Global Wealth Management, LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$173.3B
Holdings
28
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VUSBVANGUARD BD INDEX FDS | 594,103 | $29.6B | 17.09% | |
| 2 | JMSTJ P MORGAN EXCHANGE TRADED F | 516,882 | $26.3B | 15.16% | |
| 3 | SCHBSCHWAB STRATEGIC TR | 1,050,807 | $22.6B | 13.05% | |
| 4 | SCHDSCHWAB STRATEGIC TR | 689,679 | $19.3B | 11.13% | |
| 5 | IVVISHARES TR | 31,778 | $17.9B | 10.30% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 54,754 | $10.6B | 6.13% | |
| 7 | IJRISHARES TR | 97,113 | $10.2B | 5.86% | |
| 8 | IJHISHARES TR | 114,386 | $6.7B | 3.85% | |
| 9 | VTIVANGUARD INDEX FDS | 23,798 | $6.5B | 3.77% | |
| 10 | NDQINVESCO QQQ TR | 12,271 | $5.8B | 3.32% | |
| 11 | RSPINVESCO EXCHANGE TRADED FD T | 22,100 | $3.8B | 2.21% | |
| 12 | VGTVANGUARD WORLD FD | 5,139 | $2.8B | 1.61% | |
| 13 | JNJJOHNSON & JOHNSON | 11,047 | $1.8B | 1.06% | |
| 14 | IWDISHARES TR | 8,220 | $1.5B | 0.89% | |
| 15 | IAU*ISHARES GOLD TR | 18,058 | $1.1B | 0.61% | |
| 16 | USOUNITED STS OIL FD LP | 12,220 | $945.0M | 0.55% | |
| 17 | SIVRABRDN SILVER ETF TRUST | 27,041 | $879.1M | 0.51% | |
| 18 | AMZNAMAZON COM INC | 4,370 | $831.4M | 0.48% | |
| 19 | VDEVANGUARD WORLD FD | 5,982 | $775.9M | 0.45% | |
| 20 | MSFTMICROSOFT CORP | 1,698 | $637.5M | 0.37% | |
| 21 | IWBISHARES TR | 1,842 | $565.1M | 0.33% | |
| 22 | AAPLAPPLE INC | 2,254 | $500.6M | 0.29% | |
| 23 | VUGVANGUARD INDEX FDS | 1,063 | $394.3M | 0.23% | |
| 24 | GQ9SPDR GOLD TR | 1,322 | $380.9M | 0.22% | |
| 25 | AMGNAMGEN INC | 835 | $260.2M | 0.15% | |
| 26 | NVDANVIDIA CORPORATION | 2,235 | $242.3M | 0.14% | |
| 27 | OEFISHARES TR | 887 | $240.2M | 0.14% | |
| 28 | WMTWALMART INC | 2,379 | $208.8M | 0.12% |