$328 Million is the total value of GM Advisory Group, LLC's 117 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MRK | Exit | MERCK & CO INC | $0 | – | -3,174 | -100.0% | -0.06% | – |
| DD | Exit | DU PONT E I DE NEMOURS & CO | $0 | – | -8,925 | -100.0% | -0.23% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DISNEY WALT CO | 43 | Q2 2024 | 4.3% |
| MICROSOFT CORP | 43 | Q2 2024 | 1.7% |
| AT&T INC | 43 | Q2 2024 | 2.2% |
| EXXON MOBIL CORP | 43 | Q2 2024 | 2.7% |
| CISCO SYS INC | 43 | Q2 2024 | 0.8% |
| INTEL CORP | 43 | Q2 2024 | 0.5% |
| APPLE INC | 42 | Q2 2024 | 4.9% |
| BK OF AMERICA CORP | 42 | Q2 2024 | 0.8% |
| ISHARES TR | 41 | Q2 2024 | 12.8% |
| ORACLE CORP | 41 | Q2 2024 | 0.9% |
View GM Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-12 |
| 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 |
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.