$258 Million is the total value of Global Wealth Management Investment Advisory, Inc.'s 485 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTRS | New | VIATRIS INC | $124,000 | – | 6,629 | +100.0% | 0.05% | – |
| AIRC | New | APARTMENT INCOME REIT CORP | $72,000 | – | 1,872 | +100.0% | 0.03% | – |
| GLD | New | SPDR GOLD TR | $38,000 | – | 214 | +100.0% | 0.02% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $35,000 | – | 300 | +100.0% | 0.01% | – |
| XSD | New | SPDR SER TRs&p semicndctr | $34,000 | – | 200 | +100.0% | 0.01% | – |
| CLSK | New | CLEANSPARK INC | $25,000 | – | 850 | +100.0% | 0.01% | – |
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $20,000 | – | 300 | +100.0% | 0.01% | – |
| PHG | New | KONINKLIJKE PHILIPS N Vny reg sh new | $16,000 | – | 300 | +100.0% | 0.01% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $12,000 | – | 400 | +100.0% | 0.01% | – |
| ULTA | New | ULTA BEAUTY INC | $14,000 | – | 50 | +100.0% | 0.01% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $11,000 | – | 139 | +100.0% | 0.00% | – |
| AIV | New | APARTMENT INVT &MGMT COcl a | $10,000 | – | 1,930 | +100.0% | 0.00% | – |
| ARKG | New | ARK ETF TRgenomic rev etf | $10,000 | – | 102 | +100.0% | 0.00% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $10,000 | – | 68 | +100.0% | 0.00% | – |
| ARKK | New | ARK ETF TRinnovation etf | $10,000 | – | 79 | +100.0% | 0.00% | – |
| ARKF | New | ARK ETF TRfintech innova | $10,000 | – | 206 | +100.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC | $8,000 | – | 225 | +100.0% | 0.00% | – |
| ETH | New | ETHAN ALLEN INTERIORS INC | $8,000 | – | 417 | +100.0% | 0.00% | – |
| AN | New | AUTONATION INC | $9,000 | – | 128 | +100.0% | 0.00% | – |
| RDN | New | RADIAN GROUP INC | $8,000 | – | 400 | +100.0% | 0.00% | – |
| AOK | New | ISHARES TRconser alloc etf | $7,000 | – | 184 | +100.0% | 0.00% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $4,000 | – | 9 | +100.0% | 0.00% | – |
| EQIX | New | EQUINIX INC | $4,000 | – | 5 | +100.0% | 0.00% | – |
| TXN | New | TEXAS INSTRS INC | $4,000 | – | 23 | +100.0% | 0.00% | – |
| INTU | New | INTUIT | $4,000 | – | 10 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM INC | $4,000 | – | 10 | +100.0% | 0.00% | – |
| CBRE | New | CBRE GROUP INCcl a | $6,000 | – | 100 | +100.0% | 0.00% | – |
| OLD | New | JANUS DETROIT STR TRlong term care | $2,000 | – | 68 | +100.0% | 0.00% | – |
| OSTK | New | OVERSTOCK COM INC DEL | $3,000 | – | 60 | +100.0% | 0.00% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $2,000 | – | 5 | +100.0% | 0.00% | – |
| RKT | New | ROCKET COS INC | $3,000 | – | 150 | +100.0% | 0.00% | – |
| HLT | New | HILTON WORLDWIDE HLDGS INC | $2,000 | – | 15 | +100.0% | 0.00% | – |
| XBI | New | SPDR SER TRs&p biotech | $2,000 | – | 17 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC | $3,000 | – | 5 | +100.0% | 0.00% | – |
| TSCO | New | TRACTOR SUPPLY CO | $2,000 | – | 17 | +100.0% | 0.00% | – |
| USM | New | UNITED STATES CELLULAR CORP | $2,000 | – | 80 | +100.0% | 0.00% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $3,000 | – | 18 | +100.0% | 0.00% | – |
| BKNG | New | BOOKING HOLDINGS INC | $2,000 | – | 1 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $3,000 | – | 4 | +100.0% | 0.00% | – |
| BB | New | BLACKBERRY LTD | $3,000 | – | 500 | +100.0% | 0.00% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC | $2,000 | – | 8 | +100.0% | 0.00% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $1,000 | – | 10 | +100.0% | 0.00% | – |
| FSR | New | FISKER INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| WELL | New | WELLTOWER INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
| WRAP | New | WRAP TECHNOLOGIES INC | $0 | – | 100 | +100.0% | 0.00% | – |
| XL | New | XL FLEET CORP | $1,000 | – | 50 | +100.0% | 0.00% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $1,000 | – | 10 | +100.0% | 0.00% | – |
| EA | New | ELECTRONIC ARTS INC | $1,000 | – | 6 | +100.0% | 0.00% | – |
| FDX | New | FEDEX CORP | $1,000 | – | 4 | +100.0% | 0.00% | – |
| SPLK | New | SPLUNK INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $1,000 | – | 1 | +100.0% | 0.00% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $1,000 | – | 4 | +100.0% | 0.00% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $1,000 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 4.1% |
| ISHARES TR | 20 | Q3 2023 | 4.8% |
| APPLE INC | 20 | Q3 2023 | 3.5% |
| ISHARES TR | 20 | Q3 2023 | 2.9% |
| ISHARES TR | 20 | Q3 2023 | 2.9% |
| ISHARES TR | 20 | Q3 2023 | 3.6% |
| ISHARES TR | 20 | Q3 2023 | 3.3% |
| VANGUARD WHITEHALL FDS INC | 20 | Q3 2023 | 4.6% |
| VANGUARD SCOTTSDALE FDS | 20 | Q3 2023 | 5.2% |
| ISHARES INC | 20 | Q3 2023 | 2.9% |
View Global Wealth Management Investment Advisory, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-15 |
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.