GA
| |
GM Advisory Group, LLC13F | |
| GM Advisory Group, LLC | |
| Last update 2025-05-14 | 268 Stocks (30 new) |
| Value $1.85 Bil | Turnover 7 % |
GM Advisory Group, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 4,183,642 | 275,116.3 | +3.55% | 14.860 | +0.51% | 0.430 | +19.60% | +7.78% | 76,985.6 | ||
SGOV | iShares 0-3 Month Treasury Bond ETF | 1,483,426 | 149,336.5 | +10.96% | 8.060 | +0.80% | 0.320 | +1.06% | +2.35% | 51,002.5 | ||
IAU | iShares Gold Trust | 2,068,536 | 121,960.9 | +0.87% | 6.590 | +0.06% | 0.280 | +0.80% | +27.51% | 47,693.5 | ||
VTI | Vanguard Total Stock Market ETF | 298,999 | 82,176.8 | +5.52% | 4.440 | +0.23% | 0.020 | +19.82% | +7.35% | 476,615.2 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 811,256 | 67,115.2 | +13.40% | 3.620 | +0.43% | 0.280 | +0.70% | +2.64% | 23,709.9 | ||
SPTS |
SPDR Portfolio Short Term Treasury ETF
SPDR Portfolio Short Term Treasury ETF
| 2,028,753 | 59,320.7 | -2.49% | 3.200 | -0.08% | 1.010 | +0.78% | +2.65% | 5,786.4 | ||
IWV | iShares Russell 3000 ETF | 180,763 | 57,417.4 | -1.54% | 3.100 | -0.05% | 0.390 | +19.75% | +7.38% | 16,104.0 | ||
SHV | iShares Short Treasury Bond ETF | 474,887 | 52,456.0 | -3.34% | 2.830 | -0.10% | 0.250 | +1.00% | +2.27% | 20,772.7 | ||
AAPL | Apple Inc | 218,285 | 48,487.7 | +3.28% | 2.620 | +0.08% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
BKLC |
BNY Mellon US Large Cap Core Equity ETF
BNY Mellon US Large Cap Core Equity ETF
| 417,523 | 44,391.1 | +12.44% | 2.400 | +0.27% | 1.720 | +20.19% | +8.13% | 3,549.9 |
GM Advisory Group, LLC's Historical Top Holdings Breakdowns
GM Advisory Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Add Add | +0.80% | 100.34 ($100.51) 100.68 | $100.59 | 0.08% | Add 10.96% | 1,483,426 | 146,540 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +0.68% | 120.29 ($128.89) 134.6 | $137.38 | 6.59% | Add 96.5% | 209,004 | 102,643 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Add Add | +0.51% | 64.88 ($69.16) 72.1 | $73.84 | 6.77% | Add 3.55% | 4,183,642 | 143,502 | |
BKAG | BNY Mellon Core Bond ETF | 2025-03-31 | Add Add | +0.44% | 40.77 ($41.61) 42.27 | $41.71 | 0.24% | Add 53.78% | 556,880 | 194,764 | |
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.43% | 81.83 ($82.24) 82.73 | $82.53 | 0.35% | Add 13.4% | 811,256 | 95,887 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.41% | 85.29 ($89.02) 92.57 | $85.24 | -4.25% | Reduce -22.85% | 287,270 | -85,090 | |
JKE |
BTC iShares Morningstar Large-Cap Growth ETF
BTC iShares Morningstar Large-Cap Growth ETF
| 2025-03-31 | Add Add | +0.30% | 80.84 ($88.61) 94.23 | $283.81 | 220.29% | Add 381.81% | 87,366 | 69,233 | |
BKLC |
BNY Mellon US Large Cap Core Equity ETF
BNY Mellon US Large Cap Core Equity ETF
| 2025-03-31 | Add Add | +0.27% | 105.24 ($112.49) 117.4 | $120.46 | 7.09% | Add 12.44% | 417,523 | 46,178 | |
ACWX | iShares MSCI ACWI Ex US Index Fund | 2025-03-31 | Add Add | +0.27% | 51.39 ($54.91) 57.43 | $60.86 | 10.84% | Add 13.47% | 772,289 | 91,701 | |
AON | Aon PLC | 2025-03-31 | Reduce Reduce | -0.26% | 348.44 ($383.42) 409.32 | $356.11 | -7.12% | Reduce -15.06% | 73,209 | -12,980 |
GM Advisory Group, LLC Total Holding History ($B)
GM Advisory Group, LLC's Asset Allocation
GM Advisory Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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GM Advisory Group, LLC's Hypothetical Growth since 2025-03-31
GM Advisory Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
GM Advisory Group, LLC's Holdings Heat Map
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GM Advisory Group, LLC's Holdings Bubble Chart
GM Advisory Group, LLC News
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