Gm Advisory Group, Inc.

CIK Number: 0001598304

1.85B
Market Value
254
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPLG SPDR Portfolio ...
70.28
-0.87% 4.04M +16.42% 278.53M 53.27 15.42%
2 SGOV iShares 0-3 Mon...
100.55
+0.01% 1.34M +40.16% 134.12M 100.46 7.42%
3 IAU iShares Gold Tr...
63.83
+0.05% 2.05M +1.78% 101.53M 35.98 5.62%
4 VTI Vanguard Total ...
293.93
-0.86% 283.37K +2.99% 82.12M 197.62 4.55%
5 IWV iShares Russell...
338.70
-0.91% 183.59K +0.73% 61.37M 211.18 3.40%
6 SHY iShares 1-3 Yea...
82.44
+0.05% 715.37K +6.63% 58.65M 82.69 3.25%
7 SHV iShares Short T...
110.25
0.00% 491.27K +12.55% 54.09M 110.09 2.99%
8 AAPL Apple Inc.
195.57
-1.44% 211.36K +1.46% 52.93M 88.87 2.93%
9 BKLC BNY Mellon US L...
114.53
-0.87% 371.35K +74.32% 41.61M 107.28 2.30%
10 SPAB SPDR Portfolio ...
25.30
+0.34% 1.48M +6.43% 37.09M 25.3 2.05%
11 ACWX iShares MSCI AC...
59.22
-1.29% 680.59K +4.73% 35.5M 48.81 1.96%
12 NVDA NVIDIA Corporat...
144.07
-0.43% 250.71K +0.43% 33.67M 15 1.86%
13 TLT iShares 20+ Yea...
86.50
+1.22% 372.36K +0.50% 32.52M 88.68 1.80%
14 IUSB iShares Core To...
45.69
+0.27% 707.33K -1.95% 31.97M 46.07 1.77%
15 SPTM SPDR Portfolio ...
72.45
-0.88% 443.63K -1.04% 31.69M 47.29 1.75%
16 AON Aon plc
350.61
+0.16% 86.19K -6.16% 30.96M 293.49 1.71%
17 PDBC Invesco Optimum...
13.80
+1.96% 2.16M -2.69% 28M 16.42 1.55%
18 SPY SPDR S&P 500 ET...
597.40
-0.88% 46.73K +3.50% 27.39M 389.07 1.52%
19 MSFT Microsoft Corpo...
477.90
-0.26% 57.01K +6.64% 24.03M 210.26 1.33%
20 SPTL SPDR Portfolio ...
26.09
+1.07% 870.57K +4.93% 22.8M 28.88 1.26%
21 SOXX iShares Semicon...
225.67
-0.78% 101.08K +5.20% 21.78M 164.74 1.21%
22 SPSM SPDR Portfolio ...
41.43
-1.11% 463.14K +5.54% 20.8M 45.48 1.15%
23 AMZN Amazon.com, Inc...
214.87
-0.57% 94.45K +0.57% 20.72M 102.16 1.15%
24 AXP American Expres...
292.69
-0.52% 61.75K -4.18% 18.33M 95.26 1.01%
25 BKAG BNY Mellon Core...
41.70
+0.31% 362.12K +10.87% 14.93M 42.2 0.83%
26 SOC Sable Offshore ...
22.64
-1.69% 600K +17.65% 13.74M 22.03 0.76%
27 ITOT iShares Core S&...
130.11
-0.88% 106.36K +18.22% 13.68M 99.96 0.76%
28 BIL SPDR Bloomberg ...
91.60
+0.02% 148.37K +41.25% 13.57M 91.62 0.75%
29 SPDW SPDR Portfolio ...
39.95
-1.27% 384.78K -4.9% 13.13M 25.8 0.73%
30 SPTI SPDR Portfolio ...
28.46
+0.28% 451.05K -2.4% 12.58M 28.23 0.70%
31 IWF iShares Russell...
406.54
-0.88% 30.88K -0.3% 12.4M 265.8 0.69%
32 SPYG SPDR Portfolio ...
91.36
-0.84% 134.61K +29.20% 11.83M 76.64 0.65%
33 GOOGL Alphabet Inc.
175.88
-0.51% 57.17K +1.36% 10.82M 102.91 0.60%
34 IGM iShares Expande...
107.01
-0.68% 98.9K -0.47% 10.1M 61.35 0.56%
35 FMB First Trust Man...
49.81
+0.17% 197.75K -0.56% 10.09M 50.69 0.56%
36 VOO Vanguard 500 In...
549.20
-0.88% 18.2K +1.28% 9.81M 350.79 0.54%
