Global Wealth Management Investment Advisory, Inc.
CIK: 0001767855SEC EDGAR →
Portfolio Value
$624.0M
Holdings
151
As of
Q4 2025
New Positions
151
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 389,123 | $22.9M | 3.66% |
| 2 | VANGUARD SCOTTSDALE FDS | 269,149 | $22.5M | 3.61% |
| 3 | NVIDIA CORPORATION | 114,239 | $21.3M | 3.41% |
| 4 | J P MORGAN EXCHANGE TRADED F | 371,626 | $21.3M | 3.41% |
| 5 | INVESCO QQQ TR | 32,466 | $19.9M | 3.20% |
| 6 | APPLE INC | 73,329 | $19.9M | 3.19% |
| 7 | ISHARES TR | 27,050 | $18.5M | 2.97% |
| 8 | ISHARES TR | 200,827 | $18.0M | 2.88% |
| 9 | MICROSOFT CORP | 32,471 | $15.7M | 2.52% |
| 10 | ISHARES TR | 180,649 | $14.6M | 2.33% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (151)
$22.9M · 389K shares
$22.5M · 269K shares
$21.3M · 114K shares
$21.3M · 372K shares
$19.9M · 32K shares
$19.9M · 73K shares
$18.5M · 27K shares
$18.0M · 201K shares
$15.7M · 32K shares
$14.6M · 181K shares
$14.1M · 98K shares
$13.1M · 259K shares
$13.0M · 40K shares
$12.9M · 235K shares
$11.7M · 77K shares
$10.7M · 34K shares
$10.4M · 158K shares
$10.3M · 45K shares
$9.4M · 41K shares
$7.2M · 60K shares
$7.2M · 40K shares
$7.0M · 58K shares
$6.7M · 33K shares
$6.7M · 135K shares
$6.6M · 259K shares
$6.4M · 158K shares
$6.3M · 11K shares
$6.0M · 90K shares
$6.0M · 6K shares
$5.9M · 41K shares
$5.8M · 205K shares
$5.7M · 110K shares
$5.7M · 97K shares
$5.6M · 56K shares
$5.6M · 63K shares
$5.6M · 72K shares
$5.6M · 8K shares
$5.5M · 49K shares
$5.5M · 35K shares
$5.4M · 15K shares
$5.2M · 28K shares
$5.1M · 64K shares
$5.1M · 16K shares
$5.0M · 26K shares
$4.9M · 42K shares
$4.8M · 184K shares
$4.8M · 14K shares
$4.8M · 16K shares
$4.7M · 54K shares
$4.5M · 46K shares
$4.4M · 13K shares
$4.4M · 9K shares
$4.4M · 73K shares
$4.3M · 62K shares
$4.2M · 52K shares
$4.1M · 29K shares
$4.0M · 50K shares
$4.0M · 57K shares
$3.9M · 42K shares
$3.9M · 5K shares
$3.7M · 12K shares
$3.7M · 13K shares
$3.6M · 19K shares
$3.6M · 42K shares
$3.6M · 23K shares
$3.5M · 4K shares
$3.5M · 22K shares
$3.3M · 66K shares
$3.1M · 6K shares
$3.0M · 15K shares
$3.0M · 15K shares
$3.0M · 15K shares
$2.7M · 43K shares
$2.3M · 48K shares
$2.1M · 22K shares
$1.8M · 26K shares
$1.7M · 3K shares
$1.6M · 6K shares
$1.6M · 20K shares
$1.6M · 58K shares
$1.6M · 20K shares
$1.5M · 11K shares
$1.4M · 55K shares
$1.4M · 5K shares
$1.4M · 31K shares
$1.4M · 3K shares
$1.4M · 29K shares
$1.3M · 18K shares
$1.2M · 2K shares
$1.2M · 57K shares
$1.2M · 18K shares
$1.1M · 77K shares
$1.1M · 84K shares
$1.1M · 8K shares
$1.1M · 10K shares
$1.1M · 97K shares
$1.1M · 88K shares
$1.1M · 19K shares
$1.0M · 7K shares
$1.0M · 13K shares
$996K · 4K shares
$994K · 8K shares
$989K · 9K shares
$978K · 18K shares
$936K · 7K shares
$919K · 13K shares
$918K · 11K shares
$890K · 1K shares
$886K · 16K shares
$859K · 23K shares
$854K · 40K shares
$813K · 16K shares
$785K · 6K shares
$754K · 2K shares
$688K · 14K shares
$626K · 13K shares
$613K · 12K shares
$595K · 1K shares
$592K · 6K shares
$571K · 5K shares
$449K · 1K shares
$446K · 783 shares
$374K · 1K shares
$374K · 2K shares
$363K · 2K shares
$348K · 3K shares
$312K · 3K shares
$302K · 1K shares
$299K · 586 shares
$286K · 12K shares
$275K · 2K shares
$273K · 3K shares
$268K · 3K shares
$267K · 757 shares
$265K · 2K shares
$254K · 4K shares
$252K · 3K shares
$248K · 282 shares
$243K · 2K shares
$237K · 966 shares
$236K · 7K shares
$236K · 777 shares
$229K · 579 shares
$226K · 764 shares
$214K · 890 shares
$213K · 1K shares
$209K · 2K shares
$207K · 4K shares
$207K · 4K shares
$205K · 570 shares
$35K · 25K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 72 | $271.4M | 43.5% |
| Technology | 17 | $91.8M | 14.7% |
| Unknown | 11 | $59.6M | 9.6% |
| Healthcare | 7 | $41.3M | 6.6% |
| Consumer Defensive | 9 | $31.1M | 5.0% |
| Consumer Cyclical | 8 | $28.1M | 4.5% |
| Energy | 5 | $25.8M | 4.1% |
| Communication Services | 6 | $25.0M | 4.0% |
| Industrials | 6 | $20.6M | 3.3% |
| Utilities | 4 | $19.4M | 3.1% |
| Real Estate | 6 | $10.0M | 1.6% |