GM Advisory Group, LLC

13F filer · CIK 0001598304

Last filed Apr 28, 2026

Net buyer this quarter

13F portfolio value$2.6BU.S. long equity reported on 13F

Positions26034 new · 22 closed

Net flow last quarter+$70.2MBuys minus sells

Top 10 positions weight20.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q1 2026Reported Apr 28, 2026260 positions
IAUIshares Gold Trust	$138M	5.33%	0.18%	+2.8%	Q2 2021
AAPLApple Inc.	$64.1M	2.47%	0.00%	-0.6%	Q1 2014
SPABASTROTECH Corp	$47.7M	1.84%	Not reported	+4.4%	Q1 2015
NVDANvidia Corp	$46.9M	1.81%	0.00%	-2.9%	Q1 2020
SPTSSports Media Inc	$46.3M	1.78%	Not reported	-2.9%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$39.9M	1.54%	Not reported	+0.6%	Q4 2013
CVXChevron Corp	$38.6M	1.48%	0.01%	+785.6%	Q2 2017
MSFTMicrosoft Corp	$36.8M	1.42%	0.00%	+15.9%	Q4 2013
SMHMarket Vectors ETF Trust	$35.7M	1.38%	Not reported	+62.3%	Q3 2025
AMZNAmazon Com Inc	$31.8M	1.22%	0.00%	+8.0%	Q4 2016
AXPAmerican Express Co	$24.6M	0.95%	0.01%	-0.2%	Q1 2014
GOOGLAlphabet Inc.	$20M	0.77%	0.00%	+2.8%	Q4 2016
SOCSable Offshore Corp.	$16.5M	0.64%	0.67%	Not reported	Q2 2024
GOOGAlphabet Inc.	$16M	0.62%	Not reported	-5.2%	Q4 2016
IBITiShares Bitcoin Trust ETF	$16M	0.62%	0.03%	+1.0%	Q4 2024
JPMJPMorgan Chase & Co	$11.6M	0.44%	0.00%	+14.8%	Q4 2015
AONAon plc	$11.5M	0.44%	0.02%	-14.5%	Q1 2014
METAMeta Platforms, Inc.	$11.2M	0.43%	Not reported	-1.4%	Q1 2014
AVGOBroadcom Inc.	$10.8M	0.42%	0.00%	-2.3%	Q1 2020
LLYELI LILLY & Co	$9.2M	0.35%	0.00%	+2.8%	Q1 2020
VVisa Inc.	$8.07M	0.31%	0.00%	+1.4%	Q4 2013
BRK.BBerkshire Hathaway Inc	$6.6M	0.25%	Not reported	+13.1%	Q1 2014