37 AVGO Broadcom Inc.
249.32
-1.1% 41.62K +1.04% 9.65M 34.93 0.53%
38 BOND PIMCO Active Bo...
91.11
+0.35% 101.16K +1.25% 9.15M 94.88 0.51%
39 MUB iShares Nationa...
104.08
+0.11% 85.3K -2.35% 9.09M 106.13 0.50%
40 GOOG Alphabet Inc.
177.16
-0.44% 47.47K -0.17% 9.04M 88.82 0.50%
41 LLY Eli Lilly and C...
791.46
-2% 11.39K +3.61% 8.79M 251.94 0.49%
42 META Meta Platforms,...
697.17
-0.7% 14.91K +3.05% 8.73M 200.44 0.48%
43 AGG iShares Core U....
98.08
+0.33% 86.26K -5.82% 8.36M 113.33 0.46%
44 HQY HealthEquity, I...
100.00
-1.06% 83.76K -5.9% 8.04M 67.98 0.44%
45 IVV iShares Core S&...
598.51
-0.87% 13.6K +1.77% 8.01M 421.42 0.44%
46 JPM JPMorgan Chase ...
269.39
-0.36% 27.99K +1.39% 6.71M 104.2 0.37%
47 UBER Uber Technologi...
84.70
-0.49% 106.01K +11.10% 6.39M 55.81 0.35%
48 MRK Merck & Co., In...
78.33
-3.25% 58.98K +34.55% 5.87M 105.17 0.32%
49 VOOG Vanguard S&P 50...
380.38
-0.96% 14.04K +0.02% 5.14M 218.88 0.28%
50 SCHD Schwab U.S. Div...
26.70
-0.8% 179.36K +261.01% 4.9M 26.96 0.27%
51 HYDB iShares High Yi...
46.81
-0.03% 101.07K +5.18% 4.75M 46.39 0.26%
52 IWM iShares Russell...
208.41
-1.12% 19.88K +7.16% 4.39M 206.65 0.24%
53 XOM Exxon Mobil Cor...
114.00
+1.36% 39.41K +2.48% 4.24M 60.67 0.23%
54 V Visa Inc.
357.69
+0.62% 12.83K +6.15% 4.05M 188.62 0.22%
55 UNH UnitedHealth Gr...
308.94
+0.42% 7.99K -11.89% 4.04M 389.9 0.22%
56 ASML ASML Holding N....
760.09
-1.95% 5.65K +197.05% 3.91M 689.56 0.22%
57 IWB iShares Russell...
327.31
-0.87% 11.89K +0.31% 3.83M 229.68 0.21%
58 TSLA Tesla, Inc.
316.28
-3.9% 9.44K +6.41% 3.81M 168.72 0.21%
59 RSP Invesco S&P 500...
177.26
-1.01% 20.92K +12.06% 3.67M 167.1 0.20%
60 NFLX Netflix, Inc.
1220.70
-0.38% 3.84K -0.26% 3.43M 422.28 0.19%
61 COST Costco Wholesal...
977.59
-0.69% 3.68K +1.63% 3.37M 521.5 0.19%
62 KVUE Kenvue Inc.
21.45
-0.95% 150.2K -1.02% 3.21M 21.23 0.18%
63 TWLO Twilio Inc.
116.23
-0.38% 27.3K -25.85% 2.95M 62.13 0.16%
64 CVX Chevron Corpora...
148.85
+1.93% 19.62K +1.43% 2.84M 117.66 0.16%
65 BWFG Bankwell Financ...
34.33
-1.35% 90.36K +0.61% 2.81M 29.83 0.16%
66 CI Cigna Corporati...
312.35
-0.66% 9.4K -11.41% 2.6M 294.35 0.14%
67 EPD Enterprise Prod...
31.22
-0.98% 82.49K +3.88% 2.59M 21.72 0.14%
68 BRK-B Berkshire Hatha...
483.43
-1.39% 5.71K +31.59% 2.59M 349.83 0.14%
69 PG The Procter & G...
158.46
-1.5% 15.24K +9.16% 2.55M 124.01 0.14%
70 HYS PIMCO 0-5 Year ...
93.77
-0.14% 27.2K -6.92% 2.55M 92.98 0.14%
71 METV Roundhill Ball ...
16.18
-1.31% 171.37K -3.75% 2.46M 8.41 0.14%
72 MRVL Marvell Technol...
70.06
-0.5% 22.31K -16.2% 2.46M 67.71 0.14%
73 FXI iShares China L...
36.27
-1.1% 77.52K +69.01% 2.36M 26.87 0.13%
74 HD The Home Depot,...
348.70
-1.37% 5.93K +8.29% 2.31M 291.08 0.13%
