Global Wealth Management Investment Advisory, Inc. Purchases in Q4 2024

Global Wealth Management Investment Advisory, Inc.

  • $482 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FSK
Fs Kkr Capital Corp

Financial Services
3.88K
+ 7.57%
$19.71 - $22.22 $76.4K - $86.1K
55.1K $1.2M
META
Meta Platforms, Inc.

Communication Services
131
+ 2.31%
$554.08 - $632.68 $72.6K - $82.9K
5.81K $3.42M
TJX
Tjx Companies Inc

Consumer Cyclical
974
+ 6.84%
$112.15 - $127.2 $109K - $124K
15.2K $1.84M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.3K
+ 4.27%
$55.73 - $66.16 $72.6K - $86.1K
31.8K $1.92M
MUB
Ishares National Muni Bond ETF

ETFs
1.65K
+ 18.68%
$105.78 - $108.7 $174K - $179K
10.5K $1.12M
KKR
Kkr & Co. Inc.

Financial Services
58
+ 0.87%
$129.87 - $162.87 $7.53K - $9.45K
6.7K $991K
IEMG
Ishares Inc

ETFs
2.32K
+ 3.52%
N/A
68K $3.65M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.44K
+ 40.54%
$49.79 - $51.14 $122K - $125K
8.47K $424K
RGTIW
Rigetti Computing Inc Wt Exp (

Technology
16.4K
New
$0.08 - $7.82 $1.31K - $128K
16.4K $103K
GBDC
Golub Capital Bdc, Inc.

Financial Services
6.63K
+ 10.06%
$14.69 - $15.67 $97.4K - $104K
72.5K $1.1M
GOOG
Alphabet Inc.

Communication Services
123
+ 3.94%
$163.08 - $198.16 $20.1K - $24.4K
3.24K $617K
VB
Vanguard Small Cap ETF

ETFs
294
+ 4.77%
$233.76 - $261.58 $68.7K - $76.9K
6.46K $1.55M
INVH
Invitation Homes Inc.

Real Estate
4.24K
+ 27.0%
$31.4 - $34.69 $133K - $147K
19.9K $637K
RTX
Raytheon Technologies Corp

Industrials
1.75K
+ 7.78%
$114.45 - $127.21 $200K - $223K
24.3K $2.81M
V
Visa Inc.

Financial Services
143
+ 19.22%
$273.87 - $320.91 $39.2K - $45.9K
887 $280K
VGIT
Vanguard Intermediate Term Tre

ETFs
5K
+ 5.56%
$57.78 - $60.4 $289K - $302K
94.9K $5.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
110
+ 18.03%
$567.81 - $607.81 $62.5K - $66.9K
720 $421K
EQR
Equity Residential

Real Estate
1.21K
+ 12.71%
$69.12 - $77.48 $83.9K - $94.1K
10.8K $772K
PG
Procter & Gamble CO

Consumer Defensive
1.34K
+ 4.36%
$161.05 - $179.7 $216K - $241K
32.1K $5.38M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.51K
+ 19.6%
$219.66 - $257.62 $333K - $390K
9.24K $2.04M
UBER
Uber Technologies, Inc

Technology
10K
+ 26.7%
$59.93 - $86.34 $600K - $865K
47.6K $2.87M
AMGN
Amgen Inc

Healthcare
1.44K
+ 26.49%
$258.78 - $328.31 $372K - $472K
6.87K $1.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.96%
$370.24 - $418.94 $4.44K - $5.03K
1.26K $504K
MA
Mastercard Inc

Financial Services
40
+ 8.57%
$491.3 - $536.15 $19.7K - $21.4K
507 $266K
PLD
Prologis, Inc.

Real Estate
1.12K
+ 25.27%
$101.4 - $126.96 $113K - $142K
5.53K $584K
FANG
Diamondback Energy, Inc.

Energy
951
+ 6.13%
$153.06 - $199.5 $146K - $190K
16.5K $2.7M
IWM
Ishares Russell 2000 ETF

ETFs
98
+ 7.15%
$216.13 - $242.4 $21.2K - $23.8K
1.47K $324K
SUI
Sun Communities Inc

Real Estate
585
+ 13.97%
$119.89 - $139.05 $70.1K - $81.3K
4.77K $587K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
52
+ 3.71%
$442.29 - $483.08 $23K - $25.1K
1.45K $658K
BNDX
Vanguard Total International B

ETFs
546
+ 4.44%
$48.91 - $50.61 $26.7K - $27.6K
12.8K $629K
VICI
Vici Properties Inc.

Real Estate
2.58K
+ 14.27%
$28.27 - $33.19 $73K - $85.7K
20.7K $603K
Princeton Bancorp Inc
6.82K
New
N/A
6.82K $0
Bank Montreal Medium
995
New
N/A
995 $0
Brookfield Corp
719
+ 5.06%
N/A
14.9K $0
Doubleline ETF Trust
1.3K
+ 11.76%
N/A
12.3K $0
KITTW
Nauticus Robotics Inc Wt Exp (
269K
New
N/A
269K $0
Smx Sec Matters PLC
126K
New
N/A
126K $0
VTR
Ventas, Inc.

Real Estate
999
+ 8.84%
$57.73 - $66.48 $57.7K - $66.4K
12.3K $724K
Richtech Robotics Inc
17.3K
New
N/A
17.3K $0
Doubleline ETF Trust
43.4K
New
N/A
43.4K $0
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
909
+ 4.53%
$74.5 - $78.37 $67.7K - $71.2K
21K $1.57M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
318
+ 1.44%
$77.02 - $78.58 $24.5K - $25K
22.5K $1.74M
VTV
Vanguard Value ETF

ETFs
394
+ 2.47%
$168.32 - $181.87 $66.3K - $71.7K
16.3K $2.76M
O
Realty Income Corp

Real Estate
1.26K
+ 12.77%
$51.76 - $64.71 $65.4K - $81.7K
11.2K $595K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
517
+ 4.04%
$68.25 - $75.42 $35.3K - $39K
13.3K $911K
PSA
Public Storage

Real Estate
236
+ 12.11%
$289.33 - $360.21 $68.3K - $85K
2.19K $654K
MCD
Mcdonalds Corp

Consumer Cyclical
438
+ 3.42%
$288.47 - $316.54 $126K - $139K
13.2K $3.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
138
+ 0.77%
$44.04 - $49.49 $6.08K - $6.83K
18K $791K
AMD
Advanced Micro Devices Inc

Technology
97
+ 4.4%
$118.88 - $172.8 $11.5K - $16.8K
2.3K $278K
Activity Summary
Buys All Purchases 115 New Holdings 18 Increased Positions 97 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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