GM Advisory Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), GM Advisory Group, LLC reported 268 stock positions worth $1.9 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 14.9% of the portfolio, followed by iShares 0-3 Month Treasury B (SGOV, 8.1%) and iShares Gold Trust (IAU, 6.6%). Compared with Q4 2024, it opened 30 new positions, sold out of 20, added to 131 and reduced 68. The biggest buy was iShares Gold Trust (IAU, shares +1%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q1 2026
- Location
- MELVILLE, NY
- CIK
- 0001598304
- Portfolio Value
- $1.9B (Q1 2025)
- SEC Filing
- 0001085146-25-003078 ↗ filed May 14, 2025
Holdings Value
Holdings 268 stocks · $1.9B
| SPYM Ste STR SPDR PT S&P 500 ETF | 14.86% | 4,183,642 | $275.1M | Add +3.5% |
| SGOV iShares 0-3 Month Treasury B | 8.06% | 1,483,426 | $149.3M | Add +11.0% |
| IAU iShares Gold Trust | 6.59% | 2,068,536 | $122.0M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 4.44% | 298,999 | $82.2M | Add +5.5% |
| SHY iShares 1-3 Year Treasury Bo | 3.62% | 811,256 | $67.1M | Add +13.4% |
| SPTS SS SPDR P St Term TSY ETF | 3.20% | 2,028,753 | $59.3M | Reduce -2.5% |
| IWV iShares Russell 3000 ETF | 3.10% | 180,763 | $57.4M | Reduce -1.5% |
| SHV iShares 0-1 Year Treasury Bo | 2.83% | 474,887 | $52.5M | Reduce -3.3% |
| AAPL Apple Inc. | 2.62% | 218,285 | $48.5M | Add +3.3% |
| BKLC BNY Mellon US LRG Cap Cor | 2.40% | 417,523 | $44.4M | Add +12.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 2.31% | 772,289 | $42.8M | Add +13.5% |
| SPAB SS SPDR P Agg Bond ETF | 2.25% | 1,632,898 | $41.7M | Add +10.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.72% | 690,371 | $31.8M | Reduce -2.4% |
| PDBC Invesco Optimum Yield Divers | 1.67% | 2,265,292 | $30.9M | Add +5.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 1.61% | 438,237 | $29.8M | Reduce -1.2% |
| AON Aon PLC Class A | 1.58% | 73,209 | $29.2M | Reduce -15.1% |
| NVDA Nvidia Corp. | 1.43% | 243,881 | $26.4M | Reduce -2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.42% | 46,887 | $26.2M | Add +0.3% |
| TLT iShares 20+ Year Treasury BD | 1.41% | 287,270 | $26.2M | Reduce -22.9% |
| ITOT iShares Core S&P Total U.S. | 1.38% | 209,004 | $25.5M | Add +96.5% |
| BKAG BNY Mellon Core Bond ETF | 1.27% | 556,880 | $23.5M | Add +53.8% |
| MSFT Microsoft Corp. | 1.19% | 58,469 | $21.9M | Add +2.6% |
| SOXX iShares Semiconductor ETF | 1.11% | 109,200 | $20.5M | Add +8.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.10% | 501,307 | $20.4M | Add +8.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.04% | 707,161 | $19.3M | Reduce -18.8% |
| AMZN Amazon.com Inc. | 0.97% | 94,712 | $18.0M | Add +0.3% |
| AXP American Express Co. | 0.90% | 61,818 | $16.6M | Add +0.1% |
| SOC Sable Offshore Corp. | 0.82% | 600,000 | $15.2M | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.76% | 492,703 | $14.1M | Add +9.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.75% | 382,319 | $13.9M | Reduce -0.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.67% | 154,671 | $12.4M | Add +14.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.59% | 118,544 | $10.9M | Reduce -20.1% |
| FMB First Trust Managed Municipa | 0.57% | 210,528 | $10.6M | Add +6.5% |
| IWF iShares Russell 1000 Growth | 0.57% | 29,166 | $10.5M | Reduce -5.5% |
| LLY Eli Lilly & Co. | 0.53% | 11,938 | $9.9M | Add +4.8% |
| VOO Vanguard S&P 500 ETF | 0.52% | 18,604 | $9.6M | Add +2.2% |
| BOND PIMCO Active Bond Exchange-T | 0.50% | 100,483 | $9.3M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.49% | 58,174 | $9.0M | Add +1.8% |
