GM Advisory Group, Inc.

RIA/Wealth

GM Advisory Group, Inc. is a RIA/Wealth based in Melville, NY led by Michael Anthony Lamena, reporting $3.7B in AUM as of Q3 2025 with 71% ETF concentration, 52% concentrated in top 10 holdings, and 15% allocation to SPLG.

CEOMichael Anthony Lamena

Portfolio Value: $2.4B
Positions: 304
Top Holding: SPLG at 15.18%
Last Reported: Q3 2025

Address400 Broadhollow Road, Suite 301, Melville, NY, 11747, United States

Top Holdings

Largest long holdings in GM Advisory Group, Inc.'s portfolio (51.7% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$357.2M	15.18%	+$12.0M Bought	— 4.6M shares	Q2 2021 Held for 4y 5m
2 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$258.8M	11.00%	+$136.8M Bought	— 2.6M shares	Q3 2022 Held for 3y 2m
3 IAU iShares Gold Trust IAU	Unknown Unknown	$113.1M	4.81%	-$30.9K Sold	— 1.6M shares	Q4 2022 Held for 2y 11m
4 Vanguard Total Stock Market VTI	ETF ETF	$106.3M	4.52%	+$3.2M Bought	— 323.9K shares	Q1 2015 Held for 10y 8m
5 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$68.7M	2.92%	-$372.2K Sold	— 828.1K shares	Q2 2022 Held for 3y 5m
6 iShares Russell 3000 IWV	ETF ETF	$68.4M	2.91%	+$1.0M Bought	— 180.4K shares	Q2 2014 Held for 11y 5m
7 BNY Mellon US Large Cap Core Equity BKLC	ETF ETF	$66.5M	2.83%	+$8.4M Bought	— 518.0K shares	Q2 2024 Held for 1y 5m
8 Apple AAPL	Consumer Electronics Technology	$63.5M	2.70%	-$554.1K Sold	0.00% 249.3K shares	Q1 2014 Held for 11y 8m
9 iShares MSCI ACWI ex US ACWX	ETF ETF	$57.7M	2.45%	+$3.8M Bought	— 887.3K shares	Q3 2015 Held for 10y 2m
10 SPDR Portfolio Short Term Treasury SPTS	ETF ETF	$56.0M	2.38%	-$2.7M Sold	— 1.9M shares	Q3 2022 Held for 3y 2m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GM Advisory Group, Inc.'s latest filing

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GthenC

Market Value

$2.4B

Prior: $2.0B

Q/Q Change

+16.24%

+$328.7M

Net Flows % of MV

+8.06%

Turnover Ratio

7.23%

New Purchases

26 stocks

$21.2M

Added To

127 stocks

+$242.5M

Sold Out Of

16 stocks

$12.3M

Reduced Holdings

107 stocks

-$61.9M

Increased Positions

Position	Shares Δ	Change
1 VanEck Semiconductor SMH	New	0 → 37.0K +$12.1M
2 Portillo's Inc. PTLO	New	0 → 300.0K +$1.9M
3 FISV Fiserv, Inc. Common Stock FISV	New	0 → 4.9K +$637.4K
4 Invesco FTSE RAFI US 1000 PRF	New	0 → 13.1K +$593.4K
5 Janus Henderson AAA CLO JAAA	New	0 → 9.3K +$469.8K

Decreased Positions

Position	Shares Δ	Change
1 Ares Management Corporation ARES	Sold	14.0K → 0 −$2.4M
2 iShares China Large-Cap ETF FXI	Sold	47.2K → 0 −$1.7M
3 SPDR EURO STOXX 50 ETF FEZ	Sold	21.9K → 0 −$1.3M
4 iShares MSCI Emerging Markets EEM	Sold	26.7K → 0 −$1.3M
5 BILL Holdings BILL	Sold	22.4K → 0 −$1.0M