- New Purchases: CHL, FLOT, CRON, FPF, CHDN, DTN, DON, PRFZ, TBT, FLRN, ROKU, TLH, DIG, MDIV, FDC, SFIX, DES, BILI, DLN, 1WG, DTD, DELL, 35OB, NCLH, ZNGA, PNM, HYS, TRGP, RMR, SAR, GII, WAB, VTIP, MRO, LE, MBB, NUGT, HYLB, CVA, CDE, FAX, CCD, BX, BOE, BTZ, DSL, DHF, FTK, SCZ, IEF, FOX, IQ, IONS, NVTA, IIPR, GRUB, FOXA, ACOR,
- Added Positions: DVY, IEMG, USIG, PFE, VMBS, AFIN, EFV, KMI, SPSM, HYG, AGG, IWS, VGSH, AAPL, BNDX, WMT, C, IJR, BAC, JNK, EFG, VGIT, IEFA, AMGN, MSFT, HD, OXY, PSA, JPM, VEA, CVX, COST, LEN, VTV, BDX, XOM, VUG, AVGO, CSCO, MLPA, IBM, O, KRE, DE, NVDA, PYPL, XLY, TGT, VWO, BIIB, GDDY, HDV, IWP, MAR, SQ, TXN, BLV, BSV, VB, VTR, AAL, BA, DAL, DFS, EPR, EXC, AOK, IVW, JPST, MA, MRK, PKG, SPEM, TMUS, TSM, TWLO, TWTR, BIV, VNQ, WDC, ABT, ACN, ADBE, AGNC, BHP, CCL, CI, CVS, DNKN, ETN, FLR, HCP, HES, VLT, SHYG, IXP, OEF, MET, MIN, RTN, XLC, XLV, XLI, SIRI, SNAP, XOP, UNP, SMH,
- Reduced Positions: EEM, KHC, HYLS, IJH, STZ, KO, XLP, IVV, DIA, SPY, ITOT, USMV, PPL, ABBV, SNY, MDY, WELL, AEP, CCI, RSP, BCE, PM, XLU, VZ, SPG, VOO, QCOM, AMT, D, GIS, BKLN, ITA, TOT, BMY, CAT, RDS.B, NGG, NEE, CM, DUK, FTSL, AOM, RCL, SO, PEP, XLF, SKM, AZN, BP, GSK, AOR, IBB, PFF, RIO, SPDW, RWR, VOD, WBA, T, BTI, FBT, FPE, FSK, INTC, QQQ, NRZ, SPIB, XRT, AMZN, FIS, IXJ, LMT, MCD, XLE, XLK, VYM, V, HEDJ, MO, AXP, NLY, CBS, DWDP, HACK, FB, GNL, IVZ, DGRO, IYT, PNC, CRM, SNE, SRLN, USB, ANGL, AMD, BABA, GOOGL, GOOG, BZUN, WRB, BR, CALX, CDW, LNG, DRI, DIS, EBS, FGD, FXH, EMLP, FXL, GS, HAL, HBAN, PDBC, EFA, IYH, JNJ, KEM, MPC, NKE, NSC, MINT, PRU, SEDG, LUV, RWX, EDIV, GWX, EBND, WIP, SPAB, SBUX, SYK, SYY, TEVA, UNH, VPL, WM, WFC, WDAY, WYNN, ZTS, AIG, ABIO, ARR, AN, AAXN, CAPE, BBY, BKNG, CNP, CHK, CFG, CMCSA, CGEN, COP, ED, COUP, CTSO, DHI, DXC, FXZ, FCPT, FCX, GTX, GE, DIV, PGF, IRM, FXI, LQD, TIP, JD, JPIN, KEY, LVS, LULU, MTCH, MCHP, MDB, MS, NYCB, NVO, OKE, PLD, NOBL, TBF, PSEC, PEG, REZI, STX, XLRE, XLB, GLD, EWX, SJNK, HYMB, STAG, STWD, STLD, TNDM, TTD, TSN, UAA, UTX, VEU, WCG, ZBRA,
- Sold Out: SHOP, SHV, CGC, FOXA, MKL, TRV, UTG, BND, IGM, IXG, IWF, IWD, NTES, IYC, FOX, CELG, XLNX, WES, BLKB, EMD, DCUD, DBEF, VO, TLND, ZIOP, PSO, OR, SABR, OZM, RIGL, TWO, VLO, PSK, HEAR, VNQI, DFJ, XHB, SPSB, CWB, DXJ, SENS, JPS, NTAP, HRZN, GPMT, FTEK, QQEW, FDN, ENLC, ERII, DEO, ALO, CTRL, CARA, BPY, HROW, QAI, MXIM, MTZ, MARA, MIC, IWN, IWO, IXC, JXI, KXI, HEZU, IAU, IHG, SDOG,
For the details of Global Wealth Management Investment Advisory, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/global+wealth+management+investment+advisory%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Global Wealth Management Investment Advisory, Inc.- Vanguard Mortgage-Backed Securities ETF (VMBS) - 128,562 shares, 3.89% of the total portfolio. Shares added by 25.08%
- iShares Broad USD Investment Grade Corporate Bond (USIG) - 111,481 shares, 3.56% of the total portfolio. Shares added by 32.72%
- Apple Inc (AAPL) - 26,087 shares, 2.86% of the total portfolio. Shares added by 12.43%
- iShares Core MSCI Emerging Markets (IEMG) - 76,894 shares, 2.30% of the total portfolio. Shares added by 66.64%
- American Finance Trust Inc (AFIN) - 359,964 shares, 2.25% of the total portfolio. Shares added by 43.58%
Global Wealth Management Investment Advisory, Inc. initiated holding in Cronos Group Inc. The purchase prices were between $10.39 and $23.7, with an estimated average price of $18.62. The stock is now traded at around $14.77. The impact to a portfolio due to this purchase was 0.03%. The holding were 3,200 shares as of .
