WEALTHSPIRE ADVISORS

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Type
Submitted
Adviser GM Advisory Group, LLC Type 13F-HR Submitted
05/14/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$275.1 b % Position15.00 % $ Change-1.00 % # Shares4,183,642 # Change4.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$149.3 b % Position8.00 % $ Change11.00 % # Shares1,483,426 # Change11.00 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$122.0 b % Position7.00 % $ Change20.00 % # Shares2,068,536 # Change1.00 %
Stock Ticker464287457 Stock NameISHARES TR $ Position$67.1 b % Position4.00 % $ Change14.00 % # Shares811,256 # Change13.00 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$82.2 b % Position4.00 % $ Change0.00 % # Shares298,999 # Change6.00 %
Adviser GM Advisory Group, LLC Type 13F-HR Submitted
02/11/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$278.5 b % Position15.00 % $ Change19.00 % # Shares4,040,140 # Change16.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$134.1 b % Position7.00 % $ Change40.00 % # Shares1,336,886 # Change40.00 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$101.5 b % Position6.00 % $ Change1.00 % # Shares2,050,754 # Change2.00 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$82.1 b % Position5.00 % $ Change5.00 % # Shares283,365 # Change3.00 %
Stock Ticker78468R101 Stock NameSPDR SER TR $ Position$60.4 b % Position3.00 % $ Change-2.00 % # Shares2,080,597 # Change0.00 %
Adviser GM Advisory Group, LLC Type 13F-HR Submitted
11/12/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$234.3 b % Position14.00 % $ Change8.00 % # Shares3,470,187 # Change3.00 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$100.1 b % Position6.00 % $ Change13.00 % # Shares2,014,927 # Change0.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$96.1 b % Position6.00 % $ Change25.00 % # Shares953,802 # Change25.00 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$77.9 b % Position5.00 % $ Change9.00 % # Shares275,133 # Change3.00 %
Stock Ticker464287689 Stock NameISHARES TR $ Position$59.6 b % Position4.00 % $ Change9.00 % # Shares182,268 # Change3.00 %
Adviser GM Advisory Group, LLC Type N-PX Submitted
08/29/2024
Adviser GM Advisory Group, LLC Type 13F-HR Submitted
08/12/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$216.1 b % Position14.00 % $ Change8.00 % # Shares3,376,623 # Change4.00 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$88.3 b % Position6.00 % $ Change4.00 % # Shares2,010,038 # Change0.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$76.6 b % Position5.00 % $ Change-1.00 % # Shares760,911 # Change-1.00 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$71.7 b % Position5.00 % $ Change13.00 % # Shares267,930 # Change10.00 %
Stock Ticker78468R101 Stock NameSPDR SER TR $ Position$62.1 b % Position4.00 % $ Change-15.00 % # Shares2,149,479 # Change-15.00 %
Adviser GM Advisory Group, LLC Type 13F-HR Submitted
05/09/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$199.7 b % Position14.00 % $ Change18.00 % # Shares3,246,379 # Change7.00 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$84.7 b % Position6.00 % $ Change0.00 % # Shares2,016,546 # Change-7.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$77.2 b % Position5.00 % $ Change-31.00 % # Shares766,242 # Change-31.00 %
Stock Ticker78468R101 Stock NameSPDR SER TR $ Position$72.8 b % Position5.00 % $ Change-2.00 % # Shares2,518,426 # Change-1.00 %
Stock Ticker464288679 Stock NameISHARES TR $ Position$68.6 b % Position5.00 % $ Change-14.00 % # Shares620,449 # Change-15.00 %
Adviser GM Advisory Group, LLC Type 13F-HR Submitted
02/12/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$170.0 b % Position13.00 % $ Change17.00 % # Shares3,040,690 # Change5.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$111.1 b % Position8.00 % $ Change-14.00 % # Shares1,108,070 # Change-13.00 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$84.6 b % Position6.00 % $ Change13.00 % # Shares2,166,673 # Change2.00 %
