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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Walmart Inc.

WMT|931142103

Shares:10.0K

Value:$878.2K

% of Portfolio:0.0% ($878.2K/$1.9B)

CME GROUP INC.

CME|12572Q105

Shares:3.2K

Value:$841.5K

% of Portfolio:0.0% ($841.5K/$1.9B)

MCDONALDS CORP

MCD|580135101

Shares:2.5K

Value:$788.4K

% of Portfolio:0.0% ($788.4K/$1.9B)

HEICO CORP

HEI|422806109

Shares:2.9K

Value:$787.8K

% of Portfolio:0.0% ($787.8K/$1.9B)

81369Y506

Shares:8.3K

Value:$771.8K

% of Portfolio:0.0% ($771.8K/$1.9B)

PFIZER INC

PFE|717081103

Shares:30.4K

Value:$771.2K

% of Portfolio:0.0% ($771.2K/$1.9B)

AbbVie Inc.

ABBV|00287Y109

Shares:3.7K

Value:$768.3K

% of Portfolio:0.0% ($768.3K/$1.9B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:2.7K

Value:$760.4K

% of Portfolio:0.0% ($760.4K/$1.9B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:8.7K

Value:$737.1K

% of Portfolio:0.0% ($737.1K/$1.9B)

81369Y209

Shares:4.9K

Value:$721.4K

% of Portfolio:0.0% ($721.4K/$1.9B)

Accenture plc

ACN|G1151C101

Shares:2.3K

Value:$718.0K

% of Portfolio:0.0% ($718.0K/$1.9B)

46438F101

Shares:15.1K

Value:$707.7K

% of Portfolio:0.0% ($707.7K/$1.9B)

464287671

IUSG|464287671

Shares:5.3K

Value:$677.5K

% of Portfolio:0.0% ($677.5K/$1.9B)

78464A508

SPYV|78464A508

Shares:13.1K

Value:$669.3K

% of Portfolio:0.0% ($669.3K/$1.9B)

464287465

EFA|464287465

Shares:8.0K

Value:$653.6K

% of Portfolio:0.0% ($653.6K/$1.9B)

GFL Environmental Inc.

GFL.TO|36168Q104

Shares:13.5K

Value:$650.2K

% of Portfolio:0.0% ($650.2K/$1.9B)

TERAWULF INC.

WULF|88080T104

Shares:234.8K

Value:$641.0K

% of Portfolio:0.0% ($641.0K/$1.9B)

ABBOTT LABORATORIES

ABT|002824100

Shares:4.8K

Value:$630.3K

% of Portfolio:0.0% ($630.3K/$1.9B)

IRON MOUNTAIN INC

IRM|46284V101

Shares:7.3K

Value:$628.3K

% of Portfolio:0.0% ($628.3K/$1.9B)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:20.9K

