GM Advisory Group, LLC
Top Portfolio Positions
244 positions ·
$831,102,582 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
1,569,661 | $138,381,313 | 16.65% | |
| AAPL |
Apple Inc.
Technology
|
252,479 | $64,076,645 | 7.71% | |
| NVDA |
Nvidia Corp
Technology
|
268,806 | $46,879,766 | 5.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
61,322 | $39,880,149 | 4.80% | |
| CVX |
Chevron Corp
Energy
|
186,364 | $38,558,711 | 4.64% | |
| MSFT |
Microsoft Corp
Technology
|
99,371 | $36,784,163 | 4.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
152,551 | $31,771,796 | 3.82% | |
| AXP |
American Express Co
Financial Services
|
81,433 | $24,631,853 | 2.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
69,470 | $19,976,793 | 2.40% | |
| SOC |
Sable Offshore Corp.
Energy
|
1,000,000 | $16,520,000 | 1.99% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BWFG
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,167,282 | 106,498 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,859,623 | 106,059 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,672,224 | 105,587 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,785,527 | 105,066 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,153,115 | 104,477 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,814,651 | 90,358 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,689,719 | 89,807 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,261,836 | 89,154 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,148,169 | 82,813 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,479,981 | 82,173 | Shares | Sole | 2024-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||