Gm Advisory Group, Inc. Purchases in Q4 2024

Gm Advisory Group, Inc.

  • $1.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
1.33K
+ 7.16%
$216.13 - $242.4 $287K - $322K
19.9K $4.39M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.02%
$340.59 - $380.5 $1.02K - $1.14K
14K $5.14M
IVE
Ishares S&P 500 Value ETF

ETFs
1.51K
New
$189.5 - $206.17 $287K - $312K
1.51K $288K
ADP
Automatic Data Processing Inc

Industrials
789
+ 26.82%
$280.08 - $307.97 $221K - $243K
3.73K $1.09M
EPD
Enterprise Products Partners L.P.

Energy
3.08K
+ 3.88%
$28.66 - $34.43 $88.4K - $106K
82.5K $2.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.35K
+ 15.87%
$61.68 - $67.87 $268K - $295K
31.7K $1.98M
IWN
Ishares Russell2000 Val ETF

ETFs
1.66K
+ 137.25%
$162.69 - $181.35 $270K - $301K
2.87K $470K
NOW
Service Now, Inc.

Technology
209
+ 77.41%
$867.18 - $1148.42 $181K - $240K
479 $507K
CRM
Salesforce, Inc.

Technology
590
+ 73.47%
$270.87 - $367.87 $160K - $217K
1.39K $465K
SCHW
Schwab Charles Corp

Financial Services
750
+ 3.75%
$63.31 - $82.85 $47.5K - $62.1K
20.7K $1.53M
XLU
Utilities Sector Spdr

ETFs
3.04K
New
$74.89 - $82.93 $228K - $252K
3.04K $230K
XLE
Energy Sector Spdr

ETFs
2.81K
+ 40.1%
$83.32 - $97.27 $234K - $274K
9.83K $841K
LMT
Lockheed Martin Corp

Industrials
465
New
$479.66 - $614.62 $223K - $286K
465 $225K
MS
Morgan Stanley

Financial Services
1.76K
New
$104.42 - $134.99 $184K - $238K
1.76K $221K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
10
+ 0.51%
$260.53 - $404.79 $2.61K - $4.05K
1.95K $746K
MKL
Markel Corp

Financial Services
126
New
$1542.01 - $1785.11 $194K - $225K
126 $217K
OEF
Ishares S&P 100 ETF

ETFs
814
New
N/A
814 $216K
LNG
Cheniere Energy, Inc.

Energy
1K
New
$181.07 - $225.92 $181K - $226K
1K $214K
OKE
Oneok Inc

Energy
2.1K
New
$92.28 - $117.05 $193K - $245K
2.1K $210K
ETN
Eaton Corp PLC

Industrials
635
New
$326.96 - $377.52 $208K - $240K
635 $210K
VTV
Vanguard Value ETF

ETFs
1.45K
+ 21.33%
$168.32 - $181.87 $244K - $263K
8.24K $1.39M
XLK
Technology Sector Spdr

ETFs
762
+ 19.01%
$220.26 - $241.44 $168K - $184K
4.77K $1.11M
WMT
Walmart Inc.

Consumer Defensive
1.4K
+ 17.52%
$79.1 - $95.7 $111K - $134K
9.39K $847K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.97K
New
$25.09 - $25.69 $200K - $205K
7.97K $201K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.56K
New
$44.04 - $49.49 $201K - $225K
4.56K $200K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
15.2K
+ 101.15%
$4.34 - $10.57 $66.1K - $161K
30.3K $263K
PM
Philip Morris International Inc.

Consumer Defensive
1.51K
+ 23.67%
$118.38 - $133.06 $179K - $201K
7.89K $949K
QQQ
Invesco Qqq Trust, Series 1

ETFs
247
+ 12.47%
$481.22 - $538.17 $119K - $133K
2.23K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 1.63%
$873.59 - $994.69 $51.5K - $58.7K
3.68K $3.37M
HON
Honeywell International Inc

Industrials
188
+ 3.29%
$202.84 - $236.0 $38.1K - $44.4K
5.9K $1.33M
ET
Energy Transfer LP

Energy
3.26K
+ 14.04%
$16.05 - $19.86 $52.3K - $64.7K
26.5K $518K
BX
Blackstone Inc.

Financial Services
592
+ 26.73%
$148.45 - $199.05 $87.9K - $118K
2.81K $483K
PG
Procter & Gamble CO

Consumer Defensive
1.28K
+ 9.16%
$161.05 - $179.7 $206K - $230K
15.2K $2.55M
ABBV
Abb Vie Inc.

Healthcare
1.06K
+ 41.67%
$164.99 - $203.87 $174K - $215K
3.59K $637K
VIG
Vanguard Dividend Appreciation

ETFs
743
+ 9.06%
N/A
8.95K $1.63M
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.98K
+ 5.18%
$46.68 - $47.95 $232K - $239K
101K $4.75M
BWFG
Bankwell Financial Group, Inc.

Financial Services
551
+ 0.61%
$27.92 - $34.54 $15.4K - $19K
90.4K $2.81M
IWB
Ishares Tr Russell 1000 ETF

ETFs
37
+ 0.31%
$311.11 - $335.64 $11.5K - $12.4K
11.9K $3.83M
DELL
Dell Technologies Inc.

Technology
955
+ 31.09%
$111.96 - $144.21 $107K - $138K
4.03K $464K
MA
Mastercard Inc

Financial Services
4
+ 0.15%
$491.3 - $536.15 $1.97K - $2.14K
2.74K $1.44M
CSCO
Cisco Systems, Inc.

Technology
36
+ 0.24%
$52.45 - $60.02 $1.89K - $2.16K
14.9K $880K
IEFA
Ishares Tr

ETFs
1.91K
+ 32.29%
$70.06 - $77.43 $134K - $148K
7.81K $548K
HD
Home Depot, Inc.

Consumer Cyclical
454
+ 8.29%
$385.02 - $431.37 $175K - $196K
5.93K $2.31M
BA
Boeing CO

Industrials
1
+ 0.03%
$138.14 - $180.72 $138 - $181
3.44K $609K
GLD
Spdr Gold Trust

ETFs
353
+ 7.85%
$236.59 - $257.5 $83.5K - $90.9K
4.85K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
554
+ 13.79%
$112.15 - $127.2 $62.1K - $70.5K
4.57K $552K
SYK
Stryker Corp

Healthcare
205
+ 35.65%
$345.14 - $392.15 $70.8K - $80.4K
780 $280K
FDX
Fedex Corp

Industrials
210
+ 22.68%
$260.5 - $305.15 $54.7K - $64.1K
1.14K $319K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.79K
+ 20.54%
$34.25 - $37.94 $61.4K - $68.1K
10.5K $382K
Activity Summary
Buys All Purchases 151 New Holdings 21 Increased Positions 130 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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