GM Advisory Group, Inc. Portfolio Holdings
Q3 2025•304 long positions•$2.4B portfolio value
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Holding320 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $357.2M 15.18% | +$12.0M Bought | — 4.6M shares | 4.4M → 4.6M +$12.0M | +3.47% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $258.8M 11.0% | +$136.8M Bought | — 2.6M shares | 1.2M → 2.6M +$136.8M | +112.19% | — — | Q3 2022 Held for 3y 2m | |
Unknown Unknown | $113.1M 4.81% | -$30.9K Sold | — 1.6M shares | 1.6M → 1.6M −$30.9K | -0.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $106.3M 4.52% | +$3.2M Bought | — 323.9K shares | 314.3K → 323.9K +$3.2M | +3.06% | — — | Q1 2015 Held for 10y 8m | |
ETF ETF | $68.7M 2.92% | -$372.2K Sold | — 828.1K shares | 832.5K → 828.1K −$372.2K | -0.54% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $68.4M 2.91% | +$1.0M Bought | — 180.4K shares | 177.7K → 180.4K +$1.0M | +1.49% | — — | Q2 2014 Held for 11y 5m | |
ETF ETF | $66.5M 2.83% | +$8.4M Bought | — 518.0K shares | 452.8K → 518.0K +$8.4M | +14.38% | — — | Q2 2024 Held for 1y 5m | |
Consumer Electronics Technology | $63.5M 2.7% | -$554.1K Sold | 0.002% 249.3K shares | 251.4K → 249.3K −$554.1K | -0.87% | $3.78T Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $57.7M 2.45% | +$3.8M Bought | — 887.3K shares | 829.3K → 887.3K +$3.8M | +6.99% | — — | Q3 2015 Held for 10y 2m | |
ETF ETF | $56.0M 2.38% | -$2.7M Sold | — 1.9M shares | 2.0M → 1.9M −$2.7M | -4.6% | — — | Q3 2022 Held for 3y 2m | |
Semiconductors Technology | $50.6M 2.15% | -$3.0M Sold | 0.001% 271.3K shares | 287.3K → 271.3K −$3.0M | -5.55% | $4.54T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $43.7M 1.86% | +$1.0M Bought | — 1.7M shares | 1.6M → 1.7M +$1.0M | +2.41% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $41.5M 1.77% | +$4.5M Bought | — 285.1K shares | 254.1K → 285.1K +$4.5M | +12.21% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $40.0M 1.7% | -$7.7M Sold | — 147.5K shares | 176.0K → 147.5K −$7.7M | -16.17% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $35.4M 1.5% | -$675.4K Sold | 0.001% 68.3K shares | 69.6K → 68.3K −$675.4K | -1.87% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $34.6M 1.47% | -$369.9K Sold | — 428.9K shares | 433.5K → 428.9K −$369.9K | -1.06% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $31.1M 1.32% | -$1.0M Sold | — 665.6K shares | 687.2K → 665.6K −$1.0M | -3.15% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $30.3M 1.29% | -$349.8K Sold | — 2.3M shares | 2.3M → 2.3M −$349.8K | -1.14% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $29.8M 1.27% | +$4.1M Bought | — 286.1K shares | 246.5K → 286.1K +$4.1M | +16.05% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $28.3M 1.2% | -$4.2M Sold | — 42.4K shares | 48.7K → 42.4K −$4.2M | -12.83% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $24.5M 1.04% | +$51.0K Bought | — 575.1K shares | 573.9K → 575.1K +$51.0K | +0.21% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $23.6M 1.0% | -$1.6M Sold | — 263.6K shares | 281.3K → 263.6K −$1.6M | -6.32% | — — | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $23.5M 1.0% | -$691.6K Sold | 0.001% 107.1K shares | 110.3K → 107.1K −$691.6K | -2.86% | $2.34T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $22.9M 0.974% | +$21.2M Bought | — 352.5K shares | 25.7K → 352.5K +$21.2M | +1,272.53% | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $21.4M 0.909% | +$664.3 Bought | 0.009% 64.4K shares | 64.4K → 64.4K +$664.3 | +0.0% | $231.14B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $20.8M 0.884% | +$3.3M Bought | — 199.1K shares | 167.3K → 199.1K +$3.3M | +18.97% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $20.7M 0.881% | +$19.6M Bought | — 73.5K shares | 4.1K → 73.5K +$19.6M | +1,683.44% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $20.3M 0.863% | -$173.3K Sold | — 753.6K shares | 760.1K → 753.6K −$173.3K | -0.85% | — — | Q2 2022 Held for 3y 5m | |
