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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 9 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNH Unitedhealth Group Inc Com Healthcare 4,015.0 $1.1M 0.04% -7K -63.9% $270.61 +45.5%
162 JEPQ JPM Nasdaq Equity Premium 19,516.0 $1.1M 0.04% +170.0 +0.9% $55.52 +7.5%
163 GEV GE Vernova Utilities 1,235.0 $1.1M 0.04% +711.0 +135.7% $873.02 +20.2%
164 VCSH Vanguard Scottsdale FDS Vanguard Short-Term Corporate BD Index FD 13,450.0 $1.1M 0.04% -8K -37.4% $79.27 -0.6%
165 WM Waste Management Inc Industrials 4,531.0 $1.0M 0.04% +342.0 +8.2% $229.78 -4.3%
166 Standardaero Inc 40,000.0 $1.0M 0.04% -30K -42.9% $25.83
167 Keyera Corp SHS 26,677.0 $1.0M 0.04% -4K -12.0% $38.56
168 ADP Automatic Data Processing Inc Industrials 4,992.0 $1.0M 0.04% +93.0 +1.9% $203.17 +9.7%
169 COF Capital One Finl Corp Com Financial Services 5,435.0 $992K 0.04% -1K -16.3% $182.43 +2.6%
170 LGIH Lgi Homes Incorporated Consumer Cyclical 24,871.0 $983K 0.04% -6K -20.7% $39.53 +2.2%
171 IJR iShares TST.S&P SML.Cap. 600 7,698.0 $957K 0.04% +2K +32.6% $124.31 +8.1%
172 CME Cme Group Inc Financial Services 3,188.0 $942K 0.04% -185.0 -5.5% $295.35 +3.3%
173 DHR Danaher Corp Healthcare 4,950.0 $938K 0.04% -321.0 -6.1% $189.58 -14.6%
174 SPOT Spotify Technology SA Registered SHS Communication Services 1,928.0 $935K 0.04% +858.0 +80.2% $484.91 -9.9%
175 DGRO iShares TR Core Divid Growth ETF 13,255.0 $930K 0.04% +6K +72.0% $70.18 +5.1%
176 ETN Eaton Corp PLC SHS Industrials 2,595.0 $928K 0.04% $357.68 +11.7%
177 PFE Pfizer Inc Com Healthcare 32,594.0 $915K 0.04% +2K +5.2% $28.08 -9.8%
178 AMGN Amgen Inc Com Healthcare 2,556.0 $899K 0.04% $351.89 -7.8%
179 DSV As ADR 7,406.0 $889K 0.03% NEW $120.05
180 GENI Genius Sports LTD Communication Services 200,600.0 $889K 0.03% +100K +99.4% $4.43 -4.3%
Page 9 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%