Gm Advisory Group, Inc. Portfolio Holdings

Gm Advisory Group, Inc.

  • $1.82 Billion
  • Q1 2025

Gm Advisory Group, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.82 Billion distributed in 268 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $275M, Ishares Trishares 0 3 Mnth Tre with a value of $149M, Ishares Gold Trust with a value of $122M, Vanguard Total Stock Market Et with a value of $82.2M, and Ishares Barclays 1 3 Year Trea with a value of $67.1M.

Examining the 13F form we can see an increase of $37.9M in the current position value, from $1.79B to 1.82B.

Gm Advisory Group, Inc. is based out at Melville, NY

Below you can find more details about Gm Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.82 Billion
ETFs: $1.43 Billion
Technology: $143 Million
Financial Services: $87.4 Million
Consumer Cyclical: $37.5 Million
Communication Services: $37.4 Million
Healthcare: $35.6 Million
Industrials: $16.7 Million
Consumer Defensive: $14.4 Million
Other: $18 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$275 Million 15.09% of portfolio
4,183,642
Q1 2025 Added 3.55%
$0
$149 Million 8.19% of portfolio
1,483,426
Q1 2025 Added 10.96%
$53.2B
$122 Million 6.69% of portfolio
2,068,536
Q1 2025 Added 0.87%
$0
$82.2 Million 4.51% of portfolio
298,999
Q1 2025 Added 5.52%
$0
$67.1 Million 3.68% of portfolio
811,256
Q1 2025 Added 13.4%
$0
$59.3 Million 3.25% of portfolio
2,028,753
Q1 2025 Reduced 2.49%
$0
$57.4 Million 3.15% of portfolio
180,763
Q1 2025 Reduced 1.54%
$0
$52.5 Million 2.88% of portfolio
474,887
Q1 2025 Reduced 3.34%
$3.24T
$48.5 Million 2.66% of portfolio
218,285
Q1 2025 Added 3.28%
$0
$44.4 Million 2.43% of portfolio
417,523
Q1 2025 Added 12.44%
$0
$42.8 Million 2.35% of portfolio
772,289
Q1 2025 Added 13.47%
$0
$41.7 Million 2.29% of portfolio
1,632,898
Q1 2025 Added 10.02%
$0
$31.8 Million 1.74% of portfolio
690,371
Q1 2025 Reduced 2.4%
$0
$30.9 Million 1.69% of portfolio
2,265,292
Q1 2025 Added 5.1%
$0
$29.8 Million 1.63% of portfolio
438,237
Q1 2025 Reduced 1.22%
$73.2B
$29.2 Million 1.6% of portfolio
73,209
Q1 2025 Reduced 15.06%
$0
$26.2 Million 1.44% of portfolio
46,887
Q1 2025 Added 0.33%
$0
$26.2 Million 1.43% of portfolio
287,270
Q1 2025 Reduced 22.85%
$0
$25.5 Million 1.4% of portfolio
209,004
Q1 2025 Added 96.5%
$0
$23.5 Million 1.29% of portfolio
556,880
Q1 2025 Added 53.78%
$3.52T
$21.9 Million 1.2% of portfolio
58,469
Q1 2025 Added 2.56%
$0
$20.5 Million 1.13% of portfolio
109,200
Q1 2025 Added 8.04%
$0
$20.4 Million 1.12% of portfolio
501,307
Q1 2025 Added 8.24%
$0
$19.3 Million 1.06% of portfolio
707,161
Q1 2025 Reduced 18.77%
$2.21T
$18 Million 0.99% of portfolio
94,712
Q1 2025 Added 0.28%
$225B
$16.6 Million 0.91% of portfolio
61,818
Q1 2025 Added 0.11%
$0
$14.1 Million 0.77% of portfolio
492,703
Q1 2025 Added 9.23%
$0
$13.9 Million 0.76% of portfolio
382,319
Q1 2025 Reduced 0.64%
$0
$12.4 Million 0.68% of portfolio
154,671
Q1 2025 Added 14.91%
$0
$10.9 Million 0.6% of portfolio
118,544
Q1 2025 Reduced 20.1%
$0
$10.6 Million 0.58% of portfolio
210,528
Q1 2025 Added 6.46%
$0
$10.5 Million 0.58% of portfolio
29,166
Q1 2025 Reduced 5.54%
$735B
$9.86 Million 0.54% of portfolio
11,938
Q1 2025 Added 4.85%
$0
$9.56 Million 0.52% of portfolio
18,604
Q1 2025 Added 2.2%
$0
$9.29 Million 0.51% of portfolio
100,483
Q1 2025 Reduced 0.66%
$993B
$9 Million 0.49% of portfolio
58,174
Q1 2025 Added 1.76%
$172B
$8.82 Million 0.48% of portfolio
121,005
Q1 2025 Added 14.15%
$1.5T
$8.82 Million 0.48% of portfolio
15,307
Q1 2025 Added 2.63%
$0
$8.58 Million 0.47% of portfolio
81,410
Q1 2025 Reduced 4.56%
$0
$8.64 Million 0.47% of portfolio
95,298
Q1 2025 Reduced 3.64%
$0
$8.36 Million 0.46% of portfolio
84,499
Q1 2025 Reduced 2.05%
$0
$8.19 Million 0.45% of portfolio
14,569
Q1 2025 Added 7.09%
$9.4B
$7.4 Million 0.41% of portfolio
83,757
Q4 2024 Reduced 5.9%
$1.08T
$7.41 Million 0.41% of portfolio
47,426
Q1 2025 Reduced 0.09%
$782B
$7.09 Million 0.39% of portfolio
28,920
Q1 2025 Added 3.33%
$98.9B
$6.7 Million 0.37% of portfolio
40,000
Q1 2025 Reduced 3.89%
$0
$5.38 Million 0.3% of portfolio
192,581
Q1 2025 Added 7.37%
$0
$4.66 Million 0.26% of portfolio
13,923
Q1 2025 Reduced 0.8%
$599B
$4.48 Million 0.25% of portfolio
12,792
Q1 2025 Reduced 0.3%

Summary

  • Portfolio
  • No. of Stocks 268
  • Current Value $1.82 Billion
  • Prior Value $1.79 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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