Global Wealth Management, LLC Portfolio Holdings

Global Wealth Management, LLC

  • $148 Billion
  • Q3 2024

Global Wealth Management, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $23.5B, Schwab Strategic Tr Us Dividen with a value of $19.5B, Ishares Core S&P 500 ETF with a value of $17.6B, Jp Morgan Ultra Short Mun Inco with a value of $15B, and Vanguard Bd Index Fds with a value of $14.5B.

Examining the 13F form we can see an increase of $148B in the current position value.

Global Wealth Management, LLC is based out at Kingston, NJ

Below you can find more details about Global Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $129 Billion
Healthcare: $2.05 Billion
Technology: $1.51 Billion
Consumer Cyclical: $812 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.5 Billion 15.87% of portfolio
352,617
Q3 2024 New
$0
$19.5 Billion 13.2% of portfolio
230,897
Q3 2024 New
$0
$17.6 Billion 11.88% of portfolio
30,450
Q3 2024 New
$0
$15 Billion 10.14% of portfolio
294,332
Q3 2024 New
-
$14.5 Billion 9.78% of portfolio
-
Q3 2024 New
$0
$12 Billion 8.15% of portfolio
102,953
Q3 2024 New
$0
$10.8 Billion 7.28% of portfolio
54,304
Q3 2024 New
$0
$7.22 Billion 4.89% of portfolio
115,881
Q3 2024 New
$0
$6.66 Billion 4.5% of portfolio
23,504
Q3 2024 New
$0
$5.15 Billion 3.48% of portfolio
10,548
Q3 2024 New
$0
$4.17 Billion 2.82% of portfolio
23,290
Q3 2024 New
$0
$3.26 Billion 2.2% of portfolio
5,550
Q3 2024 New
$378B
$1.79 Billion 1.21% of portfolio
11,039
Q3 2024 New
$0
$1.56 Billion 1.06% of portfolio
8,220
Q3 2024 New
$2.29T
$812 Million 0.55% of portfolio
4,360
Q3 2024 New
$3.25T
$728 Million 0.49% of portfolio
1,692
Q3 2024 New
$0
$576 Million 0.39% of portfolio
1,832
Q3 2024 New
$4.09T
$524 Million 0.35% of portfolio
2,249
Q3 2024 New
$0
$334 Million 0.23% of portfolio
871
Q3 2024 New
$83.5B
$289 Million 0.2% of portfolio
1,190
Q3 2024 New
$141B
$266 Million 0.18% of portfolio
825
Q3 2024 New
$336B
$260 Million 0.18% of portfolio
2,141
Q3 2024 New
$0
$253 Million 0.17% of portfolio
1,742
Q3 2024 New
$0
$245 Million 0.17% of portfolio
887
Q3 2024 New
$0
$241 Million 0.16% of portfolio
2,898
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $148 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 26 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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