GM Advisory
Latest statistics and disclosures from GM Advisory Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPLG, IAU, SGOV, SPTS, SHV, and represent 35.27% of GM Advisory Group's stock portfolio.
- Added to shares of these 10 stocks: IGM (+$21M), XLV (+$15M), SPLG (+$13M), XLP (+$12M), SOXX (+$10M), SPAB, VTI, KVUE, SPY, IWM.
- Started 31 new stock positions in IEF, GILD, TWLO, IYW, HYDB, CMPR, VRTX, LYV, RH, FOUR.
- Reduced shares in these 10 stocks: SGOV (-$34M), SHV (-$12M), IAU (-$6.3M), BOND (-$5.0M), IUSB, PYPL, SHY, HQY, PM, WULF.
- Sold out of its positions in AEP, ED, PM, SEDG, SBUX.
- GM Advisory Group was a net buyer of stock by $51M.
- GM Advisory Group has $1.4B in assets under management (AUM), dropping by 7.70%.
- Central Index Key (CIK): 0001598304
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Portfolio Holdings for GM Advisory Group
GM Advisory Group holds 225 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 14.0 | $200M | +6% | 3.2M | 61.53 |
|
| Ishares Gold Tr Ishares New (IAU) | 5.9 | $85M | -6% | 2.0M | 42.01 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.4 | $77M | -30% | 766k | 100.71 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 5.1 | $73M | 2.5M | 28.92 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 4.8 | $69M | -14% | 620k | 110.54 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 4.4 | $63M | +7% | 243k | 259.90 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 3.5 | $50M | +3% | 167k | 300.08 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.4 | $49M | -6% | 594k | 81.78 |
|
| Ishares Tr Core Total Usd (IUSB) | 3.3 | $47M | -6% | 1.0M | 45.59 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 2.5 | $36M | -3% | 383k | 94.62 |
|
| Apple (AAPL) | 2.4 | $35M | -3% | 204k | 171.48 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 2.2 | $32M | +16% | 1.2M | 25.28 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 2.2 | $31M | +4% | 583k | 53.39 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 2.0 | $29M | 453k | 64.15 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 1.7 | $25M | +537% | 288k | 86.18 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $24M | +5% | 26k | 903.54 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.6 | $23M | +16% | 44k | 523.07 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.6 | $22M | +3% | 1.6M | 13.87 |
|
| Microsoft Corporation (MSFT) | 1.6 | $22M | +6% | 53k | 420.72 |
|
| Amazon (AMZN) | 1.2 | $17M | +6% | 94k | 180.38 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $16M | +5704% | 106k | 147.73 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.1 | $15M | 422k | 35.84 |
|
|
| American Express Company (AXP) | 1.0 | $15M | 66k | 227.69 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.0 | $15M | +213% | 65k | 225.92 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.0 | $14M | +25% | 494k | 27.94 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.8 | $12M | NEW | 157k | 76.36 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $11M | 96k | 115.30 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $11M | 32k | 337.05 |
|
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.7 | $10M | +10% | 366k | 28.18 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.7 | $10M | -33% | 109k | 91.86 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $9.0M | -3% | 92k | 97.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $8.5M | +28% | 56k | 150.93 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $8.3M | +4% | 11k | 777.97 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $8.2M | 17k | 480.71 |
|
|
| Healthequity (HQY) | 0.5 | $7.3M | -26% | 89k | 81.63 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $7.0M | +3% | 13k | 525.74 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.5 | $7.0M | +2% | 136k | 51.36 |
|
| Meta Platforms Cl A (META) | 0.5 | $7.0M | 14k | 485.57 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $7.0M | +2% | 46k | 152.26 |
|
| Uber Technologies (UBER) | 0.4 | $6.4M | +46% | 83k | 76.99 |
|
| UnitedHealth (UNH) | 0.4 | $6.2M | +20% | 13k | 494.69 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $6.0M | -15% | 66k | 91.80 |
