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CIK: 0001767855
Total reported value
$702.7M
$702.7M
143 檔
13.2%
The Q4 2024 SEC filing reveals that Global Wealth Management Investment Advisory, Inc. held a total portfolio value of $702.7M, covering 143 public equity positions.
In Q4 2024, Global Wealth Management Investment Advisory, Inc. displayed an active expansion posture, initiating 18 new positions and adding to 97 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 | 5.32% | -0.18% | +6.53% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.64% | -0.04% | +6.20% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 3.59% | -0.02% | +5.08% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.35% | +0.16% | +3.88% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.16% | +0.29% | +1.92% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.01% | +0.10% | +1.32% | |
| 7 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 2.68% | -0.13% | +5.27% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | +0.12% | +0.98% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | — | +6.23% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.29% | — | +4.25% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.19% | +0.12% | +1.98% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.14% | +0.21% | +3.82% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 2.11% | +0.25% | +1.69% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.07% | +0.03% | +7.16% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.02% | -0.06% | +5.89% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.89% | -0.58% | +10.74% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.64% | +0.18% | +4.46% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.55% | +0.09% | +8.92% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.20% | +0.18% | +8.46% | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.15% | -0.10% | -3.70% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.13% | -0.07% | +5.56% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -1.44% | EXIT | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | — | +4.36% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.20% | +24.15% | |
| 25 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.10% | -0.08% | -7.40% | |
| 26 | MS | Morgan Stanley | Stock-Financials | 1.07% | +0.16% | -2.99% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.01% | +6.83% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | +0.02% | -24.36% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | +0.11% | +0.85% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.95% | — | +3.54% | |
| 31 | CAT | Caterpillar Inc | Stock-Industrials | 0.94% | +0.18% | +2.17% | |
| 32 | DUK | Duke Energy CORP | Stock-Utilities | 0.93% | -0.06% | +2.68% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | — | +102.21% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.90% | -0.09% | +1.90% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.90% | — | -1.49% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.89% | -0.25% | — | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.89% | — | +5.87% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.89% | +0.02% | +42.51% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.88% | +0.08% | +3.21% | |
| 40 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.85% | +0.06% | +5.04% | |
| 41 | D | Dominion Energy Inc | Stock-Utilities | 0.85% | +0.01% | — | |
| 42 | GD | General Dynamics CORP | Stock-Industrials | 0.80% | -0.01% | +6.23% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.79% | +0.05% | +3.42% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.74% | +0.03% | -4.52% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | +0.13% | +3.52% | |
| 46 | TFC | Truist Financial CORP | Stock-Financials | 0.73% | +0.05% | +4.76% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.72% | +0.06% | +5.07% | |
| 48 | BP | Bp Plc-spons Adr | Stock-Energy | 0.70% | — | +17.99% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.05% | +2.31% | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.69% | -0.02% | +0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | +0.9% | NEW | New buy |
| 2 | D | Dominion Energy Inc | +0.9% | NEW | New buy |
| 3 | CCI | Crown Castle Inc | +0.7% | NEW | New buy |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | NEW | New buy |
| 5 | PYPL | Paypal Holdings Inc | +0.5% | NEW | New buy |
| 6 | MRK | Merck & Co. Inc. | +0.4% | +102.21% | Add |
| 7 | AMZN | Amazon.com Inc | +0.3% | +8.92% | Add |
| 8 | DCMT | Doubleline Commodity ETF | +0.2% | NEW | New buy |
| 9 | AAPL | Apple Inc | +0.2% | +3.88% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +1.98% | Add |
| 11 | CRM | Salesforce Inc | +0.2% | +25.82% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +8.46% | Add |
| 13 | UPS | United Parcel Service-cl B | +0.2% | +42.51% | Add |
| 14 | LULU | Lululemon Athletica Inc | +0.2% | +20.42% | Add |
| 15 | NEE | Nextera Energy Inc | +0.2% | +68.62% | Add |
| 16 | NVDA | Nvidia CORP | +0.2% | +0.98% | Add |
| 17 | BAC | Bank Of America CORP | +0.2% | +1.69% | Add |
| 18 | NFLX | Netflix Inc | +0.1% | +5.55% | Add |
| 19 | ✓ | Bank Montreal Que | +0.1% | NEW | New buy |
| 20 | MS | Morgan Stanley | +0.1% | -2.99% | Trim |
| 21 | CVX | Chevron CORP | +0.1% | +10.74% | Add |
| 22 | ABBV | Abbvie Inc | +0.1% | +24.15% | Add |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +3.21% | Add |
| 24 | HON | Honeywell International Inc | +0.1% | +3.54% | Add |
| 25 | AXP | American Express Co | +0.1% | +5.07% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.92% | Add |
| 27 | NET | Cloudflare Inc - Class A | +0.1% | -4.63% | Trim |
| 28 | KMI | Kinder Morgan, Inc. | +0.1% | +8.75% | Add |
| 29 | BX | Blackstone Inc | +0.1% | +20.27% | Add |
| 30 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 31 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 32 | BPRN | Princeton Bancorp Inc | +0.1% | NEW | New buy |
| 33 | BP | Bp Plc-spons Adr | 0% | +17.99% | Add |
| 34 | MAR | Marriott International -cl A | 0% | +3.43% | Add |
| 35 | MLPA | Global X Mlp ETF | 0% | +12.53% | Add |
| 36 | SUB | Ishares Short-term National | 0% | NEW | New buy |
| 37 | NOW | Servicenow Inc | 0% | NEW | New buy |
| 38 | CMI | Cummins Inc | 0% | NEW | New buy |
| 39 | BNL | Broadstone Net Lease Inc | 0% | NEW | New buy |
| 40 | WMT | Walmart Inc | 0% | -3.70% | Trim |
| 41 | COST | Costco Wholesale CORP | 0% | +5.89% | Add |
| 42 | VUG | Vanguard Growth ETF | 0% | +2.04% | Add |
| 43 | PANW | Palo Alto Networks Inc | 0% | +106.73% | Add |
| 44 | DGRO | Ishares Core Dividend Growth | 0% | +17.83% | Add |
| 45 | FSK | Fs Kkr Capital CORP | 0% | +7.57% | Add |
| 46 | VGSH | Vanguard Short-term Treasury | 0% | +6.53% | Add |
| 47 | GLDM | Spdr Gold Minishares Trust | 0% | +9.49% | Add |
| 48 | TJX | Tjx Companies Inc | 0% | +6.84% | Add |
| 49 | CMG | Chipotle Mexican Grill Inc | 0% | +4.27% | Add |
| 50 | MUB | Ishares National Muni Bond E | 0% | +18.68% | 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 143 disclosed positions in Q4 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 13.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
VZ
市值: $4.3M
Top Position Liquidated / Trimmed
DOW
前期市值: $5.0M
During Q4 2024, Global Wealth Management Investment Advisory, Inc.'s top holdings by market value included VGSH (5.3%)、VCIT (3.6%)、JEPI (3.6%). The largest single position, VGSH, represented 5.3% of total portfolio value.
In Q4 2024, Global Wealth Management Investment Advisory, Inc. made 150 total portfolio adjustments, initiating 18 new buys, adding to 97 positions, trimming 25 holdings, and fully liquidating 10 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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