New Purchase: China Mobile Ltd (CHL)Global Wealth Management Investment Advisory, Inc. initiated holding in China Mobile Ltd. The purchase prices were between $47.39 and $55.7, with an estimated average price of $52.16. The stock is now traded at around $46.44. The impact to a portfolio due to this purchase was 0.03%. The holding were 870 shares as of .
New Purchase: iShares Floating Rate Bond (FLOT)Global Wealth Management Investment Advisory, Inc. initiated holding in iShares Floating Rate Bond. The purchase prices were between $49.82 and $50.65, with an estimated average price of $50.33. The stock is now traded at around $50.86. The impact to a portfolio due to this purchase was 0.03%. The holding were 967 shares as of .
New Purchase: First Trust Inter Dur Pref& Income Fund (FPF)Global Wealth Management Investment Advisory, Inc. initiated holding in First Trust Inter Dur Pref& Income Fund. The purchase prices were between $19.8 and $21.95, with an estimated average price of $21.18. The stock is now traded at around $21.96. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,240 shares as of .
New Purchase: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)Global Wealth Management Investment Advisory, Inc. initiated holding in SPDR Bloomberg Barclays Investment Grade Floating . The purchase prices were between $30.03 and $30.54, with an estimated average price of $30.35. The stock is now traded at around $30.68. The impact to a portfolio due to this purchase was 0.02%. The holding were 994 shares as of .
New Purchase: Churchill Downs Inc (CHDN)Global Wealth Management Investment Advisory, Inc. initiated holding in Churchill Downs Inc. The purchase prices were between $77.54 and $97.65, with an estimated average price of $89.28. The stock is now traded at around $96.74. The impact to a portfolio due to this purchase was 0.02%. The holding were 300 shares as of .
Added: iShares Select Dividend ETF (DVY)Global Wealth Management Investment Advisory, Inc. added to a holding in iShares Select Dividend ETF by 72.16%. The purchase prices were between $87.42 and $98.83, with an estimated average price of $95.05. The stock is now traded at around $98.23. The impact to a portfolio due to this purchase was 0.94%. The holding were 39,464 shares as of .
Added: iShares Core MSCI Emerging Markets (IEMG)Global Wealth Management Investment Advisory, Inc. added to a holding in iShares Core MSCI Emerging Markets by 66.64%. The purchase prices were between $46.41 and $52.64, with an estimated average price of $50.65. The stock is now traded at around $50.33. The impact to a portfolio due to this purchase was 0.92%. The holding were 76,894 shares as of .
Added: iShares Broad USD Investment Grade Corporate Bond (USIG)Global Wealth Management Investment Advisory, Inc. added to a holding in iShares Broad USD Investment Grade Corporate Bond by 32.72%. The purchase prices were between $52.84 and $55.29, with an estimated average price of $53.93. The stock is now traded at around $55.18. The impact to a portfolio due to this purchase was 0.88%. The holding were 111,481 shares as of .
Added: Pfizer Inc (PFE)Global Wealth Management Investment Advisory, Inc. added to a holding in Pfizer Inc by 854.61%. The purchase prices were between $39.53 and $43.65, with an estimated average price of $42.24. The stock is now traded at around $40.39. The impact to a portfolio due to this purchase was 0.81%. The holding were 36,743 shares as of .
