Global Wealth Management Investment Advisory, Inc. Incresed Positions in Q3 2025

Global Wealth Management Investment Advisory, Inc.

  • $578 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
16.7K
+ 17.42%
$153.3 - $186.58 $2.55M - $3.11M
112K $20.9M
AAPL
Apple Inc.

Technology
2.21K
+ 3.1%
$202.38 - $256.87 $447K - $568K
73.6K $18.7M
VICI
Vici Properties Inc.

Real Estate
116K
+ 482.46%
$31.43 - $33.93 $3.66M - $3.95M
140K $4.58M
GOOGL
Alphabet Inc.

Communication Services
2.81K
+ 9.07%
$174.36 - $254.72 $490K - $716K
33.8K $8.22M
ABBV
Abb Vie Inc.

Healthcare
3.34K
+ 7.91%
$184.85 - $231.54 $617K - $773K
45.6K $10.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
707
+ 2.27%
$546.99 - $602.2 $387K - $426K
31.9K $19.2M
IVV
Ishares Core S&P 500 ETF

ETFs
910
+ 3.61%
$620.67 - $670.08 $565K - $610K
26.1K $17.5M
CVX
Chevron Corp

Energy
4.73K
+ 6.97%
$145.57 - $161.83 $689K - $765K
72.6K $11.3M
MSFT
Microsoft Corp

Technology
1.83K
+ 6.47%
$491.09 - $535.64 $898K - $980K
30.1K $15.6M
AMGN
Amgen Inc

Healthcare
4.7K
+ 56.23%
$271.18 - $309.22 $1.27M - $1.45M
13.1K $3.68M
MDT
Medtronic PLC

Healthcare
9.18K
+ 26.48%
$87.67 - $95.74 $805K - $879K
43.9K $4.18M
RTX
Raytheon Technologies Corp

Industrials
3.93K
+ 16.86%
$144.19 - $167.33 $566K - $657K
27.2K $4.55M
SHOP
Shopify Inc.

Technology
2.9K
+ 15.98%
$112.11 - $157.12 $325K - $455K
21K $3.13M
TJX
Tjx Companies Inc

Consumer Cyclical
4.44K
+ 25.05%
$121.35 - $144.54 $539K - $642K
22.2K $3.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.09K
+ 2.29%
$132.9 - $142.03 $277K - $296K
93.3K $13.2M
AMZN
Amazon Com Inc

Consumer Cyclical
4.24K
+ 11.88%
$211.65 - $238.24 $898K - $1.01M
39.9K $8.77M
TMUS
T Mobile Us, Inc.

Communication Services
3.85K
+ 47.61%
$226.02 - $259.01 $870K - $997K
11.9K $2.86M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.27K
+ 2.98%
$81.75 - $84.54 $594K - $615K
252K $21.2M
MAR
Marriott International Inc

Consumer Cyclical
3.82K
+ 49.87%
$255.35 - $282.87 $974K - $1.08M
11.5K $2.99M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13K
+ 3.91%
$55.61 - $57.37 $721K - $743K
345K $19.7M
UBER
Uber Technologies, Inc

Technology
6.15K
+ 14.77%
$86.91 - $99.57 $534K - $612K
47.8K $4.68M
NEE
Nextera Energy Inc

Utilities
6.8K
+ 15.67%
$69.77 - $77.54 $474K - $527K
50.2K $3.79M
DAL
Delta Air Lines, Inc.

Industrials
6.98K
+ 14.26%
$49.0 - $61.97 $342K - $432K
55.9K $3.17M
VGSH
Vanguard

ETFs
12.3K
+ 3.58%
$58.43 - $58.88 $718K - $723K
355K $20.9M
AXP
American Express CO

Financial Services
1.75K
+ 13.96%
$294.27 - $342.31 $514K - $598K
14.3K $4.73M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.14K
+ 2.14%
$62.09 - $66.51 $195K - $209K
150K $9.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
980
+ 1.76%
$108.46 - $120.63 $106K - $118K
56.8K $6.75M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.78K
+ 228.06%
$74.93 - $80.73 $583K - $628K
11.2K $902K
NET
Cloudflare, Inc.

Technology
1.91K
+ 15.29%
$181.39 - $228.28 $347K - $437K
14.4K $3.1M
GLDM
World Gold Trust

ETFs
2.1K
+ 4.74%
$64.73 - $76.45 $136K - $160K
46.4K $3.55M
CI
Cigna Corp

Healthcare
3.43K
+ 40.23%
$262.23 - $334.39 $900K - $1.15M
12K $3.45M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
881
+ 49.77%
$567.77 - $614.76 $500K - $542K
2.65K $1.62M
HD
Home Depot, Inc.

Consumer Cyclical
275
+ 2.21%
$357.4 - $423.42 $98.3K - $116K
12.7K $5.15M
HYG
Ishares Tr

ETFs
6.05K
+ 3.76%
$79.85 - $81.32 $483K - $492K
167K $13.6M
PANW
Palo Alto Networks Inc

Technology
2.88K
+ 17.98%
$167.06 - $208.19 $480K - $599K
18.9K $3.84M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
9.39K
+ 4.11%
$50.29 - $50.86 $472K - $478K
238K $12.1M
META
Meta Platforms, Inc.

Communication Services
709
+ 11.13%
$695.21 - $791.73 $493K - $561K
7.08K $5.2M
XLK
Technology Sector Spdr

ETFs
1.38K
+ 37.16%
$250.97 - $282.66 $346K - $390K
5.09K $1.44M
COST
Costco Wholesale Corp

Consumer Defensive
728
+ 20.19%
$915.95 - $994.57 $667K - $724K
4.33K $4.01M
MCD
Mcdonalds Corp

Consumer Cyclical
900
+ 6.86%
$291.67 - $316.99 $263K - $285K
14K $4.26M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.16K
+ 14.64%
$412.46 - $514.1 $478K - $596K
9.08K $4.45M
XOM
Exxon Mobil Corp

Energy
1.31K
+ 2.39%
$105.83 - $117.22 $138K - $153K
56K $6.31M
D
Dominion Energy, Inc

Utilities
724
+ 0.93%
$56.32 - $62.1 $40.8K - $45K
78.2K $4.78M
AVGO
Broadcom Inc.

Technology
920
+ 77.97%
$264.74 - $369.57 $244K - $340K
2.1K $692K
TFC
Truist Financial Corp

Financial Services
64
+ 0.05%
$42.83 - $47.07 $2.74K - $3.01K
129K $5.9M
WMT
Walmart Inc.

Consumer Defensive
930
+ 1.96%
$94.4 - $104.27 $87.8K - $97K
48.4K $4.99M
GOOG
Alphabet Inc.

Communication Services
232
+ 5.44%
$175.16 - $255.24 $40.6K - $59.2K
4.5K $1.1M
NFLX
Netflix Inc

Communication Services
660
+ 19.9%
$1147.87 - $1297.18 $758K - $856K
3.98K $4.77M
DUK
Duke Energy Corp

Utilities
570
+ 1.48%
$116.31 - $125.93 $66.3K - $71.8K
39.1K $4.84M
Activity Summary
Buys All Purchases 116 New Holdings 16 Increased Positions 100 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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