| META Meta Platforms Inc. Class A | 0.48% | 15,307 | $8.8M | Add +2.6% |
| UBER Uber Technologies Inc. | 0.48% | 121,005 | $8.8M | Add +14.2% |
| IGM iShares Expanded Tech Sector | 0.47% | 95,298 | $8.6M | Reduce -3.6% |
| MUB iShares National Muni Bond E | 0.46% | 81,410 | $8.6M | Reduce -4.6% |
| AGG iShares Core U.S. Aggregate | 0.45% | 84,499 | $8.4M | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 0.44% | 14,569 | $8.2M | Add +7.1% |
| GOOG Alphabet Inc. Class C | 0.40% | 47,426 | $7.4M | Reduce -0.1% |
| HQY Healthequity Inc. | 0.40% | 83,757 | $7.4M | No change |
| JPM JPMorgan Chase & Co. | 0.38% | 28,920 | $7.1M | Add +3.3% |
| ILCG iShares Morningstar Growth E | 0.38% | 87,366 | $7.1M | Add +381.8% |
| AVGO Broadcom Inc. | 0.36% | 40,000 | $6.7M | Reduce -3.9% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 192,581 | $5.4M | Add +7.4% |
| VOOG Vanguard S&P 500 Growth ETF | 0.25% | 13,923 | $4.7M | Reduce -0.8% |
| V Visa Inc. Class A | 0.24% | 12,792 | $4.5M | Reduce -0.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.22% | 6,239 | $4.1M | Add +10.5% |
| KVUE Kenvue Inc. | 0.21% | 160,819 | $3.9M | Add +7.1% |
| XOM Exxon Mobil Corp. | 0.21% | 31,935 | $3.8M | Reduce -19.0% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 21,324 | $3.7M | Add +1.9% |
| TSLA Tesla Inc. | 0.20% | 14,251 | $3.7M | Add +51.0% |
| IWM iShares Russell 2000 ETF | 0.20% | 18,508 | $3.7M | Reduce -6.9% |
| IWB iShares Russell 1000 ETF | 0.20% | 11,918 | $3.7M | Add +0.3% |
| NFLX Netflix Inc. | 0.19% | 3,871 | $3.6M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.19% | 3,718 | $3.5M | Add +1.1% |
| UNH Unitedhealth Group Inc. | 0.19% | 6,680 | $3.5M | Reduce -16.4% |
| T AT&T Inc. | 0.18% | 114,825 | $3.2M | Add +281.4% |
| BWFG Bankwell Financial Group Inc. | 0.17% | 104,477 | $3.2M | Add +15.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 5,763 | $3.1M | Add +1.0% |
| CVX Chevron Corp. | 0.15% | 17,151 | $2.9M | Reduce -12.6% |
| FXI iShares China Large-Cap ETF | 0.15% | 77,518 | $2.8M | No change |
| EPD Enterprise Products Partners | 0.15% | 81,255 | $2.8M | Reduce -1.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 7,859 | $2.8M | Add +25.2% |
| PG The Procter & Gamble Co. | 0.14% | 15,333 | $2.6M | Add +0.6% |
| KLAC KLA Corp. | 0.14% | 3,813 | $2.6M | Add +6.4% |
| TWLO Twilio Inc. Class A | 0.14% | 26,401 | $2.6M | Reduce -3.3% |
| SCHW Schwab (charles) Corp. | 0.14% | 32,548 | $2.5M | Add +57.0% |
| MO Altria Group Inc. | 0.13% | 39,509 | $2.4M | Add +0.1% |
| DAL Delta Air Lines Inc. | 0.13% | 53,403 | $2.3M | New |
| JNJ Johnson & Johnson | 0.12% | 13,593 | $2.3M | Add +1.5% |
| METV Roundhill Ball Metaverse ETF | 0.12% | 164,048 | $2.2M | Reduce -4.3% |
| HD Home Depot Inc. | 0.12% | 5,919 | $2.2M | Reduce -0.1% |
| KBE SS SPDR S&P Bank ETF | 0.11% | 40,059 | $2.1M | Add +95.2% |
| ISRG Intuitive Surgical Inc. | 0.11% | 4,169 | $2.1M | Reduce -1.7% |
| ARES Ares Management Corp. Class A | 0.11% | 13,951 | $2.0M | New |
| INTU Intuit Inc. | 0.11% | 3,232 | $2.0M | Add +0.0% |
| BX Blackstone Inc. | 0.11% | 14,057 | $2.0M | Add +400.8% |
| WFC Wells Fargo & Co. | 0.11% | 27,327 | $2.0M | Add +0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 19,837 | $2.0M | Add +5.7% |
| NKE Nike Inc. Class B | 0.10% | 29,993 | $1.9M | Add +200.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.10% | 24,037 | $1.9M | Add +87.4% |
| UNP Union Pacific Corp. | 0.10% | 7,991 | $1.9M | Add +0.1% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 32,163 | $1.9M | Add +1.3% |
