GM Advisory Group, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, GM Advisory Group, LLC held in its portfolio 346 assets valued at $2,552,424,573 (i.e. $2.55B).

The most valuable assets in the portfolio included: SPDR Portfolio S&P 500 ETF ($380.66M), iShares TR iShares 0-3 MNTH Treas BD ETF ($250.30M), and iShares Gold Trust iShares New ($123.97M).

The chart below shows the top 10 valuable assets, and the table below shows the top 346 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in GM Advisory Group, LLC Portfolio
SPDR Portfolio S&P 500 ETF
iShares TR iShares 0-3 MNTH Treas BD ETF
iShares Gold Trust iShares New
Vanguard Index FDS Vanguard Total STK MKT ETF
BNY Mellon ETF TR US Large Cap Core Equity ETF
Apple Inc Com
iShares TR Russell 3000 ETF
iShares TR MSCI Acwi Ex US ETF
iShares Barclays 1-3 YR TSY BD
Nvidia Corp Com
GM Advisory Group, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SPDR Portfolio S&P 500 ETF 4745143 380655401 ETF
iShares TR iShares 0-3 MNTH Treas BD ETF 2493491 250296602 ETF
iShares Gold Trust iShares New 1527276 123968995 ETF
Vanguard Index FDS Vanguard Total STK MKT ETF 315914 105916434 ETF
BNY Mellon ETF TR US Large Cap Core Equity ETF 541961 70888479 ETF
Apple Inc Com 254074 69072611 COM
iShares TR Russell 3000 ETF 177357 68610456 ETF
iShares TR MSCI Acwi Ex US ETF 1018255 68355462 ETF
iShares Barclays 1-3 YR TSY BD 741748 61431576 ETF
Nvidia Corp Com 276878 51637775 COM
iShares TR Core S&P Total U S STK MKT ETF 340182 50581710 ETF
SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index 1634344 47853594 ETF
SPDR Ser TR Barclays Aggregate BD ETF 1783570 45926920 ETF
iShares TR PHLX Semiconductor ETF 145014 43670980 ETF
SPDR S&P 500 ETF TR TR Unit 60987 41588404 ETF
Microsoft Corp Com 85750 41470184 COM
SPDR Port TTL STCK MRKT 477826 39420625 ETF
iShares TR Morningstar Large-Cap Growth ETF 333245 34670762 ETF
Amazon Com Inc 141203 32592461 COM
Invesco Actively Managed Exchange Traded Commodity FD TR Optimum Yield Divsf Commodity Strategy No K1 ETF 2344558 31065389 ETF
American Express Co 81588 30183326 COM
Technology Select Index 'SPDR' 194530 28006450 ETF
iShares TR Core Total Usd BD MKT ETF 580630 27022514 ETF
BNY Mellon ETF TR Core BD ETF ETF 584260 24762702 ETF
SPDR Ser TR S&P 500 Growth ETF 229921 24532611 ETF
SPDR Portfolio World Ex-US ETF 544260 24170593 ETF
SPDR Portfolio Long Term Treas ETF 826197 21869448 ETF
iShares TR Russell 1000 ETF 57879 21614332 ETF
Alphabet Inc Cap STK CL A 67613 21162713 CL A
Vaneck Semiconductor 57423 20679784 ETF
iShares Bitcoin TR SHS Ben Int 412965 20503734 ETF
iShares TR Barclays 20 Treas BD FD 223055 19441472 ETF
Alphabet Inc Cap STK CL C 58913 18486789 CL B NEW
iShares Russell 1000 Growth ETF 35315 16714421 ETF
Vanguard Index FDS S&P 500 ETF SHS New 26531 16638240 ETF
iShares TR Core S&P 500 ETF 23232 15912582 ETF
Aon PLC CL A 41789 14746471 SHS CL A
SPDR Ser TR Bloomberg Barclays 30-10 YR US Treas Index 461236 13302060 ETF
Meta Platforms Class A 19774 13052832 COM
iShares TR North Amern Tech ETF 100344 12960396 ETF
First TR Exchange Traded FD III Managed Mun ETF 244899 12522913 ETF
Broadcom Inc 35747 12371880 COM
JPMorgan Chase & Co 34211 11023387 COM
SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF New 115671 10570002 ETF
