$219 Million is the total value of Global Wealth Management Investment Advisory, Inc.'s 691 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 54.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWY | Buy | ISHARES TRrus tp200 gr etf | $8,416,000 | +3.4% | 96,669 | +1.9% | 3.85% | -2.3% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmortg-back sec | $8,351,000 | +6.2% | 156,793 | +5.3% | 3.82% | +0.3% |
| IWX | Buy | ISHARES TRrus tp200 vl etf | $6,764,000 | +2.5% | 123,488 | +1.1% | 3.09% | -3.1% |
| DVY | Buy | ISHARES TRselect divid etf | $5,650,000 | +14.5% | 55,422 | +11.9% | 2.58% | +8.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,163,000 | +12.3% | 17,295 | +10.9% | 2.36% | +6.1% |
| AGG | Buy | ISHARES TRcore us aggbd et | $4,822,000 | +17.4% | 42,606 | +15.5% | 2.20% | +10.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $4,719,000 | +11.2% | 77,275 | +11.8% | 2.16% | +5.1% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,637,000 | +3.6% | 94,602 | +8.7% | 2.12% | -2.1% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $4,618,000 | +11.8% | 78,490 | +8.9% | 2.11% | +5.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $4,476,000 | +17.4% | 51,346 | +17.4% | 2.05% | +10.9% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $4,087,000 | +15.5% | 79,910 | +15.2% | 1.87% | +9.2% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $4,055,000 | +40.9% | 60,819 | +39.4% | 1.86% | +33.2% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $4,007,000 | +4.5% | 65,766 | +4.5% | 1.83% | -1.3% |
| EFV | Buy | ISHARES TReafe value etf | $3,757,000 | +4.6% | 79,320 | +6.2% | 1.72% | -1.2% |
| T | Buy | AT&T INC | $3,330,000 | +14.1% | 87,994 | +1.1% | 1.52% | +7.9% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $3,081,000 | +1.8% | 75,010 | +3.4% | 1.41% | -3.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $2,949,000 | +10.0% | 48,857 | +4.1% | 1.35% | +3.9% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $2,950,000 | +4.8% | 32,884 | +4.2% | 1.35% | -1.0% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $2,854,000 | +3.1% | 25,567 | +2.4% | 1.30% | -2.6% |
| EFG | Buy | ISHARES TReafe grwth etf | $2,822,000 | +1.3% | 35,056 | +1.6% | 1.29% | -4.3% |
| MSFT | Buy | MICROSOFT CORP | $2,787,000 | +6.1% | 20,045 | +2.2% | 1.28% | +0.2% |
| SPSM | Buy | SPDR SERIES TRUSTportfolio sm etf | $2,780,000 | -0.7% | 92,676 | +1.4% | 1.27% | -6.3% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $2,700,000 | +7.9% | 14,298 | +6.7% | 1.24% | +2.0% |
| CVX | Buy | CHEVRON CORP NEW | $2,698,000 | -3.0% | 22,745 | +1.8% | 1.23% | -8.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,608,000 | +3.3% | 15,684 | +1.5% | 1.19% | -2.4% |
| BAC | Buy | BANK AMER CORP | $2,483,000 | +4.9% | 85,135 | +4.3% | 1.14% | -0.9% |
| MO | Buy | ALTRIA GROUP INC | $2,332,000 | -7.4% | 57,018 | +7.2% | 1.07% | -12.5% |
| TGT | Buy | TARGET CORP | $2,254,000 | +31.1% | 21,083 | +6.2% | 1.03% | +23.9% |