|
| Merck & Co (MRK) | 0.4 | $5.6M | +33% | 43k | 131.95 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $5.4M | 27k | 200.30 |
|
|
| Broadcom (AVGO) | 0.4 | $5.4M | +7% | 4.1k | 1325.50 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $5.2M | 44k | 116.24 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $4.7M | -4% | 15k | 304.70 |
|
| Cigna Corp (CI) | 0.3 | $3.9M | +14% | 11k | 363.19 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.5M | +457% | 17k | 210.30 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.4M | +6% | 12k | 288.04 |
|
| Chevron Corporation (CVX) | 0.2 | $3.3M | +8% | 21k | 157.74 |
|
| Kenvue (KVUE) | 0.2 | $3.3M | NEW | 152k | 21.46 |
|
| Visa Com Cl A (V) | 0.2 | $3.1M | +2% | 11k | 279.07 |
|
| Listed Fd Tr Roundhill Ball (METV) | 0.2 | $3.1M | +5% | 250k | 12.43 |
|
| Advanced Micro Devices (AMD) | 0.2 | $3.1M | +13% | 17k | 180.49 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $3.1M | +4% | 42k | 73.15 |
|
| Paypal Holdings (PYPL) | 0.2 | $3.1M | -52% | 46k | 66.99 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $3.1M | +310% | 18k | 169.37 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $3.0M | +199% | 37k | 80.63 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 0.2 | $2.9M | +24% | 31k | 93.48 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $2.9M | +27% | 5.5k | 522.88 |
|
| Kla Corp Com New (KLAC) | 0.2 | $2.7M | 3.8k | 698.57 |
|
|
| Netflix (NFLX) | 0.2 | $2.5M | +76% | 4.1k | 607.33 |
|
| Twilio Cl A (TWLO) | 0.2 | $2.4M | NEW | 40k | 61.15 |
|
| Enterprise Products Partners (EPD) | 0.2 | $2.3M | +17% | 79k | 29.18 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.3M | 3.1k | 732.65 |
|
|
| Walt Disney Company (DIS) | 0.2 | $2.2M | 18k | 122.36 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $2.2M | -24% | 14k | 158.20 |
|
| Procter & Gamble Company (PG) | 0.2 | $2.2M | -38% | 14k | 162.25 |
|
| Bankwell Financial (BWFG) | 0.2 | $2.1M | 83k | 25.94 |
|
|
| Intuit (INTU) | 0.1 | $2.1M | 3.3k | 649.97 |
|
|
| Boeing Company (BA) | 0.1 | $2.1M | NEW | 11k | 192.99 |
|
| Home Depot (HD) | 0.1 | $2.0M | 5.2k | 383.63 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $2.0M | 7.9k | 245.92 |
|
|
| eBay (EBAY) | 0.1 | $1.9M | -13% | 36k | 52.78 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.9M | -5% | 17k | 108.92 |
|
| Marvell Technology (MRVL) | 0.1 | $1.8M | +113% | 26k | 70.88 |
|
| Dex (DXCM) | 0.1 | $1.8M | 13k | 138.70 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.8M | +13% | 1.8k | 970.47 |
|
| Terawulf (WULF) | 0.1 | $1.8M | -45% | 672k | 2.63 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.7M | 3.0k | 556.31 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.7M | -5% | 4.0k | 420.52 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.6M | 4.1k | 399.09 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.6M | +2% | 13k | 125.61 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.5M | +5% | 23k | 67.04 |
|
| Tesla Motors (TSLA) | 0.1 | $1.5M | 8.6k | 175.79 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.5M | 21k | 72.34 |
|
|
| Altria (MO) | 0.1 | $1.4M | -15% | 33k | 43.62 |
|
| Callaway Golf Company (MODG) | 0.1 | $1.4M | +20% | 87k | 16.17 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.4M | 7.6k | 182.61 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.4M | 10k | 136.05 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.3M | +38% | 35k | 37.92 |
|
| Live Nation Entertainment (LYV) | 0.1 | $1.3M | NEW | 12k | 105.77 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.3M | 3.7k | 346.58 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | +25% | 2.7k | 481.59 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.3M | 2.00 | 634440.00 |
|
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| At&t (T) | 0.1 | $1.2M | +18% | 71k | 17.60 |
|
| S&p Global (SPGI) | 0.1 | $1.2M | 2.9k | 425.45 |
|
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $1.2M | 22k | 55.40 |
|
|
| FedEx Corporation (FDX) | 0.1 | $1.2M | +3% | 4.2k | 289.74 |
|