Value:$621.8K

% of Portfolio:0.0% ($621.8K/$1.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	10.0K	QoQ +6.59% (+619) YoY +65.82% (+4.0K)	All Managers (Combined)	$878.2K	0.0% ($878.2K/$1.9B)	QoQ +3.57% (+$30.3K) YoY +141.92% (+$515.2K)
CME GROUP INC.(CMEcusip12572Q105)	3.2K	QoQ +0.57% (+18) YoY +0.57% (+18)	All Managers (Combined)	$841.5K	0.0% ($841.5K/$1.9B)	QoQ +14.88% (+$109.0K) YoY +23.92% (+$162.5K)
MCDONALDS CORP(MCDcusip580135101)	2.5K	QoQ +5.78% (+138) YoY +27.08% (+538)	All Managers (Combined)	$788.4K	0.0% ($788.4K/$1.9B)	QoQ +14.00% (+$96.8K) YoY +40.79% (+$228.4K)
HEICO CORP(HEIcusip422806109)	2.9K	QoQ +0.03% (+1) YoY +48.71% (+966)	All Managers (Combined)	$787.8K	0.0% ($787.8K/$1.9B)	QoQ +12.40% (+$86.9K) YoY +107.99% (+$409.1K)
(cusip81369Y506)✕	8.3K	QoQ -15.96% (-1.6K) YoY +29.53% (+1.9K)	All Managers (Combined)	$771.8K	0.0% ($771.8K/$1.9B)	QoQ -8.31% (-$70.0K) YoY +28.21% (+$169.8K)
PFIZER INC(PFEcusip717081103)	30.4K	QoQ +5.65% (+1.6K) YoY -14.82% (-5.3K)	All Managers (Combined)	$771.2K	0.0% ($771.2K/$1.9B)	QoQ +0.91% (+$7.0K) YoY -22.22% (-$220.4K)
AbbVie Inc.(ABBVcusip00287Y109)	3.7K	QoQ +2.14% (+77) YoY +58.88% (+1.4K)	All Managers (Combined)	$768.3K	0.0% ($768.3K/$1.9B)	QoQ +20.43% (+$130.3K) YoY +82.80% (+$348.0K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	2.7K	QoQ +12.66% (+302) YoY NEW(+2.7K)	All Managers (Combined)	$760.4K	0.0% ($760.4K/$1.9B)	QoQ +33.06% (+$188.9K) YoY NEW(+$760.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	8.7K	QoQ +45.63% (+2.7K) YoY NEW(+8.7K)	All Managers (Combined)	$737.1K	0.0% ($737.1K/$1.9B)	QoQ +62.52% (+$283.6K) YoY NEW(+$737.1K)
(cusip81369Y209)✕	4.9K	QoQ -23.43% (-1.5K) YoY -95.34% (-101.2K)	All Managers (Combined)	$721.4K	0.0% ($721.4K/$1.9B)	QoQ -18.73% (-$166.3K) YoY -95.39% (-$15.0M)
Accenture plc(ACNcusipG1151C101)	2.3K	QoQ +0.96% (-22) YoY -38.24% (-1.4K)	All Managers (Combined)	$718.0K	0.0% ($718.0K/$1.9B)	QoQ -10.44% (-$83.7K) YoY -44.39% (-$573.3K)
(cusip46438F101)✕	15.1K	QoQ +60.08% (+5.7K) YoY NEW(+15.1K)	All Managers (Combined)	$707.7K	0.0% ($707.7K/$1.9B)	QoQ +41.24% (+$206.7K) YoY NEW(+$707.7K)
(IUSGcusip464287671)	5.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$677.5K	0.0% ($677.5K/$1.9B)	QoQ -8.80% (-$65.4K) YoY +8.42% (+$52.6K)
(SPYVcusip78464A508)	13.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$669.3K	0.0% ($669.3K/$1.9B)	QoQ -0.13% (-$918) YoY +1.93% (+$12.7K)
(EFAcusip464287465)	8.0K	QoQ -6.50% (-556) YoY +54.86% (+2.8K)	All Managers (Combined)	$653.6K	0.0% ($653.6K/$1.9B)	QoQ +1.06% (-$6.9K) YoY +58.49% (+$241.2K)
GFL Environmental Inc.(GFL.TOcusip36168Q104)	13.5K	QoQ NEW(+13.5K) YoY NEW(+13.5K)	All Managers (Combined)	$650.2K	0.0% ($650.2K/$1.9B)	QoQ NEW(+$650.2K) YoY NEW(+$650.2K)
TERAWULF INC.(WULFcusip88080T104)	234.8K	QoQ 0.00% (-0) YoY -65.03% (-436.7K)	All Managers (Combined)	$641.0K	0.0% ($641.0K/$1.9B)	QoQ -51.76% (-$688.0K) YoY -63.70% (-$1.1M)
ABBOTT LABORATORIES(ABTcusip002824100)	4.8K	QoQ +1.34% (+63) YoY -2.28% (-111)	All Managers (Combined)	$630.3K	0.0% ($630.3K/$1.9B)	QoQ +18.85% (+$100.0K) YoY +14.03% (-$77.6K)
IRON MOUNTAIN INC(IRMcusip46284V101)	7.3K	QoQ -6.25% (-487) YoY -5.61% (-434)	All Managers (Combined)	$628.3K	0.0% ($628.3K/$1.9B)	QoQ -23.26% (-$190.4K) YoY +1.25% (-$7.8K)
abrdn Gold ETF Trust(SGOLcusip00326A104)	20.9K	QoQ +0.17% (+36) YoY -9.59% (-2.2K)	All Managers (Combined)	$621.8K	0.0% ($621.8K/$1.9B)	QoQ +19.24% (+$100.4K) YoY +26.91% (-$131.9K)