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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$275 Million 15.09% of portfolio	4,183,642	Q1 2025 Added 3.55%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$149 Million 8.19% of portfolio	1,483,426	Q1 2025 Added 10.96%
IAU Ishares Gold Trust ETFs	$53.2B	$122 Million 6.69% of portfolio	2,068,536	Q1 2025 Added 0.87%
VTI Vanguard Total Stock Market Et ETFs	$0	$82.2 Million 4.51% of portfolio	298,999	Q1 2025 Added 5.52%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$67.1 Million 3.68% of portfolio	811,256	Q1 2025 Added 13.4%
SPTS Spdr Portfolio Short Term Trea ETFs	$0	$59.3 Million 3.25% of portfolio	2,028,753	Q1 2025 Reduced 2.49%
IWV Ishares Russell 3000 ETF ETFs	$0	$57.4 Million 3.15% of portfolio	180,763	Q1 2025 Reduced 1.54%
SHV Ishares Tr ETFs	$0	$52.5 Million 2.88% of portfolio	474,887	Q1 2025 Reduced 3.34%
BKLC Bny Mellon ETF Tr Us Large Cap ETFs	$0	$44.4 Million 2.43% of portfolio	417,523	Q1 2025 Added 12.44%
ACWX Ishares Msci Acwi Ex Us ETF ETFs	$0	$42.8 Million 2.35% of portfolio	772,289	Q1 2025 Added 13.47%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$41.7 Million 2.29% of portfolio	1,632,898	Q1 2025 Added 10.02%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$31.8 Million 1.74% of portfolio	690,371	Q1 2025 Reduced 2.4%
PDBC Invesco Act Mge Et Cmdt Fd Tr ETFs	$0	$30.9 Million 1.69% of portfolio	2,265,292	Q1 2025 Added 5.1%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$29.8 Million 1.63% of portfolio	438,237	Q1 2025 Reduced 1.22%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$26.2 Million 1.44% of portfolio	46,887	Q1 2025 Added 0.33%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$26.2 Million 1.43% of portfolio	287,270	Q1 2025 Reduced 22.85%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$25.5 Million 1.4% of portfolio	209,004	Q1 2025 Added 96.5%
BKAG Bny Mellon ETF Tr Core Bond Et ETFs	$0	$23.5 Million 1.29% of portfolio	556,880	Q1 2025 Added 53.78%
SOXX Ishares Semiconductor ETF ETFs	$0	$20.5 Million 1.13% of portfolio	109,200	Q1 2025 Added 8.04%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$20.4 Million 1.12% of portfolio	501,307	Q1 2025 Added 8.24%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$19.3 Million 1.06% of portfolio	707,161	Q1 2025 Reduced 18.77%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$14.1 Million 0.77% of portfolio	492,703	Q1 2025 Added 9.23%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$13.9 Million 0.76% of portfolio	382,319	Q1 2025 Reduced 0.64%
SPYG Spdr Portfolio ETFs	$0	$12.4 Million 0.68% of portfolio	154,671	Q1 2025 Added 14.91%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$10.9 Million 0.6% of portfolio	118,544	Q1 2025 Reduced 20.1%
FMB First Tr Exchange Traded Fd Ii ETFs	$0	$10.6 Million 0.58% of portfolio	210,528	Q1 2025 Added 6.46%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$10.5 Million 0.58% of portfolio	29,166	Q1 2025 Reduced 5.54%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$9.56 Million 0.52% of portfolio	18,604	Q1 2025 Added 2.2%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$9.29 Million 0.51% of portfolio	100,483	Q1 2025 Reduced 0.66%
MUB Ishares National Muni Bond ETF ETFs	$0	$8.58 Million 0.47% of portfolio	81,410	Q1 2025 Reduced 4.56%
IGM Ishares Expanded Tech Sector E ETFs	$0	$8.64 Million 0.47% of portfolio	95,298	Q1 2025 Reduced 3.64%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$8.36 Million 0.46% of portfolio	84,499	Q1 2025 Reduced 2.05%
IVV Ishares Core S&P 500 ETF ETFs	$0	$8.19 Million 0.45% of portfolio	14,569	Q1 2025 Added 7.09%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$5.38 Million 0.3% of portfolio	192,581	Q1 2025 Added 7.37%
VOOG Vanguard S&P 500 Growth ETF ETFs	$0	$4.66 Million 0.26% of portfolio	13,923	Q1 2025 Reduced 0.8%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$3.69 Million 0.2% of portfolio	21,324	Q1 2025 Added 1.92%
IWM Ishares Russell 2000 ETF ETFs	$0	$3.69 Million 0.2% of portfolio	18,508	Q1 2025 Reduced 6.89%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$3.66 Million 0.2% of portfolio	11,918	Q1 2025 Added 0.27%
FXI Ishares Tr ETFs	$0	$2.78 Million 0.15% of portfolio	77,518	Q4 2024 Added 69.01%
METV Listed Fds Tr Roundhill Ball M ETFs	$0	$2.21 Million 0.12% of portfolio	164,048	Q1 2025 Reduced 4.27%
KBE Spdr S&P Bank ETF ETFs	$0	$2.12 Million 0.12% of portfolio	40,059	Q1 2025 Added 95.17%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.9 Million 0.1% of portfolio	24,037	Q1 2025 Added 87.42%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.88 Million 0.1% of portfolio	32,163	Q1 2025 Added 1.32%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.63 Million 0.09% of portfolio	8,968	Q1 2025 Added 0.23%
GLD Spdr Gold Trust ETFs	$106B	$1.43 Million 0.08% of portfolio	4,948	Q1 2025 Added 2.08%
VTV Vanguard Value ETF ETFs	$0	$1.44 Million 0.08% of portfolio	8,313	Q1 2025 Added 0.92%
KRE Spdr S&P Regional Banking ETF ETFs	$0	$1.49 Million 0.08% of portfolio	26,171	Q1 2025 Added 263.23%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$1.19 Million 0.07% of portfolio	14,006	Q1 2025 Added 2.22%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.2 Million 0.07% of portfolio	2,562	Q1 2025 Added 14.99%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$1.29 Million 0.07% of portfolio	2,410	Q2 2024 Reduced 20.65%

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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Gm Advisory Group, Inc. Portfolio Holdings