CIK 1598304
GM Advisory Group, LLC
Institutional 13F holdings & portfolio
Holdings
345
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 345
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VIG | Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF | 41K | $1M+ | SH |
| AGG | iShares TR Core U S Aggregate BD ETF | 78K | $1M+ | SH |
| PM | Philip Morris Intl Inc Com | 43K | $1M+ | SH |
| MUB | iShares National Muni Bond ETF | 65K | $1M+ | SH |
| HQY | Healthequity Inc Com | 75K | $1M+ | SH |
| MA | Mastercard Incorporated CMN Class A | 11K | $1M+ | SH |
| VOOG | Vanguard Admiral FDS Inc S&P 500 Growth Index FD ETF SHS | 14K | $1M+ | SH |
| ORCL | Oracle Corp $0.01 Del | 32K | $1M+ | SH |
| BRK.B | Berkshire Hathaway Inc Del CL B | 12K | $1M+ | SH |
| COST | Costco Wholesale CRP Del | 6K | $1M+ | SH |
| NFLX | Netflix Inc Com | 55K | $1M+ | SH |
| BWFG | Bankwell Finl Group | 106K | $1M+ | SH |
| WMT | Wal Mart Stores Inc Com | 42K | $1M+ | SH |
| TSLA | Tesla MTRS Inc Com | 10K | $1M+ | SH |
| LULU | Lululemon Athletica Inc | 22K | $1M+ | SH |
| CRCL | Circle Internet Group Inc | 57K | $1M+ | SH |
| SHOP | Shopify Inc Com NPV | 28K | $1M+ | SH |
| QQQ | Invesco QQQ TR Unit Ser 1 | 7K | $1M+ | SH |
| HD | Home Depot Inc | 11K | $1M+ | SH |
| KLAC | Kla-Tencor Corp | 3K | $1M+ | SH |
| SCHD | Schwab Strategic TR US Dividend Equity ETF | 141K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 4K | $1M+ | SH |
| BX | Blackstone Group Inc Com | 25K | $1M+ | SH |
| MS | Morgan Stanley Com New | 21K | $1M+ | SH |
| XOM | Exxon Mobil Corp | 31K | $1M+ | SH |
| UNH | Unitedhealth Group Inc Com | 11K | $1M+ | SH |
| AMD | Advanced Micro Devices Inc Com | 17K | $1M+ | SH |
| PG | Procter & Gamble Co | 25K | $1M+ | SH |
| WULF | Terawulf Inc. | 306K | $1M+ | SH |
| BAC | Bank Amer Corp Com | 62K | $1M+ | SH |
| SCHW | Schwab Charles Corp New Com | 33K | $1M+ | SH |
| PLTR | Palantir Technologies Inc CL A | 18K | $1M+ | SH |
| CRWD | Crowdstrike HLDGS Inc CL A | 7K | $1M+ | SH |
| CVX | Chevron Corp | 21K | $1M+ | SH |
| METV | Listed FDS TR Roundhill Ball Metaverse ETF | 167K | $1M+ | SH |
| MSTR | Microstrategy Inc | 20K | $1M+ | SH |
| — | Hyperliquid Strategies Inc Com | 828K | $1M+ | SH |
| ASML | Asml HLDG NV GDR Eur | 3K | $1M+ | SH |
| UNP | Union Pacific Corp Com | 12K | $1M+ | SH |
| JNJ | Johnson & Johnson Com | 14K | $1M+ | SH |
| NEE | Nextera Energy Inc | 35K | $1M+ | SH |
| WFC | Wells Fargo & Co New Com | 29K | $1M+ | SH |
| VTV | Vanguard Value ETF | 14K | $1M+ | SH |
| UPS | United Parcel SVC Inc CL B | 26K | $1M+ | SH |
| TWLO | Twilio Inc CL A | 18K | $1M+ | SH |
| KKR | KKR & Co Inc Com NPV-CL A | 20K | $1M+ | SH |
| EFA | iShares TR MSCI EAFE ETF | 27K | $1M+ | SH |
| APH | Amphenol Corp Class A | 17K | $1M+ | SH |
| MU | Micron Technology Inc | 8K | $1M+ | SH |
| INTU | Intuit Incorporated Com | 3K | $1M+ | SH |