GM Advisory Group, LLC

All 13F Filings

Location
Melville, NY
Most recent 13F
Q4 2025
Holdings value ($000)
2,552,425
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/13/2026 346 2,552,425 13F-HR GM Advisory Group, LLC
Q3 2025 11/19/2025 303 2,351,763 13F-HR GM Advisory Group, LLC
Q2 2025 8/13/2025 288 2,023,161 13F-HR GM Advisory Group, LLC
Q2 2014 7/31/2014 81 115,313 13F-HR GM Advisory Group, Inc.
Q1 2014 5/8/2014 80 128,912 13F-HR/A - RESTATEMENT GM Advisory Group, Inc.
Q1 2014 5/2/2014 81 129,113 13F-HR GM Advisory Group, Inc.
Q4 2013 3/4/2014 1 2,931 13F-HR/A - NEW HOLDINGS GM Advisory Group, Inc.
Q4 2013 2/4/2014 68 94,311 13F-HR GM Advisory Group, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 639.5 K 25.1% 0 1.293 M -1.293 M
ETFs 1.913 M 74.9% 1.55 M 0 1.55 M
Debt 0 0.0% 0 24.5 K -24.5 K
Other 0 0.0% 0 31.52 K -31.52 K
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
2,552,425
Holdings
346
QoQ value change ($000)
200,662 (8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.