Stock Ticker78468R101 Stock NameSPDR SER TR $ Position$74.2 b % Position6.00 % $ Change-6.00 % # Shares2,552,961 # Change-7.00 %
Stock Ticker464288679 Stock NameISHARES TR $ Position$80.2 b % Position6.00 % $ Change-10.00 % # Shares727,803 # Change-10.00 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
11/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$145.3 b % Position12.00 % $ Change4.00 % # Shares2,891,325 # Change8.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$128.6 b % Position11.00 % $ Change30.00 % # Shares1,277,054 # Change30.00 %
Stock Ticker464288679 Stock NameISHARES TR $ Position$89.3 b % Position7.00 % $ Change-13.00 % # Shares808,000 # Change-13.00 %
Stock Ticker78468R101 Stock NameSPDR SER TR $ Position$78.7 b % Position6.00 % $ Change4.00 % # Shares2,740,122 # Change4.00 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$74.5 b % Position6.00 % $ Change-3.00 % # Shares2,129,977 # Change1.00 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
08/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$139.5 b % Position12.00 % $ Change16.00 % # Shares2,676,197 # Change7.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$98.7 b % Position8.00 % $ Change17.00 % # Shares980,739 # Change17.00 %
Stock Ticker464288679 Stock NameISHARES TR $ Position$102.5 b % Position8.00 % $ Change0.00 % # Shares927,694 # Change0.00 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$76.8 b % Position6.00 % $ Change2.00 % # Shares2,110,956 # Change5.00 %
Stock Ticker78468R101 Stock NameSPDR SER TR $ Position$75.9 b % Position6.00 % $ Change26.00 % # Shares2,637,083 # Change28.00 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
05/12/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$120.0 b % Position11.00 % $ Change30.00 % # Shares2,492,796 # Change21.00 %
Stock Ticker464288679 Stock NameISHARES TR $ Position$102.4 b % Position9.00 % $ Change16.00 % # Shares926,839 # Change15.00 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$84.0 b % Position8.00 % $ Change44.00 % # Shares835,304 # Change44.00 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$75.1 b % Position7.00 % $ Change32.00 % # Shares2,010,217 # Change22.00 %
Stock Ticker464287457 Stock NameISHARES TR $ Position$62.8 b % Position6.00 % $ Change-4.00 % # Shares764,313 # Change-5.00 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
02/13/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$92.4 b % Position10.00 % $ Change164839.00 % # Shares2,053,929 # Change54.00 %
Stock Ticker464288679 Stock NameISHARES TR $ Position$88.6 b % Position9.00 % $ Change96227.00 % # Shares805,621 # Change-4.00 %
Stock Ticker464287457 Stock NameISHARES TR $ Position$65.2 b % Position7.00 % $ Change100501.00 % # Shares803,771 # Change1.00 %
Stock Ticker78468R101 Stock NameSPDR SER TR $ Position$52.2 b % Position6.00 % $ Change168387.00 % # Shares1,806,528 # Change69.00 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$57.0 b % Position6.00 % $ Change124661.00 % # Shares1,648,796 # Change14.00 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
11/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464288679 Stock NameISHARES TR $ Position$91.9 m % Position11.57 % $ Change18322.85 % # Shares835,729 # Change18328.42 %
Stock Ticker464287457 Stock NameISHARES TR $ Position$64.9 m % Position8.16 % $ Change-0.71 % # Shares798,567 # Change1.22 %
Stock Ticker78468R663 Stock NameSPDR SER TR $ Position$64.5 m % Position8.11 % $ ChangeN / A # Shares703,729 # ChangeN / A
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$56.0 m % Position7.05 % $ Change52.89 % # Shares1,333,927 # Change61.44 %
Stock Ticker46436E718 Stock NameISHARES TR $ Position$50.4 m % Position6.34 % $ ChangeN / A # Shares502,834 # ChangeN / A
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