Eli Lilly & Co 9729 10456083 COM
PIMCO ETF TR Total Return Active ETF 105864 9853848 ETF
Uber Technologies Inc 118688 9697969 COM
Visa Inc Com CL A 26333 9235135 COM
RBB FD Inc (imotley Fool 100 Index Etf) 128485 9221347 ETF
Sable Offshore Corp Com 1000000 9020000 COM
Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF 40787 8964083 ETF
iShares TR Core U S Aggregate BD ETF 78321 7822748 ETF
Philip Morris Intl Inc Com 43212 6931205 COM
iShares National Muni Bond ETF 64606 6919994 ETF
Healthequity Inc Com 75382 6905745 COM
Mastercard Incorporated CMN Class A 11358 6483786 COM
Vanguard Admiral FDS Inc S&P 500 Growth Index FD ETF SHS 14066 6253624 ETF
Oracle Corp $0.01 Del 32073 6251416 COM
Berkshire Hathaway Inc Del CL B 12187 6125796 CL B NEW
Costco Wholesale CRP Del 6373 5495939 COM
Netflix Inc Com 54557 5115264 COM
Vanguard Total Stock Market ETF 14711 4932284 ETF
Bankwell Finl Group 106059 4859643 COM
Wal Mart Stores Inc Com 41866 4664262 COM
Tesla MTRS Inc Com 10346 4652803 COM
Lululemon Athletica Inc 21942 4559767 COM
Circle Internet Group Inc 56558 4485049 COM
Shopify Inc Com NPV 27655 4451625 CL A SUB VTG SHS
Invesco QQQ TR Unit Ser 1 6602 4055539 ETF
Home Depot Inc 11461 3943848 COM
Kla-Tencor Corp 3240 3936859 COM
Schwab Strategic TR US Dividend Equity ETF 141306 3876034 ETF
GOLDMAN SACHS GROUP INC COM 4399 3866927 COM
Blackstone Group Inc Com 24828 3827040 COM
Morgan Stanley Com New 20988 3725946 COM
Exxon Mobil Corp 30538 3674989 COM
Unitedhealth Group Inc Com 11128 3673568 COM
Advanced Micro Devices Inc Com 17097 3661494 CAP STK CL C
Procter & Gamble Co 24837 3559353 COM
Terawulf Inc. 305778 3513389 COM
Bank Amer Corp Com 61566 3386154 COM
Schwab Charles Corp New Com 32523 3249373 COM
Palantir Technologies Inc CL A 18275 3248381 CL A
Crowdstrike HLDGS Inc CL A 6865 3218037 CL A
Chevron Corp 21045 3207509 COM
Listed FDS TR Roundhill Ball Metaverse ETF 166602 3128784 ETF
Microstrategy Inc 20010 3040520 COM
Hyperliquid Strategies Inc Com 827644 2946413 COM
Asml HLDG NV GDR Eur 2733 2923521 N Y REGISTRY SHS
Union Pacific Corp Com 12268 2837918 COM
Johnson & Johnson Com 13603 2815224 COM
Nextera Energy Inc 34881 2800241 COM
Wells Fargo & Co New Com 29450 2744717 COM
Vanguard Value ETF 14366 2743749 ETF
United Parcel SVC Inc CL B 26403 2618914 CL B
Twilio Inc CL A 18383 2614798 CL A
KKR & Co Inc Com NPV-CL A 20381 2598183 COM
iShares TR MSCI EAFE ETF 26548 2549378 ETF
Amphenol Corp Class A 17121 2313672 CL A
Micron Technology Inc 8014 2287415 COM
Intuit Incorporated Com 3383 2240932 COM
Vanguard Growth ETF 4510 2200209 ETF
Cisco Systems Inc 27994 2156353 COM
iShares Silver TR iShares 33258 2142480 ETF
Intuitive Surgical Inc New 3758 2128381 COM
Ulta Salon Cosmetics & Fragrance Inc 3458 2092125 COM
Raytheon Technologies Corp 10962 2010520 COM
Standardaero Inc 70000 2007600 COM
iShares TR Core S&P Mid-Cap ETF 30225 1994846 ETF
iShares TR Russell 2000 Index FD 7940 1954623 ETF
SPDR Gold TR Gold SHS 4852 1922896 ETF
Merck & Co Inc New Com 18154 1910843 COM
Shift4 PMTS Inc CL A 30025 1890674 CL A
Iris Energy Limited Registered SHS 49912 1885176 ORDINARY SHARES
Select Sector SPDR TR Health Care 12155 1881557 ETF
AT&T Inc Com 75440 1873923 COM
Enterprise Products Partners L P 57557 1845262 COM
