Global Wealth Management Investment Advisory, Inc. Purchases in Q3 2024

Global Wealth Management Investment Advisory, Inc.

  • $462 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
126
+ 2.06%
$120.77 - $159.66 $15.2K - $20.1K
6.25K $956K
KMB
Kimberly Clark Corp

Consumer Defensive
481
+ 1.62%
$135.05 - $148.35 $65K - $71.4K
30.1K $4.28M
VTR
Ventas, Inc.

Real Estate
756
+ 7.17%
$50.88 - $65.33 $38.5K - $49.4K
11.3K $724K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.65K
+ 14.77%
$69.16 - $76.64 $114K - $126K
12.8K $962K
NET
Cloudflare, Inc.

Technology
2.38K
+ 15.18%
$74.4 - $86.96 $177K - $207K
18.1K $1.46M
VB
Vanguard Small Cap ETF

ETFs
158
+ 2.63%
$214.77 - $237.72 $33.9K - $37.6K
6.17K $1.46M
MLPA
Global X Mlp ETF

ETFs
3.45K
+ 12.0%
$45.78 - $49.84 $158K - $172K
32.2K $1.55M
DGRO
Ishares Core Dividend Growth E

ETFs
857
+ 4.49%
$57.47 - $62.76 $49.3K - $53.8K
20K $1.25M
PECO
Phillips Edison & Company, Inc.

Real Estate
3.03K
+ 43.14%
$32.1 - $38.93 $97.1K - $118K
10K $378K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.42K
+ 3.62%
$92.56 - $99.46 $131K - $141K
40.5K $3.89M
GOOGL
Alphabet Inc.

Communication Services
3.3K
+ 13.22%
$148.65 - $191.18 $491K - $631K
28.3K $4.69M
O
Realty Income Corp

Real Estate
576
+ 6.18%
$52.36 - $63.42 $30.2K - $36.5K
9.89K $627K
VICI
Vici Properties Inc.

Real Estate
1.74K
+ 10.62%
$27.64 - $34.08 $48K - $59.2K
18.1K $602K
TJX
Tjx Companies Inc

Consumer Cyclical
180
+ 1.28%
$107.93 - $120.23 $19.4K - $21.6K
14.2K $1.67M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.14K
+ 6.85%
$41.9 - $48.26 $47.9K - $55.2K
17.8K $853K
BAC
Bank Of America Corp

Financial Services
3.49K
+ 1.54%
$36.65 - $44.13 $128K - $154K
229K $9.1M
SUI
Sun Communities Inc

Real Estate
458
+ 12.28%
$117.46 - $147.6 $53.8K - $67.6K
4.19K $566K
PLD
Prologis, Inc.

Real Estate
430
+ 10.79%
$111.95 - $132.43 $48.1K - $56.9K
4.42K $557K
IEMG
Ishares Inc

ETFs
1.86K
+ 2.92%
$53.64 - $53.64 $99.9K - $99.9K
65.7K $3.52M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
232
+ 0.59%
$49.82 - $52.8 $11.6K - $12.2K
39.5K $2.08M
UBER
Uber Technologies, Inc

Technology
106
+ 0.28%
$58.48 - $77.47 $6.2K - $8.21K
37.5K $2.82M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
29.2K
+ 51.88%
$8.08 - $11.02 $236K - $322K
85.5K $708K
EFV
Msci Eafe Value ETF

ETFs
246
+ 1.31%
$51.72 - $57.96 $12.7K - $14.3K
19K $1.09M
SOFI
So Fi Technologies, Inc.

Financial Services
11.9K
New
$6.32 - $8.19 $75K - $97.2K
11.9K $93K
EQR
Equity Residential

Real Estate
609
+ 6.81%
$67.19 - $78.09 $40.9K - $47.6K
9.55K $711K
AMD
Advanced Micro Devices Inc

Technology
474
+ 27.35%
$128.67 - $183.96 $61K - $87.2K
2.21K $362K
AMGN
Amgen Inc

Healthcare
41
+ 0.76%
$309.38 - $337.38 $12.7K - $13.8K
5.43K $1.75M
GNL
Global Net Lease, Inc.

Real Estate
5.81K
+ 53.16%
$7.3 - $8.96 $42.4K - $52K
16.7K $141K
VTWO
Vanguard Russell 2000 ETF

ETFs
146
+ 3.08%
$81.17 - $90.77 $11.9K - $13.3K
4.88K $436K
PANW
Palo Alto Networks Inc

Technology
70
+ 1.0%
$294.18 - $368.01 $20.6K - $25.8K
7.07K $2.42M
BNDX
Vanguard Total International B

ETFs
348
+ 2.91%
$48.42 - $50.35 $16.9K - $17.5K
12.3K $617K
INVH
Invitation Homes Inc.

Real Estate
1.13K
+ 7.77%
$33.2 - $37.28 $37.6K - $42.2K
15.7K $553K
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 2.01%
$517.38 - $573.86 $6.21K - $6.89K
610 $350K
WRB
Berkley W R Corp

Financial Services
1.44K
+ 49.98%
$51.54 - $79.62 $74.4K - $115K
4.33K $245K
MRK
Merck & Co., Inc.

Healthcare
1.93K
+ 9.46%
$111.15 - $128.97 $214K - $248K
22.3K $2.53M
FARM
Farmer Brothers CO

Consumer Defensive
7K
+ 58.33%
$1.94 - $2.94 $13.6K - $20.6K
19K $37K
HON
Honeywell International Inc

Industrials
643
+ 3.38%
$196.73 - $220.21 $126K - $142K
19.7K $4.06M
Brookfield Corp
897
+ 6.74%
N/A
14.2K $0
Doubleline ETF Trust
11K
New
N/A
11K $0
AMZN
Amazon Com Inc

Consumer Cyclical
977
+ 3.21%
$161.02 - $200.0 $157K - $195K
31.4K $5.86M
MSFT
Microsoft Corp

Technology
846
+ 3.49%
$395.15 - $467.56 $334K - $396K
25.1K $10.8M
GOOG
Alphabet Inc.

Communication Services
29
+ 0.94%
$149.54 - $192.66 $4.34K - $5.59K
3.12K $521K
LLY
Eli Lilly & CO

Healthcare
58
+ 0.95%
$772.14 - $960.02 $44.8K - $55.7K
6.14K $5.44M
NVO
Novo Nordisk A S

Healthcare
441
+ 3.99%
$119.07 - $145.42 $52.5K - $64.1K
11.5K $1.37M
FANG
Diamondback Energy, Inc.

Energy
271
+ 1.78%
$168.46 - $210.94 $45.7K - $57.2K
15.5K $2.67M
Activity Summary
Buys All Purchases 96 New Holdings 8 Increased Positions 88 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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