Global Wealth Management Investment Advisory, Inc. Reduced Holdings in Q4 2024

Global Wealth Management Investment Advisory, Inc.

  • $482 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
-3.99K
- 24.36%
$385.02 - $431.37 $1.54M - $1.72M
12.4K $4.82M
ORCL
Oracle Corp

Technology
-399
- 1.49%
$165.41 - $192.43 $66K - $76.8K
26.3K $4.38M
PECO
Phillips Edison & Company, Inc.

Real Estate
-4.02K
- 40.01%
$35.96 - $39.8 $144K - $160K
6.02K $225K
SHOP
Shopify Inc.

Technology
-7.23K
- 29.63%
$78.14 - $119.49 $565K - $864K
17.2K $1.83M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-779
- 1.97%
$50.14 - $52.56 $39.1K - $40.9K
38.7K $1.95M
EFG
Msci Eafe Growth ETF

ETFs
-144
- 1.38%
$96.83 - $106.88 $13.9K - $15.4K
10.3K $993K
EFV
Msci Eafe Value ETF

ETFs
-39
- 0.21%
$51.78 - $57.15 $2.02K - $2.23K
18.9K $993K
IWX
Ishares Tr Russell 200 Value E

ETFs
-337
- 1.27%
$78.25 - $85.17 $26.4K - $28.7K
26.3K $2.08M
IWP
Ishares Russell Mid Cap Growth

ETFs
-996
- 16.95%
$116.4 - $138.52 $116K - $138K
4.88K $618K
VGLT
Vanguard Long Term Treasury Et

ETFs
-134
- 1.42%
$55.1 - $61.74 $7.38K - $8.27K
9.33K $516K
IWS
Ishares Russell Midcap Value E

ETFs
-100
- 1.37%
$128.08 - $140.32 $12.8K - $14K
7.2K $931K
VTWO
Vanguard Russell 2000 ETF

ETFs
-250
- 5.12%
$87.42 - $98.06 $21.9K - $24.5K
4.63K $413K
MO
Altria Group, Inc.

Consumer Defensive
-500
- 10.22%
$49.06 - $57.74 $24.5K - $28.9K
4.39K $229K
WRB
Berkley W R Corp

Financial Services
-330
- 7.62%
$56.48 - $64.94 $18.6K - $21.4K
4K $234K
XLK
Technology Sector Spdr

ETFs
-48
- 3.66%
$220.26 - $241.44 $10.6K - $11.6K
1.26K $293K
TTD
Trade Desk, Inc.

Technology
-768
- 4.78%
$108.7 - $139.51 $83.5K - $107K
15.3K $1.8M
DAL
Delta Air Lines, Inc.

Industrials
-4.63K
- 12.85%
$47.46 - $65.77 $220K - $304K
31.4K $1.9M
IWY
Ishares Tr Russell 200 Growth

ETFs
-726
- 4.52%
$216.72 - $244.71 $157K - $178K
15.3K $3.61M
DLR
Digital Realty Trust, Inc.

Real Estate
-2.41K
- 7.4%
$156.46 - $195.69 $376K - $471K
30.1K $5.33M
TMUS
T Mobile Us, Inc.

Communication Services
-95
- 1.15%
$206.1 - $246.94 $19.6K - $23.5K
8.14K $1.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.46K
- 30.12%
$213.65 - $479.86 $312K - $702K
3.39K $1.37M
NET
Cloudflare, Inc.

Technology
-838
- 4.63%
$78.11 - $117.56 $65.5K - $98.5K
17.3K $1.86M
WMT
Walmart Inc.

Consumer Defensive
-2.37K
- 3.7%
$79.1 - $95.7 $188K - $227K
61.8K $5.58M
MS
Morgan Stanley

Financial Services
-1.27K
- 2.99%
$104.42 - $134.99 $133K - $172K
41.3K $5.19M
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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