Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 23 | Q2 2024 | 3.5% |
VANGUARD SCOTTSDALE FDS | 23 | Q2 2024 | 4.1% |
ISHARES TR | 23 | Q2 2024 | 4.8% |
VANGUARD SCOTTSDALE FDS | 23 | Q2 2024 | 5.4% |
ISHARES TR | 23 | Q2 2024 | 3.0% |
ISHARES TR | 23 | Q2 2024 | 2.9% |
VANGUARD WHITEHALL FDS INC | 23 | Q2 2024 | 4.6% |
INVESCO QQQ TR | 23 | Q2 2024 | 3.6% |
ISHARES TR | 23 | Q2 2024 | 3.0% |
ISHARES TR | 23 | Q2 2024 | 3.6% |
View Global Wealth Management Investment Advisory, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-28 |
13F-HR | 2024-08-05 |
13F-HR | 2024-05-10 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-07 |
13F-HR/A | 2022-11-09 |
13F-HR | 2022-10-19 |
View Global Wealth Management Investment Advisory, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.