| OXY | Buy | OCCIDENTAL PETE CORP | $2,133,000 | -5.7% | 47,961 | +6.6% | 0.98% | -10.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,115,000 | +12.4% | 10,945 | +13.0% | 0.97% | +6.1% |
| JPM | Buy | JPMORGAN CHASE &CO | $2,109,000 | +8.8% | 17,920 | +3.3% | 0.96% | +2.8% |
| DUK | Buy | DUKE ENERGY CORP NEW | $2,098,000 | +12.4% | 21,887 | +3.5% | 0.96% | +6.3% |
| SO | Buy | SOUTHERN CO | $2,057,000 | +15.5% | 33,305 | +3.4% | 0.94% | +9.2% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $1,987,000 | +62.9% | 16,583 | +40.3% | 0.91% | +53.8% |
| O | Buy | REALTY INCOME CORP | $1,976,000 | +21.5% | 25,769 | +9.3% | 0.90% | +14.7% |
| PG | Buy | PROCTER &GAMBLE CO | $1,963,000 | +31.0% | 15,782 | +15.5% | 0.90% | +23.7% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $1,951,000 | +12.8% | 43,763 | +4.4% | 0.89% | +6.6% |
| C | Buy | CITIGROUP INC | $1,943,000 | +2.4% | 28,130 | +3.8% | 0.89% | -3.2% |
| WMT | Buy | WALMART INC | $1,931,000 | +11.0% | 16,273 | +3.4% | 0.88% | +4.9% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $1,925,000 | +11.5% | 45,114 | +4.6% | 0.88% | +5.3% |
| D | Buy | DOMINION ENERGY INC | $1,914,000 | +9.2% | 23,615 | +4.2% | 0.88% | +3.2% |
| KMB | Buy | KIMBERLY CLARK CORP | $1,889,000 | +11.1% | 13,296 | +4.2% | 0.86% | +5.0% |
| PSA | Buy | PUBLIC STORAGE | $1,820,000 | +7.4% | 7,419 | +4.3% | 0.83% | +1.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,793,000 | +4.6% | 86,977 | +6.0% | 0.82% | -1.2% |
| XOM | Buy | EXXON MOBIL CORP | $1,782,000 | -3.7% | 25,231 | +4.5% | 0.82% | -8.9% |
| BP | Buy | BP PLCsponsored adr | $1,726,000 | -2.3% | 45,442 | +7.3% | 0.79% | -7.7% |
| PFE | Buy | PFIZER INC | $1,695,000 | -8.4% | 47,171 | +10.4% | 0.78% | -13.5% |
| CSCO | Buy | CISCO SYS INC | $1,654,000 | -3.8% | 33,470 | +6.6% | 0.76% | -9.1% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $1,649,000 | +3.5% | 20,414 | +3.2% | 0.75% | -2.2% |
| VGLT | Buy | VANGUARD SCOTTSDALE FDSlong term treas | $1,645,000 | +10.8% | 18,750 | +3.2% | 0.75% | +4.7% |
| VOD | Buy | VODAFONE GROUP PLC NEWsponsored adr | $1,422,000 | +24.5% | 71,424 | +2.1% | 0.65% | +17.5% |
| KO | Buy | COCA COLA CO | $1,414,000 | +9.3% | 25,981 | +2.2% | 0.65% | +3.4% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $1,403,000 | +8.2% | 10,095 | +1.4% | 0.64% | +2.2% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $1,340,000 | +5.0% | 17,220 | +5.6% | 0.61% | -0.8% |
| VTR | Buy | VENTAS INC | $1,309,000 | +9.6% | 17,923 | +2.6% | 0.60% | +3.6% |
| WY | Buy | WEYERHAEUSER CO | $1,301,000 | +11.5% | 46,984 | +6.0% | 0.60% | +5.3% |
| F | Buy | FORD MTR CO DEL | $1,145,000 | -5.1% | 125,020 | +5.9% | 0.52% | -10.3% |
| BLV | Buy | VANGUARD BD INDEX FD INClong term bond | $906,000 | +7.0% | 8,822 | +1.1% | 0.41% | +1.0% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $855,000 | +3.6% | 9,714 | +1.8% | 0.39% | -2.0% |
| NEE | Buy | NEXTERA ENERGY INC | $846,000 | +16.2% | 3,629 | +2.1% | 0.39% | +9.9% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $803,000 | +1.1% | 5,215 | +2.9% | 0.37% | -4.4% |
