Global Wealth Management, LLC Portfolio Holdings

Global Wealth Management, LLC

  • $157 Billion
  • Q4 2024

Global Wealth Management, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 30 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 $24B, Jp Morgan Ultra Short Mun Inco with a value of $20.1B, Ishares Core S&P 500 ETF with a value of $18.8B, Schwab Strategic Tr Us Dividen with a value of $18.8B, and Vanguard Bd Index Fds with a value of $13.4B.

Examining the 13F form we can see an increase of $8.81B in the current position value, from $148B to 157B.

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 $157 Billion
ETFs: $139 Billion
Healthcare: $1.81 Billion
Technology: $1.58 Billion
Consumer Cyclical: $1.19 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $157 Billion
  • Prior Value $148 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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