Global Wealth Management Investment Advisory, Inc. Sells in Q2 2025

Global Wealth Management Investment Advisory, Inc.

  • $516 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-45.4K
- 63.02%
$45.2 - $46.6 $2.05M - $2.11M
26.6K $1.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-17.1K
- 23.44%
$90.56 - $109.49 $1.55M - $1.87M
55.8K $6.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
-24.8K
- 27.28%
$58.63 - $59.9 $1.45M - $1.49M
66.1K $3.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.2K
- 15.63%
$51.16 - $62.02 $1.39M - $1.69M
147K $9.1M
XOM
Exxon Mobil Corp

Energy
-1.66K
- 2.95%
$99.93 - $119.04 $166K - $198K
54.6K $5.89M
DUK
Duke Energy Corp

Utilities
-4.06K
- 9.53%
$112.46 - $124.05 $457K - $504K
38.6K $4.55M
CTRA
Coterra Energy Inc.

Energy
-3.12K
- 1.95%
$22.6 - $29.07 $70.6K - $90.8K
157K $3.99M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.21K
- 3.66%
$126.84 - $145.22 $153K - $175K
31.8K $4.09M
JNJ
Johnson & Johnson

Healthcare
-824
- 2.31%
$146.36 - $159.82 $121K - $132K
34.9K $5.33M
KO
Coca Cola CO

Consumer Defensive
-6.73K
- 9.46%
$68.37 - $73.9 $460K - $497K
64.4K $4.56M
LLY
Eli Lilly & CO

Healthcare
-198
- 3.19%
$713.71 - $898.95 $141K - $178K
6K $4.68M
VZ
Verizon Communications Inc

Communication Services
-2.87K
- 2.14%
$41.67 - $45.62 $120K - $131K
131K $5.69M
SO
Southern CO

Utilities
-4.17K
- 7.65%
$84.91 - $92.56 $354K - $386K
50.3K $4.62M
MCD
Mcdonalds Corp

Consumer Cyclical
-280
- 2.09%
$285.55 - $321.23 $80K - $89.9K
13.1K $3.83M
MUB
Ishares National Muni Bond ETF

ETFs
-2.87K
- 27.34%
$102.31 - $105.8 $293K - $303K
7.61K $795K
AMGN
Amgen Inc

Healthcare
-91
- 1.08%
$262.28 - $309.85 $23.9K - $28.2K
8.36K $2.33M
TMUS
T Mobile Us, Inc.

Communication Services
-217
- 2.61%
$220.99 - $268.54 $48K - $58.3K
8.09K $1.93M
VGSH
Vanguard

ETFs
-3.79K
- 1.09%
$58.32 - $58.95 $221K - $223K
343K $20.2M
D
Dominion Energy, Inc

Utilities
-2.85K
- 3.55%
$49.66 - $58.0 $142K - $165K
77.5K $4.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.48K
- 6.68%
$77.74 - $78.78 $115K - $117K
20.7K $1.63M
NEE
Nextera Energy Inc

Utilities
-585
- 1.33%
$64.11 - $75.0 $37.5K - $43.9K
43.4K $3.01M
HD
Home Depot, Inc.

Consumer Cyclical
-288
- 2.27%
$335.24 - $380.78 $96.5K - $110K
12.4K $4.55M
VTV
Vanguard Value ETF

ETFs
-743
- 4.35%
$153.67 - $176.74 $114K - $131K
16.3K $2.89M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-883
- 4.23%
$75.05 - $77.34 $66.3K - $68.3K
20K $1.55M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.57K
- 11.16%
$45.88 - $54.4 $72.1K - $85.5K
12.5K $680K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-455
- 3.41%
$66.5 - $71.25 $30.3K - $32.4K
12.9K $895K
EFV
Msci Eafe Value ETF

ETFs
-2.05K
- 9.64%
$52.4 - $64.65 $108K - $133K
19.2K $1.22M
PLTR
Palantir Technologies Inc.

Technology
-1.66K
- 44.73%
$74.01 - $144.25 $123K - $240K
2.05K $280K
IWX
Ishares Tr Russell 200 Value E

ETFs
-858
- 3.41%
$73.26 - $84.19 $62.9K - $72.2K
24.3K $2.05M
BNDX
Vanguard Total International B

ETFs
-420
- 3.31%
$48.77 - $49.55 $20.5K - $20.8K
12.3K $607K
AMD
Advanced Micro Devices Inc

Technology
-666
- 26.83%
$78.21 - $143.81 $52.1K - $95.8K
1.82K $257K
IWP
Ishares Russell Mid Cap Growth

ETFs
-595
- 13.42%
$104.34 - $138.68 $62.1K - $82.5K
3.84K $532K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-804
- 4.51%
$39.89 - $49.46 $32.1K - $39.8K
17K $842K
DGRO
Ishares Core Dividend Growth E

ETFs
-251
- 1.04%
$55.22 - $63.94 $13.9K - $16K
23.9K $1.53M
RTX
Raytheon Technologies Corp

Industrials
-1.94K
- 7.69%
$113.75 - $148.48 $221K - $288K
23.3K $3.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.08%
$320.42 - $424.58 $320 - $425
1.32K $561K
GD
General Dynamics Corp

Industrials
-749
- 4.53%
$247.68 - $291.66 $186K - $218K
15.8K $4.6M
AVGO
Broadcom Inc.

Technology
-80
- 6.35%
$146.29 - $275.65 $11.7K - $22.1K
1.18K $325K
VEA
Vanguard Ftse Developed Market

ETFs
-2.41K
- 5.28%
$45.65 - $57.01 $110K - $137K
43.2K $2.46M
UBER
Uber Technologies, Inc

Technology
-9.31K
- 18.28%
$64.62 - $93.3 $602K - $869K
41.6K $3.88M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.4K
- 3.05%
$45.98 - $56.15 $64.5K - $78.7K
44.5K $2.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-107
- 2.45%
$221.86 - $362.89 $23.7K - $38.8K
4.26K $1.35M
HON
Honeywell International Inc

Industrials
-839
- 3.98%
$182.86 - $232.88 $153K - $195K
20.3K $4.72M
MAR
Marriott International Inc

Consumer Cyclical
-66
- 0.86%
$211.12 - $274.14 $13.9K - $18.1K
7.65K $2.09M
GOOGL
Alphabet Inc.

Communication Services
-2.58K
- 7.68%
$144.7 - $178.6 $373K - $461K
31K $5.47M
WMT
Walmart Inc.

Consumer Defensive
-2.23K
- 4.48%
$81.79 - $99.98 $182K - $222K
47.5K $4.64M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.44K
- 4.44%
$33.89 - $46.39 $48.9K - $67K
31.1K $1.44M
VUG
Vanguard Growth ETF

ETFs
-359
- 4.95%
$329.49 - $438.4 $118K - $157K
6.9K $3.02M
SHOP
Shopify Inc.

Technology
-45
- 0.25%
$76.89 - $115.35 $3.46K - $5.19K
18.1K $2.09M
Activity Summary
Buys All Purchases 73 New Holdings 13 Increased Positions 60 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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