Global Wealth Management Investment Advisory, Inc. Incresed Positions in Q4 2024

Global Wealth Management Investment Advisory, Inc.

  • $482 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
22.8K
+ 102.21%
$96.31 - $114.76 $2.19M - $2.61M
45.1K $4.48M
AAPL
Apple Inc.

Technology
2.42K
+ 3.88%
$221.69 - $259.02 $536K - $627K
64.8K $16.2M
AMZN
Amazon Com Inc

Consumer Cyclical
2.8K
+ 8.92%
$180.88 - $232.93 $507K - $653K
34.2K $7.51M
JPM
Jpmorgan Chase & CO

Financial Services
863
+ 1.98%
$205.18 - $250.29 $177K - $216K
44.4K $10.6M
NVDA
Nvidia Corp

Technology
901
+ 0.98%
$117.0 - $148.88 $105K - $134K
92.5K $12.4M
VGSH
Vanguard

ETFs
27.2K
+ 6.53%
$58.02 - $58.88 $1.58M - $1.6M
443K $25.8M
BAC
Bank Of America Corp

Financial Services
3.87K
+ 1.69%
$39.22 - $47.77 $152K - $185K
233K $10.2M
GOOGL
Alphabet Inc.

Communication Services
2.39K
+ 8.46%
$161.86 - $196.66 $387K - $470K
30.7K $5.8M
CRM
Salesforce, Inc.

Technology
1.86K
+ 25.81%
$270.87 - $367.87 $504K - $685K
9.07K $3.03M
UPS
United Parcel Service Inc

Industrials
10.2K
+ 42.51%
$122.65 - $138.35 $1.25M - $1.41M
34.1K $4.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
566
+ 1.92%
$481.22 - $538.17 $272K - $305K
30K $15.4M
NEE
Nextera Energy Inc

Utilities
16.7K
+ 68.62%
$69.77 - $85.43 $1.17M - $1.43M
41.1K $2.95M
CVX
Chevron Corp

Energy
6.15K
+ 10.74%
$141.15 - $162.53 $868K - $999K
63.4K $9.18M
NFLX
Netflix Inc

Communication Services
161
+ 5.55%
$687.65 - $936.56 $111K - $151K
3.06K $2.73M
ABBV
Abb Vie Inc.

Healthcare
5.84K
+ 24.15%
$164.99 - $203.87 $963K - $1.19M
30K $5.33M
CSCO
Cisco Systems, Inc.

Technology
2.26K
+ 3.21%
$52.45 - $60.02 $118K - $135K
72.5K $4.29M
HON
Honeywell International Inc

Industrials
695
+ 3.54%
$202.84 - $236.0 $141K - $164K
20.3K $4.6M
IVV
Ishares Core S&P 500 ETF

ETFs
324
+ 1.32%
$570.51 - $610.59 $185K - $198K
24.8K $14.6M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
13.1K
+ 5.27%
$49.58 - $50.28 $648K - $658K
261K $13M
AXP
American Express CO

Financial Services
566
+ 5.07%
$267.35 - $305.57 $151K - $173K
11.7K $3.48M
MSFT
Microsoft Corp

Technology
1.56K
+ 6.23%
$406.35 - $454.46 $635K - $710K
26.6K $11.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.55K
+ 4.25%
$126.68 - $134.74 $450K - $479K
87.1K $11.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.11K
+ 3.82%
$61.68 - $67.87 $377K - $415K
166K $10.4M
KMI
Kinder Morgan, Inc.

Energy
4K
+ 8.75%
$22.59 - $28.54 $90.4K - $114K
49.7K $1.36M
HYG
Ishares Tr

ETFs
6.94K
+ 5.89%
$78.09 - $80.04 $542K - $555K
125K $9.8M
BP
Bp PLC

Energy
17.6K
+ 17.99%
$28.16 - $33.14 $495K - $582K
115K $3.41M
BX
Blackstone Inc.

Financial Services
1.27K
+ 20.27%
$148.45 - $199.05 $188K - $252K
7.52K $1.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
12.9K
+ 6.2%
$80.13 - $83.77 $1.03M - $1.08M
220K $17.7M
MAR
Marriott International Inc

Consumer Cyclical
239
+ 3.43%
$246.06 - $292.59 $58.8K - $69.9K
7.2K $2.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.6K
+ 5.08%
$57.53 - $60.83 $841K - $889K
302K $17.4M
COST
Costco Wholesale Corp

Consumer Defensive
181
+ 5.89%
$873.59 - $994.69 $158K - $180K
3.26K $2.98M
VUG
Vanguard Growth ETF

ETFs
146
+ 2.04%
$378.79 - $428.11 $55.3K - $62.5K
7.32K $3M
MLPA
Global X Mlp ETF

ETFs
4.04K
+ 12.53%
$47.44 - $52.61 $191K - $212K
36.3K $1.79M
PANW
Palo Alto Networks Inc

Technology
7.55K
+ 106.73%
$181.96 - $405.9 $1.37M - $3.06M
14.6K $2.66M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.94K
+ 4.46%
$113.92 - $127.38 $335K - $375K
68.9K $7.94M
TFC
Truist Financial Corp

Financial Services
3.72K
+ 4.76%
$41.51 - $48.1 $154K - $179K
81.8K $3.55M
DGRO
Ishares Core Dividend Growth E

ETFs
3.56K
+ 17.83%
$60.73 - $64.94 $216K - $231K
23.5K $1.44M
GLDM
World Gold Trust

ETFs
3.71K
+ 9.49%
$50.76 - $55.23 $189K - $205K
42.8K $2.23M
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
IEMG
Ishares Inc

ETFs
2.32K
+ 3.52%
N/A
68K $3.65M
KKR
Kkr & Co. Inc.

Financial Services
58
+ 0.87%
$129.87 - $162.87 $7.53K - $9.45K
6.7K $991K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.44K
+ 40.54%
$49.79 - $51.14 $122K - $125K
8.47K $424K
GBDC
Golub Capital Bdc, Inc.

Financial Services
6.63K
+ 10.06%
$14.69 - $15.67 $97.4K - $104K
72.5K $1.1M
AINV
Apollo Investment Corp

Financial Services
9.18K
+ 13.11%
N/A
79.2K $880K
GOOG
Alphabet Inc.

Communication Services
123
+ 3.94%
$163.08 - $198.16 $20.1K - $24.4K
3.24K $617K
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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