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CIK: 0001598304
Total reported value
$2.6B
$2.6B
258 檔
25.3%
According to the latest 13F quarterly dataset, GM Advisory Group, LLC managed an equity portfolio of $2.6B at the end of Q4 2024, spanning 258 distinct U.S. exchange-listed positions.
In Q4 2024, GM Advisory Group, LLC displayed an active expansion posture, initiating 3 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 258 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 | 15.42% | -0.58% | +16.42% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 7.42% | -0.84% | +40.16% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 5.62% | +0.47% | +1.78% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.55% | -0.08% | +2.99% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.40% | -0.22% | +0.73% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.34% | -0.09% | -0.50% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.25% | — | +6.63% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.99% | — | +12.55% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.93% | -0.24% | +1.46% | |
| 10 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 2.30% | +0.21% | +74.32% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.05% | +0.04% | +6.43% | |
| 12 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.96% | +0.20% | +4.73% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.86% | -0.21% | +0.43% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.80% | -0.03% | +0.50% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.77% | -0.04% | -1.95% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.75% | -0.07% | -1.04% | |
| 17 | AON | Aon plc | Stock-Financials | 1.71% | -0.14% | -6.16% | |
| 18 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.55% | +0.37% | -2.69% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.52% | -0.09% | +3.50% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.20% | +6.64% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.26% | — | +4.93% | |
| 22 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.21% | +0.13% | +5.20% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.15% | — | +5.54% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.15% | -0.06% | +0.57% | |
| 25 | AXP | American Express Co | Stock-Financials | 1.01% | -0.23% | -4.18% | |
| 26 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 0.83% | +0.03% | +10.87% | |
| 27 | SOC | Sable Offshore CORP | Stock-Other | 0.76% | +0.29% | +17.65% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.76% | +0.09% | +18.22% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.75% | +0.01% | +41.25% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.73% | +0.11% | -4.90% | |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.70% | +0.01% | -2.40% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | -0.07% | -0.30% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | -0.04% | +29.20% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | -0.06% | +1.36% | |
| 35 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.56% | -0.05% | -0.47% | |
| 36 | FMB | First Trust Managed Municipa | ETF-Other | 0.56% | -0.02% | -0.56% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.03% | +1.28% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | -0.06% | +1.04% | |
| 39 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.51% | — | +1.25% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | — | -2.35% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | -0.10% | -0.17% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.06% | +3.61% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.08% | +3.05% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.46% | -0.01% | -5.82% | |
| 45 | HQY | Healthequity Inc | Stock-Healthcare | 0.44% | -0.03% | -5.90% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | +1.77% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.01% | +1.39% | |
| 48 | UBER | Uber Technologies Inc | Stock-Industrials | 0.35% | -0.20% | +11.10% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.32% | +0.01% | +34.55% | |
| 50 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.28% | -0.03% | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1.7% | +40.16% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.4% | +16.42% | Add |
| 3 | BKLC | Bny Mellon US Lrg Cap Cor | +0.9% | +74.32% | Add |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +41.25% | Add |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +29.20% | Add |
| 6 | ASML | ASML Holding N.V. | +0.1% | +197.05% | Add |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +12.55% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +0.57% | Add |
| 9 | AVGO | Broadcom Inc | +0.1% | +1.04% | Add |
| 10 | FSLR | First Solar Inc | +0.1% | NEW | New buy |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +18.22% | Add |
| 12 | TSLA | Tesla Inc | +0.1% | +6.41% | Add |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | New buy |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +486.72% | Add |
| 15 | MELI | Mercadolibre Inc | +0.1% | +439.55% | Add |
| 16 | WFC | Wells Fargo & Co | +0.1% | +58.39% | Add |
| 17 | NVDA | Nvidia CORP | 0% | +0.43% | Add |
| 18 | SOC | Sable Offshore CORP | 0% | +17.65% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | +1.36% | Add |
| 20 | BABA | Alibaba Group Holding-sp Adr | 0% | +152.52% | Add |
| 21 | FXI | Ishares China Large-cap ETF | 0% | +69.01% | Add |
| 22 | XOP | Ss Spdr S&p Og Exp & Prod | 0% | NEW | New buy |
| 23 | AAPL | Apple Inc | 0% | +1.46% | Add |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -0.17% | Trim |
| 25 | MRK | Merck & Co. Inc. | 0% | +34.55% | Add |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +1.39% | Add |
| 27 | BKAG | Bny Mellon Core Bond ETF | 0% | +10.87% | Add |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.50% | Add |
| 29 | AXP | American Express Co | 0% | -4.18% | Trim |
| 30 | MSFT | Microsoft CORP | -0.1% | +6.64% | Add |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.1% | +5.54% | Add |
| 32 | ULTA | Ulta Beauty Inc | -0.1% | -42.75% | Trim |
| 33 | CI | THE Cigna Group | -0.1% | -11.41% | Trim |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | +6.63% | Add |
| 35 | LLY | Eli Lilly & Co | -0.1% | +3.61% | Add |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -11.89% | Trim |
| 37 | AGG | Ishares Core U.s. Aggregate | -0.1% | -5.82% | Trim |
| 38 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -2.40% | Trim |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +2.99% | Add |
| 40 | IWV | Ishares Russell 3000 ETF | -0.2% | +0.73% | Add |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.2% | -4.90% | Trim |
| 42 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -0.2% | +4.93% | Add |
| 43 | AON | Aon plc | -0.2% | -6.16% | Trim |
| 44 | PDBC | Invesco Optimum Yield Divers | -0.2% | -2.69% | Trim |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -1.95% | Trim |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | -0.3% | +4.73% | Add |
| 47 | SPTS | Ss Spdr P St Term Tsy ETF | -0.4% | -0.50% | Trim |
| 48 | TLT | Ishares 20+ Year Treasury Bd | -0.4% | +0.50% | Add |
| 49 | IAU | Ishares Gold Trust | -0.4% | +1.78% | Add |
| 50 | XLP | Ss Consumer Staples Sel Sect | -1% | EXIT | Sold out |
According to official SEC Form 13F filings, GM Advisory Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 258 disclosed positions in Q4 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, SGOV, IAU) accounted for 25.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
FSLR
市值: $1.8M
Top Position Liquidated / Trimmed
XLP
前期市值: $16.0M
During Q4 2024, GM Advisory Group, LLC's top holdings by market value included SPYM (15.4%)、SGOV (7.4%)、IAU (5.6%). The largest single position, SPYM, represented 15.4% of total portfolio value.
In Q4 2024, GM Advisory Group, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 34 positions, trimming 12 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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