Gm-Advisory-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ALAB",
  "SE",
  "ARES",
  "GFL.TO",
  "TEM",
  "GRAB",
  null,
  null,
  "MYN",
  null,
  "SNOW",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "VONG",
  "GOOGL",
  null,
  null,
  "AXP",
  "JFR",
  "MODG",
  "ASML",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  "CP.TO",
  null,
  "BSX",
  "CCI",
  "LINE",
  "HON",
  "HD",
  "BWFG",
  "AZN",
  "MCD",
  "INTU",
  "QBTS",
  null,
  "UNP",
  "ISRG",
  "BKNG",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  "LAB",
  null,
  "TDW",
  null,
  null,
  "LHX",
  "OPK",
  null,
  null,
  "MHN",
  "EDD",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "MSFT",
  "MS",
  "GE",
  "HQY",
  "NTRS",
  "HEI",
  "NU",
  "ZIM",
  "DLN",
  "BX",
  "IJR",
  "KKR",
  "KLAC",
  "IWD",
  "ORCL",
  "KHC",
  "OKE",
  "EEM",
  null,
  "IWF",
  null,
  "PANW",
  "PYPL",
  "IRM",
  "PGR",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "KVUE",
  "IEFA",
  "SPGI",
  null,
  "SOC",
  "NOW",
  "SHOP",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "AMT",
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "TGT",
  "TMO",
  "TJX",
  "TWLO",
  "UBER",
  "UPS",
  "SCHW",
  null,
  "IWV",
  "VIG",
  null,
  null,
  "ULTA",
  "PTON",
  "IWN",
  "IEF",
  "TSM",
  "GSK",
  "RMD",
  null,
  "VYM",
  "VRTX",
  "VRT",
  "MLI",
  "AON",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "WM",
  "IWR",
  "FOUR",
  "SGOL",
  null,
  "IFF",
  null,
  null,
  "UA",
  "NVO",
  "AMZN",
  "IVE",
  "LCID",
  null,
  null,
  "VUG",
  null,
  "VOOG",
  "BND",
  "VBR",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  "YUM",
  "IUSG",
  null,
  "SCHD",
  "ET",
  "DVY",
  "SCHF",
  "LVS",
  "NSC",
  "MKL",
  "TTD",
  "CRM",
  "SNAP",
  "RDDT",
  "SYY",
  null,
  null,
  "MELI",
  "MCK",
  "HESM",
  "SPYV",
  null,
  "FDX",
  null,
  "STE",
  "LULU",
  "ADP",
  "BAC",
  "BBVA",
  "BK",
  "BRK-A",
  "BRK-B",
  "BILL",
  "BA",
  "CVX",
  "LNG",
  "CTAS",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "COP",
  "COMP",
  "ED",
  "COST",
  "CRWD",
  "DHR",
  "DELL",
  "DAL",
  "RSP",
  "EFA",
  "WULF",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 268
Total Value: 1851949370
Accession Number: 0001085146-25-003078
Form Type: 13F-HR
CIK: gm-advisory-group
Manager Name: Gm-Advisory-Group

Data Enrichment

83% identified

223 identified45 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

268 positions • $1.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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LOWES COMPANIES INC

LOW|548661107

Shares:992

Value:$231.4K

% of Portfolio:0.0% ($231.4K/$1.9B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.2K

Value:$226.8K

% of Portfolio:0.0% ($226.8K/$1.9B)

53656F805

Shares:5.1K

Value:$223.5K

% of Portfolio:0.0% ($223.5K/$1.9B)

MORGAN STANLEY

MS|617446448

Shares:1.9K

Value:$219.9K

% of Portfolio:0.0% ($219.9K/$1.9B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:2.0K

Value:$219.5K

% of Portfolio:0.0% ($219.5K/$1.9B)

92206C680

VONG|92206C680

Shares:2.4K

Value:$219.5K

% of Portfolio:0.0% ($219.5K/$1.9B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.1K

Value:$218.4K

% of Portfolio:0.0% ($218.4K/$1.9B)

STANDARD BIOTOOLS INC.

LAB|34385P108

Shares:200.0K

Value:$216.0K

% of Portfolio:0.0% ($216.0K/$1.9B)

92189F122

Shares:5.5K

Value:$212.4K

% of Portfolio:0.0% ($212.4K/$1.9B)

464287721

Shares:1.5K

Value:$209.0K

% of Portfolio:0.0% ($209.0K/$1.9B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:876

Value:$208.7K

% of Portfolio:0.0% ($208.7K/$1.9B)

ONEOK INC /NEW/

OKE|682680103

Shares:2.1K

Value:$208.0K

% of Portfolio:0.0% ($208.0K/$1.9B)

GSK plc

GSK|37733W204

Shares:5.4K

Value:$207.9K

% of Portfolio:0.0% ($207.9K/$1.9B)

78464A763

SDY|78464A763

Shares:1.5K

Value:$207.0K

% of Portfolio:0.0% ($207.0K/$1.9B)

921937835

BND|921937835

Shares:2.8K

Value:$205.4K

% of Portfolio:0.0% ($205.4K/$1.9B)

464287762

Shares:3.4K

Value:$205.2K

% of Portfolio:0.0% ($205.2K/$1.9B)

464287101

Shares:745

Value:$201.7K

% of Portfolio:0.0% ($201.7K/$1.9B)

72201R833

Shares:2.0K

Value:$201.2K

% of Portfolio:0.0% ($201.2K/$1.9B)

BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC.

