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CIK: 0001598304
Total reported value
$2.6B
$2.6B
268 檔
26.8%
As reported in its official Q1 2025 Form 13F filing, GM Advisory Group, LLC's tracked investment portfolio stood at $2.6B with 268 total positions.
In Q1 2025, GM Advisory Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 268 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 | 14.86% | -0.58% | +3.55% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 8.06% | -0.84% | +10.96% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 6.59% | +0.47% | +0.87% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.44% | -0.08% | +5.52% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.62% | — | +13.40% | |
| 6 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.20% | -0.09% | -2.49% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.10% | -0.22% | -1.54% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.83% | — | -3.34% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.62% | -0.24% | +3.28% | |
| 10 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 2.40% | +0.21% | +12.44% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.31% | +0.20% | +13.47% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.25% | +0.04% | +10.02% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.72% | -0.04% | -2.40% | |
| 14 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.67% | +0.37% | +5.10% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.61% | -0.07% | -1.22% | |
| 16 | AON | Aon plc | Stock-Financials | 1.58% | -0.14% | -15.06% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | -0.21% | -2.73% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.42% | -0.09% | +0.33% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.41% | -0.03% | -22.85% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.38% | +0.09% | +96.50% | |
| 21 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 1.27% | +0.03% | +53.78% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.20% | +2.56% | |
| 23 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.11% | +0.13% | +8.04% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.10% | — | +8.24% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.04% | — | -18.77% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.06% | +0.28% | |
| 27 | AXP | American Express Co | Stock-Financials | 0.90% | -0.23% | +0.11% | |
| 28 | SOC | Sable Offshore CORP | Stock-Other | 0.82% | +0.29% | — | |
| 29 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.76% | +0.01% | +9.23% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.75% | +0.11% | -0.64% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.67% | -0.04% | +14.91% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.59% | +0.01% | -20.10% | |
| 33 | FMB | First Trust Managed Municipa | ETF-Other | 0.57% | -0.02% | +6.46% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.57% | -0.07% | -5.54% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | -0.06% | +4.85% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.03% | +2.20% | |
| 37 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.50% | — | -0.66% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | -0.06% | +1.76% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.08% | +2.63% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.48% | -0.20% | +14.15% | |
| 41 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.47% | -0.05% | -3.64% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | — | -4.56% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.45% | -0.01% | -2.05% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | +7.09% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | -0.10% | -0.09% | |
| 46 | HQY | Healthequity Inc | Stock-Healthcare | 0.40% | -0.03% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.01% | +3.33% | |
| 48 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.38% | -0.05% | +381.81% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | -0.06% | -3.89% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.29% | +0.05% | +7.37% |
According to official SEC Form 13F filings, GM Advisory Group, LLC reported a total U.S. public equity portfolio value of $2.6B across 268 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, SGOV, IAU) accounted for 26.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYM
市值: $275.1M
During Q1 2025, GM Advisory Group, LLC's top holdings by market value included SPYM (14.9%)、SGOV (8.1%)、IAU (6.6%). The largest single position, SPYM, represented 14.9% of total portfolio value.
In Q1 2025, GM Advisory Group, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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