| Nextera Energy (NEE) | 0.1 | $1.2M | +2% | 19k | 63.91 |
|
| Honeywell International (HON) | 0.1 | $1.2M | +2% | 5.8k | 205.24 |
|
| Danaher Corporation (DHR) | 0.1 | $1.1M | 4.5k | 249.73 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 1.9k | 581.15 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $1.1M | NEW | 46k | 24.07 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.1 | $1.1M | NEW | 21k | 52.55 |
|
| Verizon Communications (VZ) | 0.1 | $1.1M | -13% | 26k | 41.96 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.1M | NEW | 26k | 41.08 |
|
| Repay Hldgs Corp Com Cl A (RPAY) | 0.1 | $1.0M | 94k | 11.00 |
|
|
| Coca-Cola Company (KO) | 0.1 | $1.0M | -9% | 17k | 61.18 |
|
| Pfizer (PFE) | 0.1 | $992k | +17% | 36k | 27.75 |
|
| International Business Machines (IBM) | 0.1 | $985k | 5.2k | 190.95 |
|
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| Wells Fargo & Company (WFC) | 0.1 | $981k | 17k | 57.96 |
|
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| Spdr Ser Tr S&p Bk Etf (KBE) | 0.1 | $967k | 21k | 47.10 |
|
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| Ishares Tr High Yld Systm B (HYDB) | 0.1 | $964k | NEW | 21k | 46.72 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $921k | 4.5k | 205.72 |
|
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $898k | 5.5k | 162.85 |
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| CVS Caremark Corporation (CVS) | 0.1 | $896k | +5% | 11k | 79.76 |
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| Automatic Data Processing (ADP) | 0.1 | $884k | 3.5k | 249.74 |
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| Shopify Cl A (SHOP) | 0.1 | $861k | +50% | 11k | 77.17 |
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| Cisco Systems (CSCO) | 0.1 | $848k | 17k | 49.91 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $836k | 4.1k | 205.99 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $829k | +430% | 14k | 60.74 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $810k | 1.8k | 444.05 |
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| Axon Enterprise (AXON) | 0.1 | $810k | 2.6k | 312.88 |
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| Fiserv (FI) | 0.1 | $790k | 4.9k | 159.82 |
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| Nike CL B (NKE) | 0.1 | $787k | -10% | 8.4k | 93.98 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $780k | +4% | 11k | 72.19 |
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| Amphenol Corp Cl A (APH) | 0.1 | $770k | 6.7k | 115.36 |
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| Lululemon Athletica (LULU) | 0.1 | $759k | 1.9k | 390.65 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $743k | 3.6k | 208.26 |
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| Target Corporation (TGT) | 0.1 | $729k | 4.1k | 177.21 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $726k | 8.2k | 88.26 |
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| Cme (CME) | 0.0 | $679k | 3.2k | 215.29 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $657k | 13k | 50.10 |
|
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| Northern Trust Corporation (NTRS) | 0.0 | $646k | 7.3k | 88.92 |
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| 3M Company (MMM) | 0.0 | $638k | +3% | 6.0k | 106.07 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $625k | -11% | 5.3k | 117.21 |
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| United Parcel Service CL B (UPS) | 0.0 | $622k | 4.2k | 148.63 |
|
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| Iron Mountain (IRM) | 0.0 | $621k | 7.7k | 80.21 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $602k | +123% | 6.4k | 94.41 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $596k | 6.8k | 87.42 |
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| Williams Companies (WMB) | 0.0 | $595k | +2% | 15k | 38.97 |
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| McDonald's Corporation (MCD) | 0.0 | $560k | 2.0k | 281.95 |
