Gm Advisory Group, Inc. Incresed Positions in Q4 2024

Gm Advisory Group, Inc.

  • $1.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
XLE
Energy Sector Spdr

ETFs
2.81K
+ 40.1%
$83.32 - $97.27 $234K - $274K
9.83K $841K
LULU
Lululemon Athletica Inc.

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

Technology
33
+ 0.25%
$62.07 - $75.35 $2.05K - $2.49K
13.4K $928K
MCD
Mcdonalds Corp

Consumer Cyclical
305
+ 14.66%
$288.47 - $316.54 $88K - $96.5K
2.39K $691K
IWR
Ishares Russell Mid Cap ETF

ETFs
584
+ 4.45%
$87.25 - $95.52 $51K - $55.8K
13.7K $1.21M
KRE
Spdr S&P Regional Banking ETF

ETFs
450
+ 6.66%
$54.6 - $68.9 $24.6K - $31K
7.21K $434K
VST
Vistra Corp.

Utilities
14
+ 0.59%
$115.74 - $166.61 $1.62K - $2.33K
2.38K $328K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.17%
$486.1 - $608.57 $486 - $609
600 $343K
ACWI
Ishares Msci Acwi ETF

ETFs
368
+ 11.78%
$117.05 - $123.03 $43.1K - $45.3K
3.49K $410K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
254
+ 7.22%
$126.68 - $134.74 $32.2K - $34.2K
3.77K $481K
COP
Conocophillips

Energy
437
+ 21.1%
$95.12 - $114.72 $41.6K - $50.1K
2.51K $248K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
89
+ 0.43%
$59.58 - $63.93 $5.3K - $5.69K
20.9K $1.28M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
270
+ 10.4%
$113.92 - $127.38 $30.8K - $34.4K
2.87K $330K
IBM
International Business Machines Corp

Technology
115
+ 2.21%
$204.9 - $238.04 $23.6K - $27.4K
5.33K $1.17M
KHC
Kraft Heinz CO

Consumer Defensive
2.61K
+ 18.37%
$30.1 - $36.02 $78.5K - $94K
16.8K $516K
VONG
Vanguard Russell 1000 Growth E

ETFs
3
+ 0.13%
$95.27 - $107.82 $286 - $323
2.36K $243K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
245
+ 4.4%
$77.23 - $82.11 $18.9K - $20.1K
5.81K $451K
Sable Offshore Corp
90K
+ 17.65%
N/A
600K $0
Gsk PLC
1.3K
+ 19.3%
N/A
8.04K $0
ILCG
Ishares Morningstar Growth ETF
7.08K
+ 64.03%
N/A
18.1K $0
XLV
Select Sector Spdr Fund Health

ETFs
650
+ 11.2%
$136.28 - $154.74 $88.6K - $101K
6.45K $887K
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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