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CIK: 0001598304
Total reported value
$2.6B
$2.6B
252 檔
21.9%
During the Q3 2024 filing period, GM Advisory Group, LLC (CIK: 0001598304) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.6B across 252 reported positions.
In Q3 2024, GM Advisory Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 252 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 | 14.04% | -0.58% | +2.77% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 6.00% | +0.47% | +0.24% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.76% | -0.84% | +25.35% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.67% | -0.08% | +2.69% | |
| 5 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.69% | -0.09% | -2.72% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.57% | -0.22% | +3.07% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.34% | — | +8.31% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.91% | -0.24% | +1.10% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.89% | — | +4.38% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.23% | +0.20% | +3.60% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.18% | +0.04% | +11.89% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.18% | -0.03% | -0.25% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.04% | -0.04% | -3.96% | |
| 14 | AON | Aon plc | Stock-Financials | 1.90% | -0.14% | -11.80% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.88% | -0.07% | -0.48% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | -0.21% | -2.19% | |
| 17 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.78% | +0.37% | -0.21% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | -0.09% | +2.96% | |
| 19 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.45% | — | +20.07% | |
| 20 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 1.40% | +0.21% | -3.87% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.20% | +3.34% | |
| 22 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.33% | +0.13% | +4.54% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.20% | — | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.06% | -0.32% | |
| 25 | AXP | American Express Co | Stock-Financials | 1.05% | -0.23% | +0.02% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.96% | — | +7.59% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.91% | +0.11% | -1.16% | |
| 28 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.84% | +0.03% | +148.03% | |
| 29 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.80% | +0.01% | +4.06% | |
| 30 | SOC | Sable Offshore CORP | Stock-Other | 0.72% | +0.29% | +370.30% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.70% | -0.07% | +0.77% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.68% | +0.09% | +0.02% | |
| 33 | FMB | First Trust Managed Municipa | ETF-Other | 0.62% | -0.02% | +20.07% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | -0.06% | +2.65% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.58% | +0.01% | +82.09% | |
| 36 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.57% | -0.05% | -66.16% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.57% | — | -6.49% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | -0.03% | -1.05% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.57% | — | -4.89% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | -0.06% | +0.09% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.01% | +0.77% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | -0.04% | +12.82% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.08% | +3.15% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.10% | +1.93% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.01% | +4.63% | |
| 46 | HQY | Healthequity Inc | Stock-Healthcare | 0.44% | -0.03% | — | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | -0.20% | +0.12% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | -0.06% | +906.16% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.01% | +1.75% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.32% | -0.10% | -3.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPSM | Ss Spdr P S&p 600 Small Cap | +1.2% | NEW | New buy |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.8% | +25.35% | Add |
| 3 | SOC | Sable Offshore CORP | +0.6% | +370.30% | Add |
| 4 | BKAG | Bny Mellon Core Bond ETF | +0.5% | +148.03% | Add |
| 5 | IAU | Ishares Gold Trust | +0.3% | +0.24% | Add |
| 6 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +20.07% | Add |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +82.09% | Add |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | +0.2% | +11.89% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +1.10% | Add |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +2.77% | Add |
| 11 | AXP | American Express Co | +0.1% | +0.02% | Add |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +60.34% | Add |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +8.31% | Add |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +3.60% | Add |
| 15 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +7.59% | Add |
| 16 | FMB | First Trust Managed Municipa | +0.1% | +20.07% | Add |
| 17 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +250.31% | Add |
| 19 | ILCG | Ishares Morningstar Growth E | +0.1% | NEW | New buy |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.69% | Add |
| 21 | IWV | Ishares Russell 3000 ETF | +0.1% | +3.07% | Add |
| 22 | LINE | Lineage Inc | +0.1% | NEW | New buy |
| 23 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 24 | SLV | Ishares Silver Trust | +0.1% | NEW | New buy |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +12.82% | Add |
| 26 | META | Meta Platforms Inc-class A | 0% | +3.15% | Add |
| 27 | BABA | Alibaba Group Holding-sp Adr | 0% | +111.65% | Add |
| 28 | KVUE | Kenvue Inc | 0% | +0.01% | Add |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | +10.65% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.96% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +4.63% | Add |
| 32 | SPTI | Ss Spdr P Int Term Tsy ETF | — | +4.06% | Add |
| 33 | ITOT | Ishares Core S&p Total U.s. | 0% | +0.02% | Add |
| 34 | TLT | Ishares 20+ Year Treasury Bd | 0% | -0.25% | Trim |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -1.16% | Trim |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -0.48% | Trim |
| 37 | T | At&t Inc | -0.1% | -57.43% | Trim |
| 38 | FDX | Fedex CORP | -0.1% | -77.93% | Trim |
| 39 | AON | Aon plc | -0.1% | -11.80% | Trim |
| 40 | EBAY | Ebay Inc | -0.1% | EXIT | Sold out |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | +4.38% | Add |
| 42 | PYPL | Paypal Holdings Inc | -0.1% | -74.32% | Trim |
| 43 | DXCM | Dexcom Inc | -0.1% | EXIT | Sold out |
| 44 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.09% | Add |
| 45 | AMZN | Amazon.com Inc | -0.1% | -0.32% | Trim |
| 46 | NVDA | Nvidia CORP | -0.2% | -2.19% | Trim |
| 47 | PDBC | Invesco Optimum Yield Divers | -0.2% | -0.21% | Trim |
| 48 | WULF | Terawulf Inc | -0.5% | -86.96% | Trim |
| 49 | XLV | Ss Health Care Select Sector | -1.1% | -95.17% | Trim |
| 50 | IGM | Ishares Expanded Tech Sector | -1.2% | -66.16% | 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 252 disclosed positions in Q3 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 21.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPSM
市值: $20.0M
Top Position Liquidated / Trimmed
DXCM
前期市值: $1.5M
During Q3 2024, GM Advisory Group, LLC's top holdings by market value included SPYM (14.0%)、IAU (6.0%)、SGOV (5.8%). The largest single position, SPYM, represented 14.0% of total portfolio value.
In Q3 2024, GM Advisory Group, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 29 positions, trimming 13 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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