$318 Million is the total value of GM Advisory Group, LLC's 115 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SO | Exit | SOUTHERN CO | $0 | – | -4,047 | -100.0% | -0.07% | – |
| SMB | Exit | VANECK VECTORS ETF TRamt free short m | $0 | – | -12,000 | -100.0% | -0.07% | – |
| BSCH | Exit | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2017 | $0 | – | -9,295 | -100.0% | -0.07% | – |
| CBI | Exit | CHICAGO BRIDGE & IRON CO N V | $0 | – | -7,000 | -100.0% | -0.07% | – |
| IGSB | Exit | ISHARES TR1-3 yr cr bd etf | $0 | – | -2,030 | -100.0% | -0.07% | – |
| NGG | Exit | NATIONAL GRID PLCspon adr new | $0 | – | -3,845 | -100.0% | -0.08% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -12,526 | -100.0% | -0.46% | – |
| DJP | Exit | BARCLAYS BK PLCdjubs cmdt etn36 | $0 | – | -58,920 | -100.0% | -0.47% | – |
| KRE | Exit | SPDR SERIES TRUSTs&p regl bkg | $0 | – | -237,205 | -100.0% | -4.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DISNEY WALT CO | 40 | Q3 2023 | 4.3% |
| MICROSOFT CORP | 40 | Q3 2023 | 1.7% |
| AT&T INC | 40 | Q3 2023 | 2.2% |
| EXXON MOBIL CORP | 40 | Q3 2023 | 2.7% |
| CISCO SYS INC | 40 | Q3 2023 | 0.8% |
| INTEL CORP | 40 | Q3 2023 | 0.5% |
| APPLE INC | 39 | Q3 2023 | 4.9% |
| BK OF AMERICA CORP | 39 | Q3 2023 | 0.8% |
| ISHARES TR | 38 | Q3 2023 | 12.8% |
| ORACLE CORP | 38 | Q3 2023 | 0.9% |
View GM Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-10 |
View GM Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.