GAG
GM Advisory Group Portfolio holdings
AUM
$2.35B
1-Year Est. Return
17.7%
1 Year Est. Return
+17.7%
AUM
$2.35B
AUM Growth
+$329M
(+16%)
Holding
318
Top Buys
| 1 | +$137M | |
| 2 | +$21.2M | |
| 3 | +$19.6M | |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$12.1M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$12M |
Top Sells
| 1 | +$7.71M | |
| 2 | +$6.21M | |
| 3 | +$4.27M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.16M |
| 5 |
NVIDIA
NVDA
|
+$2.98M |
Sector Composition
| 1 | Technology | 9.69% |
| 2 | Financials | 4.17% |
| 3 | Communication Services | 2.51% |
| 4 | Consumer Discretionary | 2.13% |
| 5 | Healthcare | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bank of America
BAC
$395B
| $3.31M | 0.14% |
64,159
-1,225
|
|
||
77
AT&T
T
$180B
| $3.29M | 0.14% |
116,353
+93
|
|
||
78
Blackstone
BX
$117B
| $3.21M | 0.14% |
18,812
-7,267
|
|
||
79
Palantir
PLTR
$420B
| $3.1M | 0.13% |
17,017
+746
|
|
||
80
Chevron
CVX
$303B
| $3.09M | 0.13% |
19,871
+297
|
|
||
81
ASML
ASML
$443B
| $2.87M | 0.12% |
2,968
+107
|
|
||
82
Advanced Micro Devices
AMD
$354B
| $2.73M | 0.12% |
16,848
-155
|
|
||
83
Estee Lauder
EL
$36.8B
| $2.69M | 0.11% |
30,492
|
|
||
84
TeraWulf
WULF
$6.04B
| $2.68M | 0.11% |
234,804
|
|
||
85
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
| $2.66M | 0.11% |
13,996
-12,161
|
|
||
86
Wells Fargo
WFC
$280B
| $2.59M | 0.11% |
30,948
-2,460
|
|
||
87
Kenvue
KVUE
$32.5B
| $2.55M | 0.11% |
157,381
-1
|
|
||
88
Union Pacific
UNP
$140B
| $2.55M | 0.11% |
10,796
+14
|
|
||
89
Ulta Beauty
ULTA
$24.4B
| $2.55M | 0.11% |
4,658
|
|
||
90
Vanguard Dividend Appreciation ETF
VIG
$101B
| $2.54M | 0.11% |
11,768
+572
|
|
||
91
Johnson & Johnson
JNJ
$495B
| $2.47M | 0.11% |
13,322
-891
|
|
||
92
Twilio
TWLO
$19.4B
| $2.39M | 0.1% |
23,861
+3
|
|
||
93
Enterprise Products Partners
EPD
$69.5B
| $2.35M | 0.1% |
75,196
-2,289
|
|
||
94
United Parcel Service
UPS
$83.3B
| $2.3M | 0.1% |
27,581
+8,000
|
|
||
95
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $2.29M | 0.1% |
35,048
+708
|
|
||
96
Intuit
INTU
$180B
| $2.21M | 0.09% |
3,232
+3
|
|
||
97
Grab
GRAB
$21.5B
| $2.1M | 0.09% |
349,328
-732
|
|
||
98
Vanguard Growth ETF
VUG
$202B
| $2.08M | 0.09% |
4,331
-24
|
|
||
99
Procter & Gamble
PG
$343B
| $2.05M | 0.09% |
13,364
-2,656
|
|
||
100
Marvell Technology
MRVL
$86.4B
| $2.05M | 0.09% |
24,417
-560
|
|