Global Wealth Management Investment Advisory, Inc. Purchases in Q1 2025

Global Wealth Management Investment Advisory, Inc.

  • $490 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTRA
Coterra Energy Inc.

Energy
160K
New
$25.51 - $29.83 $4.09M - $4.79M
160K $4.64M
HYG
Ishares Tr

ETFs
33.6K
+ 26.99%
$78.51 - $80.11 $2.64M - $2.7M
158K $12.5M
IEFA
Ishares Tr

ETFs
24.8K
+ 17.31%
$69.57 - $78.65 $1.72M - $1.95M
168K $12.7M
ABBV
Abb Vie Inc.

Healthcare
6.32K
+ 21.05%
$169.2 - $216.66 $1.07M - $1.37M
36.3K $7.61M
CCI
Crown Castle International Corp

Real Estate
15.2K
+ 44.11%
$84.33 - $106.39 $1.29M - $1.62M
49.8K $5.19M
MDT
Medtronic PLC

Healthcare
21.6K
New
$79.84 - $94.5 $1.73M - $2.05M
21.6K $1.94M
CVX
Chevron Corp

Energy
2.64K
+ 4.16%
$146.71 - $167.97 $387K - $443K
66K $11M
VZ
Verizon Communications Inc

Communication Services
26K
+ 23.98%
$37.81 - $46.49 $983K - $1.21M
134K $6.09M
XOM
Exxon Mobil Corp

Energy
6.26K
+ 12.5%
$105.44 - $118.93 $660K - $744K
56.3K $6.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
22K
+ 7.27%
$56.17 - $59.71 $1.23M - $1.31M
324K $18.5M
ARCC
Ares Capital Corp

Financial Services
44.7K
New
$21.28 - $23.81 $952K - $1.06M
44.7K $990K
ORCC
Owl Rock Capital Corp

Financial Services
69.9K
New
N/A
69.9K $936K
FANG
Diamondback Energy, Inc.

Energy
6.01K
+ 36.51%
$139.9 - $180.18 $841K - $1.08M
22.5K $3.59M
UBER
Uber Technologies, Inc

Technology
3.38K
+ 7.1%
$63.17 - $81.49 $213K - $275K
50.9K $3.71M
AMGN
Amgen Inc

Healthcare
1.58K
+ 23.02%
$258.59 - $327.36 $409K - $518K
8.45K $2.63M
KO
Coca Cola CO

Consumer Defensive
1.92K
+ 2.77%
$60.81 - $72.32 $117K - $139K
71.2K $5.1M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
14.1K
New
$51.45 - $58.51 $725K - $824K
14.1K $729K
VCIT
Vanguard Intermediate Term Cor

ETFs
4.61K
+ 2.09%
$79.17 - $82.04 $365K - $378K
225K $18.4M
DUK
Duke Energy Corp

Utilities
688
+ 1.64%
$105.87 - $121.97 $72.8K - $83.9K
42.6K $5.2M
EXR
Extra Space Storage Inc.

Real Estate
4.39K
+ 23.34%
$143.8 - $161.28 $632K - $709K
23.2K $3.45M
SO
Southern CO

Utilities
1.2K
+ 2.26%
$80.96 - $92.96 $97.3K - $112K
54.5K $5.01M
GD
General Dynamics Corp

Industrials
1.7K
+ 11.5%
$241.94 - $272.58 $412K - $464K
16.5K $4.5M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.31K
+ 3.79%
$126.11 - $135.06 $417K - $447K
90.4K $11.7M
KMB
Kimberly Clark Corp

Consumer Defensive
1.33K
+ 4.21%
$124.46 - $147.4 $166K - $196K
33K $4.69M
RTX
Raytheon Technologies Corp

Industrials
959
+ 3.95%
$114.1 - $135.66 $109K - $130K
25.2K $3.34M
TMUS
T Mobile Us, Inc.

Communication Services
161
+ 1.98%
$211.3 - $272.83 $34K - $43.9K
8.3K $2.21M
NFLX
Netflix Inc

Communication Services
305
+ 9.96%
$828.4 - $1058.6 $253K - $323K
3.37K $3.14M
CRWD
Crowd Strike Holdings, Inc.

Technology
926
+ 12.51%
$308.86 - $455.36 $286K - $422K
8.33K $2.94M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
14.1K
+ 44.49%
$47.79 - $59.89 $676K - $847K
45.9K $2.31M
D
Dominion Energy, Inc

Utilities
3.43K
+ 4.46%
$52.85 - $57.43 $181K - $197K
80.3K $4.5M
CSCO
Cisco Systems, Inc.

Technology
2.76K
+ 3.81%
$58.74 - $64.87 $162K - $179K
75.2K $4.64M
MCD
Mcdonalds Corp

Consumer Cyclical
157
+ 1.19%
$279.74 - $321.29 $43.9K - $50.4K
13.4K $4.18M
LLY
Eli Lilly & CO

Healthcare
8
+ 0.13%
$725.72 - $929.72 $5.81K - $7.44K
6.2K $5.12M
COST
Costco Wholesale Corp

Consumer Defensive
214
+ 6.57%
$890.62 - $1076.86 $191K - $230K
3.47K $3.28M
HOOD
Robinhood Markets, Inc.

Technology
6.83K
New
$35.63 - $65.28 $243K - $446K
6.83K $284K
EFV
Msci Eafe Value ETF

ETFs
2.36K
+ 12.44%
$51.88 - $60.73 $122K - $143K
21.3K $1.25M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.42K
New
$92.45 - $106.69 $224K - $259K
2.42K $225K
PG
Procter & Gamble CO

Consumer Defensive
773
+ 2.41%
$158.56 - $176.26 $123K - $136K
32.9K $5.6M
PSA
Public Storage

Real Estate
738
+ 33.78%
$288.99 - $313.98 $213K - $232K
2.92K $874K
MLPA
Global X Mlp ETF

ETFs
1.47K
+ 4.05%
$49.83 - $54.53 $73.1K - $80K
37.7K $2.01M
O
Realty Income Corp

Real Estate
2.3K
+ 20.64%
$51.67 - $58.49 $119K - $135K
13.5K $780K
VTV
Vanguard Value ETF

ETFs
745
+ 4.56%
$167.73 - $179.21 $125K - $134K
17.1K $2.95M
VTR
Ventas, Inc.

Real Estate
751
+ 6.11%
$56.9 - $70.47 $42.7K - $52.9K
13.1K $897K
NEE
Nextera Energy Inc

Utilities
2.88K
+ 7.0%
$66.96 - $76.16 $193K - $219K
44K $3.12M
META
Meta Platforms, Inc.

Communication Services
429
+ 7.39%
$576.36 - $736.67 $247K - $316K
6.24K $3.59M
TJX
Tjx Companies Inc

Consumer Cyclical
1.17K
+ 7.7%
$112.81 - $126.16 $132K - $148K
16.4K $1.99M
TFC
Truist Financial Corp

Financial Services
7.84K
+ 9.58%
$39.48 - $48.15 $309K - $377K
89.7K $3.69M
IEMG
Ishares Inc

ETFs
2.49K
+ 3.66%
N/A
70.5K $3.78M
VICI
Vici Properties Inc.

Real Estate
1.68K
+ 8.12%
$28.21 - $32.68 $47.3K - $54.8K
22.3K $728K
Activity Summary
Buys All Purchases 98 New Holdings 10 Increased Positions 88 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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