Global Wealth Management Investment Advisory, Inc. has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $462 Million distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $24.6M, Vanguard Intermediate Term Cor with a value of $17.4M, J P Morgan Exchange Traded Fd with a value of $17.1M, Apple Inc. with a value of $14.5M, and Invesco Qqq Trust, Series 1 with a value of $14.4M.
Examining the 13F form we can see an increase of $32.6M in the current position value, from $429M to 462M.
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
$462 Million
ETFs: $196 Million
Technology: $60.5 Million
Financial Services: $36.1 Million
Consumer Defensive: $30.2 Million
Consumer Cyclical: $26.4 Million
Healthcare: $23.6 Million
Industrials: $21.1 Million
Energy: $20.7 Million
Other: $46.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