08/15/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287457 Stock NameISHARES TR $ Position$65.3 m % Position10.19 % $ ChangeN / A # Shares788,907 # ChangeN / A
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$51.7 m % Position8.07 % $ Change-43.53 % # Shares1,507,599 # Change-39.38 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$40.5 m % Position6.32 % $ Change-22.84 % # Shares214,822 # Change-6.87 %
Stock Ticker78464A854 Stock NameSPDR SER TR $ Position$36.6 m % Position5.71 % $ Change-10.07 % # Shares826,249 # Change7.76 %
Stock Ticker464287689 Stock NameISHARES TR $ Position$36.3 m % Position5.66 % $ Change-19.26 % # Shares167,063 # Change-2.55 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
05/13/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$91.6 m % Position10.89 % $ Change119.91 % # Shares2,486,906 # Change107.85 %
Stock Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$56.8 m % Position6.76 % $ Change-40.71 % # Shares357,565 # Change-35.13 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$52.5 m % Position6.25 % $ Change-2.20 % # Shares230,663 # Change3.71 %
Stock Ticker921932505 Stock NameVANGUARD ADMIRAL FDS INC $ Position$51.1 m % Position6.08 % $ Change-11.25 % # Shares185,473 # Change-2.86 %
Stock Ticker464287689 Stock NameISHARES TR $ Position$45.0 m % Position5.35 % $ Change-0.99 % # Shares171,438 # Change4.71 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
02/10/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$95.8 m % Position8.54 % $ Change29.62 % # Shares551,234 # Change11.32 %
Stock Ticker921932505 Stock NameVANGUARD ADMIRAL FDS INC $ Position$57.6 m % Position5.13 % $ Change15.14 % # Shares190,926 # Change1.76 %
Stock Ticker464287549 Stock NameISHARES TR $ Position$57.3 m % Position5.10 % $ Change16.01 % # Shares130,444 # Change6.67 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$53.7 m % Position4.78 % $ Change12.14 % # Shares222,407 # Change3.14 %
Stock Ticker81369Y860 Stock NameSELECT SECTOR SPDR TR $ Position$52.5 m % Position4.68 % $ Change31.41 % # Shares1,013,196 # Change12.74 %
Adviser HR - GM Advisory Group, Inc. Type 13F-HR Submitted
11/12/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$73.9 m % Position7.46 % $ Change3.30 % # Shares495,187 # Change2.15 %
Stock Ticker921932505 Stock NameVANGUARD ADMIRAL FDS INC $ Position$50.0 m % Position5.05 % $ Change6.36 % # Shares187,619 # Change4.65 %
Stock Ticker464287549 Stock NameISHARES TR $ Position$49.4 m % Position4.98 % $ Change3.24 % # Shares122,292 # Change3.32 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$47.9 m % Position4.83 % $ Change6.15 % # Shares215,630 # Change6.51 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$47.2 m % Position4.76 % $ Change0.30 % # Shares1,413,803 # Change1.20 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
08/16/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$71.6 m % Position7.34 % $ Change-7.19 % # Shares484,776 # Change-16.52 %
Stock Ticker46090F100 Stock NameINVESCO ACTIVLY MANGD ETC FD $ Position$58.9 m % Position6.04 % $ Change-1.18 % # Shares2,931,350 # Change-15.22 %
Stock Ticker464287549 Stock NameISHARES TR $ Position$47.8 m % Position4.90 % $ Change13719.36 % # Shares118,360 # Change12242.02 %
Stock Ticker464285204 Stock NameISHARES GOLD TR $ Position$47.1 m % Position4.83 % $ ChangeN / A # Shares1,396,975 # ChangeN / A
Stock Ticker921932505 Stock NameVANGUARD ADMIRAL FDS INC $ Position$47.0 m % Position4.83 % $ Change18.95 % # Shares179,288 # Change6.52 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
05/13/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$77.1 m % Position9.25 % $ Change7.06 % # Shares580,729 # Change4.81 %
Stock Ticker46090F100 Stock NameINVESCO ACTIVLY MANGD ETC FD $ Position$59.6 m % Position7.15 % $ ChangeN / A # Shares3,457,762 # ChangeN / A
Stock Ticker46434G103 Stock NameISHARES INC $ Position$56.8 m % Position6.82 % $ Change21.30 % # Shares882,868 # Change16.93 %