| JNJ | Buy | JOHNSON &JOHNSON | $799,000 | -3.5% | 6,175 | +3.9% | 0.36% | -9.0% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $789,000 | -2.1% | 19,601 | +3.4% | 0.36% | -7.4% |
| NVDA | Buy | NVIDIA CORP | $727,000 | +8.2% | 4,177 | +2.1% | 0.33% | +2.5% |
| DIS | Buy | DISNEY WALT CO | $677,000 | +17.9% | 5,195 | +26.4% | 0.31% | +11.5% |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $556,000 | – | 9,791 | +100.0% | 0.25% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $364,000 | +29.1% | 1,263 | +18.5% | 0.17% | +21.2% |
| PKG | Buy | PACKAGING CORP AMER | $356,000 | +17.9% | 3,354 | +5.7% | 0.16% | +11.6% |
| ABBV | Buy | ABBVIE INC | $354,000 | +13.8% | 4,670 | +9.2% | 0.16% | +7.3% |
| TMUS | Buy | T MOBILE US INC | $322,000 | +11.4% | 4,091 | +4.9% | 0.15% | +5.0% |
| SQ | Buy | SQUARE INCcl a | $313,000 | +2.0% | 5,059 | +19.4% | 0.14% | -4.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $288,000 | +10.3% | 1,411 | +10.0% | 0.13% | +4.8% |
| GDDY | Buy | GODADDY INCcl a | $261,000 | -2.6% | 3,955 | +3.3% | 0.12% | -8.5% |
| BIIB | Buy | BIOGEN INC | $252,000 | +0.4% | 1,082 | +0.8% | 0.12% | -5.0% |
| BDX | Buy | BECTON DICKINSON &CO | $249,000 | +3.8% | 984 | +3.4% | 0.11% | -1.7% |
| MUB | Buy | ISHARES TRnational mun etf | $240,000 | +3900.0% | 2,105 | +3593.0% | 0.11% | +3566.7% |
| DGRO | Buy | ISHARES TRcore div grwth | $238,000 | +12.8% | 6,092 | +10.2% | 0.11% | +6.9% |
| LEN | Buy | LENNAR CORPcl a | $173,000 | +21.8% | 3,100 | +5.6% | 0.08% | +14.5% |
| RTN | Buy | RAYTHEON CO | $164,000 | +1390.9% | 835 | +1268.9% | 0.08% | +1400.0% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $151,000 | +17.1% | 3,347 | +9.9% | 0.07% | +11.3% |
| ABT | Buy | ABBOTT LABS | $117,000 | +15.8% | 1,399 | +16.7% | 0.05% | +10.2% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $109,000 | +16.0% | 3,807 | +17.2% | 0.05% | +8.7% |
| RCL | Buy | ROYAL CARIBBEAN CRUISES LTD | $88,000 | -1.1% | 814 | +10.6% | 0.04% | -7.0% |
| NKE | Buy | NIKE INCcl b | $87,000 | +13.0% | 925 | +0.2% | 0.04% | +8.1% |
| HCP | Buy | HCP INC | $69,000 | +15.0% | 1,928 | +2.4% | 0.03% | +10.3% |
| FDN | New | FIRST TR EXCHANGE TRADED FDdj internt idx | $58,000 | – | 434 | +100.0% | 0.03% | – |
| MCD | Buy | MCDONALDS CORP | $50,000 | +400.0% | 234 | +387.5% | 0.02% | +360.0% |
| VOO | Buy | VANGUARD INDEX FDS | $45,000 | +2.3% | 166 | +2.5% | 0.02% | 0.0% |
| FXH | Buy | FIRST TR EXCHANGE TRADED FDhlth care alph | $47,000 | +327.3% | 636 | +364.2% | 0.02% | +320.0% |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $45,000 | +4.7% | 1,024 | +10.8% | 0.02% | 0.0% |
| DD | Buy | DUPONT DE NEMOURS INC | $44,000 | +25.7% | 616 | +32.2% | 0.02% | +17.6% |
| ET | Buy | ENERGY TRANSFER LP | $42,000 | -6.7% | 3,243 | +0.7% | 0.02% | -13.6% |
| ETR | Buy | ENTERGY CORP NEW | $39,000 | +14.7% | 329 | +0.6% | 0.02% | +12.5% |
| FBT | Buy | FIRST TR EXCHANGE TRADED FDny arca biotech | $39,000 | +3800.0% | 316 | +3060.0% | 0.02% | – |
