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CIK: 0002021722
Total reported value
$263.7M
$263.7M
61 檔
36.3%
The Q1 2025 SEC filing reveals that GGM Financial LLC held a total portfolio value of $263.7M, covering 61 public equity positions.
In Q1 2025, GGM Financial LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including JGRO, BUFF, GPIQ) accounted for 36.3% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 26.84% | -0.58% | +337.99% | |
| 2 | BUFF | Innovator Laddered Allocatio | ETF-Other | 14.65% | -12.46% | — | |
| 3 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 10.95% | +2.70% | +29.19% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 7.17% | -5.65% | +5344.46% | |
| 5 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 5.79% | -0.01% | EXIT | |
| 6 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 3.69% | -0.25% | +1.23% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.38% | -0.21% | -2.27% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.13% | -0.03% | -4.51% | |
| 9 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 1.54% | +12.96% | -85.65% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.49% | — | -0.45% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.12% | -0.05% | +0.87% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.10% | -0.02% | -20.77% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.03% | -0.04% | +15.24% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | -0.05% | +0.30% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | -0.04% | +12.44% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.92% | -0.08% | -3.51% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.91% | -0.06% | +0.67% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | +0.15% | +25.25% | |
| 19 | FVD | First Trust Value Line Dvd | ETF-Other | 0.78% | -0.08% | +0.11% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.07% | +27.71% | |
| 21 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 0.73% | -0.01% | +1.69% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.02% | -5.42% | |
| 23 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.66% | -0.04% | +8.39% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | -0.01% | -13.59% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.18% | — | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.57% | -0.13% | +36.94% | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.57% | -0.09% | -1.75% | |
| 28 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.54% | -0.11% | +35.90% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.53% | -0.07% | +0.53% | |
| 30 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.46% | -0.06% | -2.13% | |
| 31 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.44% | -0.02% | +4.18% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | — | -1.09% | |
| 33 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 0.43% | -0.13% | +14.67% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.01% | -4.40% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.02% | +0.13% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.36% | +0.18% | +0.07% | |
| 37 | FDX | Fedex CORP | Stock-Industrials | 0.36% | -0.10% | — | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.08% | -1.48% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.01% | -3.86% | |
| 40 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.30% | -0.01% | -39.74% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.01% | +2.76% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.29% | -0.10% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.26% | -0.01% | — | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.02% | -26.83% | |
| 45 | GSC | Goldman Sachs Small Cap Equi | ETF-Commodities | 0.24% | +0.12% | +91.11% | |
| 46 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.24% | -0.11% | — | |
| 47 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.23% | -0.29% | — | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.22% | -0.16% | EXIT | |
| 49 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.22% | +0.03% | +6.27% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.20% | -0.01% | +0.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JGRO | Jpmorgan Active Growth ETF | +16.3% | +337.99% | Add |
| 2 | BUFF | Innovator Laddered Allocatio | +14.7% | NEW | New buy |
| 3 | IWR | Ishares Russell Mid-cap ETF | +7% | +5344.46% | Add |
| 4 | FDX | Fedex CORP | +0.4% | NEW | New buy |
| 5 | LMT | Lockheed Martin CORP | +0.3% | NEW | New buy |
| 6 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 7 | JMHI | Jpmorgan High Yield Municpl | +0.2% | NEW | New buy |
| 8 | JBND | Jpmorgan Active Bond ETF | +0.2% | NEW | New buy |
| 9 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 10 | GSC | Goldman Sachs Small Cap Equi | 0% | +91.11% | Add |
| 11 | ABT | Abbott Laboratories | 0% | +36.94% | Add |
| 12 | MMIT | Nyli Mackay Muni Intrm ETF | -0.1% | +35.90% | Add |
| 13 | NKE | Nike Inc -cl B | -0.1% | +0.54% | Add |
| 14 | FTEC | Fidelity Msci Info Tech Indx | -0.1% | +0.08% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +25.25% | Add |
| 16 | AEP | American Electric Power | -0.1% | -28.74% | Trim |
| 17 | HON | Honeywell International Inc | -0.2% | -3.43% | Trim |
| 18 | HMOP | Hartford Municipal Opp ETF | -0.2% | +14.67% | Add |
| 19 | GLD | Spdr Gold Shares | -0.2% | — | Unchanged |
| 20 | LLY | Eli Lilly & Co | -0.2% | +0.13% | Add |
| 21 | CAT | Caterpillar Inc | -0.2% | EXIT | Sold out |
| 22 | EFV | Ishares Msci Eafe Value ETF | -0.2% | -1.75% | Trim |
| 23 | MCD | Mcdonald's CORP | -0.2% | +0.53% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | -0.2% | +2.76% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | -0.3% | +0.07% | Add |
| 26 | SCHD | Schwab US Dvd Equity ETF | -0.3% | -26.83% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.3% | -3.86% | Trim |
| 28 | CORP | Pimco Inv Grade CORP Bd ETF | -0.3% | +8.39% | Add |
| 29 | TLH | Ishares 10-20 Year Treasury | -0.3% | -48.36% | Trim |
| 30 | MSFT | Microsoft CORP | -0.3% | +27.71% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.3% | -4.40% | Trim |
| 32 | ABBV | Abbvie Inc | -0.3% | +0.30% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | -0.3% | -1.09% | Trim |
| 34 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | -0.3% | +1.69% | Add |
| 35 | JPM | Jpmorgan Chase & Co | -0.4% | -5.42% | Trim |
| 36 | FVD | First Trust Value Line Dvd | -0.4% | +0.11% | Add |
| 37 | IJH | Ishares Core S&p Midcap ETF | -0.5% | +15.24% | Add |
| 38 | BBUS | Jpmorgan Betabuilders US Equ | -0.5% | -39.74% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.5% | -3.51% | Trim |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.6% | -13.59% | Trim |
| 41 | NVDA | Nvidia CORP | -0.7% | +12.44% | Add |
| 42 | AAPL | Apple Inc | -0.8% | +0.87% | Add |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | -0.9% | -0.45% | Trim |
| 44 | USMV | Ishares Msci USA Min Vol Fac | -1.2% | -2.27% | Trim |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | -1.2% | -20.77% | Trim |
| 46 | QQQ | Invesco Qqq Trust Series 1 | -1.7% | -4.51% | Trim |
| 47 | JAVA | Jpmorgan Active Value ETF | -2% | +1.23% | Add |
| 48 | IAK | Ishares U.s. Insurance ETF | -2.6% | -1.16% | Trim |
| 49 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | -3.6% | +29.19% | Add |
| 50 | PVAL | Putnam Focused Lrg Cap Value | -14.8% | -85.65% | Trim |
According to official SEC Form 13F filings, GGM Financial LLC reported a total U.S. public equity portfolio value of $263.7M across 61 disclosed positions in Q1 2025.
During Q1 2025, GGM Financial LLC's top holdings by market value included JGRO (26.8%)、BUFF (14.7%)、GPIQ (10.9%). The largest single position, JGRO, represented 26.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
BUFF
市值: $21.5M
Top Position Liquidated / Trimmed
CAT
前期市值: $210.3K
In Q1 2025, GGM Financial LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 18 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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