Gm Advisory Group, Inc. Reduced Holdings in Q2 2025

Gm Advisory Group, Inc.

  • $1.97 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHV
Ishares Tr

ETFs
-272K
- 57.33%
$110.06 - $110.46 $30M - $30.1M
203K $22.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-272K
- 18.37%
$100.35 - $100.71 $27.3M - $27.4M
1.21M $122M
IAU
Ishares Gold Trust

ETFs
-513K
- 24.81%
$56.1 - $64.74 $28.8M - $33.2M
1.56M $97M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-495K
- 98.7%
$35.35 - $42.68 $17.5M - $21.1M
6.52K $277K
AON
Aon PLC

Financial Services
-31.5K
- 43.03%
$335.85 - $398.81 $10.6M - $12.6M
41.7K $14.9M
DAL
Delta Air Lines, Inc.

Industrials
-47.2K
- 88.35%
$35.88 - $52.99 $1.69M - $2.5M
6.22K $305K
ASML
Asml Holding Nv

Technology
-3.38K
- 54.14%
$595.37 - $815.24 $2.01M - $2.75M
2.86K $2.29M
MO
Altria Group, Inc.

Consumer Defensive
-24.4K
- 61.72%
$55.56 - $60.91 $1.35M - $1.49M
15.1K $886K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.93K
- 2.07%
$83.97 - $92.85 $498K - $551K
281K $24.8M
ELY
Callaway Golf CO

Consumer Cyclical
-56.9K
- 33.25%
N/A
114K $2.15M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26.9K
- 13.97%
$24.32 - $27.87 $654K - $750K
166K $4.39M
MUB
Ishares National Muni Bond ETF

ETFs
-8.35K
- 10.26%
$102.31 - $105.8 $854K - $883K
73.1K $7.63M
PM
Philip Morris International Inc.

Consumer Defensive
-6K
- 75.67%
$149.23 - $184.95 $895K - $1.11M
1.93K $351K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-28K
- 1.38%
$29.07 - $29.38 $813K - $822K
2M $58.6M
VRT
Vertiv Holdings CO

Industrials
-7.67K
- 38.53%
N/A
12.2K $1.06M
EPD
Enterprise Products Partners L.P.

Energy
-3.77K
- 4.64%
$28.95 - $34.22 $109K - $129K
77.5K $2.4M
SGOL
Abrdn Gold ETF Trust

ETFs
-12.5K
- 59.82%
$28.39 - $32.75 $354K - $408K
8.38K $264K
XLE
Energy Sector Spdr

ETFs
-1.98K
- 23.93%
$76.44 - $94.13 $151K - $186K
6.28K $532K
NEE
Nextera Energy Inc

Utilities
-2.05K
- 14.75%
$64.11 - $75.0 $131K - $154K
11.8K $822K
ADBE
Adobe Inc.

Technology
-410
- 36.61%
$340.0 - $420.68 $139K - $172K
710 $274K
NVO
Novo Nordisk A S

Healthcare
-2.09K
- 15.25%
$58.08 - $81.05 $121K - $169K
11.6K $801K
BA
Boeing CO

Industrials
-1.12K
- 51.34%
$136.59 - $217.51 $152K - $243K
1.06K $221K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-3.46K
- 16.59%
$52.66 - $64.01 $182K - $222K
17.4K $1.11M
XLV
Select Sector Spdr Fund Health

ETFs
-383
- 7.75%
$128.77 - $144.3 $49.3K - $55.3K
4.56K $614K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.49K
- 6.19%
$77.94 - $79.5 $116K - $118K
22.5K $1.79M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-50
- 2.51%
$225.56 - $335.19 $11.3K - $16.8K
1.94K $461K
SHEL
Shell PLC

Energy
-308
- 1.47%
$59.75 - $73.05 $18.4K - $22.5K
20.7K $1.46M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-787
- 0.66%
$91.43 - $91.74 $72K - $72.2K
118K $10.8M
NKE
Nike, Inc.

Consumer Cyclical
-4.15K
- 13.83%
$53.27 - $72.04 $221K - $299K
25.8K $1.84M
PGR
Progressive Corp

Financial Services
-82
- 3.05%
$255.27 - $288.74 $20.9K - $23.7K
2.61K $695K
GLD
Spdr Gold Trust

ETFs
-422
- 8.53%
$273.71 - $316.29 $116K - $133K
4.53K $1.38M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-3.19K
- 0.46%
$45.12 - $46.23 $144K - $148K
687K $31.8M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
-9.14K
- 32.57%
$4.36 - $5.27 $39.9K - $48.2K
18.9K $96K
ACN
Accenture PLC

Technology
-12
- 0.52%
$279.23 - $323.21 $3.35K - $3.88K
2.29K $684K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-14
- 2.73%
$421.16 - $509.5 $5.9K - $7.13K
499 $222K
AMT
American Tower Corp

Real Estate
-130
- 4.89%
$203.96 - $228.19 $26.5K - $29.7K
2.53K $558K
AZN
Astrazeneca PLC

Healthcare
-1
- 0.02%
$64.87 - $75.0 $64.9 - $75
4.85K $338K
ACWI
Ishares Msci Acwi ETF

ETFs
-500
- 12.71%
$103.59 - $128.6 $51.8K - $64.3K
3.43K $441K
ET
Energy Transfer LP

Energy
-18
- 0.07%
$15.65 - $18.93 $282 - $341
24.4K $443K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-48
- 3.15%
$121.58 - $136.74 $5.84K - $6.56K
1.48K $200K
BSX
Boston Scientific Corp

Healthcare
-160
- 7.12%
$89.7 - $107.41 $14.4K - $17.2K
2.09K $224K
IWN
Ishares Russell2000 Val ETF

ETFs
-104
- 4.91%
$131.84 - $157.76 $13.7K - $16.4K
2.01K $317K
Canadian Pacific Kansas City
-16
- 0.2%
N/A
8.04K $0
Kenvue Inc
-3.44K
- 2.14%
N/A
157K $0
IVE
Ishares S&P 500 Value ETF

ETFs
-25
- 1.23%
$168.34 - $195.42 $4.21K - $4.89K
2.01K $391K
MLI
Mueller Industries Inc

Industrials
-100
- 2.7%
$68.45 - $79.6 $6.85K - $7.96K
3.6K $286K
SLV
I Shares Silver Trust

ETFs
-1.31K
- 4.5%
$27.08 - $33.74 $35.4K - $44.1K
27.7K $909K
XLK
Technology Sector Spdr

ETFs
-814
- 16.48%
$179.73 - $253.23 $146K - $206K
4.12K $1.04M
QBTS
D Wave Quantum Inc.

Technology
-4.8K
- 32.0%
$6.22 - $19.04 $29.9K - $91.4K
10.2K $149K
Activity Summary
Buys All Purchases 185 New Holdings 41 Increased Positions 144 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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