HQYHealthequity, Inc.	$6.3M	0.24%	0.09%	0.0%	Q3 2023
COSTCostco Wholesale Corp	$5.91M	0.23%	0.00%	-6.9%	Q2 2020
MAMastercard Inc	$5.8M	0.22%	0.00%	+2.1%	Q4 2016
NFLXNetflix Inc	$5.35M	0.21%	0.00%	+1.9%	Q4 2016
XOMExxonMobil Holdings Corp	$5.22M	0.20%	0.00%	+0.7%	Q4 2013
WMTWalmart Inc.	$5.19M	0.20%	0.00%	-0.3%	Q4 2013
BWFGBankwell Financial Group, Inc.	$5.17M	0.20%	1.34%	+0.4%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.84M	0.19%	0.00%	Not reported	Q2 2020
CRCLCircle Internet Group, Inc.	$4.75M	0.18%	Not reported	-11.9%	Q4 2025
UBERUber Technologies, Inc	$4.75M	0.18%	0.00%	-44.4%	Q4 2020
GSGoldman Sachs Group Inc	$4.71M	0.18%	0.00%	+26.5%	Q2 2020
ORCLOracle Corp	$4.7M	0.18%	0.00%	-0.4%	Q4 2013
KLACKla Corp	$4.57M	0.18%	0.00%	-4.2%	Q1 2020
WULFTerawulf Inc.	$4.41M	0.17%	0.07%	Not reported	Q1 2023
PURRHyperliquid Strategies Inc	$4.21M	0.16%	0.67%	Not reported	Q4 2025
ULTAUlta Beauty, Inc.	$4.1M	0.16%	0.02%	+127.1%	Q2 2020
TSLATesla, Inc.	$4.04M	0.16%	0.00%	+5.1%	Q4 2014
ZZillow Group, Inc.	$3.84M	0.15%	Not reported	New	Q1 2026
IRENIREN Ltd	$3.75M	0.14%	0.03%	+119.4%	Q2 2025
HDHome Depot, Inc.	$3.67M	0.14%	0.00%	-2.6%	Q2 2017
QQQInvesco QQQ Trust, Series 1	$3.59M	0.14%	Not reported	-5.7%	Q1 2021
AMDAdvanced Micro Devices Inc	$3.57M	0.14%	0.00%	+2.8%	Q1 2021
JNJJohnson & Johnson	$3.54M	0.14%	0.00%	+6.6%	Q4 2013
SHOPShopify Inc.	$3.48M	0.13%	0.01%	+6.2%	Q2 2020
MSMorgan Stanley	$3.46M	0.13%	0.00%	+0.2%	Q4 2013
MELIMercadolibre Inc	$3.38M	0.13%	0.00%	+338.7%	Q2 2020
LULUlululemon athletica inc.	$3.35M	0.13%	0.02%	-0.2%	Q2 2020
NEENextera Energy Inc	$3.33M	0.13%	0.00%	+2.9%	Q4 2017

