Global Wealth Management Investment Advisory, Inc. Reduced Holdings in Q1 2025

Global Wealth Management Investment Advisory, Inc.

  • $490 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-96.7K
- 21.81%
$58.07 - $58.69 $5.61M - $5.67M
347K $20.3M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-34.9K
- 13.35%
$49.6 - $50.28 $1.73M - $1.75M
227K $11.4M
WMT
Walmart Inc.

Consumer Defensive
-12.1K
- 19.6%
$84.5 - $105.05 $1.02M - $1.27M
49.7K $4.36M
IWY
Ishares Tr Russell 200 Growth

ETFs
-796
- 5.19%
$210.19 - $243.33 $167K - $194K
14.5K $3.07M
VUG
Vanguard Growth ETF

ETFs
-62
- 0.85%
$369.1 - $427.61 $22.9K - $26.5K
7.25K $2.69M
FSK
Fs Kkr Capital Corp

Financial Services
-8.3K
- 15.07%
$20.47 - $24.06 $170K - $200K
46.8K $979K
VB
Vanguard Small Cap ETF

ETFs
-210
- 3.25%
$217.89 - $252.64 $45.8K - $53.1K
6.25K $1.39M
GOOG
Alphabet Inc.

Communication Services
-49
- 1.51%
$156.06 - $207.71 $7.65K - $10.2K
3.19K $498K
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.93K
- 4.14%
$57.44 - $59.4 $225K - $233K
90.9K $5.4M
IWM
Ishares Russell 2000 ETF

ETFs
-334
- 22.75%
$198.1 - $229.79 $66.2K - $76.7K
1.13K $226K
VTWO
Vanguard Russell 2000 ETF

ETFs
-411
- 8.87%
$80.08 - $92.93 $32.9K - $38.2K
4.22K $340K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-2.68K
- 3.7%
$14.46 - $15.96 $38.8K - $42.8K
69.9K $1.06M
IWS
Ishares Russell Midcap Value E

ETFs
-127
- 1.76%
$122.59 - $135.24 $15.6K - $17.2K
7.08K $891K
XLK
Technology Sector Spdr

ETFs
-20
- 1.58%
$206.38 - $242.18 $4.13K - $4.84K
1.24K $256K
KMI
Kinder Morgan, Inc.

Energy
-3.21K
- 6.45%
$26.1 - $31.22 $83.7K - $100K
46.5K $1.33M
NET
Cloudflare, Inc.

Technology
-947
- 5.49%
$110.71 - $176.5 $105K - $167K
16.3K $1.84M
MA
Mastercard Inc

Financial Services
-50
- 9.86%
$504.67 - $576.31 $25.2K - $28.8K
457 $250K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.87K
- 2.52%
$44.68 - $46.49 $83.3K - $86.7K
72K $3.33M
BNDX
Vanguard Total International B

ETFs
-138
- 1.08%
$48.33 - $49.5 $6.67K - $6.83K
12.7K $619K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-759
- 1.96%
$49.67 - $51.43 $37.7K - $39K
38K $1.94M
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.1K
- 4.2%
$78.54 - $84.86 $86.6K - $93.6K
25.2K $2.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-21
- 0.25%
$49.25 - $50.66 $1.03K - $1.06K
8.45K $419K
GNL
Global Net Lease, Inc.

Real Estate
-1.4K
- 11.92%
$6.91 - $8.26 $9.67K - $11.6K
10.3K $83K
AINV
Apollo Investment Corp

Financial Services
-64
- 0.08%
N/A
79.1K $879K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-287
- 1.28%
$76.94 - $78.28 $22.1K - $22.5K
22.2K $1.74M
MO
Altria Group, Inc.

Consumer Defensive
-500
- 11.38%
$50.81 - $60.02 $25.4K - $30K
3.89K $233K
WRB
Berkley W R Corp

Financial Services
-500
- 12.5%
$56.7 - $71.27 $28.4K - $35.6K
3.5K $249K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-134
- 0.75%
$42.5 - $46.71 $5.7K - $6.26K
17.8K $807K
PLTR
Palantir Technologies Inc.

Technology
-58
- 1.54%
$64.98 - $124.62 $3.77K - $7.23K
3.72K $313K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-98
- 0.47%
$73.78 - $76.59 $7.23K - $7.51K
20.9K $1.6M
JPM
Jpmorgan Chase & CO

Financial Services
-717
- 1.61%
$225.19 - $279.95 $161K - $201K
43.7K $10.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-18
- 1.24%
$442.66 - $534.52 $7.97K - $9.62K
1.44K $764K
VEA
Vanguard Ftse Developed Market

ETFs
-351
- 0.76%
$47.4 - $52.99 $16.6K - $18.6K
45.6K $2.32M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-2.41K
- 6.89%
$21.28 - $35.62 $51.2K - $85.7K
32.5K $1.16M
GLDM
World Gold Trust

ETFs
-467
- 1.09%
$52.19 - $61.89 $24.4K - $28.9K
42.4K $2.62M
CI
Cigna Corp

Healthcare
-129
- 1.54%
$274.49 - $329.0 $35.4K - $42.4K
8.25K $2.71M
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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