHELShell$1,512,154$82,526 ▲5.8%22,5560.1%Oils/EnergyTSLATesla$1,505,993$20,040 ▼-1.3%8,5670.1%Auto/Tires/TrucksSCHWCharles Schwab$1,499,753$16,566 ▼-1.1%20,7320.1%FinanceMOAltria Group$1,419,856$251,902 ▼-15.1%32,5510.1%Consumer StaplesMODGTopgolf Callaway Brands$1,410,024$240,933 ▲20.6%87,2000.1%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$1,390,947$2,191 ▲0.2%7,6170.1%ETFTSMTaiwan Semiconductor Manufacturing$1,354,939$6,394 ▲0.5%9,9590.1%Computer and TechnologyBACBank of America$1,331,788$368,089 ▲38.2%35,1210.1%FinanceLYVLive Nation Entertainment$1,300,971$1,300,971 ▲New Holding12,3000.1%Consumer DiscretionaryACNAccenture$1,291,375$4,506 ▲0.4%3,7260.1%Business ServicesMAMastercard$1,285,372$259,097 ▲25.2%2,6690.1%Business ServicesBRK.ABerkshire Hathaway$1,268,8800.0%20.1%FinanceTAT&T$1,247,286$196,978 ▲18.8%70,8690.1%Computer and TechnologySPGIS&P Global$1,245,292$7,658 ▲0.6%2,9270.1%Business ServicesEPSWisdomTree U.S. LargeCap Fund$1,224,556$11,080 ▲0.9%22,1040.1%FinanceFDXFedEx$1,215,749$46,358 ▲4.0%4,1960.1%TransportationShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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