Global Wealth Management Investment Advisory, Inc. Portfolio Holdings

Global Wealth Management Investment Advisory, Inc.

  • $482 Million
  • Q4 2024

Global Wealth Management Investment Advisory, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $482 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $25.8M, Vanguard Intermediate Term Cor with a value of $17.7M, J P Morgan Exchange Traded Fd with a value of $17.4M, Apple Inc. with a value of $16.2M, and Invesco Qqq Trust, Series 1 with a value of $15.4M.

Examining the 13F form we can see an increase of $20M in the current position value, from $462M to 482M.

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 $482 Million
ETFs: $202 Million
Technology: $66.3 Million
Financial Services: $42.6 Million
Consumer Cyclical: $25.7 Million
Consumer Defensive: $25.6 Million
Healthcare: $23.6 Million
Industrials: $22.5 Million
Energy: $22 Million
Other: $51.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.62B
$1.92 Million 0.4% of portfolio
31,788
Q4 2024 Added 4.27%
$1.89B
$920,000 0.19% of portfolio
34,935
Q4 2024 Added 6.03%
$893M
$880,000 0.18% of portfolio
79,172
Q4 2024 Added 13.11%
$746M
$85,000 0.02% of portfolio
11,743
Q4 2024 Reduced 29.82%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $482 Million
  • Prior Value $462 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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