MYN|09255E102

Shares:20.0K

Value:$198.3K

% of Portfolio:0.0% ($198.3K/$1.9B)

PELOTON INTERACTIVE, INC.

PTON|70614W100

Shares:30.3K

Value:$191.5K

% of Portfolio:0.0% ($191.5K/$1.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	992	QoQ +2.47% (-24) YoY -11.82% (-133)	All Managers (Combined)	$231.4K	0.0% ($231.4K/$1.9B)	QoQ -3.15% (-$7.5K) YoY -19.26% (-$55.2K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$226.8K	0.0% ($226.8K/$1.9B)	QoQ NEW(+$226.8K) YoY NEW(+$226.8K)
(cusip53656F805)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$223.5K	0.0% ($223.5K/$1.9B)	QoQ NEW(+$223.5K) YoY NEW(+$223.5K)
MORGAN STANLEY(MScusip617446448)	1.9K	QoQ +7.10% (-125) YoY -58.86% (-2.7K)	All Managers (Combined)	$219.9K	0.0% ($219.9K/$1.9B)	QoQ -0.57% (-$1.3K) YoY -49.03% (-$211.6K)
CONSOLIDATED EDISON INC(EDcusip209115104)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$219.5K	0.0% ($219.5K/$1.9B)	QoQ NEW(+$219.5K) YoY NEW(+$219.5K)
(VONGcusip92206C680)	2.4K	QoQ +0.12% (-3) YoY NEW(+2.4K)	All Managers (Combined)	$219.5K	0.0% ($219.5K/$1.9B)	QoQ -10.04% (-$24.5K) YoY NEW(+$219.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$218.4K	0.0% ($218.4K/$1.9B)	QoQ NEW(+$218.4K) YoY NEW(+$218.4K)
STANDARD BIOTOOLS INC.(LABcusip34385P108)	200.0K	QoQ 0.00% (-0) YoY NEW(+200.0K)	All Managers (Combined)	$216.0K	0.0% ($216.0K/$1.9B)	QoQ -38.28% (-$134.0K) YoY NEW(+$216.0K)
(cusip92189F122)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$212.4K	0.0% ($212.4K/$1.9B)	QoQ NEW(+$212.4K) YoY NEW(+$212.4K)
(cusip464287721)✕	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$209.0K	0.0% ($209.0K/$1.9B)	QoQ -11.96% (-$28.4K) YoY +3.98% (+$8.0K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	876	QoQ +0.11% (-1) YoY +1.38% (-12)	All Managers (Combined)	$208.7K	0.0% ($208.7K/$1.9B)	QoQ -14.55% (-$35.5K) YoY -4.27% (-$9.3K)
ONEOK INC /NEW/(OKEcusip682680103)	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$208.0K	0.0% ($208.0K/$1.9B)	QoQ -1.17% (-$2.5K) YoY NEW(+$208.0K)
GSK plc(GSKcusip37733W204)	5.4K	QoQ -33.20% (-2.7K) YoY -20.31% (-1.4K)	All Managers (Combined)	$207.9K	0.0% ($207.9K/$1.9B)	QoQ -23.48% (-$63.8K) YoY -27.98% (-$80.8K)
(SDYcusip78464A763)	1.5K	QoQ NEW(+1.5K) YoY -25.39% (-519)	All Managers (Combined)	$207.0K	0.0% ($207.0K/$1.9B)	QoQ NEW(+$207.0K) YoY -22.85% (-$61.3K)
(BNDcusip921937835)	2.8K	QoQ 0.00% (+0) YoY +0.03% (+1)	All Managers (Combined)	$205.4K	0.0% ($205.4K/$1.9B)	QoQ +2.14% (+$4.3K) YoY +1.16% (+$2.4K)
(cusip464287762)✕	3.4K	QoQ NEW(+3.4K) YoY +0.08% (-3)	All Managers (Combined)	$205.2K	0.0% ($205.2K/$1.9B)	QoQ NEW(+$205.2K) YoY -1.54% (-$3.2K)
(cusip464287101)✕	745	QoQ -8.47% (-69) YoY NEW(+745)	All Managers (Combined)	$201.7K	0.0% ($201.7K/$1.9B)	QoQ -14.23% (-$33.5K) YoY NEW(+$201.7K)
(cusip72201R833)✕	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$201.2K	0.0% ($201.2K/$1.9B)	QoQ +0.27% (+$560) YoY +0.07% (+$160)
BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC.(MYNcusip09255E102)	20.0K	QoQ +1.00% (-199) YoY +5.60% (-1.1K)	All Managers (Combined)	$198.3K	0.0% ($198.3K/$1.9B)	QoQ -0.49% (-$983) YoY -0.32% (-$638)
PELOTON INTERACTIVE, INC.(PTONcusip70614W100)	30.3K	QoQ 0.00% (-0) YoY NEW(+30.3K)	All Managers (Combined)	$191.5K	0.0% ($191.5K/$1.9B)	QoQ -27.35% (-$72.1K) YoY NEW(+$191.5K)