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CIK: 0001767855
Total reported value
$702.7M
$702.7M
135 檔
12.5%
As reported in its official Q3 2024 Form 13F filing, Global Wealth Management Investment Advisory, Inc.'s tracked investment portfolio stood at $702.7M with 135 total positions.
In Q3 2024, Global Wealth Management Investment Advisory, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 88 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.30% | -0.18% | +3.94% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.75% | -0.04% | +4.06% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.70% | -0.02% | +4.46% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.14% | +0.16% | +0.00% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.10% | +0.29% | +1.65% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.05% | +0.10% | +2.45% | |
| 7 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.70% | -0.13% | +3.32% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | +0.12% | -2.79% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | — | +3.49% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.31% | — | +3.52% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.25% | +0.03% | +3.66% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.15% | +0.21% | +2.56% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.04% | -0.06% | +4.61% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | +0.12% | +1.76% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.96% | +0.25% | +1.54% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.82% | -0.58% | +15.88% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.67% | +0.18% | +2.76% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.43% | +0.02% | +3.45% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +0.09% | +3.21% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -1.44% | EXIT | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.11% | +0.95% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.17% | -0.07% | +4.26% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | — | +5.52% | |
| 24 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.13% | -0.08% | +2.60% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.12% | -0.10% | -5.40% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | -0.01% | +7.89% | |
| 27 | DOW | Dow Inc | Stock-Materials | 1.07% | — | +29.29% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 1.04% | +0.18% | +3.23% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.20% | +5.39% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 1.02% | -0.09% | -17.33% | |
| 31 | DUK | Duke Energy CORP | Stock-Utilities | 1.02% | -0.06% | -13.91% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.01% | — | -0.39% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.18% | +13.22% | |
| 34 | TGT | Target CORP | Stock-Consumer Disc | 1.01% | — | +1.10% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.98% | — | -18.95% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.96% | +0.16% | -4.70% | |
| 37 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.92% | +0.06% | +1.62% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.91% | -0.01% | +2.33% | |
| 39 | HON | Honeywell International Inc | Stock-Industrials | 0.88% | — | +3.38% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | +0.05% | +38.32% | |
| 41 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.84% | — | +3.62% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.81% | +0.13% | +2.92% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.81% | +0.08% | +25.62% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.76% | +0.03% | -1.57% | |
| 45 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.75% | -0.02% | +2.75% | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.72% | +0.05% | — | |
| 47 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.71% | — | -1.44% | |
| 48 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.70% | +0.02% | -7.73% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.05% | -3.58% | |
| 50 | BP | Bp Plc-spons Adr | Stock-Energy | 0.66% | — | +26.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TFC | Truist Financial CORP | +0.7% | NEW | New buy |
| 2 | CMG | Chipotle Mexican Grill Inc | +0.4% | NEW | New buy |
| 3 | MCD | Mcdonald's CORP | +0.3% | +38.32% | Add |
| 4 | DOW | Dow Inc | +0.2% | +29.29% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.2% | +25.62% | Add |
| 6 | HD | Home Depot Inc | +0.2% | +3.45% | Add |
| 7 | SHOP | Shopify Inc - Class A | +0.1% | +30.78% | Add |
| 8 | DCRE | Dbl Comm Real Est Debt | +0.1% | NEW | New buy |
| 9 | JNJ | Johnson & Johnson | +0.1% | +7.89% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +3.23% | Add |
| 11 | ABBV | Abbvie Inc | +0.1% | +5.39% | Add |
| 12 | STZ | Constellation Brands Inc-a | +0.1% | +36.76% | Add |
| 13 | LULU | Lululemon Athletica Inc | +0.1% | +62.05% | Add |
| 14 | AAPL | Apple Inc | +0.1% | +0.00% | Add |
| 15 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +3.52% | Add |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.76% | Add |
| 17 | RTX | Rtx CORP | +0.1% | +3.84% | Add |
| 18 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +4.46% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.66% | Add |
| 20 | GLDM | Spdr Gold Minishares Trust | +0.1% | +14.39% | Add |
| 21 | BIV | Vanguard Intermediate-term B | +0.1% | +30.77% | Add |
| 22 | DAL | Delta Air Lines Inc | +0.1% | +20.81% | Add |
| 23 | FSK | Fs Kkr Capital CORP | +0.1% | +45.55% | Add |
| 24 | GBDC | Golub Capital Bdc Inc | +0.1% | +51.14% | Add |
| 25 | XOM | Exxon Mobil CORP | +0.1% | +10.74% | Add |
| 26 | WMT | Walmart Inc | +0.1% | -5.40% | Trim |
| 27 | CI | THE Cigna Group | +0.1% | +12.01% | Add |
| 28 | KMI | Kinder Morgan, Inc. | +0.1% | +25.59% | Add |
| 29 | MO | Altria Group Inc | +0.1% | NEW | New buy |
| 30 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 31 | DVY | Ishares Select Dividend ETF | +0.1% | NEW | New buy |
| 32 | VCIT | Vanguard Int-term Corporate | 0% | +4.06% | Add |
| 33 | KO | Coca-cola Co/the | 0% | -0.39% | Trim |
| 34 | TSLA | Tesla Inc | 0% | -2.71% | Trim |
| 35 | PSA | Public Storage | 0% | +13.98% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | NEW | New buy |
| 37 | PG | Procter & Gamble Co/the | 0% | +5.52% | Add |
| 38 | EXR | Extra Space Storage Inc | 0% | -1.44% | Trim |
| 39 | TMUS | T-mobile US Inc | 0% | +0.04% | Add |
| 40 | CRM | Salesforce Inc | 0% | +6.97% | Add |
| 41 | MFIC | Midcap Financial Investment | 0% | +46.29% | Add |
| 42 | BN | Brookfield CORP | 0% | +6.74% | Add |
| 43 | BX | Blackstone Inc | 0% | +2.06% | Add |
| 44 | VTR | Ventas Inc | 0% | +7.17% | Add |
| 45 | BLV | Vanguard Long-term Bond ETF | 0% | +14.77% | Add |
| 46 | PECO | Phillips Edison & Company In | 0% | +43.14% | Add |
| 47 | O | Realty Income CORP | 0% | +6.18% | Add |
| 48 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.56% | Add |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +4.61% | Add |
| 50 | CVX | Chevron CORP | 0% | +15.88% | Add |
According to official SEC Form 13F filings, Global Wealth Management Investment Advisory, Inc. reported a total U.S. public equity portfolio value of $702.7M across 135 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, VCIT, JEPI) accounted for 12.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
TFC
市值: $3.3M
Top Position Liquidated / Trimmed
HAL
前期市值: $1.3M
During Q3 2024, Global Wealth Management Investment Advisory, Inc.'s top holdings by market value included VGSH (5.3%)、VCIT (3.8%)、JEPI (3.7%). The largest single position, VGSH, represented 5.3% of total portfolio value.
In Q3 2024, Global Wealth Management Investment Advisory, Inc. made 134 total portfolio adjustments, initiating 8 new buys, adding to 88 positions, trimming 34 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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