Global Wealth Management Investment Advisory, Inc. Portfolio Holdings
Global Wealth Management Investment Advisory, Inc.
- $578 Million
- Q3 2025
Global Wealth Management Investment Advisory, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $578 Million distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $21.2M, Nvidia Corp with a value of $20.9M, Vanguard with a value of $20.9M, J P Morgan Exchange Traded Fd with a value of $19.7M, and Invesco Qqq Trust, Series 1 with a value of $19.2M.
Examining the 13F form we can see an increase of $62.4M in the current position value, from $516M to 578M.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 152
- Current Value $578 Million
- Prior Value $516 Million
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 16 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 31 stocks