Gm Advisory Group, Inc. Top Holdings and 13F Report (2024) About Gm Advisory Group, Inc.Investment ActivityGm Advisory Group, Inc. has $1.67 billion in total holdings as of September 30, 2024.Gm Advisory Group, Inc. owns shares of 252 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 7.42% of the portfolio was purchased this quarter.About 4.37% of the portfolio was sold this quarter.This quarter, Gm Advisory Group, Inc. has purchased 241 new stocks and bought additional shares in 121 stocks.Gm Advisory Group, Inc. sold shares of 61 stocks and completely divested from 17 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $234,272,357iShares Gold Trust $100,141,849iShares 0-3 Month Treasury Bond ETF $96,066,890Vanguard Total Stock Market ETF $77,906,601SPDR Portfolio Short Term Treasury ETF $61,497,500 Largest New Holdings this Quarter SPDR Portfolio S&P 600 Small Cap ETF $19,970,430 HoldingKKR & Co. Inc. $1,248,483 HoldingiShares Morningstar Growth ETF $929,087 HoldingLINEAGE INC $783,800 HoldingPhilip Morris International $774,411 Holding Largest Purchases this Quarter SPDR Portfolio S&P 600 Small Cap ETF 438,814 shares (about $19.97M)iShares 0-3 Month Treasury Bond ETF 192,891 shares (about $19.43M)SABLE OFFSHORE CORP 401,559 shares (about $9.49M)BNY Mellon Core Bond ETF 194,921 shares (about $8.41M)Broadcom 37,098 shares (about $6.40M) Largest Sales this Quarter iShares Expanded Tech Sector ETF 194,305 shares (about $18.64M)Health Care Select Sector SPDR Fund 114,458 shares (about $17.63M)TeraWulf 1,631,867 shares (about $7.64M)AON 12,291 shares (about $4.25M)PayPal 25,547 shares (about $1.99M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGm Advisory Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$234,272,357$6,316,507 ▲2.8%3,470,18714.0%ETFIAUiShares Gold Trust$100,141,849$242,983 ▲0.2%2,014,9276.0%FinanceSGOViShares 0-3 Month Treasury Bond ETF$96,066,890$19,427,972 ▲25.4%953,8025.8%ETFVTIVanguard Total Stock Market ETF$77,906,601$2,039,600 ▲2.7%275,1334.7%ETFSPTSSPDR Portfolio Short Term Treasury ETF$61,497,500$1,718,691 ▼-2.7%2,091,0403.7%ETFIWViShares Russell 3000 ETF$59,552,402$1,772,836 ▲3.1%182,2683.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$55,786,671$4,279,731 ▲8.3%670,9163.3%ManufacturingAAPLApple$48,536,278$528,212 ▲1.1%208,3102.9%Computer and TechnologySHViShares Short Treasury Bond ETF$48,287,292$2,025,523 ▲4.4%436,4762.9%ETFACWXiShares MSCI ACWI ex U.S. ETF$37,182,749$1,291,169 ▲3.6%649,8212.2%ManufacturingSPABSPDR Portfolio Aggregate Bond ETF$36,450,866$3,874,261 ▲11.9%1,394,4482.2%ETFTLTiShares 20+ Year Treasury Bond ETF$36,348,115$92,705 ▼-0.3%370,5212.2%ETFIUSBiShares Core Total USD Bond Market ETF$33,991,597$1,401,489 ▼-4.0%721,3842.0%ManufacturingAONAON$31,777,110$4,252,564 ▼-11.8%91,8441.9%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$31,407,197$151,610 ▼-0.5%448,2901.9%ETFNVDANVIDIA$30,315,958$679,336 ▼-2.2%249,6371.8%Computer and TechnologyPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$29,746,511$62,087 ▼-0.2%2,214,9301.8%ManufacturingSPYSPDR S&P 500 ETF Trust$25,908,183$744,168 ▲3.0%45,1551.6%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$24,119,159$4,030,906 ▲20.1%829,6921.4%ETFBKLCBNY Mellon US Large Cap Core Equity ETF$23,338,554$938,819 ▼-3.9%213,0211.4%ETFMSFTMicrosoft$23,002,242$743,993 ▲3.3%53,4561.4%Computer and TechnologySOXXiShares Semiconductor ETF$22,154,741$961,796 ▲4.5%96,0781.3%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$19,970,430$19,970,430 ▲New Holding438,8141.2%ETFAMZNAmazon.com$17,498,157$55,340 ▼-0.3%93,9091.0%Retail/WholesaleAXPAmerican Express$17,478,840$2,712 ▲0.0%64,4501.0%FinanceXLPConsumer Staples Select Sector SPDR Fund$16,016,196$1,129,714 ▲7.6%192,9661.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,197,594$179,011 ▼-1.2%404,6220.9%ETFBKAGBNY Mellon Core Bond ETF$14,092,798$8,410,846 ▲148.0%326,6000.8%ETFSPTISPDR Portfolio Intermediate Term Treasury ETF$13,430,316$524,591 ▲4.1%462,1580.8%ETFSABLE OFFSHORE CORP$12,051,300$9,488,839 ▲370.3%510,0000.7%COM SHSIWFiShares Russell 1000 Growth ETF$11,624,838$88,966 ▲0.8%30,9680.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$11,301,357$2,512 ▲0.0%89,9650.7%ETFFMBFirst Trust Managed Municipal ETF$10,333,388$1,727,150 ▲20.1%198,8720.6%ManufacturingLLYEli Lilly and Company$9,735,774$251,612 ▲2.7%10,9890.6%MedicalBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$9,643,754$4,347,585 ▲82.1%105,0400.6%ETFIGMiShares Expanded Tech Sector ETF$9,533,747$18,641,616 ▼-66.2%99,3720.6%ETFMUBiShares National Muni Bond ETF$9,489,400$658,626 ▼-6.5%87,3550.6%ETFVOOVanguard S&P 500 ETF$9,483,675$100,256 ▼-1.0%17,9730.6%ETFPIMCO ETF TR$9,451,961$485,730 ▼-4.9%99,9040.6%ACTIVE BD ETFGOOGLAlphabet$9,354,037$8,458 ▲0.1%56,4010.6%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$9,275,368$70,484 ▲0.8%91,5900.6%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$8,640,836$981,924 ▲12.8%104,1820.5%ETFMETAMeta Platforms$8,285,457$253,017 ▲3.1%14,4740.5%Computer and TechnologyGOOGAlphabet$7,949,360$150,805 ▲1.9%47,5470.5%Computer and TechnologyIVViShares Core S&P 500 ETF$7,711,067$340,907 ▲4.6%13,3680.5%ETFHQYHealthEquity$7,285,7140.0%89,0130.4%MedicalUBERUber Technologies$7,171,516$8,869 ▲0.1%95,4170.4%Computer and TechnologyAVGOBroadcom$7,105,639$6,399,422 ▲906.2%41,1920.4%Computer and TechnologyJPMJPMorgan Chase & Co.$5,820,614$100,159 ▲1.8%27,6040.3%FinanceUNHUnitedHealth Group$5,302,618$171,316 ▼-3.1%9,0690.3%MedicalMRKMerck & Co., Inc.