GM Advisory Group, Inc.
CIK:0001598304
Investment Adviser
$3B AUM
288 holdings
Melville, NY, USA
A boutique wealth management firm now part of Wealthspire Advisors, offering personalized wealth strategies for ultra and high-net-worth individuals and families.
Investment Strategy
Personalized wealth strategies including financial planning and investment management
Top Buys
S
SPLGSPDR SERIES TRUST+$45.2M
S
SOXXISHARES TR+$21.5M
N
NVDANVIDIA CORPORATION+$19.0M
I
ILCGISHARES TR+$16.8M
V
VTIVANGUARD INDEX FDS+$13.4M
Top Sells
S
SHVISHARES TR-$30.1M
S
SGOVISHARES TR-$27.4M
I
IAUISHARES GOLD TR-$25.0M
S
SPSMSPDR SERIES TRUST-$20.2M
A
AONAON PLC-$14.3M
Top Holdings
S
SPLGSPDR SERIES TRUST+15.8%$320.3M
S
SGOVISHARES TR+6.0%$121.9M
I
IAUISHARES GOLD TR+4.8%$97.0M
V
VTIVANGUARD INDEX FDS+4.7%$95.5M
S
SHYISHARES TR+3.4%$69.0M
Equity Positions (287)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 15.83% | $320.3M | 4,406,753 | $54.66 | $72.69 | +$45.2M |
S SGOV | ISHARES TR | 6.03% | $121.9M | 1,210,980 | $100.48 | $100.69 | -$27.4M |
I IAU | ISHARES GOLD TR | 4.79% | $97.0M | 1,555,296 | $36.18 | $62.36 | -$25.0M |
V VTI | VANGUARD INDEX FDS | 4.72% | $95.5M | 314,323 | $206.64 | $303.93 | +$13.4M |
S SHY | ISHARES TR | 3.41% | $69.0M | 832,544 | $82.70 | $82.86 | +$1.9M |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+5.0%
SEMICONDUCTORS & RELATED DEVICES
+3.3%
SERVICES-PREPACKAGED SOFTWARE
+2.8%
ELECTRONIC COMPUTERS
+2.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.4%