Gm Advisory Group, Inc. has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.54 Billion distributed in 241 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 $216M, Ishares Gold Trust with a value of $88.3M, Ishares Trishares 0 3 Mnth Tre with a value of $76.6M, Vanguard Total Stock Market Et with a value of $71.7M, and Spdr Portfolio Short Term Trea with a value of $62.1M.

Examining the 13F form we can see an increase of $122M in the current position value, from $1.42B to 1.54B.

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 $1.54 Billion
ETFs: $1.18 Billion
Technology: $136 Million
Financial Services: $79.9 Million
Healthcare: $43.5 Million
Communication Services: $36.1 Million
Consumer Cyclical: $33.1 Million
Energy: $14.5 Million
Industrials: $10 Million
Other: $13.5 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 241
  • Current Value $1.54 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 23 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
Track This Portfolio

Track Gm Advisory Group, Inc. Portfolio

Follow Gm Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

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.