Global Wealth Management Investment Advisory, Inc. Portfolio Holdings

Global Wealth Management Investment Advisory, Inc.

  • $462 Million
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $462 Million
  • Prior Value $429 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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