Q4 2025Reported Feb 13, 2026248 positions
IAUIshares Gold Trust	$124M	4.86%	0.19%	-1.8%	Q2 2021
AAPLApple Inc.	$69.1M	2.71%	0.00%	+1.9%	Q1 2014
NVDANvidia Corp	$51.6M	2.02%	0.00%	+2.1%	Q1 2020
SPTSSports Media Inc	$47.9M	1.87%	Not reported	-14.4%	Q3 2022
SPABASTROTECH Corp	$45.9M	1.80%	Not reported	+5.6%	Q1 2015
SPYSPDR S&P 500 ETF Trust	$41.6M	1.63%	Not reported	+43.7%	Q4 2013
MSFTMicrosoft Corp	$41.5M	1.62%	0.00%	+25.6%	Q4 2013
AMZNAmazon Com Inc	$32.6M	1.28%	0.00%	+31.8%	Q4 2016
AXPAmerican Express Co	$30.2M	1.18%	0.01%	+26.7%	Q1 2014
GOOGLAlphabet Inc.	$21.2M	0.83%	0.00%	-3.8%	Q4 2016
SMHMarket Vectors ETF Trust	$20.7M	0.81%	Not reported	+55.2%	Q3 2025
IBITiShares Bitcoin Trust ETF	$20.5M	0.80%	0.03%	+17.2%	Q4 2024
GOOGAlphabet Inc.	$18.5M	0.72%	Not reported	+4.3%	Q4 2016
AONAon plc	$14.7M	0.58%	0.02%	+0.2%	Q1 2014
METAMeta Platforms, Inc.	$13.1M	0.51%	Not reported	+6.6%	Q1 2014
AVGOBroadcom Inc.	$12.4M	0.48%	0.00%	-6.5%	Q1 2020
JPMJPMorgan Chase & Co	$11M	0.43%	0.00%	+2.6%	Q4 2015
LLYELI LILLY & Co	$10.5M	0.41%	0.00%	-19.6%	Q1 2020
UBERUber Technologies, Inc	$9.7M	0.38%	0.01%	-3.1%	Q4 2020
VVisa Inc.	$9.24M	0.36%	0.00%	+86.1%	Q4 2013
SOCSable Offshore Corp.	$9.02M	0.35%	0.69%	-2.3%	Q2 2024
PMPhilip Morris International Inc.	$6.93M	0.27%	0.00%	+53.2%	Q2 2017
HQYHealthequity, Inc.	$6.91M	0.27%	0.09%	-10.0%	Q3 2023
MAMastercard Inc	$6.48M	0.25%	0.00%	+241.5%	Q4 2016
ORCLOracle Corp	$6.25M	0.24%	0.00%	+31.1%	Q4 2013
BRK.BBerkshire Hathaway Inc	$6.13M	0.24%	Not reported	+73.7%	Q1 2014
COSTCostco Wholesale Corp	$5.5M	0.22%	0.00%	+20.8%	Q2 2020
NFLXNetflix Inc	$5.12M	0.20%	0.00%	+9.1%	Q4 2016
BWFGBankwell Financial Group, Inc.	$4.86M	0.19%	1.34%	+0.5%	Q4 2023
WMTWalmart Inc.	$4.66M	0.18%	0.00%	+7.3%	Q4 2013
TSLATesla, Inc.	$4.65M	0.18%	0.00%	+6.1%	Q4 2014
LULUlululemon athletica inc.	$4.56M	0.18%	0.02%	Not reported	Q2 2020
CRCLCircle Internet Group, Inc.	$4.49M	0.18%	Not reported	New	Q4 2025
SHOPShopify Inc.	$4.45M	0.17%	0.01%	+130.1%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$4.06M	0.16%	Not reported	+137.8%	Q1 2021
HDHome Depot, Inc.	$3.94M	0.15%	0.00%	+29.7%	Q2 2017
KLACKla Corp	$3.94M	0.15%	0.00%	-12.9%	Q1 2020
GSGoldman Sachs Group Inc	$3.87M	0.15%	0.00%	0.0%	Q2 2020
BXBlackstone Inc.	$3.83M	0.15%	0.00%	+32.0%	Q3 2021
MSMorgan Stanley	$3.73M	0.15%	0.00%	+0.2%	Q4 2013
XOMExxonMobil Holdings Corp	$3.67M	0.14%	0.00%	-7.9%	Q4 2013
UNHUnitedhealth Group Inc	$3.67M	0.14%	0.00%	-29.8%	Q4 2013
AMDAdvanced Micro Devices Inc	$3.66M	0.14%	0.00%	+1.5%	Q1 2021
PGPROCTER & GAMBLE Co	$3.56M	0.14%	0.00%	+85.9%	Q4 2013
WULFTerawulf Inc.	$3.51M	0.14%	0.07%	+30.2%	Q1 2023
BACBank of America Corp	$3.39M	0.13%	0.00%	-4.0%	Q1 2014
SCHWSchwab Charles Corp	$3.25M	0.13%	0.00%	-7.3%	Q1 2023
PLTRPalantir Technologies Inc.	$3.25M	0.13%	0.00%	+7.4%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$3.22M	0.13%	0.00%	-0.2%	Q3 2020
CVXChevron Corp	$3.21M	0.13%	0.00%	+5.9%	Q2 2017

