HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SPDR SER TR (SPLG) |
3,040,690 | +149,365 | $169,975 |
| SPLG | 3,040,690 | +149,365 | $169,975 |
| ISHARES TR (SGOV) |
1,108,070 | -168,984 | $111,106 |
| SGOV | 1,108,070 | -168,984 | $111,106 |
| ISHARES GOLD TR (IAU) |
2,166,673 | +36,696 | $84,565 |
| IAU | 2,166,673 | +36,696 | $84,565 |
| ISHARES TR (SHV) |
727,803 | -80,197 | $80,153 |
| SHV | 727,803 | -80,197 | $80,153 |
| SPDR SER TR (SPTS) |
2,552,961 | -187,161 | $74,164 |
| SPTS | 2,552,961 | -187,161 | $74,164 |
| VANGUARD INDEX FDS (VTI) |
226,492 | +15,371 | $53,728 |
| VTI | 226,492 | +15,371 | $53,728 |
| ISHARES TR (SHY) |
632,059 | -113,474 | $51,854 |
| SHY | 632,059 | -113,474 | $51,854 |
| ISHARES TR (IUSB) |
1,112,134 | +1,112,134 | $51,236 |
| IUSB | 1,112,134 | +1,112,134 | $51,236 |
| ISHARES TR (IWV) |
161,130 | +6,912 | $44,108 |
| IWV | 161,130 | +6,912 | $44,108 |
| APPLE INC |
210,346 | +7,359 | $40,498 |
| AAPL | 210,346 | +7,359 | $40,498 |
| ISHARES TR (TLT) |
397,161 | -5,147 | $39,271 |
| TLT | 397,161 | -5,147 | $39,271 |
| ISHARES TR (ACWX) |
559,525 | +15,409 | $28,558 |
| ACWX | 559,525 | +15,409 | $28,558 |
| SPDR SER TR (SPAB) |
1,075,129 | -1,996,322 | $27,566 |
| SPAB | 1,075,129 | -1,996,322 | $27,566 |
| SPDR SER TR (SPTM) |
455,203 | -1,100 | $26,607 |
| SPTM | 455,203 | -1,100 | $26,607 |
| INVESCO ACTVELY MNGD ETC FD |
1,557,280 | -23,062 | $20,712 |
| PDBC | 1,557,280 | -23,062 | $20,712 |
| ISHARES TR (IGM) |
45,122 | -1,813 | $20,223 |
| IGM | 45,122 | -1,813 | $20,223 |
| MICROSOFT CORP |
49,583 | +2,563 | $18,645 |
| MSFT | 49,583 | +2,563 | $18,645 |
| SPDR S&P 500 ETF TR (SPY) |
37,505 | -365 | $17,827 |
| SPY | 37,505 | -365 | $17,827 |
| PIMCO ETF TR (BOND) |
163,700 | +47,096 | $15,134 |
| BOND | 163,700 | +47,096 | $15,134 |
| SPDR INDEX SHS FDS (SPDW) |
429,428 | -20,245 | $14,605 |
| SPDW | 429,428 | -20,245 | $14,605 |
| AMAZON COM INC |
88,953 | -220 | $13,516 |
| AMZN | 88,953 | -220 | $13,516 |
| NVIDIA CORPORATION |
25,169 | +1,971 | $12,464 |
| NVDA | 25,169 | +1,971 | $12,464 |
| AMERICAN EXPRESS CO |
65,440 | +725 | $12,260 |
| AXP | 65,440 | +725 | $12,260 |
| ISHARES TR (SOXX) |
20,827 | -57 | $11,998 |
| SOXX | 20,827 | -57 | $11,998 |
| SPDR SER TR (SPTL) |
393,390 | +70,346 | $11,416 |
| SPTL | 393,390 | +70,346 | $11,416 |
| ISHARES TR (ITOT) |
95,664 | +48 | $10,067 |
| ITOT | 95,664 | +48 | $10,067 |
| ISHARES TR (IWF) |
31,545 | +200 | $9,564 |
| IWF | 31,545 | +200 | $9,564 |
| ISHARES TR (AGG) |
95,809 | -1,369 | $9,509 |
| AGG | 95,809 | -1,369 | $9,509 |
| SPDR SER TR (SPTI) |
330,813 | -25,638 | $9,448 |
| SPTI | 330,813 | -25,638 | $9,448 |
| HEALTHEQUITY INC |
120,355 | +90,329 | $7,980 |
| HQY | 120,355 | +90,329 | $7,980 |
| VANGUARD INDEX FDS (VOO) |
16,845 | +1,253 | $7,358 |
| VOO | 16,845 | +1,253 | $7,358 |
| SPDR SER TR (BIL) |
78,131 | -10,812 | $7,140 |
| BIL | 78,131 | -10,812 | $7,140 |
| FIRST TR EXCH TRADED FD III (FMB) |
133,320 | +8,790 | $6,888 |
| FMB | 133,320 | +8,790 | $6,888 |
| ALPHABET INC |
44,590 | +2,380 | $6,284 |
| GOOG | 44,590 | +2,380 | $6,284 |
| ISHARES TR (IVV) |
12,874 | +1 | $6,149 |
| IVV | 12,874 | +1 | $6,149 |
| ALPHABET INC |
43,748 | +12,985 | $6,111 |
| GOOGL | 43,748 | +12,985 | $6,111 |
| ELI LILLY & CO |
10,168 | -361 | $5,927 |
| LLY | 10,168 | -361 | $5,927 |
| PAYPAL HLDGS INC |
95,745 | +26,875 | $5,880 |
| PYPL | 95,745 | +26,875 | $5,880 |
| UNITEDHEALTH GROUP INC |
10,437 | -54 | $5,495 |
| UNH | 10,437 | -54 | $5,495 |
| META PLATFORMS INC |
14,262 | -448 | $5,048 |
| META | 14,262 | -448 | $5,048 |
| JPMORGAN CHASE & CO |
27,321 | +1,081 | $4,647 |
| JPM | 27,321 | +1,081 | $4,647 |
| EXXON MOBIL CORP |
44,703 | +1,689 | $4,469 |
| XOM | 44,703 | +1,689 | $4,469 |
| VANGUARD ADMIRAL FDS INC (VOOG) |
16,096 | +1,936 | $4,359 |
| VOOG | 16,096 | +1,936 | $4,359 |
| BROADCOM INC |
3,795 | -55 | $4,236 |
| AVGO | 3,795 | -55 | $4,236 |
| UBER TECHNOLOGIES INC |
56,785 | +2,818 | $3,496 |
| UBER | 56,785 | +2,818 | $3,496 |
| MERCK & CO INC |
31,963 | +11,342 | $3,485 |
| MRK | 31,963 | +11,342 | $3,485 |
| PROCTER AND GAMBLE CO |
22,298 | +4,567 | $3,268 |
| PG | 22,298 | +4,567 | $3,268 |
| TERAWULF INC |
1,237,912 | +39,617 | $2,971 |
| WULF | 1,237,912 | +39,617 | $2,971 |
| JOHNSON & JOHNSON |
18,639 | +1,368 | $2,921 |
| JNJ | 18,639 | +1,368 | $2,921 |
| ISHARES TR (IWB) |
11,086 | -571 | $2,907 |
| IWB | 11,086 | -571 | $2,907 |
See Full List: All Stocks Held By GM Advisory Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By GM Advisory Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,324,158 At 09/30/2023: $1,223,864 GM Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from GM Advisory Group LLC 13F filings. Link to 13F filings: SEC filings |
