Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GM ADVISORY GROUP LLC | 05-09-2024 | 03-31-2024 | 225 | 1,426,137,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 101 | $1,689,519 | 3,037 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 102 | $1,669,044 | 3,969 | 0.00 | 0.00 | -239 | -5.68 | 03-31-2024 |
| PHILIP MORRIS INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -12 | -0.07 | 03-31-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 104 | $1,625,094 | 4,072 | 0.00 | 0.00 | 6 | 0.15 | 03-31-2024 |
