Global Wealth Management Investment Advisory, Inc. Incresed Positions in Q1 2025

Global Wealth Management Investment Advisory, Inc.

  • $490 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
105
+ 53.85%
$783.83 - $1170.39 $82.3K - $123K
300 $238K
PECO
Phillips Edison & Company, Inc.

Real Estate
922
+ 15.31%
$34.43 - $37.49 $31.7K - $34.6K
6.95K $253K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
16
+ 0.12%
$66.9 - $71.57 $1.07K - $1.15K
13.3K $939K
Doubleline ETF Trust
2.7K
+ 6.21%
N/A
46.1K $0
Princeton Bancorp Inc
1.09K
+ 15.93%
N/A
7.9K $0
Doubleline ETF Trust
83.8K
+ 680.75%
N/A
96.1K $0
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 2.64%
$551.42 - $612.93 $10.5K - $11.6K
739 $413K
MUB
Ishares National Muni Bond ETF

ETFs
7
+ 0.07%
$104.71 - $107.69 $733 - $754
10.5K $1.1M
AMD
Advanced Micro Devices Inc

Technology
178
+ 7.73%
$96.63 - $129.55 $17.2K - $23.1K
2.48K $255K
IWF
Ishares Russell 1000 Gr ETF

ETFs
66
+ 5.25%
$360.07 - $417.26 $23.8K - $27.5K
1.32K $477K
AXP
American Express CO

Financial Services
900
+ 7.67%
$255.39 - $325.87 $230K - $293K
12.6K $3.4M
SHOP
Shopify Inc.

Technology
1.01K
+ 5.88%
$90.59 - $129.31 $91.4K - $130K
18.2K $1.74M
KKR
Kkr & Co. Inc.

Financial Services
917
+ 13.68%
$108.17 - $167.07 $99.2K - $153K
7.62K $881K
HON
Honeywell International Inc

Industrials
750
+ 3.69%
$202.75 - $226.52 $152K - $170K
21.1K $4.47M
BX
Blackstone Inc.

Financial Services
697
+ 9.27%
$136.53 - $186.74 $95.2K - $130K
8.21K $1.15M
HD
Home Depot, Inc.

Consumer Cyclical
325
+ 2.62%
$347.25 - $424.87 $113K - $138K
12.7K $4.66M
MAR
Marriott International Inc

Consumer Cyclical
519
+ 7.21%
$237.01 - $304.45 $123K - $158K
7.72K $1.84M
BAC
Bank Of America Corp

Financial Services
8.05K
+ 3.45%
$39.61 - $47.74 $319K - $384K
241K $10.1M
IVV
Ishares Core S&P 500 ETF

ETFs
842
+ 3.4%
$554.06 - $615.85 $467K - $519K
25.6K $14.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.64K
+ 4.59%
$57.21 - $65.8 $437K - $503K
174K $10.1M
TSLA
Tesla, Inc.

Consumer Cyclical
972
+ 28.66%
$222.15 - $428.22 $216K - $416K
4.36K $1.13M
MRK
Merck & Co., Inc.

Healthcare
2.2K
+ 4.88%
$83.01 - $101.02 $183K - $222K
47.3K $4.24M
CAT
Caterpillar Inc

Industrials
450
+ 3.57%
$326.75 - $407.63 $147K - $183K
13.1K $4.3M
MS
Morgan Stanley

Financial Services
613
+ 1.49%
$111.68 - $141.08 $68.5K - $86.5K
41.9K $4.89M
CRM
Salesforce, Inc.

Technology
1.05K
+ 11.59%
$268.36 - $359.95 $282K - $378K
10.1K $2.72M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.94K
+ 5.71%
$102.49 - $119.96 $404K - $472K
72.9K $7.62M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.96K
+ 10.96%
$65.15 - $91.81 $193K - $272K
30K $1.96M
MSFT
Microsoft Corp

Technology
2.33K
+ 8.75%
$375.39 - $447.2 $875K - $1.04M
29K $10.9M
AMZN
Amazon Com Inc

Consumer Cyclical
3.17K
+ 9.25%
$190.26 - $242.06 $603K - $767K
37.4K $7.12M
DAL
Delta Air Lines, Inc.

Industrials
2.63K
+ 8.37%
$43.6 - $69.06 $114K - $181K
34K $1.48M
ORCL
Oracle Corp

Technology
1.9K
+ 7.23%
$139.81 - $186.47 $266K - $355K
28.2K $3.94M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
515
+ 8.18%
$283.06 - $421.16 $146K - $217K
6.81K $1.93M
GOOGL
Alphabet Inc.

Communication Services
2.94K
+ 9.58%
$154.33 - $206.19 $453K - $606K
33.6K $5.19M
AAPL
Apple Inc.

Technology
4.85K
+ 7.47%
$209.68 - $247.1 $1.02M - $1.2M
69.7K $15.5M
DLR
Digital Realty Trust, Inc.

Real Estate
849
+ 2.82%
$142.1 - $183.56 $121K - $156K
30.9K $4.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
777
+ 2.59%
$468.34 - $539.52 $364K - $419K
30.8K $14.4M
NVDA
Nvidia Corp

Technology
3.6K
+ 3.89%
$106.98 - $149.43 $385K - $538K
96.1K $10.4M
Activity Summary
Buys All Purchases 98 New Holdings 10 Increased Positions 88 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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