Disney (walt) Co Com STK 15779 1795150 COM
Kenvue Inc 102691 1771420 COM
Abbvie Inc Com 7748 1770324 COM
Apollo Global MGMT Inc CL A 11907 1723624 COM
Vanguard Scottsdale FDS Vanguard Short-Term Corporate BD Index FD 21500 1714158 ETF
RH Com NPV 9260 1658929 COM
Thermo Fisher Scientific Inc 2857 1655321 COM
Marvell Technology Inc Common 19472 1654761 COM
Bigbear Ai HLDGS Inc Com 300000 1620000 COM NEW
Booking HLDGS Inc Com 297 1590534 COM
Capital One Finl Corp Com 6491 1573081 COM
S&P Global Inc Com 2943 1537982 ETF
Grab Holdings LTD CL A 305133 1522614 COM
Berkshire Hathaway 'a' 2 1509600 CL A
McDonalds Corp 4902 1498176 COM
International Business Machs Corp Com 5032 1490401 COM
Abbott Labs Com 11802 1478677 COM
Axon Enterprise Inc Com Stock 2583 1466963 COM
908 Devices Inc. 278792 1463658 COM
Citigroup Inc Com New 11872 1385350 COM
iShares Russell Mid CP. Idx.FD. 14313 1377892 ETF
Lgi Homes Incorporated 31371 1347698 COM
SPDR S&P Midcap 400 ETF TR Unit Ser 1 Standard & Poors Dep RCPT 2203 1328831 ETF
Palo Alto Networks Inc Com 7207 1327529 COM
Natera Inc Com 5775 1322995 COM
Vertiv Holdings LLC CL A 7864 1274068 COM
Honeywell Intl Inc Com 6508 1269590 COM
Blacksky Technology Inc CL A New 67254 1261013 COM
Automatic Data Processing Inc 4899 1260178 COM
SPDR Ser TR S&P BK ETF 20525 1245662 ETF
Deutsche X-Trackers MSCI EAFE Hedged Equity ETF 25868 1244487 ETF
SPDR Dow Jones Indl Average ETF TR Unit Ser 1 2589 1244264 ETF
Danaher Corp 5271 1206654 COM
WISDOMTREE EARNINGS 500 16948 1200968 ETF
Select Sector SPDR TR Utils 27736 1184030 ETF
iShares TR Core MSCI EAFE ETF 12650 1131626 ETF
Caterpillar Inc Com 1975 1131501 COM
JPM Nasdaq Equity Premium 19346 1124390 ETF
Williams Companies Inc 18451 1109088 COM
Genius Sports LTD 100600 1108612 COM
Civitas Res Inc 40000 1083600 COM
Coca Cola Company 15486 1082660 COM
Carlyle Group Inc Com 18298 1081595 COM
Qualcomm Inc 6207 1061635 COM
Sofi Technologies Inc Com 40426 1058353 COM
T Mobile US Inc Com 5112 1037916 COM
TJX Companies Inc (new) 6651 1021691 COM
Quanta Services Inc 2374 1002038 COM
Nike Class-B CMN Class B 15383 980051 COM
Under Armour Inc CL C 203000 974400 COM
Keyera Corp SHS 30302 972776 COM
Elf Beauty Inc 12703 965936 COM
Heico Corp New Com 2985 965909 COM
DEERE & CO 2053 955815 COM
Cme Group Inc 3373 921099 COM
Waste Management Inc 4189 920374 COM
Mercadolibre Inc 445 896346 COM
Altria Group Inc 15211 877070 COM
Adobe Systems 2402 840676 CAP STK CL A
First Trust Nasdaq Cybersecurity ETF 11714 836973 ETF
Amgen Inc Com 2553 835676 COM
Eaton Corp PLC SHS 2594 826332 COM
Salesforce.Com, Inc CMN 3105 822513 COM
GFL Environmental Inc Registered SHS Subordinate Voting When Issued 18438 791912 COM
Pfizer Inc Com 30968 771106 COM
Marsh & Mclennan Cos Inc Com 4145 769064 COM
iShares Russell 1000 Value ETF 3611 759465 ETF
Astera Labs Inc 4555 757770 COM
SPDR Portfolio S&P 500 Value ETF 13106 744552 ETF
American Tower Corporation CMN 4236 743772 COM
Lineage Inc Com 20000 700000 COM
iShares TST.S&P SML.Cap. 600 5805 697593 ETF
Verizon Communications Com 16503 672167 COM
iShares TR S&P 500 Value ETF 3153 668616 ETF
Pure Storage Inc CL A 9670 647987 COM
Accenture PLC Ireland Class SHS 2353 631310 SHS CLASS A
Norfolk Southern Corp 2168 625945 COM