75 KLAC KLA Corporation
892.78
+0.04% 3.58K -0.42% 2.26M 165.4 0.13%
76 ISRG Intuitive Surgi...
511.97
-1.36% 4.24K -0.73% 2.21M 214.17 0.12%
77 ULTA Ulta Beauty, In...
472.03
+0.02% 5.01K -42.75% 2.18M 333.74 0.12%
78 ORCL Oracle Corporat...
207.88
-1.53% 12.96K +0.02% 2.16M 62.04 0.12%
79 CRWD CrowdStrike Hol...
491.76
+2.58% 6.28K +2.20% 2.15M 279.61 0.12%
80 TSM Taiwan Semicond...
213.93
-0.81% 10.73K +2.64% 2.12M 86.78 0.12%
81 DIS The Walt Disney...
118.14
-1.12% 18.77K +5.20% 2.09M 109.23 0.12%
82 MO Altria Group, I...
58.95
+0.26% 39.47K -0.41% 2.06M 42.52 0.11%
83 INTU Intuit Inc.
764.51
-0.46% 3.23K -1.4% 2.03M 323.4 0.11%
84 IJH iShares Core S&...
60.20
-0.88% 31.74K +15.87% 1.98M 56.41 0.11%
85 JNJ Johnson & Johns...
152.38
-1.83% 13.39K +10.29% 1.94M 140.95 0.11%
86 WFC Wells Fargo & C...
72.50
-0.88% 27.13K +58.39% 1.91M 51.14 0.11%
87 BABA Alibaba Group H...
115.13
-0.72% 22.02K +152.52% 1.87M 87.11 0.10%
88 FSLR First Solar, In...
144.22
-17.7% 10.46K +100.00% 1.84M 176.24 0.10%
89 UNP Union Pacific C...
220.55
-1.83% 7.98K -0.42% 1.82M 166.99 0.10%
90 AMD Advanced Micro ...
127.15
+0.60% 14.63K -4.65% 1.77M 122.51 0.10%
91 VIG Vanguard Divide...
199.44
-0.85% 8.95K +9.06% 1.75M 166.24 0.10%
92 ILCG iShares Morning...
92.79
-0.77% 18.13K +64.03% 1.62M 86.21 0.09%
93 BAC Bank of America...
44.23
-0.41% 35.3K -0.12% 1.55M 27.56 0.09%
94 SCHW The Charles Sch...
88.94
-0.03% 20.74K +3.75% 1.53M 54.85 0.08%
95 SPGI S&P Global Inc.
501.07
-0.78% 2.92K 0.00% 1.46M 292.39 0.08%
96 MA Mastercard Inco...
569.23
+0.10% 2.73K +0.15% 1.44M 361.79 0.08%
97 KKR KKR & Co. Inc.
121.06
-1.9% 9.56K 0.00% 1.41M 130.58 0.08%
98 VTV Vanguard Value ...
172.71
-0.87% 8.24K +21.33% 1.39M 149.86 0.08%
99 MDY SPDR S&P MIDCAP...
551.81
-0.9% 2.41K 0.00% 1.37M 389.98 0.08%
100 BRK-A Berkshire Hatha...
725910.01
-1.36% 2 0.00% 1.36M 406470 0.08%
101 SHEL Shell plc
72.34
+1.28% 21.57K -0.62% 1.35M 53.14 0.07%
102 HON Honeywell Inter...
221.84
-1% 5.9K +3.29% 1.33M 143.07 0.07%
103 WULF TeraWulf Inc.
3.94
-9.12% 234.8K -4.08% 1.33M 3.81 0.07%
104 AXON Axon Enterprise...
777.48
-0.4% 2.18K -5.66% 1.3M 86.22 0.07%
105 EPS WisdomTree U.S....
62.18
-0.79% 20.87K +0.43% 1.28M 35.83 0.07%
106 MELI MercadoLibre, I...
2387.89
-2.72% 723 +439.55% 1.23M 1687.66 0.07%
107 IWR iShares Russell...
89.14
-1% 13.7K +4.45% 1.21M 82.11 0.07%
108 LQD iShares iBoxx $...
107.97
+0.35% 11.04K +486.72% 1.18M 107.49 0.07%
109 GLD SPDR Gold Share...
311.95
+0.05% 4.85K +7.85% 1.17M 135.64 0.07%
110 IBM International B...
283.06
+0.44% 5.33K +2.21% 1.17M 143.34 0.06%
111 QQQ Invesco QQQ Tru...
528.89
-1.01% 2.23K +12.47% 1.14M 360.52 0.06%
112 KBE SPDR S&P Bank E...
52.37
-1.34% 20.52K 0.00% 1.14M 31.54 0.06%
113 TMO Thermo Fisher S...