| AMD Advanced Micro Devices | 0.10% | 18,027 | $1.9M | Add +23.2% |
| ORCL Oracle Corp. | 0.10% | 13,112 | $1.8M | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 10,721 | $1.8M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.10% | 19,710 | $1.8M | Reduce -66.6% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 8,968 | $1.7M | Add +0.2% |
| ULTA Ulta Beauty Inc. | 0.09% | 4,728 | $1.7M | Reduce -5.6% |
| GRAB Grab Holdings Ltd. Class A | 0.09% | 363,460 | $1.6M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.09% | 2 | $1.6M | No change |
| UPS United Parcel Service Class B | 0.08% | 14,116 | $1.6M | New |
| SHEL Shell PLC-ADR | 0.08% | 21,013 | $1.5M | Reduce -2.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 36,509 | $1.5M | Add +3.4% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -2.7% | 1.43% | −0.44 |
| TLT iShares 20+ Year Treasury BD | Reduce -22.9% | 1.41% | −0.39 |
| IWV iShares Russell 3000 ETF | Reduce -1.5% | 3.10% | −0.30 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.26 |
| MRK Merck & Co. Inc. | Reduce -66.6% | 0.10% | −0.23 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -18.8% | 1.04% | −0.22 |
| AVGO Broadcom Inc. | Reduce -3.9% | 0.36% | −0.17 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -20.1% | 0.59% | −0.16 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -3.3% | 2.83% | −0.16 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -1.2% | 1.61% | −0.14 |
| CI The Cigna Group | Sold out | 0.00% | −0.14 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Sold out | 0.00% | −0.14 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -2.5% | 3.20% | −0.14 |
| AON Aon PLC Class A | Reduce -15.1% | 1.58% | −0.14 |
| IWF iShares Russell 1000 Growth | Reduce -5.5% | 0.57% | −0.12 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.40% | −0.10 |
| IGM iShares Expanded Tech Sector | Reduce -3.6% | 0.47% | −0.09 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.07 |
| BABA Alibaba Group Holding-SP ADR | Reduce -68.3% | 0.05% | −0.05 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -2.4% | 1.72% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -6.9% | 0.20% | −0.04 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -4.6% | 0.46% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -16.4% | 0.19% | −0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -0.8% | 0.25% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -19.0% | 0.21% | −0.03 |
| ULTA Ulta Beauty Inc. | Reduce -5.6% | 0.09% | −0.03 |
| TWLO Twilio Inc. Class A | Reduce -3.3% | 0.14% | −0.02 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.02 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.1% | 0.10% | −0.02 |
| RH RH | Sold out | 0.00% | −0.02 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.02 |
| METV Roundhill Ball Metaverse ETF | Reduce -4.3% | 0.12% | −0.02 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.01 |
| BA The Boeing Co. | Reduce -36.9% | 0.02% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -10.0% | 0.03% | −0.01 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.01 |
| NOW ServiceNow Inc. | Reduce -22.3% | 0.02% | −0.01 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.01 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.01 |
| IRM Iron Mountain Inc. | Reduce -6.3% | 0.03% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -2.0% | 0.45% | −0.01 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Sold out | 0.00% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.01 |
