Gm Advisory Group, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.65 Billion distributed in 252 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 $234M, Ishares Gold Trust with a value of $100M, Ishares Trishares 0 3 Mnth Tre with a value of $96.1M, Vanguard Total Stock Market Et with a value of $77.9M, and Spdr Portfolio Short Term Trea with a value of $61.5M.

Examining the 13F form we can see an increase of $105M in the current position value, from $1.54B to 1.65B.

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 $1.65 Billion
ETFs: $1.28 Billion
Technology: $142 Million
Financial Services: $78.1 Million
Healthcare: $43.7 Million
Consumer Cyclical: $35.4 Million
Communication Services: $34.2 Million
Energy: $13.9 Million
Consumer Defensive: $11.9 Million
Other: $13.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $1.65 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 121 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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