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Global Wealth Management Investment Advisory, Inc.
Global Wealth Management Investment Advisory, Inc. is an SEC-regulated investment advisor firm offering asset management services, financial planning, and educational workshops. It follows a value-investing strategy and provides tailored services based on client needs.
Investment Strategy
Value-investing
Latest 13F Filing Activity
Global Wealth Management Investment Advisory, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 143 equity positions with a total 13F market value of $533M. The fund increased holdings in Capitol Ser TR, Nvidia Corporation, Microsoft Corp. among other positions. Global Wealth Management Investment Advisory, Inc. reduced exposure to Merck & Co. Inc., Vanguard Scottsdale FDS, Ishares TR among others.
Top Holdings
Equity Positions (143)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VCIT | VANGUARD SCOTTSDALE FDS | 3.80% | $20.3M | 244,383 | $81.30 | $82.92 | +$1.9M |
V VGSH | VANGUARD SCOTTSDALE FDS | 3.78% | $20.2M | 342,814 | $58.47 | $58.78 | -$191.3K |
J JEPI | J P MORGAN EXCHANGE TRADED F | 3.54% | $18.9M | 331,714 | $55.45 | $56.85 | +$319.5K |
Q QQQ | INVESCO QQQ TR | 3.23% | $17.2M | 31,214 | $281.72 | $551.64 | +$2.8M |
I IVV | ISHARES TR | 2.94% | $15.7M | 25,234 | $347.93 | $620.90 | +$1.3M |
Industry Allocation
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