Spotify Technology SA Registered SHS 1070 621360 COM
Invesco Exchange Traded FD TR FTSE Rafi US 1000 ETF 13126 615872 ETF
SPDR Ser TR S&P Divid ETF 4398 612088 ETF
Millrose Properties Inc 20175 602627 COM
Vaneck Vectors ETF 4671 580079 ETF
SPDR Ser TR S&P Regl BKG ETF 8769 568290 ETF
Sweetgreen Inc - Class A 84015 567941 COM
Vanguard High Dividend Yield Index ETF 3944 565993 ETF
Vaneck ETF Trust (MRNGSTR GBL Wide) 14517 562814 ETF
Conocophillips 5949 556856 COM
Progressive Ohio 2432 553899 COM
Stryker 1575 553478 COM
Resmed Inc 2266 545811 COM
Emerson Electric Co 4096 543621 COM
Pacer US Cash Cows100 8999 541484 COM
CSX Corporation 14800 536500 COM
Zoetis Inc Class-A 4263 536392 COM
iShares TR Core Divid Growth ETF 7705 534881 ETF
Vistra Energy Corporation 3262 526290 COM
iShares Int Gov Credit 4771 512167 ETF
Servicenow Inc CMN 3340 511655 COM
Select Sector SPDR TR Financial 9230 505542 ETF
Cintas Corp 2652 498808 COM
Aberdeen STD Physical Swiss Gold SHS ETF 11904 489016 ETF
Fedex Corp Delaware Com 1679 485038 COM
Alps ETF Trust Alerian MLP ETF 10314 484964 ETF
Fiserv 7192 483087 COM
Delta Airlines Inc Com New 6951 482399 COM
WEX Inc. 3177 473309 COM
Schwab Strategic TR Intl Equity ETF 19499 468749 ETF
iShares TR MSCI Acwi ETF 3235 457660 ETF
ISHARES 7-10 YEAR TRSURY 4755 457282 ETF
The Trade Desk Inc 11950 453622 COM
Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF 7257 453338 ETF
Americold Realty Tru REIT 35000 450100 COM
Qiagen NV 10000 449700 COM
Nucor Corporation 2753 449042 COM
Williams Sonoma Inc 2500 446475 COM
Ciena Corp Com New 1909 446458 COM
Steris PLC 1755 444928 COM
Mckesson Corporation CMN 539 442042 COM
Paypal HLDGS Inc Com 7560 441347 COM
Seagate Technology HLDGS PB LTD Co 1563 430435 COM
Hanover Bancorp Inc 18624 430401 COM
Welltower Inc Com STK 2312 429130 COM
Mueller Industries Inc 3634 417192 COM
Sysco Corp 5547 408758 COM
Northern Trust Corp 2961 404429 COM
SPDR Ser TR SPDR Port Small Cap ETF 8606 403275 ETF
Hubspot Inc 1000 401300 COM
BlackRock FNDG Inc 374 400392 COM
Wisdomtree TR Largecap Divid FD 4481 394676 ETF
Energy Transfer Equity L.P. 23728 391282 COM
Bitmine Immersion Tecnologies Inc Com New 14350 389603 COM
Vanguard Small Cap Value Index ETF Funds 1827 386845 ETF
iShares TST.Russel 2000 Val.FD. 2115 383250 ETF
Northrop Grumman Corp 669 381470 COM
Crown Castle International Corp 4260 378593 COM
L3harris Technologies 1287 377930 COM
Illinois Tool Works Inc 1521 374622 COM
Boston Scientific Corp 3820 364237 COM
General Dynamics 1081 363929 COM
Freeport-Mcmoran Copper & Gold Inc CL B 7080 359585 COM
Wisdomtree Trust Floating Rate 7070 355767 ETF
First TR Exchange-Traded FD IV North Amern Energy Infrastructure FD 9384 355360 ETF
iShares TR Select Divid ETF FD 2496 352231 ETF
Yum Brands, Inc. CMN 2313 349950 COM
Broadridge Finl Solutions Inc Com 1555 347029 COM
Aflac Inc 3134 345601 CL A
Bank Of New York Mellon Corp Com 2953 342814 COM
GE Vernova 524 342516 COM
Lumentum HLDGS Inc 929 342420 COM
Public SVC Enterprise Group Inc Com 4248 341114 COM
Mettler Toledo Intl 243 338788 COM
Invesco Exchange Traded FD TR FTSE Rafi US 1500 Small Mid ETF 7375 338439 ETF
Phillips 66 SHS 2594 334730 COM
Lockheed Martin Corp Com 690 333956 COM
Reddit Inc CL A 1444 331932 COM
