Gm Advisory Group, Inc. Reduced Holdings in Q4 2024

Gm Advisory Group, Inc.

  • $1.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-19.8K
- 4.9%
$34.13 - $37.35 $677K - $741K
385K $13.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-14.1K
- 1.95%
$45.07 - $47.1 $633K - $662K
707K $32M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-59.5K
- 2.69%
$12.74 - $14.23 $758K - $847K
2.16M $28M
UNH
Unitedhealth Group Inc

Healthcare
-1.08K
- 11.89%
$485.52 - $625.25 $523K - $674K
7.99K $4.04M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-3.74K
- 42.75%
$338.38 - $446.21 $1.27M - $1.67M
5.01K $2.18M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-10.4K
- 0.5%
$28.88 - $29.33 $302K - $306K
2.08M $60.4M
CI
Cigna Corp

Healthcare
-1.21K
- 11.41%
$265.59 - $358.58 $322K - $434K
9.41K $2.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.33K
- 5.82%
$96.64 - $101.23 $515K - $539K
86.3K $8.36M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-11.1K
- 2.4%
$27.8 - $29.05 $309K - $323K
451K $12.6M
AON
Aon PLC

Financial Services
-5.66K
- 6.16%
$344.14 - $393.31 $1.95M - $2.22M
86.2K $31M
KLAC
Kla Corp

Technology
-15
- 0.42%
$614.46 - $829.55 $9.22K - $12.4K
3.59K $2.26M
ELY
Callaway Golf CO

Consumer Cyclical
-26.1K
- 29.88%
N/A
61.2K $1.15M
MUB
Ishares National Muni Bond ETF

ETFs
-2.06K
- 2.35%
$105.78 - $108.7 $217K - $223K
85.3K $9.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-166
- 7.16%
$501.29 - $612.85 $83.2K - $102K
2.15K $1.12M
NKE
Nike, Inc.

Consumer Cyclical
-2.05K
- 17.05%
$73.36 - $89.13 $150K - $183K
9.97K $754K
NEE
Nextera Energy Inc

Utilities
-1.14K
- 7.23%
$69.77 - $85.43 $79.4K - $97.2K
14.6K $1.05M
SNOW
Snowflake Inc.

Technology
-2.79K
- 63.13%
$109.65 - $186.51 $306K - $520K
1.63K $251K
VZ
Verizon Communications Inc

Communication Services
-4.61K
- 34.23%
$39.6 - $45.21 $182K - $208K
8.85K $353K
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.12K
- 0.56%
$50.62 - $52.07 $56.8K - $58.4K
198K $10.1M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-2.02K
- 6.92%
$93.52 - $95.37 $189K - $193K
27.2K $2.55M
LCID
Lucid Group, Inc.

Consumer Cyclical
-53K
- 33.83%
$2.01 - $3.44 $106K - $182K
104K $312K
CVS
Cvs Health Corp

Healthcare
-1.98K
- 27.37%
$43.78 - $67.46 $86.9K - $134K
5.27K $236K
TGT
Target Corp

Consumer Defensive
-802
- 22.96%
$121.59 - $160.69 $97.5K - $129K
2.69K $363K
UNP
Union Pacific Corp

Industrials
-34
- 0.42%
$223.15 - $249.32 $7.59K - $8.48K
7.98K $1.82M
AMT
American Tower Corp

Real Estate
-30
- 1.17%
$179.4 - $232.01 $5.38K - $6.96K
2.53K $463K
NVO
Novo Nordisk A S

Healthcare
-311
- 10.98%
$85.0 - $120.04 $26.4K - $37.3K
2.52K $216K
WM
Waste Management Inc

Industrials
-446
- 23.17%
$201.79 - $228.46 $90K - $102K
1.48K $298K
CMCSA
Comcast Corp

Communication Services
-1.39K
- 12.74%
$37.39 - $45.14 $52.1K - $62.9K
9.55K $358K
IWD
Ishares Russell 1000 Val ETF

ETFs
-476
- 26.27%
$183.23 - $199.79 $87.2K - $95.1K
1.34K $247K
SHEL
Shell PLC

Energy
-134
- 0.62%
$60.63 - $70.23 $8.12K - $9.41K
21.6K $1.35M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-126
- 3.0%
$209.89 - $233.24 $26.4K - $29.4K
4.07K $864K
PFE
Pfizer Inc

Healthcare
-66
- 0.23%
$24.8 - $30.19 $1.64K - $1.99K
28.8K $764K
AZN
Astrazeneca PLC

Healthcare
-123
- 2.48%
$63.2 - $79.58 $7.77K - $9.79K
4.85K $317K
CCI
Crown Castle International Corp

Real Estate
-9
- 0.39%
$89.78 - $119.11 $808 - $1.07K
2.32K $210K
LOW
Lowes Companies Inc

Consumer Cyclical
-115
- 10.62%
$244.52 - $284.07 $28.1K - $32.7K
968 $238K
ABT
Abbott Laboratories

Healthcare
-362
- 7.17%
$111.93 - $119.39 $40.5K - $43.2K
4.69K $530K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-7
- 1.35%
$396.64 - $516.74 $2.78K - $3.62K
513 $206K
RTX
Raytheon Technologies Corp

Industrials
-45
- 1.19%
$114.45 - $127.21 $5.15K - $5.72K
3.74K $432K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-175
- 13.96%
$178.39 - $215.0 $31.2K - $37.6K
1.08K $208K
VEEV
Veeva Systems Inc

Healthcare
-60
- 4.92%
$201.81 - $250.45 $12.1K - $15K
1.16K $243K
SYY
Sysco Corp

Consumer Defensive
-57
- 1.41%
$73.63 - $81.77 $4.2K - $4.66K
3.99K $305K
INTU
Intuit Inc

Technology
-46
- 1.4%
$602.01 - $706.25 $27.7K - $32.5K
3.23K $2.03M
Kenvue Inc
-1.55K
- 1.02%
N/A
150K $0
CDNS
Cadence Design Systems Inc

Technology
-68
- 9.21%
$249.1 - $324.54 $16.9K - $22.1K
670 $201K
MLI
Mueller Industries Inc

Industrials
-192
- 5.06%
$71.2 - $95.34 $13.7K - $18.3K
3.6K $285K
T
At&T Inc.

Communication Services
-163
- 0.54%
$21.22 - $23.88 $3.46K - $3.89K
30.1K $685K
MAR
Marriott International Inc

Consumer Cyclical
-8
- 0.91%
$246.06 - $292.59 $1.97K - $2.34K
875 $244K
MO
Altria Group, Inc.

Consumer Defensive
-161
- 0.41%
$49.06 - $57.74 $7.9K - $9.3K
39.5K $2.06M
FOUR
Shift4 Payments, Inc.

Technology
-145
- 3.62%
$88.26 - $114.95 $12.8K - $16.7K
3.86K $400K
Activity Summary
Buys All Purchases 151 New Holdings 21 Increased Positions 130 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Gm Advisory Group, Inc. Portfolio

Follow Gm Advisory Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gm Advisory Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Gm Advisory Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email