Global Wealth Management Investment Advisory, Inc. Portfolio Holdings

Global Wealth Management Investment Advisory, Inc.

  • $516 Million
  • Q2 2025

Global Wealth Management Investment Advisory, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $516 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $20.3M, Vanguard with a value of $20.2M, J P Morgan Exchange Traded Fd with a value of $18.9M, Invesco Qqq Trust, Series 1 with a value of $17.2M, and Ishares Core S&P 500 ETF with a value of $15.7M.

Examining the 13F form we can see an increase of $25.4M in the current position value, from $490M to 516M.

Global Wealth Management Investment Advisory, Inc. is based out at Fort Lauderdale, FL

Below you can find more details about Global Wealth Management Investment Advisory, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $516 Million
ETFs: $209 Million
Technology: $75.1 Million
Financial Services: $51.2 Million
Healthcare: $26 Million
Energy: $25 Million
Consumer Cyclical: $24.6 Million
Consumer Defensive: $23.9 Million
Communication Services: $23.2 Million
Other: $57.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$15.1 Million 2.93% of portfolio
95,628
Q2 2025 Reduced 0.51%
$3.69T
$14.6 Million 2.84% of portfolio
71,348
Q2 2025 Added 2.39%
$3.95T
$14.1 Million 2.72% of portfolio
28,250
Q2 2025 Reduced 2.44%
$859B
$12.2 Million 2.36% of portfolio
41,999
Q2 2025 Reduced 3.9%
$381B
$11.2 Million 2.16% of portfolio
235,917
Q2 2025 Reduced 2.19%
$302B
$9.72 Million 1.88% of portfolio
67,887
Q2 2025 Added 2.82%
$2.26T
$7.83 Million 1.52% of portfolio
35,701
Q2 2025 Reduced 4.55%
$351B
$7.84 Million 1.52% of portfolio
42,216
Q2 2025 Added 16.2%
$684B
$6.44 Million 1.25% of portfolio
29,460
Q2 2025 Added 4.43%
$442B
$5.89 Million 1.14% of portfolio
54,644
Q2 2025 Reduced 2.95%
$250B
$5.81 Million 1.13% of portfolio
41,270
Q2 2025 Reduced 1.45%
$182B
$5.69 Million 1.1% of portfolio
131,472
Q2 2025 Reduced 2.14%
$44.3B
$5.54 Million 1.07% of portfolio
53,896
Q2 2025 Added 8.18%
$58.4B
$5.54 Million 1.07% of portfolio
128,968
Q2 2025 Added 43.84%
$1.21T
$5.47 Million 1.06% of portfolio
31,013
Q2 2025 Reduced 7.68%
$452B
$5.33 Million 1.03% of portfolio
34,867
Q2 2025 Reduced 2.31%
$368B
$5.06 Million 0.98% of portfolio
31,786
Q2 2025 Reduced 3.24%
$293B
$5.04 Million 0.98% of portfolio
72,645
Q2 2025 Reduced 3.45%
$218B
$4.83 Million 0.94% of portfolio
12,454
Q2 2025 Reduced 4.58%
$608B
$4.68 Million 0.91% of portfolio
6,001
Q2 2025 Reduced 3.19%
$1.78T
$4.7 Million 0.91% of portfolio
6,373
Q2 2025 Added 2.21%
$146B
$4.72 Million 0.91% of portfolio
20,259
Q2 2025 Reduced 3.98%
$281B
$4.64 Million 0.9% of portfolio
47,453
Q2 2025 Reduced 4.48%
$102B
$4.62 Million 0.9% of portfolio
50,326
Q2 2025 Reduced 7.65%
$86.2B
$4.6 Million 0.89% of portfolio
15,773
Q2 2025 Reduced 4.53%
$95.8B
$4.55 Million 0.88% of portfolio
38,558
Q2 2025 Reduced 9.53%
$405B
$4.55 Million 0.88% of portfolio
12,423
Q2 2025 Reduced 2.27%
$306B
$4.56 Million 0.88% of portfolio
64,447
Q2 2025 Reduced 9.46%
$545B
$4.44 Million 0.86% of portfolio
3,316
Q2 2025 Reduced 1.49%
$51B
$4.38 Million 0.85% of portfolio
77,462
Q2 2025 Reduced 3.55%
$45.1B
$4.09 Million 0.79% of portfolio
31,754
Q2 2025 Reduced 3.66%
$93.6B
$4.03 Million 0.78% of portfolio
7,922
Q2 2025 Reduced 4.85%
$19.1B
$3.99 Million 0.77% of portfolio
157,366
Q2 2025 Reduced 1.95%
$227B
$3.99 Million 0.77% of portfolio
12,506
Q2 2025 Reduced 0.98%
$182B
$3.88 Million 0.75% of portfolio
41,617
Q2 2025 Reduced 18.28%
$222B
$3.83 Million 0.74% of portfolio
13,115
Q2 2025 Reduced 2.09%
$439B
$3.57 Million 0.69% of portfolio
3,606
Q2 2025 Added 3.92%
$18.2B
$3.44 Million 0.67% of portfolio
23,360
Q2 2025 Added 0.64%
$229B
$3.4 Million 0.66% of portfolio
23,282
Q2 2025 Reduced 7.69%
$24.6B
$3.3 Million 0.64% of portfolio
24,027
Q2 2025 Added 6.94%
$52.5B
$3.27 Million 0.63% of portfolio
15,994
Q2 2025 Reduced 1.23%
$232B
$3.05 Million 0.59% of portfolio
11,203
Q2 2025 Added 10.69%
$122B
$3.02 Million 0.59% of portfolio
34,680
Q2 2025 Added 60.25%
$141B
$3.01 Million 0.58% of portfolio
43,386
Q2 2025 Reduced 1.33%
$85.6B
$2.82 Million 0.55% of portfolio
8,536
Q2 2025 Added 3.5%
$1.19B
$2.5 Million 0.48% of portfolio
44,529
Q2 2025 Reduced 3.05%
$57.3B
$2.45 Million 0.48% of portfolio
12,511
Q2 2025 Reduced 23.29%
$37.5B
$2.41 Million 0.47% of portfolio
48,913
Q2 2025 Added 43.82%
$152B
$2.33 Million 0.45% of portfolio
8,357
Q2 2025 Reduced 1.08%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $516 Million
  • Prior Value $490 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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