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
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
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
Doubleline ETF Trust
1.3K
+ 11.76%
N/A
12.3K $0
VTR
Ventas, Inc.

Real Estate
999
+ 8.84%
$57.73 - $66.48 $57.7K - $66.4K
12.3K $724K
Brookfield Corp
719
+ 5.06%
N/A
14.9K $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
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.99K
+ 6.03%
$25.66 - $34.91 $51K - $69.3K
34.9K $920K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
217
+ 0.29%
$45.17 - $47.23 $9.8K - $10.2K
73.9K $3.35M
KMB
Kimberly Clark Corp

Consumer Defensive
1.52K
+ 5.05%
$130.37 - $146.09 $198K - $222K
31.6K $4.14M
XOM
Exxon Mobil Corp

Energy
2.86K
+ 6.05%
$105.51 - $125.37 $301K - $358K
50.1K $5.38M
VEA
Vanguard Ftse Developed Market

ETFs
1.16K
+ 2.6%
$47.57 - $52.44 $55.4K - $61K
46K $2.2M
DUK
Duke Energy Corp

Utilities
1.09K
+ 2.68%
$105.76 - $120.76 $116K - $132K
41.9K $4.52M
JNJ
Johnson & Johnson

Healthcare
2.17K
+ 6.83%
$143.34 - $165.86 $311K - $360K
34K $4.91M
CAT
Caterpillar Inc

Industrials
268
+ 2.17%
$360.37 - $416.88 $96.6K - $112K
12.6K $4.57M
GD
General Dynamics Corp

Industrials
869
+ 6.23%
$260.28 - $314.03 $226K - $273K
14.8K $3.9M
CI
Cigna Corp

Healthcare
784
+ 10.33%
$265.59 - $358.58 $208K - $281K
8.38K $2.31M
SO
Southern CO

Utilities
995
+ 1.9%
$81.5 - $94.15 $81.1K - $93.7K
53.3K $4.39M
IEFA
Ishares Tr

ETFs
9.55K
+ 7.15%
$70.06 - $77.43 $669K - $739K
143K $10M
KO
Coca Cola CO

Consumer Defensive
3.84K
+ 5.87%
$61.74 - $71.71 $237K - $275K
69.3K $4.31M
EXR
Extra Space Storage Inc.

Real Estate
689
+ 3.8%
$142.35 - $178.32 $98.1K - $123K
18.8K $2.82M
LLY
Eli Lilly & CO

Healthcare
52
+ 0.85%
$727.2 - $932.06 $37.8K - $48.5K
6.19K $4.78M
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
Track This Portfolio

Track Global Wealth Management Investment Advisory, Inc. Portfolio

Follow Global Wealth Management Investment Advisory, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Wealth Management Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Global Wealth Management Investment Advisory, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email