| HON Honeywell International Inc. | Reduce -7.0% | 0.06% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -1.7% | 0.11% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IAU iShares Gold Trust | Add +0.9% | 6.59% | +0.97 |
| SGOV iShares 0-3 Month Treasury B | Add +11.0% | 8.06% | +0.64 |
| ITOT iShares Core S&P Total U.S. | Add +96.5% | 1.38% | +0.62 |
| BKAG BNY Mellon Core Bond ETF | Add +53.8% | 1.27% | +0.44 |
| SHY iShares 1-3 Year Treasury Bo | Add +13.4% | 3.62% | +0.38 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +13.5% | 2.31% | +0.35 |
| ILCG iShares Morningstar Growth E | Add +381.8% | 0.38% | +0.29 |
| SPAB SS SPDR P Agg Bond ETF | Add +10.0% | 2.25% | +0.20 |
| T AT&T Inc. | Add +281.4% | 0.18% | +0.14 |
| DAL Delta Air Lines Inc. | New | 0.13% | +0.13 |
| UBER Uber Technologies Inc. | Add +14.2% | 0.48% | +0.12 |
| PDBC Invesco Optimum Yield Divers | Add +5.1% | 1.67% | +0.12 |
| ARES Ares Management Corp. Class A | New | 0.11% | +0.11 |
| BKLC BNY Mellon US LRG Cap Cor | Add +12.4% | 2.40% | +0.09 |
| GRAB Grab Holdings Ltd. Class A | New | 0.09% | +0.09 |
| UPS United Parcel Service Class B | New | 0.08% | +0.08 |
| BX Blackstone Inc. | Add +400.8% | 0.11% | +0.08 |
| EL Estee Lauder Companies Class A | New | 0.07% | +0.07 |
| SPTI SS SPDR P Int Term TSY ETF | Add +9.2% | 0.76% | +0.06 |
| NKE Nike Inc. Class B | Add +200.7% | 0.10% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +634.0% | 0.08% | +0.06 |
| APO Apollo Global Management Inc. | New | 0.06% | +0.06 |
| KRE SS SPDR S&P Regional Bank | Add +263.2% | 0.08% | +0.06 |
| BILL Bill Holdings Inc. | New | 0.06% | +0.06 |
| SCHW Schwab (charles) Corp. | Add +57.0% | 0.14% | +0.05 |
| KBE SS SPDR S&P Bank ETF | Add +95.2% | 0.11% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +87.4% | 0.10% | +0.05 |
| LLY Eli Lilly & Co. | Add +4.8% | 0.53% | +0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +443.5% | 0.05% | +0.04 |
| GFL GFL Environmental Inc.-Sub VT | New | 0.04% | +0.04 |
| CALY Callaway Golf Company | Add +179.6% | 0.06% | +0.03 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +25.2% | 0.15% | +0.03 |
| KVUE Kenvue Inc. | Add +7.1% | 0.21% | +0.03 |
| PWR Quanta Services Inc. | New | 0.03% | +0.03 |
| ALAB Astera Labs Inc. | New | 0.03% | +0.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 0.03% | +0.03 |
| TEM Tempus AI Inc. Class A | New | 0.03% | +0.03 |
| TDW Tidewater Inc. | New | 0.02% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 0.17% | +0.02 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.02% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +7.4% | 0.29% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +14.9% | 0.67% | +0.02 |
| DVY iShares Select Dividend ETF | New | 0.02% | +0.02 |
| MRP Millrose Properties | New | 0.02% | +0.02 |
| ZIM Zim Integrated Shipping Serv | New | 0.02% | +0.02 |
| PM Philip Morris International | Add +0.5% | 0.07% | +0.02 |
| FMB First Trust Managed Municipa | Add +6.5% | 0.57% | +0.01 |
| KLAC KLA Corp. | Add +6.4% | 0.14% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +45.6% | 0.04% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 373 | $2.6B | SPYM, SGOV, IAU, VTI, BKLC |
| Q4 2025 | 345 | $2.6B | SPYM, SGOV, IAU, VTI, BKLC |
| Q3 2025 | 302 | $2.4B | SPYM, SGOV, IAU, VTI, SHY |
| Q2 2025 | 287 | $2.0B | SPYM, SGOV, IAU, VTI, SHY |
| Q1 2025 | 268 | $1.9B | SPYM, SGOV, IAU, VTI, SHY |
| Q4 2024 | 258 | $1.8B | SPYM, SGOV, IAU, VTI, IWV |
| Q3 2024 | 252 | $1.7B | SPYM, IAU, SGOV, VTI, SPTS |
| Q2 2024 | 241 | $1.5B | SPYM, IAU, SGOV, VTI, SPTS |
| Q1 2024 | 225 | $1.4B | SPYM, IAU, SGOV, SPTS, SHV |