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
346,599
20,341.9
-21.81%
4.070
-1.16%
0.090
+0.70%
+2.06%
23,164.6
 
JEPI 		JPMorgan Equity Premium Income ETF
324,439
18,538.5
+7.27%
3.710
+0.25%
0.050
+0.45%
+1.32%
39,525.5
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
224,871
18,385.5
+2.09%
3.680
+0.08%
0.040
+0.88%
+3.28%
52,407.7
 
AAPL 		Apple Inc
69,680
15,478.0
+7.47%
3.100
+0.22%
0.000
-10.79%
-18.87%
3,027,043.9
Hardware
QQQ 		INVESCO QQQ Trust
30,806
14,445.6
+2.59%
2.890
+0.07%
0.000
+13.17%
+4.65%
344,271.6
 
IVV 		iShares Core S&P 500 ETF
25,634
14,403.9
+3.40%
2.880
+0.09%
0.000
+7.89%
+3.27%
595,241.9
 
IEFA 		iShares Core MSCI EAFE ETF
167,748
12,690.2
+17.31%
2.540
+0.37%
0.010
+9.36%
+18.90%
141,255.2
 
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF
158,303
12,488.5
+26.99%
2.500
+0.53%
0.080
+1.97%
+3.57%
16,980.6
 
VYM 		Vanguard High Dividend Yield Indx ETF
90,449
11,664.3
+3.79%
2.330
+0.09%
0.020
+1.94%
+3.46%
57,146.2
 
SLQD 		iShares 0-5 Year Investment Grade Corporate Bond E
226,517
11,389.3
-13.35%
2.280
-0.36%
0.510
+1.09%
+2.54%
2,254.2
 

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 ETF2025-03-31Reduce
-1.16%
●
58.07 ($58.36) 58.69
$58.37
0.02%
Reduce -21.81%
346,599
-96,662
CTRA 		Coterra Energy Inc2025-03-31New Buy
+0.93%
●
25.51 ($27.89) 29.83
$25.87
-7.24%
New holding
160,489
160,489
UPS 		United Parcel Service Inc2025-03-31Sold Out
-0.89%
●
109.66 ($119.57) 136.26
$102.46
-14.31%
Sold Out
0
-34,113
DCMB 		DCMB2025-03-31Add
+0.87%
●
51.3 ($51.64) 51.87
$51.38
-0.50%
Add 680.75%
96,095
83,787
BP 		BP PLC2025-03-31Sold Out
-0.70%
●
29.93 ($32.64) 35.31
$30.23
-7.38%
Sold Out
0
-115,259
DMBS 		DoubleLine Mortgage ETF2025-03-31New Buy
+0.57%
●
47.39 ($48.48) 49.27
$48.22
-0.54%
New holding
58,380
58,380
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF2025-03-31Add
+0.53%
●
78.51 ($79.37) 80.13
$79.53
0.20%
Add 26.99%
158,303
33,644
STZ 		Constellation Brands Inc2025-03-31Sold Out
-0.42%
●
161.05 ($181.67) 222.93
$171.55
-5.57%
Sold Out
0
-9,238
MDT 		Medtronic PLC2025-03-31New Buy
+0.39%
●
79.84 ($89.48) 94.5
$87.96
-1.70%
New holding
21,641
21,641
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Add
+0.37%
●
69.57 ($74.78) 78.65
$83.56
11.74%
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

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