Global Wealth Management Investment Advisory, Inc. Incresed Positions in Q3 2024

Global Wealth Management Investment Advisory, Inc.

  • $462 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
3.55K
+ 38.32%
$245.82 - $304.51 $872K - $1.08M
12.8K $3.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.3K
+ 4.46%
$54.98 - $59.51 $676K - $732K
288K $17.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
8.1K
+ 4.06%
$79.29 - $84.02 $642K - $680K
207K $17.4M
AAPL
Apple Inc.

Technology
1
+ 0.0%
$207.23 - $234.82 $207 - $235
62.4K $14.5M
VGSH
Vanguard

ETFs
15.8K
+ 3.94%
$57.74 - $59.13 $910K - $932K
416K $24.6M
DOW
Dow Inc.

Basic Materials
20.5K
+ 29.29%
$50.15 - $55.41 $1.03M - $1.14M
90.6K $4.95M
HD
Home Depot, Inc.

Consumer Cyclical
546
+ 3.45%
$333.64 - $405.2 $182K - $221K
16.4K $6.64M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.84K
+ 3.52%
$117.9 - $128.2 $335K - $364K
83.6K $10.7M
CSCO
Cisco Systems, Inc.

Technology
14.3K
+ 25.62%
$44.74 - $53.22 $641K - $762K
70.2K $3.74M
IEFA
Ishares Tr

ETFs
4.71K
+ 3.66%
$70.09 - $78.74 $330K - $371K
133K $10.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.77K
+ 2.76%
$105.53 - $118.34 $187K - $210K
66K $7.72M
JNJ
Johnson & Johnson

Healthcare
2.33K
+ 7.89%
$145.48 - $167.38 $338K - $389K
31.8K $5.15M
CAT
Caterpillar Inc

Industrials
386
+ 3.23%
$316.8 - $391.12 $122K - $151K
12.3K $4.82M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4K
+ 2.56%
$57.32 - $62.65 $229K - $250K
160K $9.98M
ABBV
Abb Vie Inc.

Healthcare
1.24K
+ 5.39%
$163.84 - $199.33 $203K - $247K
24.2K $4.77M
HYG
Ishares Tr

ETFs
5.19K
+ 4.61%
$76.72 - $80.36 $398K - $417K
118K $9.45M
SHOP
Shopify Inc.

Technology
5.74K
+ 30.78%
$52.26 - $80.75 $300K - $464K
24.4K $1.96M
CVX
Chevron Corp

Energy
7.85K
+ 15.88%
$137.88 - $161.97 $1.08M - $1.27M
57.2K $8.43M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
7.98K
+ 3.32%
$49.07 - $50.44 $391K - $402K
248K $12.5M
XOM
Exxon Mobil Corp

Energy
4.58K
+ 10.74%
$109.72 - $119.0 $502K - $545K
47.2K $5.53M
RTX
Raytheon Technologies Corp

Industrials
833
+ 3.84%
$99.55 - $123.34 $82.9K - $103K
22.5K $2.73M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.08K
+ 36.76%
$236.42 - $259.82 $491K - $539K
7.72K $1.99M
JPM
Jpmorgan Chase & CO

Financial Services
753
+ 1.76%
$194.9 - $224.8 $147K - $169K
43.6K $9.18M
PG
Procter & Gamble CO

Consumer Defensive
1.61K
+ 5.52%
$160.76 - $177.82 $258K - $286K
30.7K $5.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
479
+ 1.65%
$434.77 - $502.96 $208K - $241K
29.5K $14.4M
GLDM
World Gold Trust

ETFs
4.92K
+ 14.39%
$46.2 - $53.01 $227K - $261K
39.1K $2.04M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2K
+ 62.05%
$233.4 - $302.36 $467K - $605K
5.23K $1.42M
DLR
Digital Realty Trust, Inc.

Real Estate
822
+ 2.6%
$144.47 - $162.98 $119K - $134K
32.5K $5.26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.72K
+ 30.77%
$74.26 - $78.84 $351K - $372K
20.1K $1.57M
DAL
Delta Air Lines, Inc.

Industrials
6.2K
+ 20.81%
$37.32 - $51.8 $231K - $321K
36K $1.83M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.67K
+ 4.26%
$57.8 - $60.8 $212K - $223K
89.9K $5.43M
CI
Cigna Corp

Healthcare
814
+ 12.01%
$319.12 - $367.1 $260K - $299K
7.59K $2.63M
FSK
Fs Kkr Capital Corp

Financial Services
16K
+ 45.55%
$18.74 - $20.43 $300K - $327K
51.2K $1.01M
GBDC
Golub Capital Bdc, Inc.

Financial Services
22.3K
+ 51.14%
$14.36 - $16.0 $320K - $357K
65.9K $996K
KMI
Kinder Morgan, Inc.

Energy
9.32K
+ 25.59%
$19.72 - $22.22 $184K - $207K
45.7K $1.01M
BP
Bp PLC

Energy
20.7K
+ 26.83%
$30.78 - $37.05 $636K - $766K
97.7K $3.07M
TGT
Target Corp

Consumer Defensive
327
+ 1.1%
$133.47 - $159.25 $43.6K - $52.1K
30K $4.68M
GD
General Dynamics Corp

Industrials
317
+ 2.33%
$279.51 - $308.09 $88.6K - $97.7K
13.9K $4.21M
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.04%
$175.14 - $206.36 $525 - $619
8.24K $1.7M
AINV
Apollo Investment Corp

Financial Services
22.1K
+ 46.29%
N/A
70K $778K
CRM
Salesforce, Inc.

Technology
470
+ 6.97%
$238.42 - $276.53 $112K - $130K
7.21K $1.97M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.97K
+ 2.75%
$44.9 - $47.55 $88.5K - $93.7K
73.6K $3.48M
PSA
Public Storage

Real Estate
239
+ 13.98%
$283.13 - $365.01 $67.7K - $87.2K
1.95K $709K
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
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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