Global Wealth Management, LLC Portfolio Holdings

Global Wealth Management, LLC

  • $182 Billion
  • Q2 2025

Global Wealth Management, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $182 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $28.4B, Jp Morgan Ultra Short Mun Inco with a value of $26.7B, Schwab Strategic Tr Us Broad M with a value of $24.1B, Ishares Core S&P 500 ETF with a value of $20.2B, and Schwab Strategic Tr Us Dividen with a value of $19.4B.

Examining the 13F form we can see an increase of $9.01B in the current position value, from $173B to 182B.

Global Wealth Management, LLC is based out at Kingston, NJ

Below you can find more details about Global Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Billion
ETFs: $149 Billion
Technology: $1.98 Billion
Healthcare: $1.91 Billion
Consumer Cyclical: $1 Billion
Consumer Defensive: $229 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$28.4 Billion 15.57% of portfolio
-
Q2 2025 Reduced 3.89%
$426B
$1.66 Billion 0.91% of portfolio
10,591
Q2 2025 Reduced 4.13%
$2.28T
$1 Billion 0.55% of portfolio
4,450
Q2 2025 Added 1.83%
$3.81T
$856 Million 0.47% of portfolio
1,701
Q2 2025 Added 0.18%
$3.38T
$554 Million 0.3% of portfolio
2,657
Q2 2025 Added 17.88%
$431B
$367 Million 0.2% of portfolio
2,238
Q2 2025 Added 0.13%
$160B
$249 Million 0.14% of portfolio
839
Q2 2025 Added 0.48%
$258B
$229 Million 0.13% of portfolio
2,391
Q2 2025 Added 0.5%
$116B
$207 Million 0.11% of portfolio
750
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $182 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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