Global Wealth Management Investment Advisory, Inc. Portfolio Holdings

Global Wealth Management Investment Advisory, Inc.

  • $578 Million
  • Q3 2025

Global Wealth Management Investment Advisory, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $578 Million distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $21.2M, Nvidia Corp with a value of $20.9M, Vanguard with a value of $20.9M, J P Morgan Exchange Traded Fd with a value of $19.7M, and Invesco Qqq Trust, Series 1 with a value of $19.2M.

Examining the 13F form we can see an increase of $62.4M in the current position value, from $516M to 578M.

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 $578 Million
ETFs: $226 Million
Technology: $91.3 Million
Financial Services: $52.3 Million
Healthcare: $36.9 Million
Communication Services: $28.3 Million
Industrials: $27.7 Million
Consumer Defensive: $26.3 Million
Consumer Cyclical: $26.3 Million
Other: $63.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.2 Million 3.66% of portfolio
251,655
Q3 2025 Added 2.98%
$506B
$20.9 Million 3.62% of portfolio
112,283
Q3 2025 Added 17.42%
$0
$20.9 Million 3.61% of portfolio
355,094
Q3 2025 Added 3.58%
$0
$19.7 Million 3.4% of portfolio
344,672
Q3 2025 Added 3.91%
$0
$19.2 Million 3.31% of portfolio
31,921
Q3 2025 Added 2.27%
$4.36T
$18.7 Million 3.24% of portfolio
73,558
Q3 2025 Added 3.1%
$0
$17.5 Million 3.03% of portfolio
26,144
Q3 2025 Added 3.61%
$0
$16.6 Million 2.86% of portfolio
189,627
Q3 2025 Added 3.18%
$3.92T
$15.6 Million 2.69% of portfolio
30,079
Q3 2025 Added 6.47%
$0
$13.6 Million 2.34% of portfolio
166,983
Q3 2025 Added 3.76%
$0
$13.2 Million 2.27% of portfolio
93,304
Q3 2025 Added 2.29%
$908B
$12.4 Million 2.15% of portfolio
39,349
Q3 2025 Reduced 6.31%
$0
$12.1 Million 2.09% of portfolio
238,092
Q3 2025 Added 4.11%
$426B
$11.9 Million 2.07% of portfolio
231,610
Q3 2025 Reduced 1.83%
$301B
$11.3 Million 1.95% of portfolio
72,617
Q3 2025 Added 6.97%
$403B
$10.5 Million 1.82% of portfolio
45,555
Q3 2025 Added 7.91%
$2.27T
$8.77 Million 1.52% of portfolio
39,944
Q3 2025 Added 11.88%
$1.5T
$8.22 Million 1.42% of portfolio
33,825
Q3 2025 Added 9.07%
$693B
$7.23 Million 1.25% of portfolio
25,715
Q3 2025 Reduced 12.71%
$0
$6.75 Million 1.17% of portfolio
56,766
Q3 2025 Added 1.76%
$280B
$6.4 Million 1.11% of portfolio
40,293
Q3 2025 Reduced 2.37%
$478B
$6.31 Million 1.09% of portfolio
55,951
Q3 2025 Added 2.39%
$164B
$5.97 Million 1.03% of portfolio
135,737
Q3 2025 Added 3.24%
$58.8B
$5.9 Million 1.02% of portfolio
129,032
Q3 2025 Added 0.05%
$494B
$5.8 Million 1.0% of portfolio
31,256
Q3 2025 Reduced 10.36%
$308B
$5.69 Million 0.98% of portfolio
11,924
Q3 2025 Reduced 4.26%
$39.5B
$5.2 Million 0.9% of portfolio
53,922
Q3 2025 Added 0.05%
$1.65T
$5.2 Million 0.9% of portfolio
7,082
Q3 2025 Added 11.13%
$49.1B
$5.15 Million 0.89% of portfolio
29,814
Q3 2025 Added 0.57%
$389B
$5.15 Million 0.89% of portfolio
12,698
Q3 2025 Added 2.21%
$299B
$5.02 Million 0.87% of portfolio
73,301
Q3 2025 Added 0.9%
$277B
$4.99 Million 0.86% of portfolio
48,383
Q3 2025 Added 1.96%
$354B
$4.94 Million 0.85% of portfolio
32,119
Q3 2025 Added 1.05%
$96.4B
$4.84 Million 0.84% of portfolio
39,128
Q3 2025 Added 1.48%
$49.6B
$4.78 Million 0.83% of portfolio
78,186
Q3 2025 Added 0.93%
$103B
$4.78 Million 0.83% of portfolio
50,417
Q3 2025 Added 0.18%
$485B
$4.77 Million 0.82% of portfolio
3,976
Q3 2025 Added 19.9%
$268B
$4.73 Million 0.82% of portfolio
14,252
Q3 2025 Added 13.96%
$191B
$4.68 Million 0.81% of portfolio
47,764
Q3 2025 Added 14.77%
$0
$4.65 Million 0.8% of portfolio
86,605
Q3 2025 Added 2.47%
$802B
$4.61 Million 0.8% of portfolio
6,041
Q3 2025 Added 0.67%
$261B
$4.55 Million 0.79% of portfolio
27,208
Q3 2025 Added 16.86%
$28.4B
$4.58 Million 0.79% of portfolio
140,436
Q3 2025 Added 482.46%
$101B
$4.59 Million 0.79% of portfolio
60,937
Q3 2025 New
$153B
$4.48 Million 0.77% of portfolio
11,973
Q3 2025 New
$116B
$4.45 Million 0.77% of portfolio
9,082
Q3 2025 Added 14.64%
$94.6B
$4.44 Million 0.77% of portfolio
13,034
Q3 2025 Reduced 17.37%
$223B
$4.26 Million 0.74% of portfolio
14,015
Q3 2025 Added 6.86%
$121B
$4.18 Million 0.72% of portfolio
43,862
Q3 2025 Added 26.48%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $578 Million
  • Prior Value $516 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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