Global Wealth Management Investment Advisory, Inc. Portfolio Holdings

Global Wealth Management Investment Advisory, Inc.

  • $490 Million
  • Q1 2025

Global Wealth Management Investment Advisory, Inc. has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $490 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $20.3M, J P Morgan Exchange Traded Fd with a value of $18.5M, Vanguard Intermediate Term Cor with a value of $18.4M, Apple Inc. with a value of $15.5M, and Invesco Qqq Trust, Series 1 with a value of $14.4M.

Examining the 13F form we can see an increase of $8.82M in the current position value, from $482M to 490M.

Global Wealth Management Investment Advisory, Inc. is based out at Fort Lauderdale, FL

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

Portfolio value $490 Million
ETFs: $202 Million
Technology: $62.3 Million
Financial Services: $43.7 Million
Healthcare: $30.2 Million
Energy: $27.3 Million
Consumer Cyclical: $25.2 Million
Consumer Defensive: $24.5 Million
Communication Services: $20.7 Million
Other: $54.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.3 Million 4.15% of portfolio
346,599
Q1 2025 Reduced 21.81%
$0
$18.5 Million 3.78% of portfolio
324,439
Q1 2025 Added 7.27%
$0
$18.4 Million 3.75% of portfolio
224,871
Q1 2025 Added 2.09%
$3.42T
$15.5 Million 3.16% of portfolio
69,680
Q1 2025 Added 7.47%
$0
$14.4 Million 2.95% of portfolio
30,806
Q1 2025 Added 2.59%
$0
$14.4 Million 2.94% of portfolio
25,634
Q1 2025 Added 3.4%
$0
$12.7 Million 2.59% of portfolio
167,748
Q1 2025 Added 17.31%
$0
$12.5 Million 2.55% of portfolio
158,303
Q1 2025 Added 26.99%
$0
$11.7 Million 2.38% of portfolio
90,449
Q1 2025 Added 3.79%
$0
$11.4 Million 2.32% of portfolio
226,517
Q1 2025 Reduced 13.35%
$266B
$11 Million 2.25% of portfolio
66,028
Q1 2025 Added 4.16%
$2.95T
$10.9 Million 2.22% of portfolio
28,956
Q1 2025 Added 8.75%
$718B
$10.7 Million 2.19% of portfolio
43,704
Q1 2025 Reduced 1.61%
$271B
$10.4 Million 2.12% of portfolio
96,119
Q1 2025 Added 3.89%
$0
$10.1 Million 2.07% of portfolio
173,905
Q1 2025 Added 4.59%
$320B
$10.1 Million 2.05% of portfolio
241,208
Q1 2025 Added 3.45%
$0
$7.62 Million 1.55% of portfolio
72,869
Q1 2025 Added 5.71%
$1.88T
$7.12 Million 1.45% of portfolio
37,402
Q1 2025 Added 9.25%
$440B
$6.7 Million 1.37% of portfolio
56,305
Q1 2025 Added 12.5%
$185B
$6.09 Million 1.24% of portfolio
134,346
Q1 2025 Added 23.98%
$409B
$5.92 Million 1.21% of portfolio
35,691
Q1 2025 Added 5.11%
$385B
$5.6 Million 1.14% of portfolio
32,850
Q1 2025 Added 2.41%
$0
$5.4 Million 1.1% of portfolio
90,930
Q1 2025 Reduced 4.14%
$45.8B
$5.19 Million 1.06% of portfolio
49,819
Q1 2025 Added 44.11%
$957B
$5.19 Million 1.06% of portfolio
33,593
Q1 2025 Added 9.58%
$94B
$5.2 Million 1.06% of portfolio
42,619
Q1 2025 Added 1.64%
$854B
$5.12 Million 1.04% of portfolio
6,199
Q1 2025 Added 0.13%
$314B
$5.1 Million 1.04% of portfolio
71,179
Q1 2025 Added 2.77%
$100B
$5.01 Million 1.02% of portfolio
54,496
Q1 2025 Added 2.26%
$196B
$4.89 Million 1.0% of portfolio
41,876
Q1 2025 Added 1.49%
$44.5B
$4.69 Million 0.96% of portfolio
32,961
Q1 2025 Added 4.21%
$19.5B
$4.64 Million 0.95% of portfolio
160,489
Q1 2025 New
$237B
$4.64 Million 0.95% of portfolio
75,238
Q1 2025 Added 3.81%
$369B
$4.66 Million 0.95% of portfolio
12,711
Q1 2025 Added 2.62%
$74.7B
$4.5 Million 0.92% of portfolio
16,522
Q1 2025 Added 11.5%
$45.3B
$4.5 Million 0.92% of portfolio
80,314
Q1 2025 Added 4.46%
$142B
$4.47 Million 0.91% of portfolio
21,098
Q1 2025 Added 3.69%
$46.2B
$4.43 Million 0.9% of portfolio
30,925
Q1 2025 Added 2.82%
$264B
$4.36 Million 0.89% of portfolio
49,678
Q1 2025 Reduced 19.6%
$163B
$4.3 Million 0.88% of portfolio
13,052
Q1 2025 Added 3.57%
$216B
$4.24 Million 0.86% of portfolio
47,256
Q1 2025 Added 4.88%
$235B
$4.18 Million 0.85% of portfolio
13,395
Q1 2025 Added 1.19%
$379B
$3.94 Million 0.8% of portfolio
28,211
Q1 2025 Added 7.23%
$0
$3.78 Million 0.77% of portfolio
70,491
Q1 2025 Added 3.66%
$160B
$3.71 Million 0.76% of portfolio
50,928
Q1 2025 Added 7.1%
$50.9B
$3.69 Million 0.75% of portfolio
89,660
Q1 2025 Added 9.58%
$1.25T
$3.59 Million 0.73% of portfolio
6,235
Q1 2025 Added 7.39%
$23.5B
$3.59 Million 0.73% of portfolio
22,468
Q1 2025 Added 36.51%
$19.6B
$3.45 Million 0.7% of portfolio
23,212
Q1 2025 Added 23.34%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $490 Million
  • Prior Value $482 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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