Gm Advisory Group, Inc. Portfolio Holdings

Gm Advisory Group, Inc.

  • $1.79 Billion
  • Q4 2024

Gm Advisory Group, Inc. has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.79 Billion distributed in 258 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 $279M, Ishares Trishares 0 3 Mnth Tre with a value of $134M, Ishares Gold Trust with a value of $102M, Vanguard Total Stock Market Et with a value of $82.1M, and Ishares Russell 3000 ETF with a value of $61.4M.

Examining the 13F form we can see an increase of $137M in the current position value, from $1.65B to 1.79B.

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 $1.79 Billion
ETFs: $1.38 Billion
Technology: $158 Million
Financial Services: $83.6 Million
Healthcare: $41.2 Million
Consumer Cyclical: $40.2 Million
Communication Services: $38.5 Million
Energy: $13.9 Million
Consumer Defensive: $12.4 Million
Other: $13.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$279 Million 15.6% of portfolio
4,040,140
Q4 2024 Added 16.42%
$0
$134 Million 7.51% of portfolio
1,336,886
Q4 2024 Added 40.16%
$46.2B
$102 Million 5.69% of portfolio
2,050,754
Q4 2024 Added 1.78%
$0
$82.1 Million 4.6% of portfolio
283,365
Q4 2024 Added 2.99%
$0
$61.4 Million 3.44% of portfolio
183,594
Q4 2024 Added 0.73%
$0
$60.4 Million 3.38% of portfolio
2,080,597
Q4 2024 Reduced 0.5%
$0
$58.6 Million 3.28% of portfolio
715,369
Q4 2024 Added 6.63%
$0
$54.1 Million 3.03% of portfolio
491,275
Q4 2024 Added 12.55%
$3.93T
$52.9 Million 2.96% of portfolio
211,357
Q4 2024 Added 1.46%
$0
$41.6 Million 2.33% of portfolio
371,345
Q4 2024 Added 74.32%
$0
$37.1 Million 2.08% of portfolio
1,484,163
Q4 2024 Added 6.43%
$0
$35.5 Million 1.99% of portfolio
680,588
Q4 2024 Added 4.73%
$346B
$33.7 Million 1.89% of portfolio
250,714
Q4 2024 Added 0.43%
$0
$32.5 Million 1.82% of portfolio
372,360
Q4 2024 Added 0.5%
$0
$32 Million 1.79% of portfolio
707,334
Q4 2024 Reduced 1.95%
$0
$31.7 Million 1.77% of portfolio
443,635
Q4 2024 Reduced 1.04%
$0
$28 Million 1.57% of portfolio
2,155,404
Q4 2024 Reduced 2.69%
$0
$27.4 Million 1.53% of portfolio
46,734
Q4 2024 Added 3.5%
$3.04T
$24 Million 1.35% of portfolio
57,008
Q4 2024 Added 6.64%
$0
$22.8 Million 1.28% of portfolio
870,572
Q4 2024 Added 4.93%
$0
$21.8 Million 1.22% of portfolio
101,075
Q4 2024 Added 5.2%
$0
$20.8 Million 1.17% of portfolio
463,143
Q4 2024 Added 5.54%
$2.33T
$20.7 Million 1.16% of portfolio
94,449
Q4 2024 Added 0.58%
$232B
$18.3 Million 1.03% of portfolio
61,753
Q4 2024 Reduced 4.18%
$0
$14.9 Million 0.84% of portfolio
362,116
Q4 2024 Added 10.87%
$0
$13.7 Million 0.77% of portfolio
106,361
Q4 2024 Added 18.22%
$0
$13.6 Million 0.76% of portfolio
148,370
Q4 2024 Added 41.25%
$0
$13.1 Million 0.74% of portfolio
384,777
Q4 2024 Reduced 4.9%
$0
$12.6 Million 0.7% of portfolio
451,050
Q4 2024 Reduced 2.4%
$0
$12.4 Million 0.69% of portfolio
30,875
Q4 2024 Reduced 0.3%
$0
$11.8 Million 0.66% of portfolio
134,607
Q4 2024 Added 29.2%
$1.11T
$10.8 Million 0.61% of portfolio
57,168
Q4 2024 Added 1.36%
$0
$10.1 Million 0.57% of portfolio
197,750
Q4 2024 Reduced 0.56%
$0
$10.1 Million 0.57% of portfolio
98,900
Q4 2024 Reduced 0.47%
$0
$9.81 Million 0.55% of portfolio
18,203
Q4 2024 Added 1.28%
$94.4B
$9.65 Million 0.54% of portfolio
41,620
Q4 2024 Added 1.04%
$1.14T
$9.04 Million 0.51% of portfolio
47,468
Q4 2024 Reduced 0.17%
$0
$9.09 Million 0.51% of portfolio
85,300
Q4 2024 Reduced 2.35%
$0
$9.15 Million 0.51% of portfolio
101,155
Q4 2024 Added 1.25%
$1.66T
$8.8 Million 0.49% of portfolio
14,915
Q4 2024 Added 3.05%
$802B
$8.79 Million 0.49% of portfolio
11,386
Q4 2024 Added 3.61%
$0
$8.36 Million 0.47% of portfolio
86,264
Q4 2024 Reduced 5.82%
$9.53B
$8.04 Million 0.45% of portfolio
83,757
Q4 2024 Reduced 5.9%
$0
$8.01 Million 0.45% of portfolio
13,604
Q4 2024 Added 1.77%
$811B
$6.71 Million 0.38% of portfolio
27,988
Q4 2024 Added 1.39%
$157B
$6.39 Million 0.36% of portfolio
106,009
Q4 2024 Added 11.1%
$210B
$5.87 Million 0.33% of portfolio
58,981
Q4 2024 Added 34.55%
$0
$5.14 Million 0.29% of portfolio
14,035
Q4 2024 Added 0.02%
$0
$4.75 Million 0.27% of portfolio
101,074
Q4 2024 Added 5.18%

Summary

  • Portfolio
  • No. of Stocks 258
  • Current Value $1.79 Billion
  • Prior Value $1.65 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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