| KR | New | KROGER CO | $37,000 | – | 1,432 | +100.0% | 0.02% | – |
| BDJ | Buy | BLACKROCK ENHANCED EQT DIV T | $37,000 | +27.6% | 3,985 | +22.6% | 0.02% | +21.4% |
| GM | Buy | GENERAL MTRS CO | $32,000 | 0.0% | 858 | +3.4% | 0.02% | 0.0% |
| FXD | New | FIRST TR EXCHANGE TRADED FDconsumr discre | $31,000 | – | 732 | +100.0% | 0.01% | – |
| FXG | Buy | FIRST TR EXCHANGE TRADED FDconsumr staple | $31,000 | – | 650 | +7122.2% | 0.01% | – |
| RPM | Buy | RPM INTL INC | $24,000 | +14.3% | 344 | +0.6% | 0.01% | +10.0% |
| AEE | Buy | AMEREN CORP | $24,000 | +9.1% | 295 | +0.7% | 0.01% | 0.0% |
| NLY | Buy | ANNALY CAP MGMT INC | $21,000 | 0.0% | 2,362 | +3.5% | 0.01% | 0.0% |
| NFJ | Buy | ALLIANZGI NFJ DIVID INT &PR | $19,000 | 0.0% | 1,562 | +1.8% | 0.01% | 0.0% |
| BX | New | BLACKSTONE GROUP INC | $20,000 | – | 400 | +100.0% | 0.01% | – |
| HTA | Buy | HEALTHCARE TR AMER INCcl a new | $18,000 | +800.0% | 602 | +702.7% | 0.01% | +700.0% |
| BCX | Buy | BLACKROCK RES &COMM STRAT T | $17,000 | -5.6% | 2,209 | +1.3% | 0.01% | -11.1% |
| UBER | Buy | UBER TECHNOLOGIES INC | $15,000 | -28.6% | 495 | +7.6% | 0.01% | -30.0% |
| SFIX | Buy | STITCH FIX INC | $13,000 | -31.6% | 650 | +8.3% | 0.01% | -33.3% |
| ARES | New | ARES MANAGEMENT CORPORATION | $12,000 | – | 462 | +100.0% | 0.01% | – |
| OLD | New | JANUS DETROIT STR TRlong term care | $10,000 | – | 338 | +100.0% | 0.01% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $11,000 | – | 262 | +100.0% | 0.01% | – |
| DOCU | New | DOCUSIGN INC | $9,000 | – | 150 | +100.0% | 0.00% | – |
| BCE | New | BCE INC | $8,000 | – | 170 | +100.0% | 0.00% | – |
| HTD | New | HANCOCK JOHN TAX-ADV DIV INC | $8,000 | – | 297 | +100.0% | 0.00% | – |
| ZEN | New | ZENDESK INC | $7,000 | – | 100 | +100.0% | 0.00% | – |
| APPN | New | APPIAN CORPcl a | $7,000 | – | 150 | +100.0% | 0.00% | – |
| GDV | New | GABELLI DIVD &INCOME TR | $7,000 | – | 323 | +100.0% | 0.00% | – |
| NVCR | New | NOVOCURE LTD | $6,000 | – | 75 | +100.0% | 0.00% | – |
| SHYG | Buy | ISHARES TR0-5yr hi yl cp | $6,000 | +200.0% | 120 | +179.1% | 0.00% | +200.0% |
| REM | New | ISHARES TRmortge rel etf | $6,000 | – | 150 | +100.0% | 0.00% | – |
| EVT | New | EATON VANCE TAX ADVT DIV INC | $7,000 | – | 290 | +100.0% | 0.00% | – |
| EOD | New | WELLS FARGO GLOBAL DIVIDEND | $6,000 | – | 1,061 | +100.0% | 0.00% | – |
| CFG | New | CITIZENS FINL GROUP INC | $7,000 | – | 200 | +100.0% | 0.00% | – |
| SEDG | New | SOLAREDGE TECHNOLOGIES INC | $6,000 | – | 75 | +100.0% | 0.00% | – |
| TER | New | TERADYNE INC | $6,000 | – | 100 | +100.0% | 0.00% | – |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $5,000 | 0.0% | 89 | +1.1% | 0.00% | 0.0% |
| FCO | New | ABERDEEN GLOBAL INCOME FD IN | $4,000 | – | 452 | +100.0% | 0.00% | – |
| TXRH | Buy | TEXAS ROADHOUSE INC | $5,000 | +66.7% | 94 | +70.9% | 0.00% | +100.0% |
| FSLY | New | FASTLY INCcl a | $5,000 | – | 200 | +100.0% | 0.00% | – |
| AWF | New | ALLIANCEBERNSTEIN GBL HGH IN | $5,000 | – | 458 | +100.0% | 0.00% | – |
