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GSG Advisors LLC
GSG Advisors LLC is an independent, fee-based, comprehensive wealth management and investment advisory firm headquartered in Mount Laurel, New Jersey. Founded in 2004, the firm serves affluent individuals, families, and closely-held businesses, providing integrated financial, investment, tax, estate, and business planning advice. As of 2025, GSG Advisors employs 4 professionals and manages assets for 516 clients, focusing on delivering high-quality, unbiased service through long-term, trust-based relationships.
Investment Strategy
GSG Advisors LLC employs a comprehensive, client-focused approach, offering fee-based wealth management tailored to affluent individuals, families, and closely-held businesses. Their investment strategy centers on creating diversified portfolios designed to meet clients’ long-term objectives, utilizing both discretionary and non-discretionary management. The firm integrates financial, investment, tax, estate, and business planning, aiming to deliver consistent returns through unbiased advice and ongoing review, prioritizing privacy and trusted relationships.
Latest 13F Filing Activity
GSG Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 125 equity positions with a total 13F market value of $378M. The fund increased holdings in Vanguard Index FDS, Apple Inc., Applovin Corp. among other positions. GSG Advisors LLC reduced exposure to Lincoln Natl Corp. Ind, First TR Exchng Traded FD VI, Accenture PLC Ireland among others.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 23.25% | $87.9M | 266,820 | $217.09 | $328.17 | +$6.2M |
V VYM | VANGUARD WHITEHALL FDS | 7.86% | $29.7M | 210,400 | $104.40 | $140.95 | +$1.5M |
S SCHB | SCHWAB STRATEGIC TR | 7.31% | $27.6M | 1,070,764 | $17.45 | $25.71 | +$1.7M |
A AAPL | APPLE INC | 6.91% | $26.1M | 102,191 | $174.18 | $254.63 | +$4.7M |
S SCHD | SCHWAB STRATEGIC TR | 3.51% | $13.3M | 482,300 | $24.13 | $27.30 | +$425.0K |
Industry Allocation
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