Added: Vanguard Mortgage-Backed Securities ETF (VMBS)Global Wealth Management Investment Advisory, Inc. added to a holding in Vanguard Mortgage-Backed Securities ETF by 25.08%. The purchase prices were between $51.44 and $52.39, with an estimated average price of $51.76. The stock is now traded at around $52.16. The impact to a portfolio due to this purchase was 0.78%. The holding were 128,562 shares as of .
Added: American Finance Trust Inc (AFIN)Global Wealth Management Investment Advisory, Inc. added to a holding in American Finance Trust Inc by 43.58%. The purchase prices were between $10.56 and $13.78, with an estimated average price of $11.91. The stock is now traded at around $10.35. The impact to a portfolio due to this purchase was 0.68%. The holding were 359,964 shares as of .
Sold Out: Shopify Inc (SHOP)Global Wealth Management Investment Advisory, Inc. sold out a holding in Shopify Inc. The sale prices were between $129.79 and $208.23, with an estimated average price of $175.7.
Sold Out: iShares Short Treasury Bond ETF (SHV)Global Wealth Management Investment Advisory, Inc. sold out a holding in iShares Short Treasury Bond ETF. The sale prices were between $110.3 and $110.57, with an estimated average price of $110.45.
Sold Out: Canopy Growth Corp (CGC)Global Wealth Management Investment Advisory, Inc. sold out a holding in Canopy Growth Corp. The sale prices were between $26.87 and $50.77, with an estimated average price of $43.62.
Sold Out: Fox Corp (FOXA)Global Wealth Management Investment Advisory, Inc. sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.
Sold Out: iShares Russell 1000 Growth (IWF)Global Wealth Management Investment Advisory, Inc. sold out a holding in iShares Russell 1000 Growth. The sale prices were between $126.39 and $152.69, with an estimated average price of $143.37.
Sold Out: Reaves Utility Income Fund (UTG)Global Wealth Management Investment Advisory, Inc. sold out a holding in Reaves Utility Income Fund. The sale prices were between $29.35 and $33.68, with an estimated average price of $31.53.
Reduced: iShares MSCI Emerging Index Fund (EEM)Global Wealth Management Investment Advisory, Inc. reduced to a holding in iShares MSCI Emerging Index Fund by 98.7%. The sale prices were between $38.45 and $43.71, with an estimated average price of $42.09. The stock is now traded at around $41.79. The impact to a portfolio due to this sale was -0.98%. Global Wealth Management Investment Advisory, Inc. still held 504 shares as of .
Reduced: The Kraft Heinz Co (KHC)Global Wealth Management Investment Advisory, Inc. reduced to a holding in The Kraft Heinz Co by 92.52%. The sale prices were between $31.87 and $48.26, with an estimated average price of $41. The stock is now traded at around $31.99. The impact to a portfolio due to this sale was -0.68%. Global Wealth Management Investment Advisory, Inc. still held 1,970 shares as of .
Reduced: First Trust High Yield Long/Short ETF (HYLS)Global Wealth Management Investment Advisory, Inc. reduced to a holding in First Trust High Yield Long/Short ETF by 61.99%. The sale prices were between $44.85 and $48.02, with an estimated average price of $47.14. The stock is now traded at around $48.08. The impact to a portfolio due to this sale was -0.48%. Global Wealth Management Investment Advisory, Inc. still held 9,980 shares as of .
Reduced: iShares Core S&P Mid-Cap (IJH)Global Wealth Management Investment Advisory, Inc. reduced to a holding in iShares Core S&P Mid-Cap by 33.62%. The sale prices were between $162.23 and $192.69, with an estimated average price of $184.06. The stock is now traded at around $192.06. The impact to a portfolio due to this sale was -0.41%. Global Wealth Management Investment Advisory, Inc. still held 7,469 shares as of .
Reduced: Constellation Brands Inc (STZ)Global Wealth Management Investment Advisory, Inc. reduced to a holding in Constellation Brands Inc by 66.06%. The sale prices were between $150.94 and $175.33, with an estimated average price of $168.34. The stock is now traded at around $201.56. The impact to a portfolio due to this sale was -0.38%. Global Wealth Management Investment Advisory, Inc. still held 1,856 shares as of .
Reduced: Coca-Cola Co (KO)Global Wealth Management Investment Advisory, Inc. reduced to a holding in Coca-Cola Co by 24.37%. The sale prices were between $44.69 and $49.79, with an estimated average price of $46.77. The stock is now traded at around $47.70. The impact to a portfolio due to this sale was -0.25%. Global Wealth Management Investment Advisory, Inc. still held 25,257 shares as of .
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