Global Wealth Management Investment Advisory, Inc. Sells in Q3 2024

Global Wealth Management Investment Advisory, Inc.

  • $462 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CELH
Celsius Holdings, Inc.

Consumer Defensive
-22.7K
- 40.81%
$31.02 - $58.9 $705K - $1.34M
32.9K $1.03M
QCOM
Qualcomm Inc

Technology
-7.2K
- 28.77%
$156.12 - $209.64 $1.12M - $1.51M
17.8K $3.03M
NVDA
Nvidia Corp

Technology
-2.63K
- 2.79%
$98.91 - $134.91 $260K - $355K
91.6K $11.1M
VUG
Vanguard Growth ETF

ETFs
-1.44K
- 16.72%
$341.08 - $391.94 $491K - $564K
7.17K $2.75M
MAR
Marriott International Inc

Consumer Cyclical
-1.99K
- 22.2%
$211.35 - $255.11 $420K - $507K
6.96K $1.73M
LEN
Lennar Corp

Consumer Cyclical
-4.39K
- 33.57%
$142.5 - $192.45 $625K - $844K
8.69K $1.63M
UPS
United Parcel Service Inc

Industrials
-2.01K
- 7.73%
$123.32 - $147.38 $247K - $295K
23.9K $3.26M
AXP
American Express CO

Financial Services
-2.82K
- 20.16%
$225.92 - $271.17 $637K - $764K
11.2K $3.03M
SO
Southern CO

Utilities
-11K
- 17.33%
$77.0 - $90.52 $844K - $993K
52.3K $4.72M
COST
Costco Wholesale Corp

Consumer Defensive
-296
- 8.78%
$801.83 - $917.05 $237K - $271K
3.08K $2.73M
ORCL
Oracle Corp

Technology
-6.25K
- 18.95%
$125.9 - $170.35 $786K - $1.06M
26.7K $4.55M
IWP
Ishares Russell Mid Cap Growth

ETFs
-907
- 13.37%
$103.87 - $117.59 $94.2K - $107K
5.88K $689K
XLK
Technology Sector Spdr

ETFs
-225
- 14.65%
$197.34 - $237.68 $44.4K - $53.5K
1.31K $295K
DUK
Duke Energy Corp

Utilities
-6.6K
- 13.91%
$99.35 - $117.71 $656K - $777K
40.8K $4.71M
MUB
Ishares National Muni Bond ETF

ETFs
-214
- 2.37%
$106.13 - $108.7 $22.7K - $23.3K
8.82K $958K
KKR
Kkr & Co. Inc.

Financial Services
-1.48K
- 18.24%
$104.51 - $133.23 $155K - $198K
6.65K $867K
IWM
Ishares Russell 2000 ETF

ETFs
-51
- 3.59%
$200.87 - $224.6 $10.2K - $11.5K
1.37K $302K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-329
- 1.46%
$76.38 - $78.87 $25.1K - $25.9K
22.1K $1.74M
NEE
Nextera Energy Inc

Utilities
-4.26K
- 14.89%
$69.9 - $84.97 $298K - $362K
24.4K $2.06M
IWY
Ishares Tr Russell 200 Growth

ETFs
-256
- 1.57%
$194.66 - $225.97 $49.8K - $57.8K
16.1K $3.53M
VGLT
Vanguard Long Term Treasury Et

ETFs
-16
- 0.17%
$56.52 - $63.23 $904 - $1.01K
9.46K $582K
TTD
Trade Desk, Inc.

Technology
-1.47K
- 8.39%
$83.08 - $110.79 $122K - $163K
16.1K $1.76M
EFG
Msci Eafe Growth ETF

ETFs
-73
- 0.7%
$96.84 - $108.77 $7.07K - $7.94K
10.4K $1.12M
IWS
Ishares Russell Midcap Value E

ETFs
-221
- 2.94%
$119.52 - $132.25 $26.4K - $29.2K
7.3K $965K
MS
Morgan Stanley

Financial Services
-2.1K
- 4.7%
$92.07 - $106.96 $193K - $225K
42.5K $4.43M
IWX
Ishares Tr Russell 200 Value E

ETFs
-397
- 1.47%
$74.49 - $81.27 $29.6K - $32.3K
26.6K $2.16M
VTV
Vanguard Value ETF

ETFs
-522
- 3.17%
$159.75 - $174.57 $83.4K - $91.1K
15.9K $2.78M
VEA
Vanguard Ftse Developed Market

ETFs
-53
- 0.12%
$47.6 - $53.31 $2.52K - $2.83K
44.8K $2.37M
META
Meta Platforms, Inc.

Communication Services
-211
- 3.58%
$453.41 - $572.44 $95.7K - $121K
5.68K $3.25M
TSLA
Tesla, Inc.

Consumer Cyclical
-135
- 2.71%
$191.76 - $263.26 $25.9K - $35.5K
4.85K $1.27M
EXR
Extra Space Storage Inc.

Real Estate
-264
- 1.44%
$151.92 - $183.06 $40.1K - $48.3K
18.1K $3.27M
KO
Coca Cola CO

Consumer Defensive
-254
- 0.39%
$62.69 - $73.01 $15.9K - $18.5K
65.4K $4.7M
WMT
Walmart Inc.

Consumer Defensive
-3.67K
- 5.4%
$66.91 - $81.4 $245K - $298K
64.2K $5.18M
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
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