Oil & Gas Drilling Energy | $17.9M 0.759% | +$171.0K Bought | 1.03% 1.0M shares | 1.0M → 1.0M +$171.0K | +0.97% | $1.7B Small Cap | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $17.1M 0.726% | -$655.6K Sold | 0.001% 70.3K shares | 73.0K → 70.3K −$655.6K | -3.69% | $2.95T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $16.2M 0.688% | -$6.2M Sold | — 146.4K shares | 202.6K → 146.4K −$6.2M | -27.72% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $15.9M 0.677% | -$227.0K Sold | — 372.4K shares | 377.7K → 372.4K −$227.0K | -1.4% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $14.9M 0.634% | +$1.3M Bought | — 31.8K shares | 29.1K → 31.8K +$1.3M | +9.29% | — — | Q2 2021 Held for 4y 5m | |
Insurance - Brokers Financial Services | $14.9M 0.632% | — | 0.019% 41.7K shares | — | — | $76.9B Large Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $14.2M 0.603% | -$234.3K Sold | — 491.0K shares | 499.1K → 491.0K −$234.3K | -1.62% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $13.8M 0.585% | -$109.6K Sold | 0.0% 56.5K shares | 56.9K → 56.5K −$109.6K | -0.79% | $2.95T Mega Cap | Q4 2016 Held for 8y 11m | |
ETF ETF | $13.7M 0.581% | +$2.8M Bought | — 20.4K shares | 16.3K → 20.4K +$2.8M | +25.44% | — — | Q4 2016 Held for 8y 11m | |
Internet Content & Information Communication Services | $13.6M 0.579% | -$637.4K Sold | 0.001% 18.6K shares | 19.4K → 18.6K −$637.4K | -4.47% | $1.84T Mega Cap | Q4 2016 Held for 8y 11m | |
Semiconductors Technology | $12.6M 0.536% | -$502.8K Sold | 0.001% 38.2K shares | 39.7K → 38.2K −$502.8K | -3.83% | $1.56T Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $12.6M 0.535% | +$183.5K Bought | — 99.9K shares | 98.4K → 99.9K +$183.5K | +1.48% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $12.1M 0.513% | +$12.1M New | — 37.0K shares | 0 → 37.0K +$12.1M | New | — — | Q3 2025 Held for 2 months | |
Software - Application Technology | $12.0M 0.51% | +$123.1K Bought | 0.006% 122.5K shares | 121.3K → 122.5K +$123.1K | +1.04% | $204.31B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $11.1M 0.471% | +$329.2K Bought | — 218.5K shares | 212.0K → 218.5K +$329.2K | +3.06% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $10.7M 0.453% | -$143.2K Sold | — 116.2K shares | 117.8K → 116.2K −$143.2K | -1.33% | — — | Q3 2022 Held for 3y 2m | |
Banks - Diversified Financial Services | $10.5M 0.447% | +$154.9K Bought | 0.001% 33.4K shares | 32.9K → 33.4K +$154.9K | +1.49% | $867.35B Mega Cap | Q4 2015 Held for 9y 11m | |
ETF ETF | $10.4M 0.442% | -$1.2M Sold | — 17.0K shares | 19.0K → 17.0K −$1.2M | -10.41% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $9.3M 0.395% | -$104.1K Sold | — 99.4K shares | 100.6K → 99.4K −$104.1K | -1.11% | — — | Q1 2020 Held for 5y 8m | |
Drug Manufacturers - General Healthcare | $9.2M 0.393% | -$477.6K Sold | 0.001% 12.1K shares | 12.7K → 12.1K −$477.6K | -4.92% | $684.00B Mega Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $8.3M 0.353% | -$207.6K Sold | — 82.7K shares | 84.8K → 82.7K −$207.6K | -2.44% | — — | Q1 2018 Held for 7y 8m | |
Medical - Healthcare Information Services Healthcare | $7.9M 0.337% | — | 0.097% 83.8K shares | — | — | $8.2B Mid Cap | Q3 2023 Held for 2y 2m |