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| Abbott Laboratories (ABT) | 0.0 | $553k | 4.9k | 113.67 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $530k | 20k | 26.25 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $530k | +18% | 1.7k | 320.59 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $510k | -3% | 10k | 50.28 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $505k | -9% | 12k | 43.35 |
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| American Tower Reit (AMT) | 0.0 | $500k | -8% | 2.5k | 197.59 |
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| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.0 | $490k | 23k | 21.24 |
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| Lucid Group (LCID) | 0.0 | $489k | 172k | 2.85 |
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| Hess Midstream Cl A Shs (HESM) | 0.0 | $452k | 13k | 36.13 |
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| ResMed (RMD) | 0.0 | $449k | 2.3k | 198.03 |
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| Schlumberger Com Stk (SLB) | 0.0 | $435k | 7.9k | 54.81 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $432k | 6.6k | 64.99 |
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| Morgan Stanley Com New (MS) | 0.0 | $432k | -17% | 4.6k | 94.16 |
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| Abbvie (ABBV) | 0.0 | $420k | +3% | 2.3k | 182.10 |
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| Stanley Black & Decker (SWK) | 0.0 | $419k | 4.3k | 97.93 |
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| Cintas Corporation (CTAS) | 0.0 | $418k | 609.00 | 686.89 |
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| BlackRock MuniHoldings New York Insured (MHN) | 0.0 | $418k | 39k | 10.59 |
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| Republic Services (RSG) | 0.0 | $415k | NEW | 2.2k | 191.44 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $412k | 5.2k | 79.86 |
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| Snowflake Cl A (SNOW) | 0.0 | $407k | -5% | 2.5k | 161.60 |
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| Rh (RH) | 0.0 | $401k | NEW | 1.2k | 348.26 |
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| TJX Companies (TJX) | 0.0 | $396k | 3.9k | 101.43 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $394k | 4.7k | 84.44 |
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| Steris Shs Usd (STE) | 0.0 | $392k | 1.7k | 224.82 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $389k | -17% | 1.1k | 344.10 |
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| HEICO Corporation (HEI) | 0.0 | $379k | 2.0k | 191.02 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $367k | 3.0k | 120.99 |
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| Wal-Mart Stores (WMT) | 0.0 | $363k | +207% | 6.0k | 60.17 |
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| Palo Alto Networks (PANW) | 0.0 | $354k | +2% | 1.2k | 284.13 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $352k | 3.6k | 97.52 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $342k | 3.1k | 110.14 |
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| Intel Corporation (INTC) | 0.0 | $334k | +5% | 7.6k | 44.17 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $333k | 4.9k | 67.75 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $331k | 4.5k | 74.22 |
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| SYSCO Corporation (SYY) | 0.0 | $324k | 4.0k | 81.18 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $307k | NEW | 4.2k | 72.36 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $300k | 1.9k | 154.18 |
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| Shift4 Pmts Cl A (FOUR) | 0.0 | $298k | NEW | 4.5k | 66.07 |
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| McKesson Corporation (MCK) | 0.0 | $295k | +2% | 550.00 | 537.02 |
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| GSK Sponsored Adr (GSK) | 0.0 | $289k | 6.7k | 42.87 |
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| Lowe's Companies (LOW) | 0.0 | $287k | -29% | 1.1k | 254.73 |
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| Yum! Brands (YUM) | 0.0 | $285k | 2.1k | 138.64 |
