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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
34
0
2
1
0
0
26
2
1
GM ADVISORY GROUP INC

Time Period2018-03-31

Total Holdings125

Total Value ($x1000)331,327
Activities
New8

Increased28

Unchanged32

Decreased57

Sold Out14

Top 10 Stock Holdingstotal 53.5%
VTI10.33

TLT6.83

IWV6.57

VGK6.06

IWZ4.7

 
IVV4.4

IJH4.24

VPL3.9

BSCO3.37

BSCN3.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
10.33%
TOTAL STK MKT
TLT
6.83%
20+ YR TR BD ETF
IWV
6.57%
RUSSELL 3000 ETF
VGK
6.06%
FTSE EUROPE ETF
IWZ
4.7%
RUS 3000 GRW ETF
IVV
4.4%
CORE S&P500 ETF
IJH
4.24%
CORE S&P MCP ETF
VPL
3.9%
MEGA CAP GRO ETF
BSCO
3.37%
2024 CORP BOND
BSCN
3.1%
2023 CORP BOND
DEM
3.03%
EMERG MKTS ETF
GLD
2.8%
GOLD SHS
DXJ
2.79%
JAPN HEDGE EQT
BSCL
2.77%
GUGG BULSH 2021
DBC
2.42%
UNIT BEN INT
USCR
2.42%
COM NEW
VNQ
2.04%
REIT ETF
AAPL
1.74%
COM
AXP
1.73%
COM
ACWX
1.39%
MSCI ACWI US ETF
AMZN
1.18%
COM
T
0.96%
COM
FB
0.88%
CL A
VWO
0.88%
FTSE EMR MKT ETF
AON
0.83%
SHS CL A
MSFT
0.83%
COM
USCI
0.78%
COMM IDX FND
VEU
0.59%
ALLWRLD EX US
BSCM
0.56%
GUGG BULSH 2022
GOOG
0.56%
CAP STK CL C
JPM
0.52%
COM
PM
0.49%
COM
VEA
0.49%
FTSE DEV MKT ETF
JNJ
0.49%
COM
GOOGL
0.48%
CAP STK CL A
BA
0.46%
COM
SPY
0.44%
TR UNIT
BAC
0.42%
COM
DIS
0.41%
COM DISNEY
PG
0.38%
COM
MO
0.37%
COM
BABA
0.33%
SPONSORED ADS
MS
0.33%
COM NEW
CSCO
0.32%
COM
NFLX
0.31%
COM
XOM
0.31%
COM
MDY
0.31%
UTSER1 S&PDCRP
ACWI
0.27%
MSCI ACWI ETF
V
0.27%
COM CL A
ORCL
0.26%
COM
DWDP
0.24%
COM
UNH
0.22%
COM
CVX
0.21%
COM
BOTZ
0.19%
RBTCS ARTFL IN
EPS
0.19%
EARNING 500 FD
MA
0.18%
CL A
IGT
0.18%
SHS USD
AEP
0.18%
COM
DFS
0.17%
COM
VZ
0.16%
COM
TMO
0.16%
COM
EFA
0.15%
MSCI EAFE ETF
INTC
0.15%
COM
BRK.B
0.15%
CL B NEW
CELG
0.14%
COM
VYM
0.14%
HIGH DIV YLD
DLN
0.14%
LARGECAP DIVID
HD
0.13%
COM
FLWS
0.13%
CL A
PLCE
0.13%
COM
PYPL
0.12%
COM
RTN
0.12%
COM NEW
HON
0.12%
COM
KO
0.12%
COM
PFE
0.12%
COM
XLK
0.11%
TECHNOLOGY
EPD
0.11%
COM
UNP
0.11%
COM
ED
0.11%
COM
C
0.1%
COM NEW
BSCI
0.1%
GUG BULL2018 E
AGG
0.1%
CORE TOTUSBD ETF
BSCK
0.09%
GUG BULL2020 E
BCS
0.09%
ADR
NVG
0.09%
COM
EWJ
0.09%
MSCI JPN ETF NEW
CCI
0.09%
COM
STI
0.09%
COM
MMM
0.09%
COM
MCD
0.09%
COM
WFC
0.09%
COM
AMLP
0.09%
ALERIAN MLP
D
0.09%
COM
ROBO
0.09%
ROBO STX GLB ETF
MRK
0.08%
COM
NEE
0.08%
COM
EEM
0.08%
MSCI EMG MKT ETF
VTHR
0.08%
VNG RUS3000IDX
GE
0.08%
COM
SYY
0.08%
COM
DAL
0.08%
COM NEW
PRGO
0.08%
SHS
IWM
0.07%
RUSSELL 2000 ETF
AMP
0.07%
COM
UTX
0.07%
COM
MQY
0.07%
COM
GEMP
0.07%
COM
PNC
0.07%
COM
DHR
0.07%
COM
GILD
0.07%
COM
IBM
0.07%
COM
XBI
0.07%
S&P BIOTECH
FMB
0.07%
MANAGD MUN ETF
MOO
0.07%
AGRIBUSINESS ETF
EL
0.06%
CL A
MAR
0.06%
CL A
ADP
0.06%
COM
XLE
0.06%
SBI INT-ENERGY
SIRI
0.06%
COM
SNAP
0.06%
CL A
DFBG
0.03%
COM
ECR
0.01%
COM
BTE
0.01%
COM
RAD
0.01%
COM
HUSA
< 0.01%
COM
HEDJ
2.23%
EUROPE HEDGED EQ
HEZU
1.65%
CUR HDG MS EMU
BRK.A
0.08%
CL A
USB
0.08%
COM NEW
CMCSA
0.07%
CL A
BSJI
0.07%
GUG BLT2018 HY
TSLA
0.07%
COM
DVY
0.06%
SELECT DIVID ETF
SDY
0.06%
S&P DIVID ETF
CVS
0.06%
COM
APU
0.06%
UNIT L P INT
NKE
0.06%
CL B
SPGI
0.06%
COM
MFA
0.02%
COM