Q3 2025Reported Nov 19, 2025215 positions
IAUIshares Gold Trust	$113M	4.81%	0.20%	0.0%	Q2 2021
AAPLApple Inc.	$63.5M	2.70%	0.00%	-0.9%	Q1 2014
SPTSSports Media Inc	$56M	2.38%	Not reported	-4.6%	Q3 2022
NVDANvidia Corp	$50.6M	2.15%	0.00%	-5.6%	Q1 2020
SPABASTROTECH Corp	$43.7M	1.86%	Not reported	+2.4%	Q1 2015
MSFTMicrosoft Corp	$35.4M	1.50%	0.00%	-1.9%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$28.3M	1.20%	Not reported	-12.8%	Q4 2013
AMZNAmazon Com Inc	$23.5M	1.00%	0.00%	-2.9%	Q4 2016
IBITiShares Bitcoin Trust ETF	$22.9M	0.97%	0.03%	+1272.5%	Q4 2024
AXPAmerican Express Co	$21.4M	0.91%	0.01%	0.0%	Q1 2014
SOCSable Offshore Corp.	$17.9M	0.76%	1.03%	+1.0%	Q2 2024
GOOGLAlphabet Inc.	$17.1M	0.73%	0.00%	-3.7%	Q4 2016
AONAon plc	$14.9M	0.63%	0.02%	Not reported	Q1 2014
GOOGAlphabet Inc.	$13.8M	0.58%	Not reported	-0.8%	Q4 2016
METAMeta Platforms, Inc.	$13.6M	0.58%	Not reported	-4.5%	Q1 2014
AVGOBroadcom Inc.	$12.6M	0.54%	0.00%	-3.8%	Q1 2020
SMHMarket Vectors ETF Trust	$12.1M	0.51%	Not reported	New	Q3 2025
UBERUber Technologies, Inc	$12M	0.51%	0.01%	+1.0%	Q4 2020
JPMJPMorgan Chase & Co	$10.5M	0.45%	0.00%	+1.5%	Q4 2015
LLYELI LILLY & Co	$9.24M	0.39%	0.00%	-4.9%	Q1 2020
HQYHealthequity, Inc.	$7.94M	0.34%	0.10%	Not reported	Q3 2023
ORCLOracle Corp	$6.88M	0.29%	0.00%	+12.4%	Q4 2013
NFLXNetflix Inc	$5.99M	0.25%	0.00%	-1.8%	Q4 2016
MASS908 Devices Inc.	$5.94M	0.25%	1.88%	-41.8%	Q2 2025
UNHUnitedhealth Group Inc	$5.47M	0.23%	0.00%	-9.5%	Q4 2013
COSTCostco Wholesale Corp	$4.88M	0.21%	0.00%	+3.2%	Q2 2020
VVisa Inc.	$4.83M	0.21%	0.00%	-9.8%	Q4 2013
BWFGBankwell Financial Group, Inc.	$4.67M	0.20%	1.34%	+0.5%	Q4 2023
PMPhilip Morris International Inc.	$4.58M	0.19%	0.00%	+1362.7%	Q2 2017
TSLATesla, Inc.	$4.34M	0.18%	0.00%	-33.9%	Q4 2014
WMTWalmart Inc.	$4.02M	0.17%	0.00%	+24.2%	Q4 2013
KLACKla Corp	$4.01M	0.17%	0.00%	+0.1%	Q1 2020
LULUlululemon athletica inc.	$3.9M	0.17%	0.02%	+1029.9%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.76M	0.16%	0.00%	+0.6%	Q2 2020
XOMExxonMobil Holdings Corp	$3.74M	0.16%	0.00%	+0.2%	Q4 2013
HDHome Depot, Inc.	$3.58M	0.15%	0.00%	+12.9%	Q2 2017
BRK.BBerkshire Hathaway Inc	$3.53M	0.15%	Not reported	-4.4%	Q1 2014
GSGoldman Sachs Group Inc	$3.5M	0.15%	0.00%	+6.2%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$3.37M	0.14%	0.00%	-18.5%	Q3 2020
SCHWSchwab Charles Corp	$3.35M	0.14%	0.00%	-1.9%	Q1 2023
MSMorgan Stanley	$3.33M	0.14%	0.00%	+0.5%	Q4 2013
BACBank of America Corp	$3.31M	0.14%	0.00%	-1.9%	Q1 2014
TAt&T Inc.	$3.29M	0.14%	0.00%	+0.1%	Q4 2013
BXBlackstone Inc.	$3.21M	0.14%	0.00%	-27.9%	Q3 2021
PLTRPalantir Technologies Inc.	$3.1M	0.13%	0.00%	+4.6%	Q1 2021
CVXChevron Corp	$3.09M	0.13%	0.00%	+1.5%	Q2 2017
ASMLAsml Holding NV	$2.87M	0.12%	0.00%	+3.7%	Q2 2020
AMDAdvanced Micro Devices Inc	$2.73M	0.12%	0.00%	-0.9%	Q1 2021
ELEstee Lauder Companies Inc	$2.69M	0.11%	Not reported	Not reported	Q1 2018
WULFTerawulf Inc.	$2.68M	0.11%	0.05%	Not reported	Q1 2023

