Global Wealth Management, LLC Portfolio Holdings
Global Wealth Management, LLC
- $173 Billion
- Q1 2025
Global Wealth Management, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $173 Billion distributed in 28 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $29.6B, Jp Morgan Ultra Short Mun Inco with a value of $26.3B, Schwab Strategic Tr Us Broad M with a value of $22.6B, Schwab Strategic Tr Us Dividen with a value of $19.3B, and Ishares Core S&P 500 ETF with a value of $17.9B.
Examining the 13F form we can see an increase of $16.7B in the current position value, from $157B to 173B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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