Global Wealth Management Investment Advisory, Inc. Purchases in Q2 2025

Global Wealth Management Investment Advisory, Inc.

  • $516 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
408
+ 1.32%
$416.06 - $551.64 $170K - $225K
31.2K $17.2M
IEFA
Ishares Tr

ETFs
16K
+ 9.56%
$67.83 - $84.09 $1.09M - $1.35M
184K $15.3M
ORCL
Oracle Corp

Technology
1.25K
+ 4.43%
$122.82 - $218.63 $153K - $273K
29.5K $6.44M
VCIT
Vanguard Intermediate Term Cor

ETFs
19.5K
+ 8.68%
$79.56 - $82.92 $1.55M - $1.62M
244K $20.3M
TFC
Truist Financial Corp

Financial Services
39.3K
+ 43.84%
$34.79 - $42.99 $1.37M - $1.69M
129K $5.54M
ICSH
Blackrock Ultra Short Term Bon

ETFs
31.4K
New
$50.48 - $50.71 $1.58M - $1.59M
31.4K $1.59M
META
Meta Platforms, Inc.

Communication Services
138
+ 2.21%
$484.66 - $738.09 $66.9K - $102K
6.37K $4.7M
MDT
Medtronic PLC

Healthcare
13K
+ 60.25%
$80.68 - $88.86 $1.05M - $1.16M
34.7K $3.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.77K
New
$456.74 - $568.03 $808K - $1.01M
1.77K $1.01M
DAL
Delta Air Lines, Inc.

Industrials
14.9K
+ 43.82%
$35.88 - $52.99 $535K - $790K
48.9K $2.41M
XLK
Technology Sector Spdr

ETFs
2.47K
+ 198.79%
$179.73 - $253.23 $444K - $626K
3.71K $940K
ENB
Enbridge Inc

Energy
14.3K
New
$41.09 - $47.16 $589K - $676K
14.3K $649K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
768
+ 0.85%
$114.78 - $133.31 $88.2K - $102K
91.2K $12.2M
HYG
Ishares Tr

ETFs
2.63K
+ 1.66%
$75.75 - $80.65 $200K - $212K
161K $13M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.38K
New
$82.51 - $109.2 $361K - $478K
4.38K $478K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.04K
+ 72.33%
$483.48 - $539.8 $502K - $560K
2.47K $1.2M
BA
Boeing CO

Industrials
1.68K
New
$136.59 - $217.51 $230K - $366K
1.68K $352K
CCI
Crown Castle International Corp

Real Estate
4.08K
+ 8.18%
$94.83 - $107.06 $387K - $436K
53.9K $5.54M
CRM
Salesforce, Inc.

Technology
1.08K
+ 10.69%
$236.26 - $291.15 $256K - $315K
11.2K $3.05M
PYPL
Pay Pal Holdings, Inc.

Financial Services
875
+ 2.92%
$57.41 - $74.81 $50.2K - $65.5K
30.9K $2.29M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.28K
+ 2.24%
$51.14 - $57.0 $372K - $415K
332K $18.9M
COST
Costco Wholesale Corp

Consumer Defensive
136
+ 3.92%
$908.13 - $1056.85 $124K - $144K
3.61K $3.57M
GLDM
World Gold Trust

ETFs
1.93K
+ 4.55%
$58.96 - $67.97 $114K - $131K
44.3K $2.9M
GOOG
Alphabet Inc.

Communication Services
1.08K
+ 33.71%
$146.58 - $180.01 $158K - $194K
4.27K $757K
IWS
Ishares Russell Midcap Value E

ETFs
1.62K
+ 22.85%
$110.58 - $132.14 $179K - $214K
8.69K $1.15M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
920
New
$179.95 - $278.88 $166K - $257K
920 $256K
KKR
Kkr & Co. Inc.

Financial Services
920
+ 12.07%
$92.79 - $134.29 $85.4K - $124K
8.54K $1.14M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.41K
New
$60.34 - $74.89 $206K - $255K
3.41K $255K
VIG
Vanguard Dividend Appreciation

ETFs
1.35K
New
N/A
1.35K $245K
SPY
Spdr S&P 500 ETF Trust

ETFs
311
+ 42.08%
$496.48 - $617.85 $154K - $192K
1.05K $648K
PM
Philip Morris International Inc.

Consumer Defensive
1.25K
New
$149.23 - $184.95 $186K - $231K
1.25K $227K
ABBV
Abb Vie Inc.

Healthcare
5.88K
+ 16.2%
$170.16 - $206.27 $1M - $1.21M
42.2K $7.84M
T
At&T Inc.

Communication Services
7.32K
New
$26.33 - $28.94 $193K - $212K
7.32K $211K
IBM
International Business Machines Corp

Technology
712
New
$221.03 - $294.78 $157K - $210K
712 $209K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
660
New
$177.93 - $313.14 $117K - $207K
660 $206K
TJX
Tjx Companies Inc

Consumer Cyclical
1.36K
+ 8.28%
$119.13 - $135.03 $162K - $183K
17.7K $2.19M
BX
Blackstone Inc.

Financial Services
750
+ 9.13%
$120.07 - $151.11 $90.1K - $113K
8.96K $1.34M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
2.18K
+ 0.96%
$49.79 - $50.59 $109K - $110K
229K $11.6M
EFG
Msci Eafe Growth ETF

ETFs
285
+ 2.76%
$89.8 - $112.0 $25.6K - $31.9K
10.6K $1.19M
V
Visa Inc.

Financial Services
419
+ 47.24%
$308.27 - $373.31 $129K - $156K
1.31K $463K
VB
Vanguard Small Cap ETF

ETFs
167
+ 2.67%
$193.73 - $237.37 $32.4K - $39.6K
6.42K $1.52M
KMI
Kinder Morgan, Inc.

Energy
3.11K
+ 6.68%
$25.21 - $29.4 $78.3K - $91.3K
49.6K $1.46M
MA
Mastercard Inc

Financial Services
210
+ 45.95%
$479.92 - $590.74 $101K - $124K
667 $374K
O
Realty Income Corp

Real Estate
2K
+ 14.87%
$52.27 - $58.52 $105K - $117K
15.5K $890K
CI
Cigna Corp

Healthcare
289
+ 3.5%
$301.89 - $340.04 $87.2K - $98.3K
8.54K $2.82M
FSK
Fs Kkr Capital Corp

Financial Services
5.05K
+ 10.81%
$17.95 - $21.5 $90.7K - $109K
51.8K $1.08M
ORCC
Owl Rock Capital Corp

Financial Services
5.66K
+ 8.09%
N/A
75.6K $1.01M
ARCC
Ares Capital Corp

Financial Services
3.67K
+ 8.21%
$18.91 - $22.43 $69.4K - $82.3K
48.4K $1.06M
PSA
Public Storage

Real Estate
292
+ 9.99%
$266.31 - $309.77 $77.8K - $90.5K
3.22K $943K
Activity Summary
Buys All Purchases 73 New Holdings 13 Increased Positions 60 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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