390.40
-3.62% 2.15K -7.16% 1.12M 304.9 0.06%
114 XLK Technology Sele...
241.22
-0.75% 4.77K +19.01% 1.11M 166.7 0.06%
115 EEM iShares MSCI Em...
46.62
-1.3% 26.47K +1.72% 1.11M 41.17 0.06%
116 ADP Automatic Data ...
307.57
-0.11% 3.73K +26.82% 1.09M 198.86 0.06%
117 VUG Vanguard Growth...
420.16
-0.82% 2.65K +30.44% 1.09M 336.41 0.06%
118 KO The Coca-Cola C...
69.60
-1.31% 17.37K +3.81% 1.08M 54.03 0.06%
119 SHOP Shopify Inc.
106.50
-1.73% 9.93K 0.00% 1.06M 51.31 0.06%
120 NEE NextEra Energy,...
71.88
-2.58% 14.6K -7.23% 1.05M 58.48 0.06%
121 FEZ SPDR EURO STOXX...
58.78
-1.66% 21.45K +0.32% 1.03M 52.61 0.06%
122 DHR Danaher Corpora...
195.80
-2.64% 4.49K +0.09% 1.03M 209.03 0.06%
123 FI Fiserv, Inc.
163.43
-0.88% 4.94K 0.00% 1.02M 126.6 0.06%
124 VCSH Vanguard Short-...
78.91
+0.04% 12.82K +100.00% 1M 78.01 0.06%
125 PANW Palo Alto Netwo...
202.01
+1.97% 5.37K +177.66% 977.13K 163.02 0.05%
126 WMB The Williams Co...
58.48
-1.12% 17.97K -2.36% 972.75K 35.16 0.05%
127 PM Philip Morris I...
183.44
+0.08% 7.89K +23.67% 949.44K 121.2 0.05%
128 APH Amphenol Corpor...
92.69
-0.73% 13.37K +0.25% 928.32K 42.69 0.05%
129 XLV Health Care Sel...
133.47
-1.65% 6.45K +11.20% 887.7K 145.22 0.05%
130 CSCO Cisco Systems, ...
65.33
-0.27% 14.87K +0.24% 880.01K 34.72 0.05%
131 MMC Marsh & McLenna...
215.72
-0.42% 4.07K -3% 864.43K 189.6 0.05%
132 WMT Walmart Inc.
94.21
-0.08% 9.38K +17.52% 847.93K 59.38 0.05%
133 XLE Energy Select S...
88.69
+0.97% 9.83K +40.10% 841.86K 87.88 0.05%
134 IRM Iron Mountain I...
102.66
+0.58% 7.79K 0.00% 818.7K 44.5 0.05%
135 TTD The Trade Desk,...
67.57
-3.81% 6.87K 0.00% 807.43K 77.44 0.04%
136 ACN Accenture plc
312.02
-0.73% 2.28K 0.00% 801.74K 255.63 0.04%
137 XOP SPDR S&P Oil & ...
134.85
+1.31% 5.89K +100.00% 779.66K 132.37 0.04%
138 PFE Pfizer Inc.
24.00
-1.64% 28.8K -0.23% 764.19K 33.47 0.04%
139 NKE NIKE, Inc.
59.99
-3.08% 9.97K -17.05% 754.66K 123.11 0.04%
140 LULU Lululemon Athle...
235.13
-2.55% 1.95K +0.51% 746.46K 312.99 0.04%
141 IUSG iShares Core S&...
144.03
-0.85% 5.33K 0.00% 742.88K 110.84 0.04%
142 PYPL PayPal Holdings...
70.64
-2.23% 8.65K -1.98% 738.53K 74.94 0.04%
143 SLV iShares Silver ...
33.74
+2.15% 27.84K +2.22% 732.9K 28.36 0.04%
144 CME CME Group Inc.
269.66
+0.80% 3.15K 0.00% 732.45K 181.4 0.04%
145 HEI HEICO Corporati...
307.28
+0.98% 2.95K 0.00% 700.89K 156.05 0.04%
146 MCD McDonald's Corp...
292.33
-1.33% 2.39K +14.66% 691.56K 195.76 0.04%
147 T AT&T Inc.
27.64
-1.16% 30.1K -0.54% 685.43K 19.75 0.04%
148 SPYV SPDR Portfolio ...
51.12
-0.88% 13.11K 0.00% 670.24K 40.72 0.04%
149 IFF International F...
75.04
-2.22% 7.75K +10.21% 655.26K 92.34 0.04%
150 BKNG Booking Holding...
5303.93
-1.21% 130 +73.33% 647.92K 4148.49 0.04%