Q2 2025Reported Aug 13, 2025207 positions
IAUIshares Gold Trust	$97M	4.79%	0.21%	-24.8%	Q2 2021
SPTSSports Media Inc	$58.6M	2.90%	Not reported	-1.4%	Q3 2022
AAPLApple Inc.	$51.6M	2.55%	0.00%	+15.2%	Q1 2014
NVDANvidia Corp	$45.4M	2.24%	0.00%	+17.8%	Q1 2020
SPABASTROTECH Corp	$42.2M	2.09%	Not reported	+1.0%	Q1 2015
MSFTMicrosoft Corp	$34.6M	1.71%	0.00%	+19.0%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$30.1M	1.49%	Not reported	+3.9%	Q4 2013
AMZNAmazon Com Inc	$24.2M	1.20%	0.00%	+16.4%	Q4 2016
SOCSable Offshore Corp.	$22.3M	1.10%	1.02%	+68.9%	Q2 2024
AXPAmerican Express Co	$20.5M	1.01%	0.01%	+4.1%	Q1 2014
AONAon plc	$14.9M	0.74%	0.02%	-43.0%	Q1 2014
METAMeta Platforms, Inc.	$14.3M	0.71%	Not reported	+26.9%	Q1 2014
GOOGLAlphabet Inc.	$12.9M	0.64%	0.00%	+25.5%	Q4 2016
UBERUber Technologies, Inc	$11.3M	0.56%	0.01%	+0.2%	Q4 2020
AVGOBroadcom Inc.	$11M	0.54%	0.00%	-0.6%	Q1 2020
GOOGAlphabet Inc.	$10.1M	0.50%	Not reported	+20.0%	Q4 2016
LLYELI LILLY & Co	$9.92M	0.49%	0.00%	+6.6%	Q1 2020
JPMJPMorgan Chase & Co	$9.53M	0.47%	0.00%	+13.6%	Q4 2015
HQYHealthequity, Inc.	$8.77M	0.43%	0.10%	Not reported	Q3 2023
MASS908 Devices Inc.	$8.31M	0.41%	3.23%	New	Q2 2025
NFLXNetflix Inc	$6.81M	0.34%	0.00%	+31.4%	Q4 2016
VVisa Inc.	$5.57M	0.28%	0.00%	+22.6%	Q4 2013
UNHUnitedhealth Group Inc	$5.46M	0.27%	0.00%	+162.1%	Q4 2013
COSTCostco Wholesale Corp	$5.06M	0.25%	0.00%	+37.4%	Q2 2020
ORCLOracle Corp	$4.76M	0.24%	0.00%	+66.1%	Q4 2013
TSLATesla, Inc.	$4.69M	0.23%	0.00%	+3.5%	Q4 2014
CRWDCrowdStrike Holdings, Inc.	$4.3M	0.21%	0.00%	+7.5%	Q3 2020
BXBlackstone Inc.	$3.9M	0.19%	0.00%	+85.5%	Q3 2021
BWFGBankwell Financial Group, Inc.	$3.79M	0.19%	1.33%	+0.6%	Q4 2023
XOMExxonMobil Holdings Corp	$3.57M	0.18%	0.00%	+3.6%	Q4 2013
BRK.BBerkshire Hathaway Inc	$3.56M	0.18%	Not reported	+27.3%	Q1 2014
TAt&T Inc.	$3.36M	0.17%	0.00%	+1.3%	Q4 2013
KLACKla Corp	$3.33M	0.16%	0.00%	-2.5%	Q1 2020
KVUEKenvue Inc.	$3.29M	0.16%	0.01%	-2.1%	Q1 2024
SCHWSchwab Charles Corp	$3.26M	0.16%	0.00%	+9.9%	Q1 2023
BACBank of America Corp	$3.09M	0.15%	0.00%	+79.1%	Q1 2014
WMTWalmart Inc.	$3.07M	0.15%	0.00%	+214.1%	Q4 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.03M	0.15%	0.00%	+24.9%	Q2 2020
TWLOTwilio Inc	$2.97M	0.15%	0.02%	-9.6%	Q1 2019
MSMorgan Stanley	$2.94M	0.15%	0.00%	+1005.9%	Q4 2013
GSGoldman Sachs Group Inc	$2.93M	0.14%	0.00%	+642.3%	Q2 2020
HDHome Depot, Inc.	$2.87M	0.14%	0.00%	+32.3%	Q2 2017
CVXChevron Corp	$2.8M	0.14%	0.00%	+14.1%	Q2 2017
WFCWells Fargo & Company	$2.68M	0.13%	0.00%	+22.3%	Q4 2015
PGPROCTER & GAMBLE Co	$2.55M	0.13%	0.00%	+4.5%	Q4 2013
INTUIntuit Inc.	$2.54M	0.13%	0.00%	-0.1%	Q2 2018
DISWalt Disney Co	$2.51M	0.12%	0.00%	+1.9%	Q4 2013
UNPUnion Pacific Corp	$2.48M	0.12%	0.00%	+34.9%	Q3 2014
ELEstee Lauder Companies Inc	$2.46M	0.12%	Not reported	+48.8%	Q1 2018
ARESAres Management Corp	$2.43M	0.12%	0.00%	+0.7%	Q1 2025

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