GW

Global Wealth Management Investment Advisory, Inc.

13F
Global Wealth Management Investment Advisory, Inc.
Last update 2025-04-29 139 Stocks (10 new)
Value $500.00 Mil Turnover 9 %
Countries:
Top Holdings: VGSH(4.07%)JEPI(3.71%)VCIT(3.68%)AAPL(3.10%)QQQ(2.89%)
Summary Stock Picks Current Portfolio
Global Wealth Management Inves... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
346,599
20,341.9
-21.81%
4.070
-1.16%
0.090
-0.27%
+0.69%
22,512.5
 
JEPI
JPMorgan Equity Premium Income ETF
324,439
18,538.5
+7.27%
3.710
+0.25%
0.050
+10.65%
+3.24%
41,051.4
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
224,871
18,385.5
+2.09%
3.680
+0.08%
0.040
+2.84%
+2.77%
53,338.4
 
AAPL
Apple Inc
69,680
15,478.0
+7.47%
3.100
+0.22%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
QQQ
INVESCO QQQ Trust
30,806
14,445.6
+2.59%
2.890
+0.07%
0.000
+30.26%
+10.36%
359,714.8
 
IVV
iShares Core S&P 500 ETF
25,634
14,403.9
+3.40%
2.880
+0.09%
0.000
+22.34%
+7.31%
636,566.3
 
IEFA
iShares Core MSCI EAFE ETF
167,748
12,690.2
+17.31%
2.540
+0.37%
0.010
+10.68%
+18.16%
143,257.1
 
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
158,303
12,488.5
+26.99%
2.500
+0.53%
0.080
+3.95%
+2.17%
17,035.6
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
90,449
11,664.3
+3.79%
2.330
+0.09%
0.020
+13.40%
+5.50%
58,872.9
 
SLQD
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
226,517
11,389.3
-13.35%
2.280
-0.36%
0.510
+1.93%
+3.58%
2,309.4
 

Global Wealth Management Investment Advisory, Inc.'s Historical Top Holdings Breakdowns

Global Wealth Management Investment Advisory, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-1.16%
●
58.07 ($58.36) 58.69
$58.58
0.38%
Reduce -21.81%
346,599
-96,662
CTRA
Coterra Energy Inc
2025-03-31
New Buy
New Buy
+0.93%
●
25.51 ($27.89) 29.83
$23.09
-17.21%
New holding
160,489
160,489
UPS
United Parcel Service Inc
2025-03-31
Sold Out
Sold Out
-0.89%
●
109.66 ($119.57) 136.26
$98.90
-17.29%
Sold Out
0
-34,113
DCMB
DCMB
2025-03-31
Add
Add
+0.87%
●
51.3 ($51.64) 51.87
$51.38
-0.50%
Add 680.75%
96,095
83,787
BP
BP PLC
2025-03-31
Sold Out
Sold Out
-0.70%
●
29.93 ($32.64) 35.31
$32.23
-1.26%
Sold Out
0
-115,259
DMBS
DoubleLine Mortgage ETF
2025-03-31
New Buy
New Buy
+0.57%
●
47.39 ($48.48) 49.27
$48.63
0.31%
New holding
58,380
58,380
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
2025-03-31
Add
Add
+0.53%
●
78.51 ($79.37) 80.13
$80.36
1.25%
Add 26.99%
158,303
33,644
STZ
Constellation Brands Inc
2025-03-31
Sold Out
Sold Out
-0.42%
●
161.05 ($181.67) 222.93
$167.95
-7.55%
Sold Out
0
-9,238
MDT
Medtronic PLC
2025-03-31
New Buy
New Buy
+0.39%
●
79.84 ($89.48) 94.5
$89.70
0.25%
New holding
21,641
21,641
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.37%
●
69.57 ($74.78) 78.65
$83.04
11.05%
Add 17.31%
167,748
24,754

Global Wealth Management Investment Advisory, Inc. Total Holding History ($B)

To

Global Wealth Management Investment Advisory, Inc.'s Asset Allocation

To

Global Wealth Management Investment Advisory, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Global Wealth Management Investment Advisory, Inc.'s Hypothetical Growth since 2025-03-31

Global Wealth Management Investment Advisory, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Global Wealth Management Investment Advisory, Inc.'s Holdings Heat Map

Size field:

Global Wealth Management Investment Advisory, Inc.'s Holdings Bubble Chart

Global Wealth Management Investment Advisory, Inc. News

  • 1

Discussions on Global Wealth Management Investment Advisory, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.