| PCY | Buy | INVESCO EXCHNG TRADED FD TRemrng mkt svrg | $4,000 | +300.0% | 126 | +147.1% | 0.00% | – |
| PINS | New | PINTEREST INCcl a | $4,000 | – | 150 | +100.0% | 0.00% | – |
| GWPH | New | GW PHARMACEUTICALS PLCads | $4,000 | – | 38 | +100.0% | 0.00% | – |
| CLDR | New | CLOUDERA INC | $4,000 | – | 500 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC | $4,000 | – | 200 | +100.0% | 0.00% | – |
| ARCC | New | ARES CAP CORP | $2,000 | – | 129 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $2,000 | – | 450 | +100.0% | 0.00% | – |
| BOE | Buy | BLACKROCK ENHANCED GBL DIV T | $3,000 | – | 311 | +6120.0% | 0.00% | – |
| GBDC | New | GOLUB CAP BDC INC | $2,000 | – | 119 | +100.0% | 0.00% | – |
| HTGC | New | HERCULES CAPITAL INC | $2,000 | – | 170 | +100.0% | 0.00% | – |
| IQ | New | IQIYI INCsponsored ads | $2,000 | – | 100 | +100.0% | 0.00% | – |
| EMHY | New | ISHARES INCem hghyl bd etf | $3,000 | – | 75 | +100.0% | 0.00% | – |
| JD | New | JD COM INCspon adr cl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
| MIN | Buy | MFS INTER INCOME TRsh ben int | $3,000 | 0.0% | 708 | +2.3% | 0.00% | 0.0% |
| MAIN | New | MAIN STREET CAPITAL CORP | $2,000 | – | 56 | +100.0% | 0.00% | – |
| PFLT | New | PENNANTPARK FLOATING RATE CA | $2,000 | – | 167 | +100.0% | 0.00% | – |
| SCU | New | SCULPTOR CAP MGMT | $3,000 | – | 167 | +100.0% | 0.00% | – |
| TSLX | New | TPG SPECIALTY LENDING INC | $2,000 | – | 112 | +100.0% | 0.00% | – |
| TLND | New | TALEND S Aads | $3,000 | – | 100 | +100.0% | 0.00% | – |
| REAL | New | THE REALREAL INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| HYEM | New | VANECK VECTORS ETF TRemerging mkts hi | $3,000 | – | 150 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $0 | – | 0 | +100.0% | 0.00% | – |
| SAN | New | BANCO SANTANDER SAadr | $1,000 | – | 300 | +100.0% | 0.00% | – |
| BPY | New | BROOKFIELD PROPERTY PARTRS Lunit ltd partn | $0 | – | 8 | +100.0% | 0.00% | – |
| ORBC | New | ORBCOMM INC | $1,000 | – | 200 | +100.0% | 0.00% | – |
| MSD | New | MORGAN STANLEY EMER MKTS DEB | $1,000 | – | 130 | +100.0% | 0.00% | – |
| TD | New | TORONTO DOMINION BK ONT | $0 | – | 0 | +100.0% | 0.00% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $0 | – | 2 | +100.0% | 0.00% | – |
| REZ | New | ISHARES TRresidnl real est | $0 | – | 0 | +100.0% | 0.00% | – |
| USRT | New | ISHARES TRcre u s reit etf | $0 | – | 0 | +100.0% | 0.00% | – |
| IFGL | New | ISHARES TRintl dev re etf | $0 | – | 0 | +100.0% | 0.00% | – |
| IFEU | New | ISHARES TReur dev re etf | $0 | – | 0 | +100.0% | 0.00% | – |
| ICF | New | ISHARES TRcohen steer reit | $0 | – | 0 | +100.0% | 0.00% | – |
| VLT | Buy | INVESCO HIGH INCOME TR II | $1,000 | 0.0% | 89 | +1.1% | 0.00% | – |
| GGZ | New | GABELLI GLB SML &MD CP VAL | $0 | – | 12 | +100.0% | 0.00% | – |
| FEN | New | FIRST TR ENERGY INCOME &GRW | $1,000 | – | 51 | +100.0% | 0.00% | – |
| EXG | New | EATON VANCE TAX MNGD GBL DV | $1,000 | – | 143 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
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.