Stock Ticker81369Y605 Stock NameSELECT SECTOR SPDR TR $ Position$45.2 m % Position5.43 % $ Change64.87 % # Shares1,328,505 # Change42.74 %
Stock Ticker921932505 Stock NameVANGUARD ADMIRAL FDS INC $ Position$39.5 m % Position4.74 % $ Change-2.15 % # Shares168,308 # Change-4.18 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
02/12/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$72.0 m % Position9.65 % $ Change11.81 % # Shares554,094 # Change0.36 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$46.8 m % Position6.27 % $ Change48.71 % # Shares755,023 # Change26.56 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$45.4 m % Position6.09 % $ Change19.78 % # Shares132,195 # Change7.22 %
Stock Ticker921932505 Stock NameVANGUARD ADMIRAL FDS INC $ Position$40.4 m % Position5.41 % $ Change-29.98 % # Shares175,658 # Change-36.57 %
Stock Ticker037833100 Stock NameAPPLE INC $ Position$34.7 m % Position4.64 % $ Change21.89 % # Shares261,250 # Change6.38 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
11/12/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$64.4 m % Position9.86 % $ Change128.64 % # Shares552,132 # Change104.72 %
Stock Ticker921932505 Stock NameVANGUARD ADMIRAL FDS INC $ Position$57.7 m % Position8.83 % $ Change193.65 % # Shares276,944 # Change163.31 %
Stock Ticker464287432 Stock NameISHARES TR $ Position$41.2 m % Position6.30 % $ Change-12.24 % # Shares252,293 # Change-11.88 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$37.9 m % Position5.80 % $ Change16.00 % # Shares123,294 # Change6.87 %
Stock Ticker46434G103 Stock NameISHARES INC $ Position$31.5 m % Position4.82 % $ Change354.91 % # Shares596,552 # Change310.10 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
08/13/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287432 Stock NameISHARES TR $ Position$46.9 m % Position8.68 % $ Change-9.43 % # Shares286,309 # Change-8.86 %
Stock Ticker464287440 Stock NameISHARES TR $ Position$41.9 m % Position7.76 % $ Change-2.38 % # Shares344,116 # Change-2.69 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$37.4 m % Position6.91 % $ Change50.62 % # Shares238,792 # Change24.04 %
Stock Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$32.7 m % Position6.05 % $ Change5132.00 % # Shares115,373 # Change4273.50 %
Stock Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$28.2 m % Position5.21 % $ Change47.77 % # Shares269,707 # Change13.66 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
05/13/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287432 Stock NameISHARES TR $ Position$51.8 m % Position14.11 % $ Change40.57 % # Shares314,127 # Change15.44 %
Stock Ticker464287440 Stock NameISHARES TR $ Position$43.0 m % Position11.70 % $ Change14.63 % # Shares353,628 # Change4.00 %
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$24.8 m % Position6.76 % $ Change-10.22 % # Shares192,505 # Change13.95 %
Stock Ticker81369Y803 Stock NameSELECT SECTOR SPDR TR $ Position$19.1 m % Position5.19 % $ Change3299.47 % # Shares237,291 # Change3776.04 %
Stock Ticker464287689 Stock NameISHARES TR $ Position$18.6 m % Position5.07 % $ Change-2.13 % # Shares125,605 # Change24.37 %
Adviser GM Advisory Group, Inc. Type 13F-HR Submitted
02/14/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker464287440 Stock NameISHARES TR $ Position$37.5 m % Position11.60 % $ ChangeN / A # Shares340,013 # ChangeN / A
Stock Ticker464287432 Stock NameISHARES TR $ Position$36.9 m % Position11.41 % $ ChangeN / A # Shares272,107 # ChangeN / A
Stock Ticker922908769 Stock NameVANGUARD INDEX FDS $ Position$27.6 m % Position8.56 % $ ChangeN / A # Shares168,933 # ChangeN / A
Stock Ticker81369Y308 Stock NameSELECT SECTOR SPDR TR $ Position$19.6 m % Position6.07 % $ ChangeN / A # Shares311,111 # ChangeN / A
Stock Ticker81369Y886 Stock NameSELECT SECTOR SPDR TR $ Position$19.2 m % Position5.96 % $ ChangeN / A # Shares297,799 # ChangeN / A

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