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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$14.5 Billion 9.78% of portfolio
-
Q3 2024 New
$378B
$1.79 Billion 1.21% of portfolio
11,039
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
$4.09T
$524 Million 0.35% of portfolio
2,249
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

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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