Gm Advisory Group, Inc. Portfolio Holdings by Sector

Gm Advisory Group, Inc.

$1.65 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SPLG IAU SGOV SPTS IWV SHY SHV ACWX 81 stocks	$1.2 Million 72.58% of portfolio	44	23	4	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$77,906 4.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$48,515 2.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO AMD MRVL TSM 5 stocks	$43,671 2.65% of portfolio	2	3	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON MMC 2 stocks	$32,713 1.98% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CRWD PANW FOUR PLTR 6 stocks	$28,167 1.71% of portfolio	5	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG TWLO 4 stocks	$27,988 1.7% of portfolio	3	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V MA PYPL 4 stocks	$22,835 1.38% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA JD SE PDD CPNG MELI 7 stocks	$20,365 1.24% of portfolio	4	1	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY MRK JNJ PFE ABBV AZN AMGN 7 stocks	$18,710 1.13% of portfolio	4	2	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER INTU SHOP TTD SNOW NOW CRM CDNS 9 stocks	$11,988 0.73% of portfolio	7	2	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CI CVS 3 stocks	$9,434 0.57% of portfolio	1	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL 3 stocks	$8,787 0.53% of portfolio	-	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC BBVA 4 stocks	$8,301 0.5% of portfolio	2	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY VEEV 2 stocks	$7,541 0.46% of portfolio	-	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$4,449 0.27% of portfolio	-	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$4,397 0.27% of portfolio	3	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC ASML 2 stocks	$4,370 0.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD WMB HESM ET 4 stocks	$3,963 0.24% of portfolio	3	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ULTA RH 2 stocks	$3,689 0.22% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$3,376 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AXON HEI BA RTX LHX NOC 6 stocks	$3,191 0.19% of portfolio	4	1	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM BTI 3 stocks	$3,115 0.19% of portfolio	3	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BWFG PNC LYG 3 stocks	$2,951 0.18% of portfolio	2	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR MTD 3 stocks	$2,910 0.18% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA LCID 2 stocks	$2,872 0.17% of portfolio	1	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW WULF GS 3 stocks	$2,736 0.17% of portfolio	1	2	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG RMD 2 stocks	$2,651 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR MHN BX BK MYN JFR 6 stocks	$2,628 0.16% of portfolio	4	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN FISV 3 stocks	$2,575 0.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$2,511 0.15% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$2,416 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC 2 stocks	$2,237 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI CME 2 stocks	$2,205 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate IRM AMT CCI 3 stocks	$1,794 0.11% of portfolio	2	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA GSAT 4 stocks	$1,738 0.11% of portfolio	1	2	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical ELY PTON 2 stocks	$1,710 0.1% of portfolio	2	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE ED 2 stocks	$1,536 0.09% of portfolio	1	1	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$1,440 0.09% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT STE SYK 3 stocks	$1,207 0.07% of portfolio	2	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$1,202 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$1,193 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1,062 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology SMCI DELL STX 3 stocks	$1,009 0.06% of portfolio	3	-	2	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU TJX 2 stocks	$998 0.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUM 2 stocks	$922 0.06% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY COP 2 stocks	$892 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$868 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$814 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$789 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials IFF 1 stocks	$737 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO VRTX 2 stocks	$578 0.04% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$503 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC 1 stocks	$498 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS 1 stocks	$457 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$399 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$371 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$316 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$315 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$314 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$281 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$280 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Metal Fabrication \| Industrials MLI 1 stocks	$280 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$265 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$256 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical UA 1 stocks	$256 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$253 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$219 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials NUE 1 stocks	$211 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gm Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gm Advisory Group, Inc. with notifications on news.

Account

Gm Advisory Group, Inc. Portfolio Holdings by Sector

Gm Advisory Group, Inc.

Track Gm Advisory Group, Inc. Portfolio

Portfolio Update

News