GM Advisory Group, LLC

CIK: 0001598304SEC EDGAR →

Portfolio Value

$2.4M

Holdings

345

As of

Q4 2025

New Positions

300

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
SPYM

SPDR Portfolio S&P 500 ETF

4,745,143$380K
15.86%
2
SGOV

iShares TR iShares 0-3 MNTH Treas BD ETF

2,493,491$250K
10.43%
3
IAU*

iShares Gold Trust iShares New

1,527,276$123K
5.13%
4
VTI

Vanguard Index FDS Vanguard Total STK MKT ETF

315,914$105K
4.38%
5
BKLC

BNY Mellon ETF TR US Large Cap Core Equity ETF

541,961$70K
2.92%
6
AAPL

Apple Inc Com

254,074$69K
2.88%
7
IWV

iShares TR Russell 3000 ETF

177,357$68K
2.84%
8
ACWX

iShares TR MSCI Acwi Ex US ETF

1,018,255$68K
2.84%
9
SHY

iShares Barclays 1-3 YR TSY BD

741,748$61K
2.55%
10
NVDA

Nvidia Corp Com

276,878$51K
2.13%

Quarterly Changes

Top Buys

SPYM↑ Increased
$23K
IWB↑ Increased
$16K
SPY↑ Increased
$13K
ACWX↑ Increased
$10K
TMFCNEW
$9K

Top Sells

BNKKCLOSED
$174K
VTI↓ Decreased
$102K
GCTS/WSCLOSED
$86K
SHVCLOSED
$16K
IAU*↓ Decreased
$10K

New Positions (69)

TMFC
$9K · 128K shares
CRCL
$4K · 57K shares
MIGA
$3K · 20K shares
PURR
$2K · 828K shares
SARO
$2K · 70K shares
LGIH
$1K · 31K shares
TMUS
$1K · 5K shares
DON
$1K · 3K shares
DBEF
$1K · 26K shares
BBAI
$1K · 300K shares
RH
$1K · 9K shares
FOUR
$1K · 30K shares
SOFI
$1K · 40K shares
CG
$1K · 18K shares
CIVI
$1K · 40K shares
BKSY
$1K · 67K shares
GENI
$1K · 101K shares
JEPQ
$1K · 19K shares
BR
$0 · 2K shares
LITE
$0 · 929 shares
SJNK
$0 · 10K shares
ITW
$0 · 2K shares
ELF
$0 · 13K shares
COWZ
$0 · 9K shares
SBUX
$0 · 3K shares
USB
$0 · 4K shares
ED
$0 · 2K shares
PSTG
$0 · 10K shares
DLP
$0 · 276K shares
JCI
$0 · 2K shares
XHB
$0 · 3K shares
SG
$0 · 84K shares
KTF
$0 · 10K shares
BMY
$0 · 4K shares
PEP
$0 · 2K shares
CIFR
$0 · 13K shares
CIBR
$0 · 12K shares
PAYX
$0 · 2K shares
WEX
$0 · 3K shares
DFNS
$0 · 14K shares
ABVE
$0 · 65K shares
JPUHF
$0 · 2K shares
EXPD
$0 · 2K shares
CVS
$0 · 3K shares
KEY
$0 · 30K shares
AMLP
$0 · 10K shares
HUBS
$0 · 1K shares
PGX
$0 · 21K shares
NVG
$0 · 19K shares
ABTC
$0 · 63K shares
HNVR
$0 · 19K shares
Skyline Builders Group Holding Limited ETF
$0 · 37K shares
CMG
$0 · 6K shares
ANET
$0 · 2K shares
LMT
$0 · 690 shares
RSG
$0 · 1K shares
VGK
$0 · 2K shares
RSPT
$0 · 7K shares
IYH
$0 · 3K shares
BPRE
$0 · 13K shares
MEIEF
$0 · 21K shares
NLR
$0 · 5K shares
ETHZ
$0 · 57K shares
AZO
$0 · 81 shares
DGX
$0 · 61K shares
COLD
$0 · 35K shares
VRTX
$0 · 527 shares
ADI
$0 · 952 shares
MTD
$0 · 243 shares

Closed Positions (27)

BNKK
$174K · 650K shares
GCTS/WS
$86K · 460K shares
SHV
$16K · 146K shares
TSM
$4K · 13K shares
EL
$3K · 30K shares
RSP
$3K · 14K shares
PTLO
$2K · 300K shares
BABA
$2K · 9K shares
SHEL
$1K · 21K shares
ZIM
$1K · 100K shares
CP
$598 · 8K shares
IVW
$563 · 5K shares
KHC
$539 · 21K shares
IRM
$477 · 5K shares
MHN
$438 · 43K shares
KOCT
$418 · 13K shares
FLB
$390 · 300K shares
AZN
$371 · 5K shares
DFNM
$332 · 7K shares
PTON
$272 · 30K shares
CGCP
$241 · 11K shares
BBVA
$213 · 11K shares
NVSN
$213 · 2K shares
MYN
$204 · 21K shares
SONY
$202 · 7K shares
STWD
$200 · 10K shares
EDD
$101 · 19K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services142$1.8M76.4%
Technology51$224K9.3%
Unknown22$150K6.3%
Communication Services13$63K2.6%
Consumer Cyclical23$50K2.1%
Healthcare26$30K1.3%
Energy11$17K0.7%
Consumer Defensive10$14K0.6%
Industrials34$14K0.6%
Basic Materials3$2K0.1%
Utilities5$2K0.1%
Real Estate6$00.0%