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CIK: 0001598304
Total reported value
$2.6B
$2.6B
225 檔
19.4%
The Q1 2024 SEC filing reveals that GM Advisory Group, LLC held a total portfolio value of $2.6B, covering 225 public equity positions.
In Q1 2024, GM Advisory Group, LLC displayed an active expansion posture, initiating 8 new positions and adding to 28 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IAU, SGOV) accounted for 19.4% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 14.01% | -0.58% | +6.76% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 5.94% | +0.47% | -6.93% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.41% | -0.84% | -30.85% | |
| 4 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 5.11% | -0.09% | -1.35% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.81% | — | -14.75% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.43% | -0.08% | +7.39% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.52% | -0.22% | +3.80% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.41% | — | -6.01% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.32% | -0.04% | -6.64% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.54% | -0.03% | -3.69% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.24% | -3.25% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.21% | +0.04% | +16.13% | |
| 13 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.18% | +0.20% | +4.18% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.04% | -0.07% | -0.56% | |
| 15 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.74% | -0.05% | +537.65% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | -0.21% | +5.01% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | -0.09% | +16.32% | |
| 18 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.56% | +0.37% | +3.31% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.20% | +6.20% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | -0.06% | +6.14% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.10% | — | +5704.76% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.06% | +0.11% | -1.74% | |
| 23 | AXP | American Express Co | Stock-Financials | 1.05% | -0.23% | +0.04% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.03% | +0.13% | +213.46% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.97% | — | +25.57% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.84% | — | — | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.78% | +0.09% | +0.61% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.75% | -0.07% | +0.00% | |
| 29 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.72% | +0.01% | +10.51% | |
| 30 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.70% | — | -33.57% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.01% | -3.82% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | -0.06% | +28.44% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | -0.06% | +4.41% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | -0.03% | +1.44% | |
| 35 | HQY | Healthequity Inc | Stock-Healthcare | 0.51% | -0.03% | -26.01% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.01% | +3.87% | |
| 37 | FMB | First Trust Managed Municipa | ETF-Other | 0.49% | -0.02% | +2.34% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.08% | +0.59% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | -0.10% | +2.51% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.45% | -0.20% | +46.62% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | -0.10% | +20.81% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.42% | +0.01% | -15.96% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | +0.01% | +33.70% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.01% | -1.12% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | -0.06% | +7.19% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | +0.06% | -0.75% | |
| 47 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | -0.03% | -4.37% | |
| 48 | CI | THE Cigna Group | Stock-Healthcare | 0.27% | — | +14.22% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.25% | — | +457.64% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.24% | -0.06% | +6.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.2% | +6.76% | Add |
| 2 | XLV | Ss Health Care Select Sector | +1.1% | +5704.76% | Add |
| 3 | XLP | Ss Consumer Staples Sel Sect | +0.8% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.7% | +5.01% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +7.39% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +16.32% | Add |
| 7 | KVUE | Kenvue Inc | +0.2% | NEW | New buy |
| 8 | IGM | Ishares Expanded Tech Sector | +0.2% | +537.65% | Add |
| 9 | IWM | Ishares Russell 2000 ETF | +0.2% | +457.64% | Add |
| 10 | IWV | Ishares Russell 3000 ETF | +0.2% | +3.80% | Add |
| 11 | UBER | Uber Technologies Inc | +0.2% | +46.62% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +6.14% | Add |
| 13 | TWLO | Twilio Inc - A | +0.2% | NEW | New buy |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +310.20% | Add |
| 15 | BA | Boeing Co/the | +0.2% | NEW | New buy |
| 16 | MSFT | Microsoft CORP | +0.1% | +6.20% | Add |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +33.70% | Add |
| 18 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +199.11% | Add |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +16.13% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +28.44% | Add |
| 21 | LLY | Eli Lilly & Co | +0.1% | +4.41% | Add |
| 22 | SOXX | Ishares Semiconductor ETF | +0.1% | +213.46% | Add |
| 23 | AXP | American Express Co | +0.1% | +0.04% | Add |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +25.57% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +0.59% | Add |
| 26 | LYV | Live Nation Entertainment In | +0.1% | NEW | New buy |
| 27 | NFLX | Netflix Inc | +0.1% | +76.02% | Add |
| 28 | FXI | Ishares China Large-cap ETF | +0.1% | NEW | New buy |
| 29 | FEZ | State Street Spdr Euro Stoxx | +0.1% | NEW | New buy |
| 30 | MRVL | Marvell Technology Inc | +0.1% | +113.05% | Add |
| 31 | EEM | Ishares Msci Emerging Market | +0.1% | NEW | New buy |
| 32 | AVGO | Broadcom Inc | +0.1% | +7.19% | Add |
| 33 | CI | THE Cigna Group | +0.1% | +14.22% | Add |
| 34 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -0.56% | Trim |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | +0.00% | Add |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +4.18% | Add |
| 37 | PDBC | Invesco Optimum Yield Divers | — | +3.31% | Add |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -38.74% | Trim |
| 39 | WULF | Terawulf Inc | -0.1% | -45.76% | Trim |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -15.96% | Trim |
| 41 | PM | Philip Morris International | -0.1% | EXIT | Sold out |
| 42 | PYPL | Paypal Holdings Inc | -0.2% | -52.24% | Trim |
| 43 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | -3.69% | Trim |
| 44 | BOND | Pimco Active Bond Exchange-t | -0.4% | -33.57% | Trim |
| 45 | SPTS | Ss Spdr P St Term Tsy ETF | -0.5% | -1.35% | Trim |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | -0.5% | -6.01% | Trim |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.6% | -6.64% | Trim |
| 48 | AAPL | Apple Inc | -0.6% | -3.25% | Trim |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | -1.2% | -14.75% | Trim |
| 50 | SGOV | Ishares 0-3 Month Treasury B | -3% | -30.85% | Trim |
According to official SEC Form 13F filings, GM Advisory Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 225 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
XLP
市值: $12.0M
Top Position Liquidated / Trimmed
PM
前期市值: $1.7M
During Q1 2024, GM Advisory Group, LLC's top holdings by market value included SPYM (14.0%)、IAU (5.9%)、SGOV (5.4%). The largest single position, SPYM, represented 14.0% of total portfolio value.
In Q1 2024, GM Advisory Group, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 28 positions, trimming 13 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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