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 GOLD TR | GOLD SHS | 151 | $921,214 | 4,478 | 0.00 | 0.00 | -66 | -1.45 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 152 | $897,650 | 5,512 | 0.00 | 0.00 | 6 | 0.11 | 03-31-2024 |
| CVS HEALTH CORP | COM | 153 | $896,233 | 11,237 | 0.00 | 0.00 | 551 | 5.16 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 154 | $884,080 | 3,540 | 0.00 | 0.00 | 6 | 0.17 | 03-31-2024 |
