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Portfolio (Quarterly) Guide ↗

GM Advisory Group, LLC

· CIK 0001598304
13F Portfolio $2.6B AUM 377 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New 147 Added 84 Reduced 27 Exited
Page 3 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IGM iShares TR North Amern Tech ETF 99,698.0 $11.8M 0.46% -646.0 -0.6% $118.51 +30.1%
42 JPM JPMorgan Chase & Co Financial Services 39,273.0 $11.6M 0.45% +5K +14.8% $294.16 +2.0%
43 AON Aon PLC CL A Financial Services 35,752.0 $11.5M 0.44% -6K -14.4% $322.78 -1.7%
44 META Meta Platforms Class A Communication Services 19,491.0 $11.2M 0.43% -283.0 -1.4% $572.13 +8.1%
45 BIL SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF New 118,857.0 $10.9M 0.42% +3K +2.8% $91.64 -0.1%
46 AVGO Broadcom Inc Technology 34,923.0 $10.8M 0.42% -824.0 -2.3% $309.51 +37.4%
47 BOND PIMCO ETF TR Total Return Active ETF 109,129.0 $10.1M 0.39% +3K +3.1% $92.28 -1.3%
48 LLY Eli Lilly & Co Healthcare 10,002.0 $9.2M 0.35% +273.0 +2.8% $919.76 +9.5%
49 VIG Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF 40,984.0 $8.8M 0.34% $215.06 +6.7%
50 TMFC RBB FD Inc (imotley Fool 100 Index Etf) 128,580.0 $8.5M 0.33% $65.97 +17.0%
51 V Visa Inc Com CL A Financial Services 26,699.0 $8.1M 0.31% +366.0 +1.4% $302.24 +6.7%
52 AGG iShares TR Core U S Aggregate BD ETF 77,232.0 $7.7M 0.29% -1K -1.4% $99.27 -1.3%
53 MUB iShares National Muni Bond ETF 65,262.0 $6.9M 0.27% +656.0 +1.0% $106.15 -0.0%
54 Berkshire Hathaway Inc Del CL B 13,778.0 $6.6M 0.25% +2K +13.1% $479.20
55 HQY Healthequity Inc Com Healthcare 75,402.0 $6.3M 0.24% $83.57 -1.5%
56 COST Costco Wholesale CRP Del Consumer Defensive 5,934.0 $5.9M 0.23% -439.0 -6.9% $996.43 +4.5%
57 MA Mastercard Incorporated CMN Class A Financial Services 11,601.0 $5.8M 0.22% +243.0 +2.1% $499.67 -1.9%
58 VOOG Vanguard Admiral FDS Inc S&P 500 Growth Index FD ETF SHS 13,152.0 $5.4M 0.21% -914.0 -6.5% $407.70 -79.8%
59 NFLX Netflix Inc Com Communication Services 55,599.0 $5.3M 0.21% +1K +1.9% $96.15 -9.6%
60 XOM Exxon Mobil Corp Energy 30,738.0 $5.2M 0.20% +200.0 +0.7% $169.66 -10.0%
Page 3 of 19  ·  374 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.3%
Technology 26.6%
Energy 8.0%
Consumer Cyclical 7.7%
Communication Services 7.5%
Healthcare 4.6%
Industrials 3.2%
Consumer Defensive 2.3%
Utilities 0.8%
Basic Materials 0.8%