Global Wealth Management Investment Advisory, Inc.
CIK: 0001767855SEC EDGAR →
Portfolio Value
$557K
Holdings
151
As of
Q4 2025
New Positions
151
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 389,123 | $23K | 4.10% |
| 2 | VANGUARD SCOTTSDALE FDS | 269,149 | $23K | 4.04% |
| 3 | NVIDIA CORPORATION | 114,239 | $21K | 3.82% |
| 4 | J P MORGAN EXCHANGE TRADED F | 371,626 | $21K | 3.82% |
| 5 | APPLE INC | 73,329 | $20K | 3.58% |
| 6 | ISHARES TR | 200,827 | $18K | 3.22% |
| 7 | MICROSOFT CORP | 32,471 | $16K | 2.82% |
| 8 | ISHARES TR | 180,649 | $15K | 2.61% |
| 9 | VANGUARD WHITEHALL FDS | 98,270 | $14K | 2.53% |
| 10 | ISHARES TR | 258,597 | $13K | 2.35% |
Quarterly Changes
New Positions (151)
$23K · 389K shares
$23K · 269K shares
$21K · 114K shares
$21K · 372K shares
$20K · 73K shares
$18K · 201K shares
$16K · 32K shares
$15K · 181K shares
$14K · 98K shares
$13K · 259K shares
$13K · 40K shares
$13K · 235K shares
$12K · 77K shares
$11K · 34K shares
$10K · 158K shares
$10K · 45K shares
$9K · 41K shares
$7K · 60K shares
$7K · 40K shares
$7K · 58K shares
$7K · 33K shares
$7K · 135K shares
$7K · 259K shares
$6K · 158K shares
$6K · 90K shares
$6K · 41K shares
$6K · 205K shares
$6K · 110K shares
$6K · 97K shares
$6K · 56K shares
$6K · 63K shares
$6K · 72K shares
$5K · 49K shares
$5K · 35K shares
$5K · 15K shares
$5K · 28K shares
$5K · 64K shares
$5K · 16K shares
$5K · 26K shares
$5K · 42K shares
$5K · 184K shares
$5K · 14K shares
$5K · 16K shares
$5K · 54K shares
$4K · 46K shares
$4K · 13K shares
$4K · 9K shares
$4K · 73K shares
$4K · 62K shares
$4K · 52K shares
$4K · 29K shares
$4K · 50K shares
$4K · 57K shares
$4K · 42K shares
$4K · 12K shares
$4K · 13K shares
$4K · 19K shares
$4K · 42K shares
$4K · 23K shares
$3K · 22K shares
$3K · 66K shares
$3K · 6K shares
$3K · 15K shares
$3K · 15K shares
$3K · 15K shares
$3K · 43K shares
$2K · 48K shares
$2K · 22K shares
$2K · 26K shares
$2K · 6K shares
$2K · 20K shares
$2K · 58K shares
$2K · 20K shares
$2K · 11K shares
$1K · 55K shares
$1K · 5K shares
$1K · 31K shares
$1K · 3K shares
$1K · 29K shares
$1K · 18K shares
$1K · 57K shares
$1K · 18K shares
$1K · 77K shares
$1K · 84K shares
$1K · 8K shares
$1K · 10K shares
$1K · 97K shares
$1K · 88K shares
$1K · 19K shares
$1K · 7K shares
$1K · 13K shares
$996 · 4K shares
$994 · 8K shares
$989 · 9K shares
$978 · 18K shares
$936 · 7K shares
$919 · 13K shares
$918 · 11K shares
$890 · 1K shares
$886 · 16K shares
$859 · 23K shares
$854 · 40K shares
$813 · 16K shares
$785 · 6K shares
$754 · 2K shares
$688 · 14K shares
$626 · 13K shares
$613 · 12K shares
$595 · 1K shares
$592 · 6K shares
$571 · 5K shares
$449 · 1K shares
$446 · 783 shares
$374 · 2K shares
$374 · 1K shares
$363 · 2K shares
$348 · 3K shares
$312 · 3K shares
$302 · 1K shares
$299 · 586 shares
$286 · 12K shares
$275 · 2K shares
$273 · 3K shares
$268 · 3K shares
$267 · 757 shares
$265 · 2K shares
$254 · 4K shares
$252 · 3K shares
$248 · 282 shares
$243 · 2K shares
$237 · 966 shares
$236 · 777 shares
$236 · 7K shares
$229 · 579 shares
$226 · 764 shares
$214 · 890 shares
$213 · 1K shares
$209 · 2K shares
$207 · 4K shares
$207 · 4K shares
$205 · 570 shares
$35 · 25K shares
$19 · 32K shares
$18 · 27K shares
$6 · 11K shares
$6 · 6K shares
$5 · 8K shares
$3 · 4K shares
$3 · 5K shares
$1 · 2K shares
$1 · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $251K | 45.1% |
| Technology | 17 | $92K | 16.5% |
| Unknown | 11 | $38K | 6.9% |
| Healthcare | 7 | $32K | 5.7% |
| Consumer Cyclical | 8 | $28K | 5.0% |
| Consumer Defensive | 9 | $27K | 4.9% |
| Energy | 5 | $26K | 4.6% |
| Communication Services | 6 | $19K | 3.5% |
| Utilities | 4 | $19K | 3.5% |
| Industrials | 6 | $14K | 2.6% |
| Real Estate | 6 | $10K | 1.8% |