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  Name: GM Advisory Group Inc.
  City: MELVILLE
  State: NY
  Zip: 11747
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,324,158,000
  Total Value Change : $100,294,000
  Securities Held Change : 7
   
All Securities Held : 199
  New Positions : 15
  Closed Positions : 11
  Increased Positions : 109
  Unchanged Positions : 31
  Decreased Positions : 44

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 8 New $0.00 $51,236,000 1,112,134 3.87% 51,236,000 1,112,134 0.039    N/A
   (BWFG)1 Year Chart         BWFG Bankwell Financial Group, Inc. 56 New $23.74 $2,480,000 82,173 0.19% 2,480,000 82,173 1.066    N/A
   (HYS)1 Year Chart         HYS Pimco 0 To 5 Year High Yiel... 57 New $92.47 $2,349,000 25,233 0.18% 2,349,000 25,233 0.158    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 64 New $106.31 $2,022,000 18,268 0.15% 2,022,000 18,268 0.004    Closed - End Fund - E...
   (SEDG)1 Year Chart         SEDG Solaredge Technologies Inc 112 New $49.47 $779,000 8,324 0.06% 779,000 8,324 0.016    N/A
   (MRVL)1 Year Chart         MRVL Marvell Technology, Inc. 115 New $68.47 $731,000 12,127 0.06% 731,000 12,127 0.001    N/A
   (MS)1 Year Chart         MS Morgan Stanley 144 New $98.28 $518,000 5,552 0.04% 518,000 5,552 0    Investment Brokerage ...
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 158 New $297.47 $360,000 1,220 0.03% 360,000 1,220 0    Networking & Communic...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 161 New $320.76 $356,000 1,393 0.03% 356,000 1,393 0.001    N/A
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 177 New $3,805.75 $266,000 75 0.02% 266,000 75 0    Internet Software & S...
   (SDY)1 Year Chart         SDY streetTRACKS Series Trust -... 178 New $131.39 $255,000 2,044 0.02% 255,000 2,044 0.001    Closed - End Fund - E...
   (MCK)1 Year Chart         MCK McKesson Corp 183 New $531.10 $249,000 537 0.02% 249,000 537 0    Drugs Wholesale
   (CPNG)1 Year Chart         CPNG Coupang, Inc. 186 New $0.00 $241,000 14,915 0.02% 241,000 14,915 0.001    N/A
   (ED)1 Year Chart         ED Consolidated Edison Inc 189 New $97.70 $229,000 2,515 0.02% 229,000 2,515 0.001    Multi Utilities
   (LYB)1 Year Chart         LYB LyondellBasell Industries N.V. 192 New $101.37 $219,000 2,307 0.02% 219,000 2,307 0.001    Specialty Chemicals

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