$4,978,119$166,138 ▲3.5%43,8370.3%MedicalVOOGVanguard S&P 500 Growth ETF$4,845,069$461,994 ▼-8.7%14,0320.3%ETFHYDBiShares High Yield Bond Factor ETF$4,618,463$475,313 ▲11.5%96,0980.3%ETFXOMExxon Mobil$4,508,281$684,565 ▼-13.2%38,4600.3%Oils/EnergySCHDSchwab US Dividend Equity ETF$4,199,749$1,580,443 ▲60.3%49,6840.3%ETFIWMiShares Russell 2000 ETF$4,097,250$394,506 ▲10.7%18,5490.2%FinanceIWBiShares Russell 1000 ETF$3,725,105$12,890 ▲0.3%11,8490.2%ETFCIThe Cigna Group$3,677,807$22,519 ▲0.6%10,6160.2%MedicalKVUEKenvue$3,510,024$254 ▲0.0%151,7520.2%Consumer StaplesULTAUlta Beauty$3,404,022$492,237 ▲16.9%8,7480.2%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$3,344,855$91,370 ▲2.8%18,6700.2%ETFVVisa$3,323,422$248,287 ▲8.1%12,0870.2%Business ServicesCOSTCostco Wholesale$3,209,107$185,277 ▲6.1%3,6200.2%Retail/WholesaleCVXChevron$2,848,764$238,133 ▼-7.7%19,3440.2%Oils/EnergyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$2,790,914$161,587 ▼-5.5%29,2240.2%ETFKLACKLA$2,787,876$157,980 ▼-5.4%3,6000.2%Computer and TechnologyNFLXNetflix$2,733,527$136,889 ▼-4.8%3,8540.2%Consumer DiscretionaryBWFGBankwell Financial Group$2,689,705$19,557 ▲0.7%89,8070.2%FinanceAMDAdvanced Micro Devices$2,517,676$477,643 ▼-15.9%15,3440.2%Computer and TechnologyPGProcter & Gamble$2,417,724$52,134 ▲2.2%13,9590.1%Consumer StaplesMETVRoundhill Ball Metaverse ETF$2,401,840$97,492 ▼-3.9%178,0460.1%ETFTWLOTwilio$2,401,466$345,666 ▼-12.6%36,8210.1%Computer and TechnologyTSLATesla$2,320,920$523 ▲0.0%8,8710.1%Auto/Tires/TrucksEPDEnterprise Products Partners$2,311,597$18,514 ▲0.8%79,4090.1%Oils/EnergyHDHome Depot$2,218,207$169,384 ▲8.3%5,4740.1%Retail/WholesaleORCLOracle$2,208,738$61,856 ▲2.9%12,9620.1%Computer and TechnologyISRGIntuitive Surgical$2,098,214$28,494 ▲1.4%4,2710.1%MedicalINTUIntuit$2,035,120$3,105 ▲0.2%3,2770.1%Computer and TechnologyMOAltria Group$2,022,780$257,192 ▲14.6%39,6310.1%Consumer StaplesBRK.BBerkshire Hathaway$1,996,148$153,267 ▲8.3%4,3370.1%FinanceUNPUnion Pacific$1,974,957$18,732 ▲1.0%8,0130.1%TransportationJNJJohnson & Johnson$1,967,865$179,884 ▼-8.4%12,1430.1%MedicalMRVLMarvell Technology$1,920,195$261,940 ▼-12.0%26,6250.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,815,774$36,124 ▲2.0%10,4550.1%Computer and TechnologyCRWDCrowdStrike$1,722,366$1,230,702 ▲250.3%6,1410.1%Computer and TechnologyDISWalt Disney$1,716,706$35,398 ▼-2.0%17,8470.1%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$1,707,369$261,181 ▲18.1%27,3970.1%ETFVIGVanguard Dividend Appreciation ETF$1,624,832$86,747 ▲5.6%8,2040.1%ETFASMLASML$1,584,143$84,165 ▲5.6%1,9010.1%Computer and TechnologySPGIS&P Global$1,510,080$1,033 ▲0.1%2,9230.1%Business ServicesFXIiShares China Large-Cap ETF$1,457,5930.0%45,8650.1%ETFTMOThermo Fisher Scientific$1,434,181$228,826 ▲19.0%2,3190.1%MedicalSHELShell$1,431,709$34,030 ▼-2.3%21,7090.1%Oils/EnergyBACBank of America$1,402,524$8,769 ▼-0.6%35,3460.1%FinanceBRK.ABerkshire Hathaway$1,382,3600.0%20.1%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,372,6060.0%2,4100.1%ETFMAMastercard$1,348,711$11,852 ▲0.9%2,7310.1%Business ServicesNEENextEra Energy$1,330,616$263,739 ▼-16.5%15,7410.1%UtilitiesSCHWCharles Schwab$1,295,293$25,924 ▼-2.0%19,9860.1%FinanceKKRKKR & Co. Inc.$1,248,483$1,248,483 ▲New Holding9,5610.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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