Global Wealth Management Investment Advisory, Inc. has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $429 Million distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $23.2M, Vanguard Intermediate Term Cor with a value of $15.9M, J P Morgan Exchange Traded Fd with a value of $15.6M, Invesco Qqq Trust, Series 1 with a value of $13.9M, and Apple Inc. with a value of $13.1M.
Examining the 13F form we can see an increase of $21.6M in the current position value, from $407M to 429M.
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
$429 Million
ETFs: $183 Million
Technology: $59.3 Million
Financial Services: $30.6 Million
Consumer Defensive: $29.6 Million
Consumer Cyclical: $21.8 Million
Healthcare: $21.8 Million
Energy: $20.5 Million
Industrials: $19.3 Million
Other: $43 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions