GM Advisory Group, LLC
Top Portfolio Positions
244 positions ·
$829,077,818 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
1,569,661 | $138,381,313 | 16.69% | |
| AAPL |
Apple Inc.
Technology
|
252,479 | $64,076,645 | 7.73% | |
| NVDA |
Nvidia Corp
Technology
|
268,806 | $46,879,766 | 5.65% | |
| SPY |
Spdr S&P 500 ETF Trust
|
61,322 | $39,880,149 | 4.81% | |
| CVX |
Chevron Corp
Energy
|
186,364 | $38,558,711 | 4.65% | |
| MSFT |
Microsoft Corp
Technology
|
99,371 | $36,784,163 | 4.44% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
152,551 | $31,771,796 | 3.83% | |
| AXP |
American Express Co
Financial Services
|
81,433 | $24,631,853 | 2.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
69,470 | $19,976,793 | 2.41% | |
| SOC |
Sable Offshore Corp.
Energy
|
1,000,000 | $16,520,000 | 1.99% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GENI
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $888,658 | 200,600 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,108,612 | 100,600 | Shares | Sole | 2026-02-13 | |
| 2022-06-30 | $236,250 | 105,000 | Shares | Sole | 2022-08-15 | |
| 2022-06-30 | $4,500 | 2,000 | Call | Sole | 2022-08-15 | |
| 2022-03-31 | $391,000 | 85,000 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $9,200 | 2,000 | Call | Sole | 2022-05-13 | |
| 2021-12-31 | $270,104 | 35,540 | Shares | Sole | 2022-02-10 | |
| No 13F history on record for this holder in this stock. | ||||||