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CIK: 0001598304
Total reported value
$2.6B
$2.6B
288 檔
27.1%
In Q2 2025, GM Advisory Group, LLC's U.S. equity holdings reached a combined market value of $2.6B, distributed across 288 disclosed stock positions.
In Q2 2025, GM Advisory Group, LLC displayed an active expansion posture, initiating 2 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 288 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 | 15.83% | -0.58% | +5.33% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.03% | -0.84% | -18.37% | |
| 3 | IAU | Ishares Gold Trust | ETF-Commodities | 4.79% | +0.47% | -24.81% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.72% | -0.08% | +5.13% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.41% | — | +2.62% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.08% | -0.22% | -1.68% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 2.90% | -0.09% | -1.38% | |
| 8 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 2.65% | +0.21% | +8.46% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.55% | -0.24% | +15.19% | |
| 10 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 2.50% | +0.20% | +7.39% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.24% | -0.21% | +17.79% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.09% | +0.04% | +1.02% | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-Other | 2.08% | +0.13% | +61.13% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.20% | +19.03% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.70% | +0.09% | +21.56% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.60% | -0.07% | -1.08% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.57% | -0.04% | -0.46% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.49% | -0.09% | +3.85% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.47% | +0.37% | +0.74% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.23% | -0.03% | -2.07% | |
| 21 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 1.20% | +0.03% | +3.06% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.20% | -0.06% | +16.44% | |
| 23 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.18% | -0.05% | +182.18% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.11% | — | -57.33% | |
| 25 | SOC | Sable Offshore CORP | Stock-Other | 1.10% | +0.29% | +68.89% | |
| 26 | AXP | American Express Co | Stock-Financials | 1.01% | -0.23% | +4.13% | |
| 27 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.00% | — | +7.48% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | -0.04% | +8.19% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.76% | +0.11% | -1.21% | |
| 30 | AON | Aon plc | Stock-Financials | 0.74% | -0.14% | -43.03% | |
| 31 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.71% | +0.01% | +1.30% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.08% | +26.91% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.06% | +25.48% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.61% | -0.07% | -0.17% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.56% | -0.20% | +0.21% | |
| 36 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.55% | -0.05% | +3.29% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | -0.06% | -0.64% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.53% | +0.01% | -0.66% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | -0.03% | +1.94% | |
| 40 | FMB | First Trust Managed Municipa | ETF-Other | 0.52% | -0.02% | +0.70% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | +11.79% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | -0.10% | +20.00% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.06% | +6.63% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | +0.01% | +13.64% | |
| 45 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.46% | — | +0.07% | |
| 46 | HQY | Healthequity Inc | Stock-Healthcare | 0.43% | -0.03% | — | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.01% | +0.36% | |
| 48 | MASS | 908 Devices Inc | Stock-Other | 0.41% | — | — | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | — | -10.26% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.34% | +0.01% | +31.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1% | +5.33% | Add |
| 2 | SOXX | Ishares Semiconductor ETF | +1% | +61.13% | Add |
| 3 | NVDA | Nvidia CORP | +0.8% | +17.79% | Add |
| 4 | ILCG | Ishares Morningstar Growth E | +0.8% | +182.18% | Add |
| 5 | MSFT | Microsoft CORP | +0.5% | +19.03% | Add |
| 6 | MASS | 908 Devices Inc | +0.4% | NEW | New buy |
| 7 | ITOT | Ishares Core S&p Total U.s. | +0.3% | +21.56% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +5.13% | Add |
| 9 | SOC | Sable Offshore CORP | +0.3% | +68.89% | Add |
| 10 | BKLC | Bny Mellon US Lrg Cap Cor | +0.3% | +8.46% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | +16.44% | Add |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +26.91% | Add |
| 13 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +7.39% | Add |
| 14 | AVGO | Broadcom Inc | +0.2% | -0.64% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +25.48% | Add |
| 16 | NFLX | Netflix Inc | +0.2% | +31.44% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | +66.09% | Add |
| 18 | MS | Morgan Stanley | +0.1% | +1005.94% | Add |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +8.19% | Add |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +642.29% | Add |
| 21 | AXP | American Express Co | +0.1% | +4.13% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +20.00% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +214.12% | Add |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +13.64% | Add |
| 25 | SPOT | Spotify Technology S.A. | +0.1% | NEW | New buy |
| 26 | UBER | Uber Technologies Inc | +0.1% | +0.21% | Add |
| 27 | IGM | Ishares Expanded Tech Sector | +0.1% | +3.29% | Add |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | +162.11% | Add |
| 29 | BX | Blackstone Inc | +0.1% | +85.52% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.85% | Add |
| 31 | BAC | Bank Of America CORP | +0.1% | +79.09% | Add |
| 32 | PLTR | Palantir Technologies Inc-a | +0.1% | +86.29% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | +11.79% | Add |
| 34 | COST | Costco Wholesale CORP | +0.1% | +37.44% | Add |
| 35 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +7.46% | Add |
| 36 | IWF | Ishares Russell 1000 Growth | 0% | -0.17% | Trim |
| 37 | HQY | Healthequity Inc | 0% | — | Unchanged |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -1.21% | Trim |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | -1.08% | Trim |
| 40 | IWV | Ishares Russell 3000 ETF | 0% | -1.68% | Trim |
| 41 | AAPL | Apple Inc | -0.1% | +15.19% | Add |
| 42 | MO | Altria Group Inc | -0.1% | -61.72% | Trim |
| 43 | DAL | Delta Air Lines Inc | -0.1% | -88.35% | Trim |
| 44 | ASML | ASML Holding N.V. | -0.1% | -54.14% | Trim |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | +2.62% | Add |
| 46 | AON | Aon plc | -0.8% | -43.03% | Trim |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | -1.1% | -98.70% | Trim |
| 48 | SHV | Ishares 0-1 Year Treasury Bo | -1.7% | -57.33% | Trim |
| 49 | IAU | Ishares Gold Trust | -1.8% | -24.81% | Trim |
| 50 | SGOV | Ishares 0-3 Month Treasury B | -2% | -18.37% | 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 288 disclosed positions in Q2 2025.
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 27.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
MASS
市值: $8.3M
Top Position Liquidated / Trimmed
SGOV
前期市值: $149.3M
During Q2 2025, GM Advisory Group, LLC's top holdings by market value included SPYM (15.8%)、SGOV (6.0%)、IAU (4.8%). The largest single position, SPYM, represented 15.8% of total portfolio value.
In Q2 2025, GM Advisory Group, LLC made 49 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 13 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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