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CIK: 0001598304
Total reported value
$2.6B
$2.6B
241 檔
19.8%
According to the latest 13F quarterly dataset, GM Advisory Group, LLC managed an equity portfolio of $2.6B at the end of Q2 2024, spanning 241 distinct U.S. exchange-listed positions.
In Q2 2024, GM Advisory Group, LLC displayed an active expansion posture, initiating 7 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 241 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 | 13.94% | -0.58% | +4.01% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 5.70% | +0.47% | -0.32% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.94% | -0.84% | -0.70% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.62% | -0.08% | +10.15% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 4.00% | -0.09% | -14.65% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.52% | -0.22% | +5.74% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.26% | — | +4.28% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.98% | — | -32.60% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.80% | -0.24% | +1.24% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.20% | -0.03% | -2.88% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.19% | -0.04% | -27.66% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.15% | +0.20% | +7.60% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | -0.21% | +865.69% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.02% | +0.04% | -0.19% | |
| 15 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 2.01% | +0.37% | +37.97% | |
| 16 | AON | Aon plc | Stock-Financials | 1.97% | -0.14% | — | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.93% | -0.07% | -0.48% | |
| 18 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.79% | -0.05% | +2.07% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | -0.09% | +0.53% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.20% | -1.77% | |
| 21 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 1.48% | +0.21% | — | |
| 22 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.46% | +0.13% | +40.78% | |
| 23 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.21% | — | +39.89% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | -0.06% | -0.22% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 1.13% | — | +13.34% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.96% | -0.23% | -1.56% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.93% | +0.11% | -2.98% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.89% | — | +13.95% | |
| 29 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.80% | +0.01% | +21.48% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.72% | -0.07% | -2.58% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | +0.09% | -6.55% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | -0.06% | +0.28% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.64% | — | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | -0.06% | +0.84% | |
| 35 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.62% | — | -3.40% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.03% | +6.30% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.01% | -1.36% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | -0.10% | +2.05% | |
| 39 | FMB | First Trust Managed Municipa | ETF-Other | 0.55% | -0.02% | +21.39% | |
| 40 | WULF | Terawulf Inc | Stock-Financials | 0.54% | +0.03% | +179.48% | |
| 41 | HQY | Healthequity Inc | Stock-Healthcare | 0.50% | -0.03% | -0.04% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | -0.04% | +118.04% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.08% | -2.19% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.01% | -4.45% | |
| 45 | UBER | Uber Technologies Inc | Stock-Industrials | 0.45% | -0.20% | +14.46% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | -0.06% | +0.64% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.01% | +0.42% | |
| 48 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.35% | +0.03% | — | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.34% | +0.01% | -12.14% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | +0.01% | -0.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AON | Aon plc | +2% | NEW | New buy |
| 2 | BKLC | Bny Mellon US Lrg Cap Cor | +1.5% | NEW | New buy |
| 3 | MUB | Ishares National Muni Bond E | +0.6% | NEW | New buy |
| 4 | PDBC | Invesco Optimum Yield Divers | +0.5% | +37.97% | Add |
| 5 | SOXX | Ishares Semiconductor ETF | +0.4% | +40.78% | Add |
| 6 | WULF | Terawulf Inc | +0.4% | +179.48% | Add |
| 7 | NVDA | Nvidia CORP | +0.4% | +865.69% | Add |
| 8 | AAPL | Apple Inc | +0.4% | +1.24% | Add |
| 9 | BKAG | Bny Mellon Core Bond ETF | +0.4% | NEW | New buy |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +118.04% | Add |
| 11 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +39.89% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +10.15% | Add |
| 13 | HYDB | Ishares High Yield Systemati | +0.2% | +318.02% | Add |
| 14 | SOC | Sable Offshore CORP | +0.1% | NEW | New buy |
| 15 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +21.48% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.28% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +2.05% | Add |
| 18 | FMB | First Trust Managed Municipa | +0.1% | +21.39% | Add |
| 19 | IWR | Ishares Russell Mid-cap ETF | +0.1% | NEW | New buy |
| 20 | IGM | Ishares Expanded Tech Sector | +0.1% | +2.07% | Add |
| 21 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +13.95% | Add |
| 22 | LLY | Eli Lilly & Co | +0.1% | +0.84% | Add |
| 23 | AVGO | Broadcom Inc | 0% | +0.64% | Add |
| 24 | IFF | Intl Flavors & Fragrances | 0% | NEW | New buy |
| 25 | XLV | Ss Health Care Select Sector | 0% | +13.34% | Add |
| 26 | COST | Costco Wholesale CORP | 0% | +8.94% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +6.30% | Add |
| 28 | IWV | Ishares Russell 3000 ETF | — | +5.74% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | -0.22% | Trim |
| 30 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +7.60% | Add |
| 31 | EBAY | Ebay Inc | -0.1% | -38.88% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.53% | Add |
| 33 | MSFT | Microsoft CORP | -0.1% | -1.77% | Trim |
| 34 | METV | Roundhill Ball Metaverse ETF | -0.1% | -25.86% | Trim |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +4.01% | Add |
| 36 | RPAY | Repay Holdings CORP | -0.1% | EXIT | Sold out |
| 37 | PYPL | Paypal Holdings Inc | -0.1% | -24.83% | Trim |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -12.14% | Trim |
| 39 | LYV | Live Nation Entertainment In | -0.1% | EXIT | Sold out |
| 40 | BA | Boeing Co/the | -0.1% | -61.72% | Trim |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -82.33% | Trim |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -0.48% | Trim |
| 43 | UNH | Unitedhealth Group Inc | -0.1% | -25.75% | Trim |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.1% | -2.98% | Trim |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | +4.28% | Add |
| 46 | IAU | Ishares Gold Trust | -0.2% | -0.32% | Trim |
| 47 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -2.88% | Trim |
| 48 | SPTS | Ss Spdr P St Term Tsy ETF | -1.1% | -14.65% | Trim |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -1.1% | -27.66% | Trim |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -1.8% | -32.60% | 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 241 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, IAU, SGOV) accounted for 19.8% of total reported equity market value during Q2 2024.
Top New Position Initiated
AON
市值: $30.6M
Top Position Liquidated / Trimmed
LYV
前期市值: $1.3M
During Q2 2024, GM Advisory Group, LLC's top holdings by market value included SPYM (13.9%)、IAU (5.7%)、SGOV (4.9%). The largest single position, SPYM, represented 13.9% of total portfolio value.
In Q2 2024, GM Advisory Group, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 16 holdings, and fully liquidating 2 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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