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| Nucor Corporation (NUE) | 0.0 | $283k | 1.4k | 197.90 |
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| Amgen (AMGN) | 0.0 | $278k | +2% | 977.00 | 284.32 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $276k | 1.5k | 179.06 |
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| Booking Holdings (BKNG) | 0.0 | $272k | 75.00 | 3628.71 |
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| Norfolk Southern (NSC) | 0.0 | $271k | -22% | 1.1k | 254.87 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $268k | 2.0k | 131.26 |
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| Coupang Cl A (CPNG) | 0.0 | $265k | 15k | 17.79 |
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| Gilead Sciences (GILD) | 0.0 | $263k | NEW | 3.6k | 73.24 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $260k | NEW | 8.5k | 30.50 |
|
| ConocoPhillips (COP) | 0.0 | $259k | +3% | 2.0k | 127.30 |
|
| Las Vegas Sands (LVS) | 0.0 | $259k | -74% | 5.0k | 51.70 |
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| Sea Sponsord Ads (SE) | 0.0 | $247k | NEW | 4.6k | 53.71 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $245k | +15% | 16k | 15.73 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $242k | 2.2k | 110.50 |
|
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| AFLAC Incorporated (AFL) | 0.0 | $239k | 2.8k | 85.86 |
|
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| Cimpress Shs Euro (CMPR) | 0.0 | $239k | NEW | 2.7k | 88.51 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $236k | 2.3k | 102.28 |
|
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $234k | NEW | 1.0k | 231.69 |
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| Crown Castle Intl (CCI) | 0.0 | $231k | 2.2k | 105.84 |
|
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| General Motors Company (GM) | 0.0 | $225k | NEW | 5.0k | 45.35 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $225k | NEW | 537.00 | 418.01 |
|
| Applied Materials (AMAT) | 0.0 | $219k | NEW | 1.1k | 206.15 |
|
| Under Armour CL C (UA) | 0.0 | $219k | NEW | 31k | 7.14 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $218k | NEW | 864.00 | 252.28 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $215k | NEW | 425.00 | 504.60 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $209k | NEW | 3.4k | 61.89 |
|
| Fortive (FTV) | 0.0 | $208k | NEW | 2.4k | 86.02 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $203k | 2.8k | 72.63 |
|
|
| Goldman Sachs (GS) | 0.0 | $203k | NEW | 486.00 | 417.69 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $201k | -63% | 2.0k | 100.54 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $201k | NEW | 1.5k | 135.06 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $201k | NEW | 2.1k | 94.65 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.0 | $200k | NEW | 2.2k | 89.50 |
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $199k | 19k | 10.52 |
|
|
| Paramount Global Class B Com (PARA) | 0.0 | $192k | 16k | 11.77 |
|
|
| Nuveen Floating Rate Income Fund (JFR) | 0.0 | $104k | NEW | 12k | 8.73 |
|
| Sirius Xm Holdings (SIRI) | 0.0 | $89k | +4% | 23k | 3.88 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $31k | +20% | 12k | 2.59 |
|
| Globalstar (GSAT) | 0.0 | $15k | 10k | 1.47 |
|
Past Filings by GM Advisory Group
SEC 13F filings are viewable for GM Advisory Group going back to 2013
- GM Advisory Group 2024 Q1 filed May 9, 2024
- GM Advisory Group 2023 Q4 filed Feb. 12, 2024
- GM Advisory Group 2023 Q3 filed Nov. 14, 2023
- GM Advisory Group 2023 Q2 filed Aug. 14, 2023
- GM Advisory Group 2023 Q1 filed May 12, 2023
- GM Advisory Group 2022 Q4 filed Feb. 13, 2023
- GM Advisory Group 2022 Q3 filed Nov. 14, 2022
- GM Advisory Group 2022 Q2 filed Aug. 15, 2022
- GM Advisory Group 2022 Q1 filed May 13, 2022
- GM Advisory Group 2021 Q4 filed Feb. 10, 2022
- GM Advisory Group 2021 Q3 filed Nov. 12, 2021
- GM Advisory Group 2021 Q2 filed Aug. 16, 2021
- GM Advisory Group 2021 Q1 filed May 13, 2021
- GM Advisory Group 2020 Q4 filed Feb. 12, 2021
- GM Advisory Group 2020 Q3 filed Nov. 12, 2020
- GM Advisory Group 2020 Q2 filed Aug. 13, 2020