Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GM ADVISORY GROUP LLC | 02-12-2024 | 12-31-2023 | 199 | 1,324,151,339 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 51 | $4,469,406 | 44,703 | 0.00 | 0.00 | 889 | 2.03 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 52 | $4,358,691 | 16,096 | 0.00 | 0.00 | 2,930 | 22.25 | 12-31-2023 |
| BROADCOM INC | COM | 53 | $4,236,169 | 3,795 | 0.00 | 0.00 | -93 | -2.39 | 12-31-2023 |
| UBER TECHNOLOGIES INC | COM | 54 | $3,496,252 | 56,785 | 0.00 | 0.00 | 909 | 1.63 | 12-31-2023 |