Energy Select Sector SPDR Fund ETF 7422 331858 ETF
iShares Ethereum Trust ETF 14781 331538 ETF
Datadog Inc CL A 2433 330864 COM
Kinder Morgan Inc Del Com 11885 326715 COM
Lowe's Companies 1349 325373 COM
General Electric Company Com 1039 320100 COM
Pepsico Inc Com 2193 314670 COM
Intel Corp Com 8379 309185 COM
Invesco S&P 500 Equal Weight T 6750 307193 ETF
iShares Technology ETF 1488 297124 ETF
Vanguard Russell 1000 Growth ETF 2365 287976 ETF
Jabil Inc 1226 279553 COM
Ethzilla Corp Com Par $0 0001 New 56603 277355 COM
MARRIOTT INTL INC 893 276905 COM
Global X Uranium ETF 6468 276357 ETF
iShares Core MSCI Emerging 4102 275769 ETF
Autozone Inc 81 274712 COM
SPDR Ser TR S&P Homebuilders ETF 2632 270960 ETF
Markel Corporation 126 270856 COM
Doordash Inc CL A 1183 267926 COM
REPUBLIC SERVICES 1246 264090 COM
Dimensional ETF TR Intl Vale ETF 5272 263073 ETF
SPDR Ser TR (aerospace Def) 1085 261745 ETF
JPMorgan Etfs ((ireland) Icav Betabld US TRSRY BD 0-1 Y Ut ETF Usd Acc) 2200 260032 ETF
Analog Devices Inc 952 258293 COM
Carrier Global Corporation 4849 256244 COM
Vanguard Intl Equity Index FD Inc FTSE All World Ex US Index FD Etfs SHS 3473 255452 ETF
Johnson CTLS Intl PLC SHS 2123 254193 COM
Veeva SYS Inc CL A 1134 253143 COM
Credo Technology Group Holdi 1738 250081 ORDINARY SHARES
PNC Financial Services Group Inc 1175 245258 COM
SPDR Bloomberg Short (term High Yield Bond Et) 9675 244971 ETF
Valero Energy Corp New 1504 244789 COM
Nuveen Enhanced Amt-Free Municipal Credit Opportunities Fund 19300 244338 COM
Vanguard Info Tech ETF 324 244118 ETF
Howard Hughes HLDGS Inc Com 3059 244016 COM
Expeditors Intl Wash Inc 1633 243405 COM
Boeing Co Com 1120 243174 COM
Paychex Inc Com 2146 240738 COM
Vertex Pharmaceuticals Inc CMN 527 238921 COM
Invesco Exchange- Traded FD TR II PFD ETF 21121 237400 ETF
Janus Henderson Aaa Clo ETF 4658 235602 ETF
Cadence Design SYS 734 229434 COM
Cheniere Energy Inc Com New 1157 224915 COM
Starbucks Corp. CMN 2669 224753 COM
Consolidated Edison Inc Com 2260 224463 COM
Chipotle Mexican Grill Inc Com 6000 222000 COM
US Bancorp Del 4156 221777 COM
Vanguard Intl Equity Index FDS FTSE Emerging MKTS ETF 4103 220567 ETF
iShares US Healthcare ETF IV 3373 219593 ETF
CVS Caremark Corp 2693 213716 COM
Vanguard BD Index FD Inc Total BD Market ETF 2874 212906 ETF
Bristol Myers Squibb Co 3907 210744 COM
Arista Networks Inc 1577 206634 COM
Comcast Corp CL A 6871 205372 CL A
Coreweave Inc Com CL A 2839 203301 COM CL A
eBay Inc Com 2309 201114 COM
Vanguard Intl Equity Index FDS FTSE Europe ETF 2393 200072 ETF
GCT Semiconductor HLDG Inc Com 162887 195464 COM
Cipher Mining Inc 13183 194581 COM
Bluerock Private Real Estate FD Com 12958 194370 COM
Callaway Golf Company 14305 166939 COM
Lucid Group Inc Com New 15666 165590 COM
Digi Power X Inc CMN 60606 154545 COM
Compass Inc CL A 14000 147985 CL A
Skyline Builders Group Holding Limited ETF 37037 108889 ETF
American Bitcoin Corp Com CL A 62586 106396 COM
Above Food Ingredients Inc. CMN 65000 105950 COM
Aureus Greenway HLDGS Inc CMN 30350 95603 COM
Nuveen Float Rate Inc FD 11950 93569 ETF
DWS Mun Income TR (new Com) 10197 92691 COM
iShares IV PLC Usd (TRSRY BD 20 YR Ucits ETF Usd Dist Isin #ie00bskrjz44) 21000 68172 ETF
DLP Resources Inc 276000 66445 COM
Nukkleus Inc CMN 13972 56307 COM